Neil Mason
Eden Financial · Newport Beach, California
Neil Mason is a fee-only financial advisor at Eden Financial in Newport Beach, California. Eden Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Eden Financial |
|---|---|
| Based in | Newport Beach, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $26.1M across 148 accounts |
| SEC registration | Investment adviser representative in CA · CRD 7842641 |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | edenfinancial.co |
How Neil's firm compares
- Eden Financial's average account is about $177,000, from its Form ADV (assets managed divided by 148 accounts).
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Questions about Neil
Is Neil Mason a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Neil holds no broker registration, and Eden Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Neil charge for financial advice?
Neil's firm, Eden Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Neil Mason based?
Neil Mason is based in Newport Beach, California.
Is Neil Mason registered with the SEC?
Yes. Neil Mason is registered as an investment adviser representative in CA (CRD 7842641), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Eden Financial manage?
Eden Financial reports $26.1M across 148 accounts in assets under management.
How do I contact Neil Mason?
Through Neil's website, edenfinancial.co.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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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