Eden Financial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$16,176,871
Total clients
64
0% high-net worth
Total advisors
1
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
64
Average account size
$252,764
About
Eden Financial works primarily with individual clients (including high‑net‑worth individuals), employer retirement plans, charitable organizations, and businesses, offering fee‑only investment management, both ongoing and project‑based financial planning, retirement plan consulting, and educational seminars or speaking engagements. The firm manages portfolios across common asset types—stocks, bonds, mutual funds, ETFs, and cash equivalents—and may refer clients to third‑party outside managers when appropriate.
The firm’s investment process emphasizes asset allocation and a mix of passive and active strategies, with portfolios tailored to clients’ risk tolerance, tax considerations, and any client‑imposed restrictions; discretionary trading authority is used for accounts where clients have granted it. Financial planning is integrated into advisory relationships and the firm can incorporate socially responsible investing screens and model portfolios into client accounts.
Noteworthy distinctions include the firm’s regular offering of educational seminars and participant education for groups and employers—a service relatively uncommon among peers—and its participation in an institutional platform’s model marketplace and referral/match programs. Those platform arrangements provide model and tax‑management tools as well as technology and referral compensation to the firm, a relationship the brochure discloses and that can create an incentive to maintain client assets on that platform.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Expertise
Retirement income strategy
Business sale tax planning
Occupation focus
Founder/Business Owner
Retired
Fee options
Fixed fees for Project-Based Financial Planning range from $300 to $4,000, negotiable; initial fee for ongoing planning $300 to $4,000, negotiable
$0 - $250,000: 1.00% $250,001 - $500,000: 0.90% $500,001 - $1,000,000: 0.80% $1,000,001 - $2,500,000: 0.70% $2,500,001 - $5,000,000: 0.60% $5,000,001 - $10,000,000: 0.50% $10,000,001 - $20,000,000: 0.40% $20,000,001+: 0.30%
$300 per hour for Project-Based Financial Planning, negotiable
Ongoing Financial Planning fees paid monthly in arrears at $150-$300 per month, negotiable
Fee-only: Ongoing Financial Planning: $150-$300 per month, negotiable; Project-Based Financial Planning: $300-$4,000 fixed fee, negotiable; Hourly Financial Planning: $300 per hour, negotiable
Main office location
Eden Financial
15 Enterprise Ste 250
Aliso Viejo CA 92656, United States
Number of offices
3
Most active in
Eden Financial has reported serving >5 clients in these states in the last 12 months.
Alabama · California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
LinkedIn
Facebook
Instagram
YouTube
Website
949-800-7835
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