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SMART PORTFOLIO

Financial Advisor serving Brea, California · 1 of 4 financial advisors in the area

📍 3230 E. IMPERIAL HIGHWAY, Brea, California
📞 858-898-••••
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📍 3230 E. IMPERIAL HIGHWAY, Brea, California

About SMART PORTFOLIO

SMART PORTFOLIO is a financial advisor located in Brea, California. As a local financial advisor, they serve Brea and surrounding communities in California. You can reach them through ProHorizon. Contact them through ProHorizon for a free quote.

Financial professionals in Brea should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the California securities regulator before sharing any financial information.

💰 What Financial Advisors Cost in Brea

Budget
$0.5
% of assets/year
Average
$1
% of assets/year
Premium
$2
% of assets/year

Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales. Prices in Brea may vary based on the scope of work and provider.

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✅ Tips for Hiring Financial Advisors in Brea

✓ Check online reviews and ratings before hiring
✓ Get multiple quotes to compare pricing
✓ Verify licensing and insurance
✓ Ask for references from recent customers

Frequently Asked Questions

How much does a financial advisor cost in Brea?
Financial Advisors in Brea typically charge $0.5–$2 % of assets/year. Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales.
How do I choose the best financial advisor in Brea?
Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 4 financial advisors in Brea to choose from.
Does SMART PORTFOLIO offer free quotes?
Contact SMART PORTFOLIO directly to ask about free estimates. You can also request a quote through ProHorizon.

Other Financial Advisors in Brea

LIGHTHOUSE FINANCIAL SERVICES INC

3070 SATURN STREET, BREA, CA 92821

SMART PORTFOLIO LLC

3230 E. IMPERIAL HIGHWAY

SACKETT WEALTH ADVISORS, INC.

915 W. IMPERIAL HIGHWAY, SUITE 160

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