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Financial planning in Santa Ana, CA

4 advisers in Santa Ana offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 4

Abacus Wealth International (Awi)132 East Dyer Rd. · Santa Ana, CA 92707 · (949) 436-6083 · Financial planningCRD 308998 · % of assets, Hourly charges, Fixed fees · $274,000 AUMState registeredNo commissions reported Capstone Wealth Management, INC901 W. Civic Center Dr., Suite 160 · Santa Ana, CA 92703 · (714) 772-4744 · Financial planningCRD 172040 · % of assets · $34.1 million AUMState registeredNo commissions reported Linda A. Barlow, Cfp2700 N. Main Street, Ste 850 · Santa Ana, CA 92705 · (714) 953-1232 · Financial planningCRD 111643 · % of assets, Hourly charges, Fixed fees · $239.6 million AUMSEC registeredNo commissions reported Prosperity Road, LLC12341 Newport Avenue, Ste. A-100 · Santa Ana, CA 92705 · (714) 241-0212 · Financial planningCRD 281894 · % of assets, Hourly charges, Fixed fees · $172.3 million AUMSEC registeredNo commissions reported