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Pricing guide · Updated June 13, 2026

How much does financial advisors cost in Long Beach?

Real financial advisors pricing in Long Beach, CA, drawn from the 9 companies we rank on actual Google reviews. Published starting prices run from $200 to $5,000. Below is the full breakdown, what drives the number, and how to get a fair quote.

$200typical starting price
$1,000median across the field
$5,000higher-end / larger jobs

Based on published starting prices from 9 financial advisors in Long Beach, CA. Cityvetted analysis, updated June 13, 2026.

In Long Beach, the lowest published starting price among our top-ranked financial advisors comes from uDirect IRA Services, LLC at $200, while Halbert Hargrove sits at the higher end near $5,000. That $4,800 spread usually reflects scope rather than quality: the cheaper number often covers a smaller or simpler job. Most of these companies quote after a visit.

What top-rated financial advisors in Long Beach charge

Starting prices published by the highest-scoring companies in our Long Beach ranking. Use these as a baseline, then get a firm quote for your specific job.

CompanyRatingTypical pricing
Elesie Retirement Financial Advisors5.0 ★$1,000 to $5,000 for comprehensive planning
uDirect IRA Services, LLC4.6 ★$200 to $1,000 for setup and annual fees
Serenity Wealth Management5.0 ★$1,500 to $4,000 for comprehensive services
Halbert Hargrove4.7 ★$5,000 to $15,000 for high-net-worth management
Randall Wealth Management Group5.0 ★$1,000 to $3,000 for personalized services
Edward Jones - Financial Advisor: Norm Cauntay, CFP®|AAMS®|ADPA®|CRPS™4.8 ★$300 to $1,500 for initial consultations
TSG Wealth Management - Long Beach5.0 ★$1,000 to $3,000 for advisory services
Pearl Financial, Inc5.0 ★$1,000 to $2,500 for personalized planning
Wealth Management Financial Advisors3.3 ★$500 to $2,000 for service packages

What drives the price of financial advisors in Long Beach

Two financial advisors can quote the same job and land hundreds of dollars apart, because the price is set less by the company than by the work itself. For financial advisors, the factors that move the number most are:

Before you compare quotes, write down your version of each of these. When every financial advisors prices the identical scope, the cheapest bid is finally a real deal rather than a different, smaller job in disguise.

Frequently asked questions

How much does financial advisors cost in Long Beach?

Across the 9 financial advisors we rank in Long Beach, CA, published starting prices run from $200 (uDirect IRA Services, LLC) up to $5,000 (Halbert Hargrove), with the middle of the field near $1,000. Your final cost depends on the scope and size of the job and the grade of materials used, so treat these as a floor and get a firm quote for your specific job.

Why do financial advisors prices vary so much in Long Beach?

Two quotes for the "same" job often price different work. For financial advisors, the biggest drivers are the scope and size of the job, the grade of materials used, permits and inspections where they apply, how accessible the work area is. A low number is frequently a quote that quietly left one of these out, which is why the spread between our cheapest and priciest pick here is $4,800.

How do I get an accurate financial advisors quote in Long Beach?

Write down exactly what you want done, hand the identical scope to two or three financial advisors, and insist on an itemized estimate rather than a lump sum. For anything beyond a basic service call, a real bid needs eyes on the job, not a number over the phone.

Want the full ranking, not just prices?

See which financial advisors in Long Beach actually score highest on reviews, longevity, and service quality.

See the top Financial Advisors in Long Beach →