{ "path": "/advisors/ca/los-angeles/fee-only", "url": "https://advisorcensus.com/advisors/ca/los-angeles/fee-only/page/2", "page_type": "metro_fee", "title": "Fee-only financial advisors in Los Angeles, CA", "filters": {}, "scope_total": 384, "faq": [ { "q": "How many financial advisory firms are there in Los Angeles, CA?", "a": "AdvisorCensus lists 1,666 investment advisory firms with a principal office in the Los Angeles metro area, from Form ADV filings as of October 2026: 715 SEC-registered, 580 state-registered, and 371 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in Los Angeles, CA?", "a": "384 of the 1,666 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in Los Angeles, CA offer financial planning?", "a": "632 of the 1,295 firms in Los Angeles, CA that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in Los Angeles, CA fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 384 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 384 investment advisory firms with a principal office in the Los Angeles metro area that meet AdvisorCensus's fee-only test: paid only by client fees on Form ADV Item 5.E, with no employee registered with a broker-dealer or licensed as an insurance agent, no brokerage, insurance, or real estate sales business or related company, and no referral fees from others, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below, and read the methodology block for how this page is derived.", "about_market": "Los Angeles has 1,666 investment advisory firms with a principal office in the metro area as of October 2026: 715 SEC-registered, 580 state-registered, and 371 exempt reporting advisers. 384 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 507 report under $100 million in regulatory assets under management. The metro area has 4,499,409 households, 872,794 of them with income of $200,000 or more, or 524 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).", "citation": "AdvisorCensus. Fee-only financial advisors in Los Angeles, CA: 384 firms from Form ADV filings as of October 2026.", "total_firms": 384, "page": 2, "total_pages": 8, "sort": "name", "registration_types": { "sec": 167, "state": 217, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 384 }, { "code": "percentage_of_aum", "count": 352 }, { "code": "hourly", "count": 155 }, { "code": "subscription", "count": 3 }, { "code": "fixed", "count": 195 }, { "code": "commissions", "count": 0 }, { "code": "performance_based", "count": 0 }, { "code": "other", "count": 0 }, { "code": "not_reported", "count": 0 } ], "years_registered_distribution": [ { "code": "under_5", "count": 149 }, { "code": "5_to_9", "count": 90 }, { "code": "10_to_19", "count": 81 }, { "code": "20_plus", "count": 64 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 113 }, { "code": "25m_100m", "count": 86 }, { "code": "100m_500m", "count": 101 }, { "code": "500m_1b", "count": 24 }, { "code": "1b_5b", "count": 24 }, { "code": "over_5b", "count": 7 }, { "code": "not_reported", "count": 29 } ], "firms": [ { "crd_number": 331403, "name": "Cash Flow Technologies", "name_as_filed": "CASH FLOW TECHNOLOGIES", "url": "https://advisorcensus.com/firm/cash-flow-technologies-lancaster-ca-331403", "city": "Lancaster", "state": "CA", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 334718, "name": "Casita Financial Planning", "name_as_filed": "CASITA FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/casita-financial-planning-el-segundo-ca-334718", "city": "El Segundo", "state": "CA", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 297503, "name": "Catalyst Wealth Advisors LLC", "name_as_filed": "CATALYST WEALTH ADVISORS LLC", "url": "https://advisorcensus.com/firm/catalyst-wealth-advisors-llc-newport-beach-ca-297503", "city": "Newport Beach", "state": "CA", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 306065, "name": "Centerpoint Financial Management LLC", "name_as_filed": "CENTERPOINT FINANCIAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/centerpoint-financial-management-llc-irvine-ca-306065", "city": "Irvine", "state": "CA", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 145561, "name": "Centricity Financial LLC", "name_as_filed": "CENTRICITY FINANCIAL LLC", "url": "https://advisorcensus.com/firm/centricity-financial-llc-newport-beach-ca-145561", "city": "Newport Beach", "state": "CA", "years_registered": 10, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 145602, "name": "Chaney Financial Services, Inc.", "name_as_filed": "CHANEY FINANCIAL SERVICES, INC.", "url": "https://advisorcensus.com/firm/chaney-financial-services-inc-glendale-ca-145602", "city": "Glendale", "state": "CA", "years_registered": 18, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 110445, "name": "Charles Fish Investments, Inc.", "name_as_filed": "CHARLES FISH INVESTMENTS, INC.", "url": "https://advisorcensus.com/firm/charles-fish-investments-inc-irvine-ca-110445", "city": "Irvine", "state": "CA", "years_registered": 30, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 110399, "name": "Chelsea Management Company", "name_as_filed": "CHELSEA MANAGEMENT COMPANY", "url": "https://advisorcensus.com/firm/chelsea-management-company-woodland-hills-ca-110399", "city": "Woodland Hills", "state": "CA", "years_registered": 55, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 166291, "name": "Cheviot Value Management, LLC", "name_as_filed": "CHEVIOT VALUE MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/cheviot-value-management-llc-beverly-hills-ca-166291", "city": "Beverly Hills", "state": "CA", "years_registered": 13, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 159002, "name": "Clay Northam Wealth Management", "name_as_filed": "CLAY NORTHAM WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/clay-northam-wealth-management-huntington-beach-ca-159002", "city": "Huntington Beach", "state": "CA", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 150046, "name": "Clearview Investment Partners, LLC", "name_as_filed": "CLEARVIEW INVESTMENT PARTNERS, LLC", "url": "https://advisorcensus.com/firm/clearview-investment-partners-llc-costa-mesa-ca-150046", "city": "Costa Mesa", "state": "CA", "years_registered": 17, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 108033, "name": "Clifford Swan Investment Counselors", "name_as_filed": "CLIFFORD SWAN INVESTMENT COUNSELORS", "url": "https://advisorcensus.com/firm/clifford-swan-investment-counselors-pasadena-ca-108033", "city": "Pasadena", "state": "CA", "years_registered": 27, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 129090, "name": "Coast Wealth Management, Inc.", "name_as_filed": "COAST WEALTH MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/coast-wealth-management-inc-san-clemente-ca-129090", "city": "San Clemente", "state": "CA", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 150486, "name": "Colton Wealth Management", "name_as_filed": "COLTON WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/colton-wealth-management-arcadia-ca-150486", "city": "Arcadia", "state": "CA", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 338805, "name": "Commonwealth Family Office", "name_as_filed": "COMMONWEALTH FAMILY OFFICE", "url": "https://advisorcensus.com/firm/commonwealth-family-office-costa-mesa-ca-338805", "city": "Costa Mesa", "state": "CA", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 291775, "name": "Concordia Investment Advisors, LLC", "name_as_filed": "CONCORDIA INVESTMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/concordia-investment-advisors-llc-woodland-hills-ca-291775", "city": "Woodland Hills", "state": "CA", "years_registered": 8, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 298427, "name": "Contrarian Labs Inc.", "name_as_filed": "CONTRARIAN LABS INC.", "url": "https://advisorcensus.com/firm/contrarian-labs-inc-covina-ca-298427", "city": "Covina", "state": "CA", "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 322622, "name": "Convey Wealth LLC", "name_as_filed": "CONVEY WEALTH LLC", "url": "https://advisorcensus.com/firm/convey-wealth-llc-burbank-ca-322622", "city": "Burbank", "state": "CA", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 133260, "name": "Conway Capital Management, Inc.", "name_as_filed": "CONWAY CAPITAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/conway-capital-management-inc-burbank-ca-133260", "city": "Burbank", "state": "CA", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 127309, "name": "Cooke Wealth Management, LLC", "name_as_filed": "COOKE WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/cooke-wealth-management-llc-irvine-ca-127309", "city": "Irvine", "state": "CA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 343953, "name": "Created Wealth Advisory", "name_as_filed": "CREATED WEALTH ADVISORY", "url": "https://advisorcensus.com/firm/created-wealth-advisory-venice-ca-343953", "city": "Venice", "state": "CA", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 298898, "name": "Creative Capitalists, Inc", "name_as_filed": "CREATIVE CAPITALISTS, INC", "url": "https://advisorcensus.com/firm/creative-capitalists-inc-glendale-ca-298898", "city": "Glendale", "state": "CA", "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 153427, "name": "Crenshaw Capital Management", "name_as_filed": "CRENSHAW CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/crenshaw-capital-management-los-angeles-ca-153427", "city": "Los Angeles", "state": "CA", "years_registered": 15, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 277127, "name": "Crossroads Planning", "name_as_filed": "CROSSROADS PLANNING", "url": "https://advisorcensus.com/firm/crossroads-planning-orange-ca-277127", "city": "Orange", "state": "CA", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 289810, "name": "Crystal Cove Asset Management", "name_as_filed": "CRYSTAL COVE ASSET MANAGEMENT", "url": "https://advisorcensus.com/firm/crystal-cove-asset-management-newport-beach-ca-289810", "city": "Newport Beach", "state": "CA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 313915, "name": "D. Moss Wealth Management", "name_as_filed": "D. MOSS WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/d-moss-wealth-management-beverly-hills-ca-313915", "city": "Beverly Hills", "state": "CA", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 310324, "name": "Darrell Capital Management, LLC", "name_as_filed": "DARRELL CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/darrell-capital-management-llc-rolling-hills-estates-ca-310324", "city": "Rolling Hills Estates", "state": "CA", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 290062, "name": "Davidson Kahn Capital Management, LLC", "name_as_filed": "DAVIDSON KAHN CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/davidson-kahn-capital-management-llc-sherman-oaks-ca-290062", "city": "Sherman Oaks", "state": "CA", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 336045, "name": "Deep Blue Capital", "name_as_filed": "DEEP BLUE CAPITAL", "url": "https://advisorcensus.com/firm/deep-blue-capital-newport-beach-ca-336045", "city": "Newport Beach", "state": "CA", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 328372, "name": "Delarme Wealth Management, Inc.", "name_as_filed": "DELARME WEALTH MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/delarme-wealth-management-inc-palos-verdes-estates-ca-328372", "city": "Palos Verdes Estates", "state": "CA", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 154025, "name": "Derderian Wealth Management, LLC", "name_as_filed": "DERDERIAN WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/derderian-wealth-management-llc-los-angeles-ca-154025", "city": "Los Angeles", "state": "CA", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 284619, "name": "Derive Wealth", "name_as_filed": "DERIVE WEALTH", "url": "https://advisorcensus.com/firm/derive-wealth-pasadena-ca-284619", "city": "Pasadena", "state": "CA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 338031, "name": "Devens Wealth Management", "name_as_filed": "DEVENS WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/devens-wealth-management-newport-beach-ca-338031", "city": "Newport Beach", "state": "CA", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 159799, "name": "DI Bello Financial", "name_as_filed": "DI BELLO FINANCIAL", "url": "https://advisorcensus.com/firm/di-bello-financial-mission-viejo-ca-159799", "city": "Mission Viejo", "state": "CA", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 285369, "name": "Digital Wealth, LLC", "name_as_filed": "DIGITAL WEALTH, LLC", "url": "https://advisorcensus.com/firm/digital-wealth-llc-marina-del-rey-ca-285369", "city": "Marina del Rey", "state": "CA", "years_registered": 9, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 285497, "name": "Dirigo Investment Advisors, LLC", "name_as_filed": "DIRIGO INVESTMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/dirigo-investment-advisors-llc-santa-monica-ca-285497", "city": "Santa Monica", "state": "CA", "years_registered": 9, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 336392, "name": "Dishmi Capital, LLC", "name_as_filed": "DISHMI CAPITAL, LLC", "url": "https://advisorcensus.com/firm/dishmi-capital-llc-pasadena-ca-336392", "city": "Pasadena", "state": "CA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 335615, "name": "Diwy Financial Planning", "name_as_filed": "DIWY FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/diwy-financial-planning-los-angeles-ca-335615", "city": "Los Angeles", "state": "CA", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 106434, "name": "Doheny Asset Management, L.L.C.", "name_as_filed": "DOHENY ASSET MANAGEMENT, L.L.C.", "url": "https://advisorcensus.com/firm/doheny-asset-management-l-l-c-los-angeles-ca-106434", "city": "Los Angeles", "state": "CA", "years_registered": 33, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 316460, "name": "Donnelly Investments", "name_as_filed": "DONNELLY INVESTMENTS", "url": "https://advisorcensus.com/firm/donnelly-investments-8605-santa-monica-boulevard-53781-ca-316460", "city": "8605 Santa Monica Boulevard 53781", "state": "CA", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 158752, "name": "Dorsey Wealth Management, LLC", "name_as_filed": "DORSEY WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/dorsey-wealth-management-llc-torrance-ca-158752", "city": "Torrance", "state": "CA", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 289066, "name": "Downie Financial Group", "name_as_filed": "DOWNIE FINANCIAL GROUP", "url": "https://advisorcensus.com/firm/downie-financial-group-mission-viejo-ca-289066", "city": "Mission Viejo", "state": "CA", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 332680, "name": "DRC Investment Advisors, LLC", "name_as_filed": "DRC INVESTMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/drc-investment-advisors-llc-santa-monica-ca-332680", "city": "Santa Monica", "state": "CA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 337471, "name": "Ducere Wealth Management", "name_as_filed": "DUCERE WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/ducere-wealth-management-newport-beach-ca-337471", "city": "Newport Beach", "state": "CA", "years_registered": 1, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 136882, "name": "DW Financial Inc", "name_as_filed": "DW FINANCIAL INC", "url": "https://advisorcensus.com/firm/dw-financial-inc-anaheim-ca-136882", "city": "Anaheim", "state": "CA", "years_registered": 24, "raum_band": "25m_100m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 111041, "name": "Eclectic Associates, Inc.", "name_as_filed": "ECLECTIC ASSOCIATES, INC.", "url": "https://advisorcensus.com/firm/eclectic-associates-inc-fullerton-ca-111041", "city": "Fullerton", "state": "CA", "years_registered": 42, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 323479, "name": "Eden Financial", "name_as_filed": "EDEN FINANCIAL", "url": "https://advisorcensus.com/firm/eden-financial-aliso-viejo-ca-323479", "city": "Aliso Viejo", "state": "CA", "years_registered": 3, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 326527, "name": "Einstok Wealth Management LLC", "name_as_filed": "EINSTOK 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