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:

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

Ashley Bleckner

MA, CFP®

RS Crum Inc.

Newport Beach, CA

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

RS Crum is a fee-only financial planning and investment management firm located in Newport Beach, California serving clients in Orange County, surrounding areas, and across the country.

Lauren Klein

CDFA®, CFP®, EA, MBA

Klein Financial Advisors, Inc.

Newport Beach, CA

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

Fee-Only Financial Advisor located in Newport Beach, CA and serving the greater Orange County CA area.

Erin Nelsen

CFP®

Asset Planning Inc.

Orange County, 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

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

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

Scott Anderson

Scott Anderson Financial, Inc.

Newport Beach, CA

Gail Hicks

Klein Financial Advisors, Inc.

Newport Beach, CA

Henk Pieters

Investus Financial Planning

Newport Beach, CA

Jared Tanimoto

Ascent Wealth

Newport Beach, CA

Laurie Dubchansky

Havaplan Financial

Newport Beach, CA

John Harms

Newport Financial Advisors

Newport Beach, CA

  • 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

    Get Your Checklist

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