Fee only financial advisors in Aliso Viejo, California: hourly and flat fee prices
7 registered advisers based in Aliso Viejo offer financial planning for an hourly, fixed or subscription fee, with no commissions.
6 of the 7 fee only firms based in Aliso Viejo publish dollar fees. Their median hourly rate is $300 and their median flat or project fee is $7,825. Updated October 2026.
| Fee | Median | Middle half of firms | Firms with a published fee |
|---|---|---|---|
| Hourly rate | $300/hr | $250-$450/hr | 5 firms |
| Flat or project fee | $7,825 | $2,150-$51,000 | 4 firms |
Fee only advisors in Aliso Viejo and their published fees
6 firms with published fees
| Firm | Hourly rate | Flat or project fee | Ongoing fee |
|---|---|---|---|
| Accelerate Retirement | $150/hr | $2,000-$100,000 | Not published |
| Challenger Wealth Management | Not published | $1,500 | Not published |
| Claraphi Advisory Network, LLC | $100-$800/hr | $2,000-$25,000 | Not published |
| Eden Financial | $300/hr | $300-$4,000 | Not published |
| Truly Unbiased LLCNo AUM fee | $250/hr | Not published | $1,500-$3,000/mo |
| Wealthspire Retirement Advisory | $550/hr | Not published | Not published |
No firms match these filters.
Other registered firms that don't publish dollar fees (1)
Their current brochure explains how they charge, but not how much. Ask them for a fee schedule.