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BENEFIT FINANCIAL SERVICES GROUP

Financial Advisor serving Irvine, California · 1 of 64 financial advisors in the area

📍 2040 MAIN STREET, IRVINE, CA 92614
📞 (949) 955-••••
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📍 2040 MAIN STREET, IRVINE, CA 92614

About BENEFIT FINANCIAL SERVICES GROUP

BENEFIT FINANCIAL SERVICES GROUP is a financial advisor located in Irvine, California. As a local financial advisor, they serve Irvine and surrounding communities in California. You can reach them through ProHorizon. Contact them through ProHorizon for a free quote.

Financial professionals in Irvine 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 Irvine

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 Irvine may vary based on the scope of work and provider.

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✅ Tips for Hiring Financial Advisors in Irvine

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 Irvine?
Financial Advisors in Irvine 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 Irvine?
Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 64 financial advisors in Irvine to choose from.
Does BENEFIT FINANCIAL SERVICES GROUP offer free quotes?
Contact BENEFIT FINANCIAL SERVICES GROUP directly to ask about free estimates. You can also request a quote through ProHorizon.

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Independent Capital Management, Inc.

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Edward Jones

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Sunlis Management Resources Corp

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Financial Planning Ministry

2010 Main St Ste 100, Irvine, CA 92614

PRIVATE MANAGEMENT GROUP INC

15635 ALTON PARKWAY, IRVINE, CA 92618