Firm
Eden Financial
Aliso Viejo, California
Fee-only
Eden Financial at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 3 advisors are listed here; 1 of 3 hold the CFP.
- Its Form ADV reports 2 employees and 91 individual clients.
- Its average account is about $177,000 (assets it manages divided by its 148 accounts).
- Its ongoing planning fee starts at $3,600 a year, below the California median of $6,000.
- Its hourly rate of $300 is in line with the California median of $300.
- Its website says it's taking new clients.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Aliso Viejo, California |
|---|---|
| Website | edenfinancial.co |
| [email protected] | |
| Phone | (949) 800-7835 |
Eden Financial fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $3,600 a year |
|---|---|
| Hourly | $300 an hour |
| Asset-based fee | 1% a year on the first tier of assets |
| How it charges | Percentage of assets · Ongoing planning fee · Hourly |
In the firm's words
"1% for assets between $0-$250,000" source
"1 on 1 Coaching - $300/M" source
"One-Time Service - $300/H" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $26 million |
| Individual clients | 91 |
| Accounts managed | 148 |
| Employees | 2 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | September 11, 2026 |
| SEC record | CRD 323479 |