Fee only financial advisors in Mission Viejo, California: hourly and flat fee prices

11 registered advisers based in Mission Viejo offer financial planning for an hourly, fixed or subscription fee, with no commissions.

11 of the 11 fee only firms based in Mission Viejo publish dollar fees. Their median hourly rate is $338 and their median flat or project fee is $3,375. Updated October 2026.

What advisors in Mission Viejo charge, from their filed brochures
FeeMedianMiddle half of firmsFirms with a published fee
Hourly rate$338/hr$300⁠-⁠$400/hr8 firms
Flat or project fee$3,375$2,000⁠-⁠$5,00010 firms
Data as of October 2026. Each firm counts once, at the midpoint of the range it publishes. How we calculate this

Fee only advisors in Mission Viejo and their published fees

11 firms with published fees

FirmHourly rateFlat or project feeOngoing fee
Bright Wealth Advisors, LLC$400/hr$1,500⁠-⁠$6,000Not published
Castle FinancialNot published$500⁠-⁠$3,500Not published
Di Bello Financial$400/hrNot publishedNot published
Downie Financial Group$150⁠-⁠$500/hr$250⁠-⁠$10,000$40⁠-⁠$10,000/mo
Kohr Investments$350/hr$350⁠-⁠$2,000Not published
Owens Investment Advisors LLC$250/hr$2,500Not published
Portsalus Wealth ManagementNot published$2,500⁠-⁠$7,500Not published
Redefine Financial$300/hr$1,500⁠-⁠$6,000Not published
Strivent Financial$250/hr$500⁠-⁠$3,000$333⁠-⁠$625/mo
Walker Financial Advisors Inc$250⁠-⁠$450/hr$1,000⁠-⁠$5,000Not published
Webb Financial GroupNot published$250⁠-⁠$10,000Not published

See all fee only advisors in California