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Pricing guide · Updated June 13, 2026

How much does financial advisors cost in Santa Ana?

Real financial advisors pricing in Santa Ana, CA, drawn from the 9 companies we rank on actual Google reviews. Published starting prices run from $100 to $150. Below is the full breakdown, what drives the number, and how to get a fair quote.

$100typical starting price
$150median across the field
$150higher-end / larger jobs

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

In Santa Ana, the lowest published starting price among our top-ranked financial advisors comes from Financial Connections at $100, while M&M Wealth Associates sits at the higher end near $150. That $50 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 Santa Ana charge

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

CompanyRatingTypical pricing
M&M Wealth Associates5.0 ★$150 to $400 per hour
Financial Connections4.9 ★$100 to $300 per hour
Serenity Wealth Management, Orange County, Trevor McGhie, CFP5.0 ★$150 to $350 per hour
Financial Advisors Network4.8 ★$120 to $350 per hour
Barlow Linda A4.8 ★$100 to $250 per hour
Financial Strategies - Wealth Management Group5.0 ★$150 to $400 per hour
Main International Group5.0 ★$150 to $400 per hour
Melissa To - Morgan Stanley4.4 ★$150 to $350 per hour
Morgan Stanley Financial Advisors4.0 ★$150 to $400 per hour

What drives the price of financial advisors in Santa Ana

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 Santa Ana?

Across the 9 financial advisors we rank in Santa Ana, CA, published starting prices run from $100 (Financial Connections) up to $150 (M&M Wealth Associates), with the middle of the field near $150. 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 Santa Ana?

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 $50.

How do I get an accurate financial advisors quote in Santa Ana?

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 Santa Ana actually score highest on reviews, longevity, and service quality.

See the top Financial Advisors in Santa Ana →