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Pasadena Financial Advisors Costs & Prices - ProMatcher Cost Report

Pasadena Financial Advisors Costs & Prices

Pasadena, California.  The Pasadena Financial Advisors Cost Report is a concise report on everything you need to know about the cost of financial advisors in the Pasadena area.

Average Financial Advisors Cost in Pasadena


We have done a little research to find the average cost of financial advisors in Pasadena. Here are the average costs and prices reported back to us:

Cost of Financial Planning in Pasadena, California

$181.25 fee only - hourly rate (Range: $100.00 - $262.50)
1.27% of assets under management (Range: 0.90% - 1.63%)
1.5% of investment purchased (Range: 1.00% - 2.00%)
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Cost of Retirement Planning & IRAs in Pasadena, 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 401k Plans in Pasadena, 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 Pasadena, California

$162.50 fee only (hourly rate) (Range: $150.00 - $175.00)
1.27% of assets under management (Range: 1.03% - 1.50%)
Free Estimates from Local Pros
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Pasadena Financial Advisors Cost Data


Professionals in the Pasadena area have provided information about how much financial advisors cost(s). Here are some of the individual reports:
91101, Pasadena, California - February 26, 2019

Financial Planning

$50.00 to $350.00 fee only - hourly rate
1.00 to 2.00 percent of investment purchased
1.00 to 2.00 percent of assets under management
We provide needed service to limited clients and bill them for our service. We do not accept clients who will not benefit from our service and thus we do not bill them.

Reported by:
Mustang Ma, Mustang Investments Inc
92660, Newport Beach, California - April 4, 2019

401-k Rollover Assistance

1.25 to 1.75 percent of assets under management


Reported by:
ProMatcher Research Team
92780, Tustin, California - September 17, 2014

Retirement Planning & IRAs

0.80 to 1.25 percent of assets under management
$150.00 to $175.00 fee only (hourly rate)
Fees are based on level of services provided. Hourly fees may be waived for assets under management in excess of $50,000.

Reported by:
John Rumbold, Rumbold Financial & Tax Advisory
92780, Tustin, California - September 17, 2014

Financial Planning

$150.00 to $175.00 fee only - hourly rate
0.80 to 1.25 percent of assets under management
Fees are based on level of services provided. Hourly fees may be waived for assets under management in excess of $50,000.

Reported by:
John Rumbold, Rumbold Financial & Tax Advisory
92780, Tustin, California - September 17, 2014

401k Plans

0.80 to 1.25 percent of assets under management
$150.00 to $175.00 fee only (hourly rate)
Fees are based on level of service provided. Hourly fees may be waived for assets exceeding $50,000.

Reported by:
John Rumbold, Rumbold Financial & Tax Advisory
92780, Tustin, California - September 17, 2014

401-k Rollover Assistance

$150.00 to $175.00 fee only (hourly rate)
0.80 to 1.25 percent of assets under management
Fees depend on level of services being provided and may be waived in some circumstances

Reported by:
John Rumbold, Rumbold Financial & Tax Advisory
 
Free quotes from local financial advisors near you.

Pasadena Financial Advisors


Mustang Investments Inc
Lake Avenue, Pasadena, CA
6265409562 |
Rumbold Financial & Tax Advisory
17461 Irvine Blvd, Ste G, Tustin, CA
714-425-7202 |
Capstone Financial & Tax Service
2103 S. El Camino Real, SUite 105, Oceanside, CA
949-630-2298 |
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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 > Pasadena Financial Advisors Costs & Prices

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