RAI WEALTH MANAGEMENT

Name: RAI WEALTH MANAGEMENT
Address: 151 N. KRAEMER BLVD., placentia, CA, US
Telephone: (714) 449-9696
Price range: $0.5–$2 % of assets/year

Financial Advisor serving Placentia, California

📍 151 N. KRAEMER BLVD., Placentia, California

📞 (714) 449-••••

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📍 151 N. KRAEMER BLVD., Placentia, California

About RAI WEALTH MANAGEMENT

RAI WEALTH MANAGEMENT is a financial advisor located in Placentia, California. As a local financial advisor, they serve Placentia and surrounding communities in California. You can reach them through ProHorizon. Contact them through ProHorizon for a free quote.

Financial professionals in Placentia 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 Placentia

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

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✅ Tips for Hiring Financial Advisors in Placentia

✓ 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 Placentia?

Financial Advisors in Placentia 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 Placentia?

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 Placentia to choose from.

Does RAI WEALTH MANAGEMENT offer free quotes?

Contact RAI WEALTH MANAGEMENT directly to ask about free estimates. You can also request a quote through ProHorizon.