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California Financial Advisors Costs & Prices - ProMatcher Cost Report

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California Financial Advisors Costs & Prices


We have collected data statewide to help calculate the average cost of financial advisors in California. The following are average costs and prices reported back to us:

Cost of Financial Planning in California

$95.90 fee only - hourly rate (Range: $83.20 - $108.60)
1.03% of assets under management (Range: 0.80% - 1.25%)
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Cost of Financial Advisors - Stocks & Bonds in California

$50.00 fee only (hourly rate) (Range: $35.00 - $65.00)
0.9% of assets under management (Range: 0.79% - 1.00%)
Free Estimates from Local Pros

Cost of Financial Advisors - Asset Management in California

$26.50 hourly rate (Range: $17.50 - $35.50)
Free Estimates from Local Pros

Cost of Retirement Planning & IRAs in California

$86.50 fee only (hourly rate) (Range: $80.00 - $93.00)
1.03% of assets under management (Range: 0.80% - 1.25%)
Free Estimates from Local Pros

Cost of Education Planning & 529 Plans in California

$8.00 fee only (hourly rate) (Range: $7.50 - $8.50)
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Cost of Business 401K & SEP Plans in California

$5.50 hourly rate (fee only) (Range: $5.00 - $6.00)
0.85% of assets under management (Range: 0.70% - 1.00%)
Free Estimates from Local Pros

Cost of 401k Plans in California

$162.50 fee only (hourly rate) (Range: $150.00 - $175.00)
1.03% of assets under management (Range: 0.80% - 1.25%)
Free Estimates from Local Pros

Cost of 401-k Rollover Assistance in California

$114.34 fee only (hourly rate) (Range: $101.67 - $127.00)
0.97% of assets under management (Range: 0.80% - 1.13%)
1.5% of investments purchased (Range: 1.00% - 2.00%)
Free Estimates from Local Pros
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Disclaimer: Costs and prices shown on the ProMatcher site are intended to be used as general information, not as guaranteed estimates. To obtain cost information relevant to your project, request a quote or estimate from a local service provider.
Financial Advisors > Costs & Prices > California Financial Advisors Costs & Prices

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