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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$110.90 fee only - hourly rate (Range: $73.20 - $148.60) 1.27% of assets under management (Range: 0.90% - 1.63%) 1.5% of investment purchased (Range: 1.00% - 2.00%) Free Estimates from Local ProsCost 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 ProsCost of Business 401K & SEP Plans in California$59.00 hourly rate (fee only) (Range: $15.00 - $103.00) 0.85% of assets under management (Range: 0.70% - 1.00%) Free Estimates from Local ProsCost 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 ProsCost of 401-k Rollover Assistance in California$114.34 fee only (hourly rate) (Range: $101.67 - $127.00) 1.14% of assets under management (Range: 0.95% - 1.33%) 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.
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