Eden Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Occupation focus
Demographic focus
Fee options
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
$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
Ongoing Financial Planning recurring fixed fee monthly $150-$300 depending on client complexity and needs
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 office15 Enterprise Ste 250
Aliso Viejo CA 92656
Advisors at this office
2
Offices (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
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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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.
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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
Advisors at this firm
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