Fee-Only Financial Planners in Orange, 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 Orange, CA:

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

Tony Chan

CFP®, EA

Crossroads Planning, LLC

Orange, CA

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

Fee-Only Financial Planner serving the city of Orange, Anaheim, Irvine, Huntington Beach, and the entire region

Steven Medland

CFP®, MBA

TABR Capital Management, LLC

Orange, CA

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

Fee-Only Financial Planner serving Orange County, CA including Anaheim, Huntington Beach, Irvine, Newport Beach, and Yorba Linda

Richard Schultz

CFP®

Pacific Investment Research

Orange, CA

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

Fee-Only Wealth Manager and Investment Advisor serving Southern California and the Bay Area including Orange County, Cupertino, and Silicon Valley

Patricia Parker

Patricia Heaton Parker, CFP?

Orange, CA

Andrew McVay

Avalon Financial Advisors

Orange, 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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