Fee-Only Financial Advisors in Newport Beach, CA

What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Newport Beach, CA area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".

Every Newport Beach, CA Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent

I can work with clients anywhere!

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

I can work with clients anywhere!

Lauren Klein

CDFA®, CFP®, EA, MBA

EP Wealth Advisors

Newport Beach, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

I can work with clients anywhere!

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

Are you within 5-10 years of retirement and trying to figure out when you can retire? I help people over the Age of 50 prepare for retirement, pay less in taxes, and retire sooner.

I can work with clients anywhere!

JP Geisbauer

CFP®, CPA, MST

Centerpoint Financial Management LLC

Irvine, CA

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

Tax-efficient financial planning for California-based business owners and executives nearing retirement. Many financial advisors say they do tax planning. As both a CFP® and CPA, we have the credentials to back it up.

I can work with clients anywhere!

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

I can work with clients anywhere!

Jon Theriault

CFP®, CKA®, 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

I can work with clients anywhere!

Mark Rylance

CFP®, CFT™

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

I can work with clients anywhere!

John Chapman

CFP®, CKA®

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

I can work with clients anywhere!

Jared Tanimoto

CFP®

Sedai Wealth

Irvine, CA

Specialties: Retirement Planning, Investment Management, Tax Planning, Cash flow planning, Estate Planning, Planning out financial roadmap

Top 100 Advisor by Investopedia, InvestmentNews 40 Under 40 Recipient, Financial Planning Association of Orange County Past President

Henk Pieters

MBA, CFP®

Investus Financial Planning

Newport Beach, CA

Randa Hoffman

MBA, EA

Radiant Wealth Planning, LLC

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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