Find a Financial Advisor in Brea, CA

 

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We did the hard work of finding trustworthy partners in Brea, CA.

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We Only Work With The Best Brea Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Brea, CA


  • Financial Advisor Close to Brea, CA

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Brea, CA


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Brea, CA

We evaluated over 13,000 RIA firms to bring you the best of the best Brea financial advisors.
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How Retirement-Friendly is Brea, CA?

  • Population: 42,678
  • % of Population 62 Years and Over: 16.9%
  • Average Home Value: $685,900
  • Average Monthly Housing Cost: $2,015
  • Average Household Income: $117,536
  • California Total Tax Burden: 9.48% (10th Highest in U.S.)
  • California Property Tax: 2.64% (19th Lowest in U.S.)
  • California Individual Income Tax: 3.78% (4th Highest in U.S.)
  • California Sales and Excise Tax: 3.06% (17th Lowest in U.S.)



The Top Financial Advisor Firms in Brea, CA

 

SACKETT FINANCIAL GROUP

Website

(714) 671-9330

915 W. Imperial Highway, Suite 160

Brea, CA 92821

SEC#: 801-111930
Years in Business: 3 years

CML WEALTH MANAGEMENT, LLC

Website

(714) 494-2460

135 S. State College Blvd.
Suite 125
Brea, CA 92821

SEC#: 801-100467
Years in Business: 6 years

LIGHTHOUSE FINANCIAL SERVICES INC

Website

(714) 572-8900

3070 Saturn Street
Suite 101
Brea, CA 92821

SEC#: 801-55848
Years in Business: 33 years

WADDELL & REED, INC.

Website

(714) 255-8888

1 Pointe Dr
Ste 240
Brea, CA 92821

SEC#: 801-16720
Years in Business: 39 years

BCU WEALTH ADVISORS, LLC

Website

(847) 932-8007

250 S. Kraemer Blvd

Brea, CA 92822

SEC#: 801-81122
Years in Business: 6 years

BCU WEALTH ADVISORS, LLC

Website

(847) 932-8007

250 S. Kraemer Blvd

Brea, CA 92822

SEC#: 801-81122
Years in Business: 6 years

WADDELL & REED, INC.

Website

(714) 255-8888

1 Pointe Dr
Ste 240
Brea, CA 92821

SEC#: 801-16720
Years in Business: 39 years

WADDELL & REED, INC.

Website

(714) 255-8888

1 Pointe Dr
Ste 240
Brea, CA 92821

SEC#: 801-16720
Years in Business: 39 years

WADDELL & REED, INC.

Website

(714) 255-8888

1 Pointe Dr
Ste 240
Brea, CA 92821

SEC#: 801-16720
Years in Business: 39 years

 


Brea, CA Financial Advisor FAQs

There are a number of ways advisors get compensated, but the most popular are either commission-based or fee-based.
Yes. Financial advisors can save you a lot of time when managing your personal finances and maximizing your savings.
Getting a financial advisor is like getting an assistant who can very reliably take care of all the details and paperwork and streamline your life in all its parts especially financially.
In order to choose a financial advisor, you first have to know what your goals are. Most advisors will recommend different products depending on those goals so it's important for you as an investor to take the time and find out which one is the best fit for your needs.