Find a Financial Advisor in Huntington Beach, CA

 

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We did the hard work of finding trustworthy partners in Huntington Beach, CA.

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We Only Work With The Best Huntington Beach Financial Advisors


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

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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 Huntington Beach, CA


  • Financial Advisor Close to Huntington Beach, 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 Huntington Beach, 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 Huntington Beach, CA

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

  • Population: 200,259
  • % of Population 62 Years and Over: 21.2%
  • Average Home Value: $793,300
  • Average Monthly Housing Cost: $1,940
  • Average Household Income: $123,582
  • 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 Huntington Beach, CA

 

WEAVER CONSULTING GROUP, LLC

Website

(714) 536-4065

101 Main Street
Suite 220
Huntington Beach, CA 92648

SEC#: 801-110466
Years in Business: 4 years

TRILOGY CAPITAL, INC.

Website

(714) 843-9977

17011 Beach Blvd.
Suite 800
Huntington Beach, CA 92647

SEC#: 801-106922
Years in Business: 6 years

INSPIRED FINANCIAL

Website

(714) 971-0663

5011 Argosy Avenue
Ste. 7
Huntington Beach, CA 92649

SEC#: 801-79055
Years in Business: 7 years

UNIONBANC INVESTMENT SERVICES, LLC

Website

(714) 847-9681

16141 Beach Blvd

Huntington Beach, CA 92647

SEC#: 801-70084
Years in Business: 12 years

LAUREL WEALTH ADVISORS, INC.

Website

(562) 277-1845

Pearson Advisory Services, Dba Pearson Wealth Mgt
16458 Bolsa Chica Street, Suite 545
Huntington Beach, CA 92649

SEC#: 801-72334
Years in Business: 10 years

LAUREL WEALTH ADVISORS, INC.

Website

(562) 277-1845

Pearson Advisory Services, Dba Pearson Wealth Mgt
16458 Bolsa Chica Street, Suite 545
Huntington Beach, CA 92649

SEC#: 801-72334
Years in Business: 10 years

WCG WEALTH ADVISORS, LLC

Website

(619) 546-4222

20962 Cabrillo Lane

Huntington Beach, CA 92646

SEC#: 801-80386
Years in Business: 7 years

WESTERN INTERNATIONAL SECURITIES, INC.

Website

(714) 960-4888

19172 Quietsands Cir.

Huntington Beach, CA 92648

SEC#: 801-68953
Years in Business: 13 years

WESTERN INTERNATIONAL SECURITIES, INC.

Website

(714) 960-4888

19172 Quietsands Cir.

Huntington Beach, CA 92648

SEC#: 801-68953
Years in Business: 13 years

 


Huntington Beach, CA Financial Advisor FAQs

A personal financial advisor helps clients manage their savings and improve their financial health. A financial advisor can specialize in many different areas, such as investment strategy, investment portfolio management, estate planning and insurance policy selection. Often times, they live and work in the same communities as their clients. This allows them to develop relationships over time with those who entrust them with their money. More recently, however, some financial advisors have moved to online only with client interactions. Another recent development among financial advisors is robo advisors. Robo advisors are computer algorithms that spew general investment advice depending on the information the client gives them.
One of the most famous coastal cities in America, Huntington Beach is a world-renowned beach city with wide, sandy shorelines and a commercial district that extends to the iconic Huntington Beach pier. It is one of the northernmost beach cities in Orange County, bordered by Seal Beach in the north and Newport Beach in the south. Also known as Surf City USA, Huntington Beach is known for its year-round surfing and hosts the annual US Open of surfing event sponsored by Vans. Huntington Beach also has vibrant beach volleyball and arts and culture scenes. Financial advisors who serve Huntington Beach also serve: Mission Viejo, Laguna Niguel, San Clemente, Dana Point, Coto De Caza, Seal Beach, Irvine, Newport Beach, Laguna Beach, Corona Del Mar, and Orange County.