Anna Kim
Prudent Investors · Mission Viejo, California
Anna Kim is a fee-only financial advisor at Prudent Investors in Mission Viejo, California, who holds the CFP and CFA credentials. Prudent Investors reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Prudent Investors |
|---|---|
| Based in | Mission Viejo, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $515.8M across 670 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in CA · CRD 4710526 |
| Exams passed | Series 63 (2003) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.prudentinvestors.com |
How Anna's firm compares
- Prudent Investors's average account is about $770,000, from its Form ADV (assets managed divided by 670 accounts).
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Questions about Anna
Is Anna Kim a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Anna holds no broker registration, and Prudent Investors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Anna charge for financial advice?
Anna's firm, Prudent Investors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Anna Kim based?
Anna Kim is based in Mission Viejo, California.
What credentials does Anna Kim hold?
Anna Kim holds the CFP and CFA credentials.
Is Anna Kim registered with the SEC?
Yes. Anna Kim is registered as an investment adviser representative in CA (CRD 4710526), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Prudent Investors manage?
Prudent Investors reports $515.8M across 670 accounts in assets under management.
How do I contact Anna Kim?
Through Anna's website, www.prudentinvestors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Mission Viejo
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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