ASSET PLANNING, INC

Name: ASSET PLANNING, INC
Address: 4281 KATELLA AVENUE, LOS ALAMITOS, CA 90720, los alamitos, CA, US
Telephone: (714) 827-5794
Price range: $0.5–$2 % of assets/year

Financial Advisor serving Los Alamitos, California

📍 4281 KATELLA AVENUE, LOS ALAMITOS, CA 90720

📞 (714) 827-••••

✦ Get a Free Quote 📞 Request a Callback

📍 4281 KATELLA AVENUE, LOS ALAMITOS, CA 90720

About ASSET PLANNING, INC

ASSET PLANNING, INC is a financial advisor located in Los Alamitos, California. As a local financial advisor, they serve Los Alamitos and surrounding communities in California. You can reach them through ProHorizon. Contact them through ProHorizon for a free quote.

Financial professionals in Los Alamitos 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 Los Alamitos

Budget

$0.5

% of assets/year

Average

% of assets/year

Premium

% 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 Los Alamitos may vary based on the scope of work and provider.

Get a Free Quote from ASSET PLANNING, INC

Tell us about your project and we'll connect you with verified local pros — 100% free.

✓ Your request has been sent! Local pros will contact you shortly.

✅ Tips for Hiring Financial Advisors in Los Alamitos

✓ 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 Los Alamitos?

Financial Advisors in Los Alamitos 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 Los Alamitos?

Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 1 financial advisors in Los Alamitos to choose from.

Does ASSET PLANNING, INC offer free quotes?

Contact ASSET PLANNING, INC directly to ask about free estimates. You can also request a quote through ProHorizon.