Find a Financial Advisor in Orange, CA

 

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

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We Only Work With The Best Orange 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 Orange, CA


  • Financial Advisor Close to Orange, 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 Orange, 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 Orange, CA

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

  • Population: 139,887
  • % of Population 62 Years and Over: 15.5%
  • Average Home Value: $665,000
  • Average Monthly Housing Cost: $1,959
  • Average Household Income: $117,638
  • 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 Orange, CA

 

B.B. GRAHAM & COMPANY, INC.

Website

(714) 628-5200

1700 W. Katella Ave.

Orange, CA 92867

SEC#: 801-106968
Years in Business: 5 years

BW & ASSOCIATES, INC.

Website

(714) 998-2077

3111 N. Tustin Street
Suite 215
Orange, CA 92865

SEC#: 801-108260
Years in Business: 5 years

GUARDIAN FINANCIAL PARTNERS, LLC

Website

(949) 771-2969

635 E. Chapman Ave.

Orange, CA 92866

SEC#: 801-110423
Years in Business: 4 years

TABR CAPITAL MANAGEMENT, LLC

Website

(714) 704-9180

500 N. State College Blvd
Suite 1320
Orange, CA 92868

SEC#: 801-62650
Years in Business: 17 years

CROWN CAPITAL SECURITIES, L.P.

Website

(714) 547-9481

725 Town & Country Road
Suite 530
Orange, CA 92868

SEC#: 801-57663
Years in Business: 21 years

SECURA FINANCIAL

Website

(714) 704-6616

333 City Boulevard West,
Suite 2050
Orange, CA 92868

SEC#: 801-113072
Years in Business: 3 years

DYNAMIC ADVISOR SOLUTIONS LLC

Website

(714) 450-6697

140 W Cork Tree Drive

Orange, CA 92865

SEC#: 801-72203
Years in Business: 10 years

UNIONBANC INVESTMENT SERVICES, LLC

Website

(714) 565-5500

500 South Main Street

Orange, CA 92868

SEC#: 801-70084
Years in Business: 12 years

SEAMOUNT FINANCIAL GROUP INC

Website

(719) 471-1171

738 E. Chapman Ave.

Orange, CA 92866

SEC#: 801-56412
Years in Business: 22 years

 


Orange, CA Financial Advisor FAQs

Financial advisors offer advice on investments, retirement, risk management and wealth preservation. They create financial plans that reflect their clients' goals.
The cost of a financial adviser is different depending on three factors: how much your investment portfolio is valued at, the level of risk involved in what you invest in and the type of service offered.
A Financial advisor can help you navigate your way through financial decisions. An advisor who has the relevant qualifications and experience to suit your needs is crucial for fulfilling requirements such as managing taxes or saving for retirement.
Look through potential candidates' websites to see who seems most qualified to help you achieve your goals. You can also gain information by checking out what publications they are writing for or their credentials with the CFP Board of Standards.