Fee only financial advisors in Brea, California: hourly and flat fee prices
9 registered advisers based in Brea offer financial planning for an hourly, fixed or subscription fee, with no commissions.
8 of the 9 fee only firms based in Brea publish dollar fees. Their median hourly rate is $250 and their median flat or project fee is $3,875. Updated October 2026.
| Fee | Median | Middle half of firms | Firms with a published fee |
|---|---|---|---|
| Hourly rate | $250/hr | $250-$250/hr | 6 firms |
| Flat or project fee | $3,875 | $700-$10,000 | 6 firms |
| Annual retainer | $7,000/yr | $2,388-$13,600/yr | 3 firms |
Fee only advisors in Brea and their published fees
8 firms with published fees
| Firm | Hourly rate | Flat or project fee | Ongoing fee |
|---|---|---|---|
| Anchor Financial Group | $250/hr | Not published | Not published |
| Choice Financial & Insurance Services, Inc. | $250/hr | $10,000 | Not published |
| DFS Capital Management | $250/hr | $2,500 | Not published |
| Investlinc Wealth Services | $250/hr | $350 | Not published |
| Kirz, Paul HNo AUM fee | $600/hr | Not published | $7,000/yr |
| Layari Financial | Not published | $500-$10,000 | $7,200-$20,000/yr |
| Lighthouse Financial Services Inc | Not published | $200-$1,200 | $199/mo |
| Oaktree Wealth Group Inc. | $250/hr | $250-$25,000 | 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.