Fee-Only Financial Planners in Newport 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 Newport Beach, CA:

Lauren Klein

CDFA®, CFP®, EA, MBA

EP Wealth Advisors

Newport Beach, CA

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

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Mark Rylance

CFP®

RS Crum Inc.

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 and Serving Clients Nationwide

Patrick Stark

CFP®

RS Crum Inc.

Newport Beach, CA

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

Fee-Only Financial Planner and Director of Financial Planning in Newport Beach, CA serving clients nationwide

Laurie Dubchansky

CFP®

Havaplan Financial

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

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

Jon Theriault

CFP®, MBA

RS Crum Inc.

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

Nick Covyeau

CFP®

Swell Financial

Costa Mesa, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Proactive Tax Planning, Maximizing Investment Returns, Optimizing your Retirement dollars

Fee-Only financial planner serving people over the Age of 50 preparing for retirement locally and across the United States.

Patrick Chu

CPA/PFS, CFP®

marrick wealth

Irvine, CA

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

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

JP Geisbauer

CFP®, CPA, MST

Centerpoint Financial Management LLC

Irvine, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Legacy Planning, Tax Planning

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

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

Randa Hoffman

MBA, EA

Radiant Wealth Planning, LLC

Newport Beach, CA

Henk Pieters

MBA, CFP®

Investus Financial Planning

Newport Beach, CA

Cheri Franklin

CFP®, AIF®, CRPC®

Clarity Capital Advisors

Irvine, CA

Scott Anderson

Scott Anderson Financial, Inc.

Newport Beach, 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)

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