Find a Financial Advisor in Costa Mesa, CA

 

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We did the hard work of finding trustworthy partners in Costa Mesa, CA.

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We Only Work With The Best Costa Mesa Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Costa Mesa, CA


  • Financial Advisor Close to Costa Mesa, CA

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Costa Mesa, CA


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Costa Mesa, CA

We evaluated over 13,000 RIA firms to bring you the best of the best Costa Mesa financial advisors.
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How Retirement-Friendly is Costa Mesa, CA?

  • Population: 113,159
  • % of Population 62 Years and Over: 13.8%
  • Average Home Value: $761,200
  • Average Monthly Housing Cost: $1,945
  • Average Household Income: $109,313
  • California Total Tax Burden: 9.48% (10th Highest in U.S.)
  • California Property Tax: 2.64% (19th Lowest in U.S.)
  • California Individual Income Tax: 3.78% (4th Highest in U.S.)
  • California Sales and Excise Tax: 3.06% (17th Lowest in U.S.)



The Top Financial Advisor Firms in Costa Mesa, CA

 

PAN GLOBAL ADVISERS, LLC

Website

(949) 878-9410

695 Town Center Drive
7th Floor
Costa Mesa, CA 92626

SEC#: 801-115286
Years in Business: 2 years

20/20 CAPITAL MANAGEMENT, INC

Website

(714) 433-1299

940 South Coast Drive
Ste 110
Costa Mesa, CA 92626

SEC#: 801-106924
Years in Business: 6 years

GW FINANCIAL

Website

(714) 850-0534

151 Kalmus Drive
Suite C-150
Costa Mesa, CA 92626

SEC#: 801-18321
Years in Business: 38 years

CLEARVIEW INVESTMENT PARTNERS, LLC

Website

(949) 200-1560

3151 Airway Avenue
Suite U-1
Costa Mesa, CA 92626

SEC#: 801-70141
Years in Business: 12 years

CHECK CAPITAL MANAGEMENT INC

Website

(714) 641-3579

575 Anton Blvd
Ste 500
Costa Mesa, CA 92626

SEC#: 801-29001
Years in Business: 34 years

TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC.

Website

(949) 878-9400

695 Town Center Drive
Suite 700
Costa Mesa, CA 92626

SEC#: 801-110232
Years in Business: 4 years

MITCHELL PORTFOLIO MANAGEMENT, L.P.

Website

(714) 432-5300

3187-D Airway Avenue

Costa Mesa, CA 92626

SEC#: 801-79928
Years in Business: 7 years

LEISURE CAPITAL MANAGEMENT, INC.

Website

(714) 384-4050

650 Town Center Dr.
Suite 670
Costa Mesa, CA 92626

SEC#: 801-61416
Years in Business: 19 years

MERCER GLOBAL ADVISORS INC.

Website

(714) 434-6900

151 Kalmus Drive
Suite H7
Costa Mesa, CA 92626

SEC#: 801-69271
Years in Business: 13 years

 


Costa Mesa, CA Financial Advisor FAQs

Financial advisors are compensated in a number of ways, so their compensation packages will differ. Usually the advisor's commission is paid on top of some base salary for selling products to clients.
Yes. They can provide you peace of mind knowing that there is a trusted partner who cares about what happens to your hard-earned money. They are partners who study very well your financial situation and thus are careful in managing your finances.
Financial advisors strategize and make financial plans suited for your needs based on your age, assets, and risk tolerance. They focus on looking after the many areas of managing your finances.
Ask around or ask friends what advisors they have met or used before and if they would recommend them. Check the advisor's credentials on their website, LinkedIn page, or on Finra Broker Check.