Fee only financial advisors in Santa Ana, California: hourly and flat fee prices
7 registered advisers based in Santa Ana offer financial planning for an hourly, fixed or subscription fee, with no commissions.
6 of the 7 fee only firms based in Santa Ana publish dollar fees. Their median hourly rate is $388 and their median flat or project fee is $5,500. Updated October 2026.
| Fee | Median | Middle half of firms | Firms with a published fee |
|---|---|---|---|
| Hourly rate | $388/hr | $300-$450/hr | 6 firms |
| Flat or project fee | $5,500 | $5,250-$10,000 | 5 firms |
Fee only advisors in Santa Ana and their published fees
6 firms with published fees
| Firm | Hourly rate | Flat or project fee | Ongoing fee |
|---|---|---|---|
| Aequitas Financial, LLC | $300/hr | $50,000 | $500-$800/mo |
| Financial Strategies for Today and Tomorrow--Wealth MGMT Group | $450/hr | $10,000 | Not published |
| Insight Financial AdvisorsNo AUM fee | $600/hr | $500-$10,000 | Not published |
| JMB Financial Managers, Inc.No AUM fee | $250-$500/hr | $1,000-$10,000 | Not published |
| Linda A. Barlow, CFP | $100-$250/hr | $1,000-$2,500 | Not published |
| Prosperity Road, LLC | $350-$450/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.