Find a Financial Advisor in Laguna Beach, CA

 

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

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We Only Work With The Best Laguna 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 Laguna Beach, CA


  • Financial Advisor Close to Laguna 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 Laguna 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 Laguna Beach, CA

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

  • Population: 23,036
  • % of Population 62 Years and Over: 30.5%
  • Average Home Value: $1836,100
  • Average Monthly Housing Cost: $2,515
  • Average Household Income: $207,196
  • 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 Laguna Beach, CA

 

CAMELOT CAPITAL PARTNERS LLC

Website

(949) 426-5033

312 Broadway Street
Ste. 207
Laguna Beach, CA 92651

SEC#: 801-110858
Years in Business: 4 years

SAGENT WEALTH MANAGEMENT

Website

(949) 756-2226

1489 Glenneyre Street

Laguna Beach, CA 92651

SEC#: 801-69446
Years in Business: 13 years

WCM INVESTMENT MANAGEMENT

Website

(949) 380-0200

281 Brooks Street

Laguna Beach, CA 92651

SEC#: 801-11916
Years in Business: 45 years

MILLENNIUM MANAGEMENT LLC

Website

(949) 274-6932

1100 South Coast Hwy
Suite 311
Laguna Beach, CA 92651

SEC#: 801-73884
Years in Business: 9 years

CHURCHILL MANAGEMENT CORP

Website

(949) 500-9111

675 Balboa Ave.

Laguna Beach, CA 92651

SEC#: 801-4211
Years in Business: 54 years

CHURCHILL MANAGEMENT CORP

Website

(949) 500-9111

675 Balboa Ave.

Laguna Beach, CA 92651

SEC#: 801-4211
Years in Business: 54 years

CHURCHILL MANAGEMENT CORP

Website

(949) 500-9111

675 Balboa Ave.

Laguna Beach, CA 92651

SEC#: 801-4211
Years in Business: 54 years

DUNCAN FINANCIAL GROUP LLC

Website

(949) 474-4242

1278 Glenneyre St

Laguna Beach, CA 92651

SEC#: 801-119284
Years in Business: 1 years

DUNCAN FINANCIAL GROUP LLC

Website

(949) 474-4242

1278 Glenneyre St

Laguna Beach, CA 92651

SEC#: 801-119284
Years in Business: 1 years

 


Laguna Beach, CA Financial Advisor FAQs

A personal financial advisor helps clients manage their savings wisely through a variety of different methods and strategies. While this can include investment portfolio strategy, a common misconception is that this is the only area where financial advisors help clients. Personal financial advisors, however, can specialize in many different areas, such as estate planning and insurance policy selection. They will meet with clients to diagnose financial health and develop plans to achieve those clients’ long term savings goals. Personal financial advisors will often live and work in the same communities as their clients, providing a personal touch that helps earn those clients’ trust. Personal financial advisors are also sometimes called traditional financial advisors because of the existence of robo-advisors, computer-generated algorithms which spew basic investment advice based on information the client gives them.
One of the most iconic beach cities in California, Laguna Beach sits nestled among the rolling hills and steep coastline bluffs of south Orange County. It is home to a historic old town with pristine Spanish architecture and a popular surfing community, as its craggy beach coves lead to high surf. Its beaches are known for their scenic views and clear sand, not to mention the steep pathways down from beachside roads. Despite being relatively far from a major highway, Laguna Beach remains a popular tourist spot and beachside getaway. Our financial advisors can serve you anywhere near the Laguna Beach area. This includes: Newport Beach, Corona Del Mar, Huntington Beach, Mission Viejo, Laguna Niguel, San Clemente, Dana Point, Coto De Caza, Seal Beach, Irvine, and Orange County.