Fee-Only Financial Planners in Huntington Beach, CA

A Fee-Only Financial Planner can help you in all aspects of your financial life - comprehensive financial planning, retirement planning, investment management, insurance analysis, and more. From the simple to complex, a Fee-Only Financial Planner can help you work toward your objectives.

Fee-Only Financial Planners in Huntington Beach, CA:

Erin Nelsen

CFP®

Asset Planning Inc.

Cypress, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee Only Financial Advisor Located in Orange County, CA and Serving the Greater Los Angeles Area

Kataya Plett

WMS™

AIO Financial

Huntington Beach, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Tucson, AZ, serving clients locally and across the country

Jared Tanimoto

CFP®

Ascent Wealth Advisors

Irvine, CA

Specialties: Retirement Planning, Tax Planning, Estate Planning, Investment Management

InvestmentNews 40 Under 40 Recipient, Financial Planning Association of OC Past President, Advisorpedia Contributor

Bill Holliday

CFP®, AIF®, CSRIC®™

AIO Financial

Huntington Beach, CA

Specialties: Comprehensive Financial Planning, Retirement Planning, Investment Management, Socially Responsible Investing, Tax Planning

Fiduciary Fee-Only Financial Planner serving clients in Los Angeles, Tucson, Boulder, Las Vegas, Lake Oswego (Portland), and Issaquah (Seattle). Specializing in retirement planning and Sustainable, Responsible, Impact investing.

John Chapman

CFP®

WorthPointe Financial Planners

Newport Beach, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Newport Beach, CA, serving clients locally and across the country

Val Mendoza

AIO Financial

Huntington Beach, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Tucson, AZ, serving clients locally and across the country

Aileen Danley

MBA, CFP®

Oak Street Advisory Group, LLC

Laguna Beach, CA

Evelyn Zohlen

MBA, MS, CFP®

Inspired Financial

Huntington Beach, CA

Cheri Franklin

CFP®, AIF®, CRPC®

Clarity Capital Advisors

Irvine, CA

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    Fee-Only Financial Advisors never earn commission or sell investment products.

    Fee-Only:
    Compensated only by the client without earning commission of any kind for product sales or referrals.

    Fiduciary:
    Legally sworn and obligated to always place the interest of the client ahead of their own.

    Independent:
    Not affiliated with any brokerage firm, bank, or insurance company.


    Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)

    NAPFA Consumer Tools PDF

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