View Profile
Tax Payers Services
“Tax Payers Services are professional and knowledgeable.”
Best Financial Advisors in Brea, CA
24 firms listed · 19 in Brea · 4 open weekends · 14 rated 4.5+ · 2 show a license
Data verified October 16, 2026
View Profile
1st Quality Tax Service
- Name
- Information
- Team
“We have referred Dwayne to several people seeking a long term tax prepare company and have only received positive feedback and extremely satisfied families with plans to refer others as 1st Quality Tax Service have amazing referral incentives.”
View Profile
Brhe Group
“I wanted to take a moment to share my experience with BRHE Group that has been an invaluable asset to my business and personal tax needs.”
View Profile
Investlinc Wealth Services
- Small Business
- Team
- Insurance
“Have provided our family with a clear path to financial freedom through their expertise and meticulous attention to detail in every aspect of our portfolio.”
View Profile
Rebecka Forrester Real Estate Sales & Financial Planner
- Market
- Home
- Price
“I cannot imagine another realtor with her skillset - her intelligence, integrity, work ethic, eye for detail + interior design, financial know-how, communication and negotiation skills, and her genuine love and caring make her unique, in my experienc...”
View Profile
Focus CPA Group
“Truly he is a person of high integrity - added to the fact that he has a good heart and is willing to go the extra mile for his clients.”
The 24 firms listed for Brea, CA provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Brea, CA
Of the 24 firms we list here, 19 are in Brea itself and 5 come from Fullerton (2, 5 mi), Los Angeles (2, 34 mi) and Inglewood (1, 28 mi). 14 of the firms on this page have a rating, from 4.6 to 5.0 across 88 reviews. 4 are open on Saturdays and 1 on Sundays. 2 show a license on their websites; 1 lists staff certifications (CDFA and CEPA) and 1 has a BBB rating of A or A+. Domain records put 16 websites of the firms on this page at ten or more years old; the oldest dates from 1996. 3 offer payment plans; 1 offers a free initial consultation; 1 is family- or locally-owned and 1 lists coupons or special offers. We have a website on file for 22 of the firms on this page; 21 publish a contact page; 19 list a public email and 5 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Why are financial advisers outside Brea listed here?
19 of the 24 firms are located in Brea. The others come from other towns within 35 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
View Profile
Silva & Silva Cpas
“Lisa Silva is great , she takes the time to make sure you receive what you have coming back to you is correct , once you see how she sets everthing up ,each year it gets Easter , I have done my own taxes for over 20 years and I will never do them mys...”
View Profile
Charis Financial
“Thanks to The CARE program and our realtor Chris Diaz we our living out our dream an enjoying our home.”
View Profile
Danielle Blunt - Raymond James
“Danielle and her staff are knowledgeable, friendly, and very good at helping grow and protect your investments.”
View Profile
Brea Mall Executive Plaza
“Hate brea”
View Profile
Cindy Havenhill Wealth & Risk Managment
“She is so genuine and really cares and does a fantastic job managing our investments.”
View Profile
Husami & Associates
“Husami and Associates was recommended by our estate lawyer, (Jeffrey Cavin, also excellent!”
View Profile
Montage Wealth Advisors
“We are dedicated to providing sudden singles, pre-retirees, and business owners with personalized solutions and exceptional service to help them pursue financial goals with confidence. Learn more about our commitment to your financial well-being toda...”
View Profile
Bright Advisers
““Minimal fund fees” applies to the vast majority of our models. Some clients may hold legacy fee-bearing mutual funds and ETFs. Some clients may hold low-fee-bearing ETFs, in particular to get exposure to the fixed income asset class or alternative a...”
View Profile
Anchor Financial Group
“We start by learning about your investment goals and tolerance for risk using interviews, questionnaires, and SOPHISTICATED SOFTWARE FROM RISKALYZE. Then we design a customized investment portfolio for you that may include mutual funds, exchange trad...”
View Profile
World Financial Group - Transamerica Financial Advisor David Lin
“David Lin his goodwill with paperwork to help my brother surrender his insurance policies.”
View Profile
DES Financial Group
“At DES Financial Group, we bring together your financial resources to provide an efficient and productive plan using sensible fee-based asset management and comprehensive financial planning. Our approach strives to help you invest conservatively, red...”
View Profile
Capstone Pacific Investment Strategies
“We are fiduciaries. As a registered investment advisor*, our business is structured so that we act in the best interest of the client at all times. Not only is our business held to this higher standard, but a CERTIFIED FINANCIAL PLANNER™ professional...”
View Profile
Secured Retirement
“Secured Retirement Incorporated was founded in 1981. Our motto is: "Providing Retirement Plan sponsors with solutions to retirement plan installation and annual administration." To that end, Secured Retirement Incorporated continues to operate on a F...”
View Profile
Sackett Wealth Advisors
“We hire team members that possess far more than technical expertise. Our team is comprised of hard working and caring individuals that take pride in the quality of their work, and love to serve our clients above all else. Over the years we have caref...”
View Profile
Maven Bridge Capital
“True wealth management encompasses every part of your life. We believe your wealth can align with the purpose and vision you have for yourself, your family, and the causes most important to you. This approach is what makes Evoke Wealth Management uni...”
View Profile
Descartes Financial Corporation
View Profile
Jack West - JC West & Associates
“As independent advisors we act as valued partners who can help integrate your investment plan to your overall life plan. Not only can we provide you with guidance, counseling, monitoring and discipline, we can be a valued catalyst to encourage you to...”
View Profile
Ministry Partners Securities
“Since 1991, Ministry Partners Investment Company, LLC, along with its wholly-owned subsidiary Ministry Partners Securities LLC has executed on its mission to strengthen Christian stewardship by providing purposeful financial products and services to ...”
Retirement Planning and Investment Management Services in Brea, CA Cost Estimates
Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Fair price range is based on 260 cost profiles
Why these companies made our list
Is this page useful? Yes
No
Is there anything wrong with this page?
