Eden Financial fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 11, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Our hourly rate is $300.”

Flat or project fee

$300⁠-⁠$4,000

“Fixed fee rates range between $300 and $4,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Eden Financial bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
• “Fees are paid monthly in arrears at a rate of $150-300 per month.”
• “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”

How Eden Financial’s fees compare

• Its hourly rate of $300 matches the California median of $300. 41% of the 932 other California planners that publish an hourly rate charge less.
• 2 of the 4 other planners in Aliso Viejo that publish an hourly rate charge less.
• Its flat or project fee of $300-$4,000 is below the California median of $5,000. 21% of the 796 other California planners that publish a flat or project fee charge less.
• 1 of the 3 other planners in Aliso Viejo that publish a flat or project fee charge less.

About Eden Financial

• Principal: Nycole Freer
• Firm size: 2 employees.
• Credentials named in the brochure: CFP®.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2023 (3 years).

Planning areas mentioned in the brochure

• Estate planning
• Business owners
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Clients

91

Employees

2

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and educational seminars and workshops

Assets managed

$26,124,276

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

323479

Website

tiktok.com/@nycolefreer (opens in new tab)

Phone

(949) 800-7835

Can advise clients in 2 states: Alabama, California

Other planners in Aliso Viejo that publish fees

• Accelerate RetirementAliso Viejo$150/hr, $2,000⁠-⁠$100,000
• Challenger Wealth ManagementAliso Viejo$1,500
• Claraphi Advisory Network, LLCAliso Viejo$100⁠-⁠$800/hr, $2,000⁠-⁠$25,000
• Truly Unbiased LLCAliso Viejo$250/hr, $1,500⁠-⁠$3,000/mo
• Wealthspire Retirement AdvisoryAliso Viejo$550/hr

Compare all 7 planners in Aliso Viejo