Eden Financial logo

Eden Financial

Updated today

Client AUM

$26,124,276

Clients

91

Advisors

3

across 2 offices

About

Eden Financial works with individuals (including high-net-worth clients), retirement plans, charitable organizations, and small businesses, offering fee-only investment management alongside both ongoing and project-based financial planning and retirement plan consulting. The firm also conducts educational seminars and speaking engagements for organizations and the public on investment and personal finance topics.

The firm’s investment process centers on target asset allocation and a mix of passive and active vehicles, with an emphasis on long‑term holdings and the use of outside managers or model portfolios when appropriate. Eden Financial implements discretionary trading for managed accounts, accommodates client-imposed restrictions, and can construct socially responsible portfolios when clients request values-based screening.

What is notable about Eden Financial relative to many peers is its regular offering of educational seminars and speaking engagements as part of its client services, an activity that the firm highlights in its brochure. The firm also maintains an institutional relationship with a digital custodian and model-platform provider—giving access to model marketplaces, tax-management tools and technology support—and discloses referral and platform compensation arrangements and the potential conflicts those relationships can create.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement withdrawal strategies Social Security optimization

Occupation focus

Founder/Business Owner

Demographic focus

Women Professionals

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Fee options

Fixed

Project-Based Financial Planning fixed fee range between $300 and $4,000; Educational seminar fees may be flat fees up to $4,000 per seminar

Percentage

$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%

Project-based

$300 per hour for Project-Based Financial Planning

Subscriptions

Ongoing Financial Planning recurring fixed fee monthly $150-$300 depending on client complexity and needs

Other

Fee-only: Investment Management: tiered fees as above; Financial Planning: ongoing fixed fee $150-$300/month, initial fee $300-$4,000; Project-based planning fixed fee $300-$4,000; Hourly rate $300/hour; Retirement Plan Consulting: tiered fees same as Investment Management, negotiable; Educational Seminars: fees range $0 to $4,000 per seminar or $0 to $999 per participant

Main office

See office

15 Enterprise Ste 250

Aliso Viejo CA 92656

Advisors at this office

2

Most active in

Alabama · California

Also doing business as

Eden Financial · Eden Financial, LLC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Marcel D

Series 63, Series 65

Guntersville, AL

Eden Financial

Marcel Doumerc is a financial advisor at Eden Financial with two years of industry experience. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is an owner of Anvil Wealth, Place 2 B, LLC, and Jasuco, LLC. Eden Financial serves individuals, retirement plans, charitable organizations, and small businesses with fee-only investment management and financial planning. The firm emphasizes a target asset allocation approach using both passive and active investment vehicles, offers discretionary management, and provides educational seminars and speaking engagements on finance and investing.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement withdrawal strategies Social Security optimization Founder/Business Owner Women Professionals

Nycole F

CFP®

Aliso Viejo, CA

Eden Financial

Passionate about helping others, Nycole has earned a reputation as an entrepreneur who leads with warmth, compassion, and a relentless dedication to helping others succeed. “When I was almost 20, I went to into a well-known bank branch and spoke to an advisor. I shared that I had $500 to invest. He told me to come back when I had more money. I never went back – instead I became the advisor I was looking for,” says Nycole. Serving young entrepreneurs, families, women and children for over a decade as a trusted advisor, Nycole is the visionary behind Eden Financial. Founding her company in 2023, Nycole doubled down on her commitment to educating others on how to build a thriving financial life. With the belief that personal finance is “more personal than finance,” Nycole has helped others bring their financial goals to life by first understanding them as people. Investing quality time into building a relationship with each person she serves is of the utmost importance to Nycole. “I want to be able to help people like my younger self, who had the right financial intentions but who needed guidance on everything from A-Z when it comes to financial planning and investing.” Sought out for her valued counsel and tailor-made approach, Nycole works with her clientele as their financial “partner,” seeking to educate them every step of the way so they can become more confident along their wealth building journey. With a diverse and comprehensive background, Nycole has built Eden Financial as a one-stop shop powerhouse for those who value quality in both service and results. As an inspired leader who knows that true success comes from helping others, Nycole is highly involved in a variety of personal and professional organizations. She believes in following your dreams and never settling for less than your potential. As a mom, wife, health and wellness advocate, and forever student of life, Nycole continues to challenge herself to rise to her potential, and encourages others to never settle for less than what their goals are.

Business ownership considerations Founder/Business Owner Young Families Young Professionals Gen Y/Millennials (Born 1980-1995)
user avatar

Neil M

Aliso Viejo, CA

Eden Financial

Neil Mason is a financial advisor at Eden Financial with two years of industry experience. He has been involved with Complete Athlete Inc. since 2001. Eden Financial serves individuals, retirement plans, charitable organizations, and small businesses by providing fee-only investment management, financial planning, and retirement plan consulting. The firm emphasizes a target asset allocation approach combining passive and active investments, offers discretionary trading, and regularly conducts educational seminars and speaking engagements.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement withdrawal strategies Social Security optimization Founder/Business Owner Women Professionals
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