Pricing Guide · Anaheim
Financial Advisors Cost in Anaheim, CA — 2026 Price Guide
What should you pay for financial advisors in Anaheim? See real 2026 price ranges from local pros and get free quotes to compare.
As of May 2026, RatingsNearMe ranks 18 financial advisors in Anaheim, CA by verified customer ratings and review volume. The highest-rated is Corey Fast - Edelman Financial Engines with a 5.0-star rating from 35 verified reviews. Also in the top tier: Mosley Wealth Management and C & C Financial Corp.. The average rating across all listed financial advisors in Anaheim is 4.8 stars from 11 reviews per business on average.
Financial advisors in Anaheim typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated May 17, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
18
Businesses listed
4.8★
Avg rating
11
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Corey Fast - Edelman Financial Engines
2400 E Katella Ave Suite 910, Anaheim, CA 92806, USA
Mosley Wealth Management
2401 E Katella Ave #270, Anaheim, CA 92806, USA
C & C Financial Corp.
1475 S State College Blvd Unit 204, Anaheim, CA 92806, USA
Financial Advisors Rankings in Anaheim, CA
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Corey Fast - Edelman Financial Engines2400 E Katella Ave Suite 910, Anaheim, CA 92806, USA | 5.0★ | 35 |
| #2 | Mosley Wealth Management2401 E Katella Ave #270, Anaheim, CA 92806, USA | 4.9★ | 34 |
| #3 | C & C Financial Corp.1475 S State College Blvd Unit 204, Anaheim, CA 92806, USA | 5.0★ | 31 |
| #4 | Jaci Iannello - Edelman Financial Engines2400 E Katella Ave Suite 910, Anaheim, CA 92806, USA | 5.0★ | 26 |
| #5 | Wells Fargo Advisors2400 E Katella Ave # 1000, Anaheim, CA 92806, USA | 5.0★ | 3 |
| #6 | Periscope Wealth Advisors160 N Riverview Dr ste 101, Anaheim, CA 92808, USA | 4.8★ | 25 |
| #7 | Edelman Financial Engines2400 E Katella Ave Suite 910, Anaheim, CA 92806, USA | 3.7★ | 3 |
| #8 | Griffin Financial155 N Riverview Dr, Anaheim, CA 92808, USA | 5.0★ | 1 |
| #9 | Raymond James200 N Harbor Blvd Suite 205, Anaheim, CA 92805, USA | 5.0★ | 2 |
| #10 | Edward Jones - Financial Advisor: Randolph J Schroeder, AAMS®505 S Villa Real Dr #201, Anaheim, CA 92807, USA | 5.0★ | 2 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Anaheim
Jaci Iannello - Edelman Financial Engines
2400 E Katella Ave Suite 910, Anaheim, CA 92806, USA
Wells Fargo Advisors
2400 E Katella Ave # 1000, Anaheim, CA 92806, USA
Periscope Wealth Advisors
160 N Riverview Dr ste 101, Anaheim, CA 92808, USA
Edelman Financial Engines
2400 E Katella Ave Suite 910, Anaheim, CA 92806, USA
Griffin Financial
155 N Riverview Dr, Anaheim, CA 92808, USA
Raymond James
200 N Harbor Blvd Suite 205, Anaheim, CA 92805, USA
Edward Jones - Financial Advisor: Randolph J Schroeder, AAMS®
505 S Villa Real Dr #201, Anaheim, CA 92807, USA
Chatterton & Associates
3061 E La Palma Ave, Anaheim, CA 92806, USA
Edward Jones - Financial Advisor: Kent Arnold, CFP®|AAMS®
5500 E Santa Ana Canyon Rd Suite 253, Anaheim, CA 92807, USA
Centaurus Financial Inc
2300 E Katella Ave # 200, Anaheim, CA 92806, USA
LPL Financial
8141 E Kaiser Blvd # 270, Anaheim, CA 92808, USA
Tellone Financial Services, Inc.
6200 E Canyon Rim Rd # 201, Anaheim, CA 92807, USA
Jack Keeter & Associates
1251 N Manassero St #405a, Anaheim, CA 92807, USA
Wilson Financial Advisors
12419 S Lewis St #202, Garden Grove, CA 92840, USA
Life Design Financial & Insurance Services
500 N State College Blvd Suite #1100, Orange, CA 92868, USA
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Frequently Asked Questions — Financial Advisors in Anaheim
What is a fiduciary financial advisor and why does it matter in Anaheim?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Anaheim, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Anaheim?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: May 17, 2026.
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