Nycole Freer
Eden Financial · Aliso Viejo, California
Nycole Freer is a fee-only financial advisor at Eden Financial in Aliso Viejo, California, who holds the CFP credential. Nycole charges a percentage of assets, an ongoing planning fee and hourly fees (ongoing planning from $3,600 a year and $300 an hour).
Request an introduction to Nycole →
Facts
| Firm | Eden Financial |
|---|---|
| Based in | Aliso Viejo, California |
| Fee model | Percentage of assets · Ongoing planning fee · Hourly |
| Fees (firm's website) | Ongoing planning from $3,600 a year · $300 an hour · 1% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Assets under management | $26.1M across 148 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 6032956 |
| Exams passed | Series 66 (2014) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | edenfinancial.co |
| Profile |
How Nycole's firm compares
- Ongoing planning starts at $3,600 a year, below the California median of $6,000 for fee-only firms that publish prices.
- The hourly rate is $300, in line with the California median of $300 for fee-only firms that publish prices.
- Eden Financial's average account is about $177,000, from its Form ADV (assets managed divided by 148 accounts).
Request an introduction to Nycole
Tell Nycole a little about what you're looking for. Nycole isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Nycole
Is Nycole Freer a fee-only financial advisor?
Yes. Nycole Freer is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Nycole's firm.
How does Nycole charge for financial advice?
Nycole charges a percentage of assets, an ongoing planning fee and hourly fees.
How much does Nycole charge?
According to Eden Financial's website, checked October 28, 2026: ongoing planning from $3,600 a year; $300 an hour; 1% a year on the first tier of assets managed.
Where is Nycole Freer based?
Nycole Freer is based in Aliso Viejo, California.
What credentials does Nycole Freer hold?
Nycole Freer holds the CFP credential.
Is Nycole Freer registered with the SEC?
Yes. Nycole Freer is registered as an investment adviser representative in CA (CRD 6032956), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Eden Financial manage?
Eden Financial reports $26.1M across 148 accounts in assets under management.
How do I contact Nycole Freer?
Through Nycole's website, edenfinancial.co.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Eden Financial website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
See something wrong? Request a correction. Read our methodology.