Find a Financial Planner in Newport Beach, CA

 

Get Top Tier Financial Planning

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

Jump To List of Advisors

  • This field is for validation purposes and should be left unchanged.

We Only Work With The Best Newport Beach 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 Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Newport Beach, CA


  • Financial Advisor Close to Newport 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

 

How Can a CFP® in Newport Beach Help You?

Wealth management is a comprehensive financial service that focuses on building well-rounded wealth for clients. Typically used by high-net-worth individuals and organizations in the Newport Beach area, wealth managers seek to attend to each client's individual needs while creating their comprehensive management plans. Wealth management may be performed by an individual, but is often performed by a small team.
Personal financial planning is a service offered by qualified financial experts who provide personalized plans and strategies to help clients achieve their financial goals. Financial planning may be more hands-on or hands-off, but strategies in Newport Beach can include managing client retirement accounts, investments, tax plans, and more.
26.9% of Newport Beach's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the Newport Beach area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning names the beneficiaries of your estate upon death and who has the responsibility to make healthcare and financial decisions on your behalf if you are incapacitated during life. A comprehensive estate plan includes a living will and other types of legal documentation as needed to achieve its intended outcome. In the Newport Beach area, qualified financial professionals--like financial advisors--offer estate planning services.
Business financial planning is a service focused on helping businesses map out steps to achieve a financial goal over a set time. Business financial planning in the Newport Beach area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
Through tax planning, clients can strategize how best to minimize their tax payments through deductions and write-offs. Tax planning in the Newport Beach area is generally long-term and performed with the help of a qualified planner. Tax planning strategies will differ depending on depending on where you live. California has unique laws defining which actions trigger a taxable event and has the 10th highest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse involves working with an attorney or financial advisor in the Newport Beach area to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. It typically includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation is a good way to make high-interest debts more manageable. Advisors in the Newport Beach area can bundle high-interest loans together under more favorable financing terms. This often results in lower interest rates, or lower monthly payments.

 

The Value of Working With the Best Financial Planners in Newport 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 Newport Beach, CA

We evaluated over 13,000 RIA firms to bring you the best of the best Newport Beach financial advisors.
  • This field is for validation purposes and should be left unchanged.


How Retirement-Friendly is Newport Beach, CA?

  • Population: 85,694
  • % of Population 62 Years and Over: 26.9%
  • Average Home Value: $1860,800
  • Average Monthly Housing Cost: $2,561
  • Average Household Income: $214,047
  • 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 Newport Beach, CA


FELL CAPITAL MANAGEMENT

Website

(949) 476-5056

1001 Dove Street, Suite 230

Newport Beach, CA 92660

SEC#: 801-34774
Years in Business: 31 years

JRL CAPITAL ADVISORS LLC

Website

(949) 650-2928

20371 Irvine Ave
Suite A-140
Newport Beach, CA 92660

SEC#: 801-57158
Years in Business: 21 years

J.DEREK LEWIS & ASSOCIATES, INC.

Website

(949) 752-9096

1001 Dove Street
Suite 155
Newport Beach, CA 92660

SEC#: 801-67339
Years in Business: 14 years

GSI CAPITAL ADVISORS LLC

Website

(833) 734-8474

23 Corporate Plaza
Suite 150
Newport Beach, CA 92660

SEC#: 801-66702
Years in Business: 15 years

CWS CAPITAL PARTNERS LLC

Website

(800) 466-0020

14 Corporate Plaza
Ste. 210
Newport Beach, CA 92660

SEC#: 801-107474
Years in Business: 5 years

BELL & BROWN WEALTH ADVISORS, LLC

Website

(949) 396-1088

14 Corporate Plaza
Suite 100
Newport Beach, CA 92660

SEC#: 801-96196
Years in Business: 6 years

MIRAMONTES CAPITAL, LLC

Website

(180) 046-1595

620 Newport Center Drive
#650
Newport Beach, CA 92660

SEC#: 801-110012
Years in Business: 4 years

SAPIENCE INVESTMENTS, LLC

Website

(949) 662-1011

520 Newport Center Drive
Suite 650
Newport Beach, CA 92660

SEC#: 801-108274
Years in Business: 4 years

RBA WEALTH MANAGEMENT, LLC

Website

(949) 945-2104

520 Newport Center Drive
Suite 740
Newport Beach, CA 92660

SEC#: 801-112189
Years in Business: 3 years

RETIREMENT WELLNESS GROUP

Website

(949) 757-1799

1200 Newport Center Drive,
Suite 200
Newport Beach, CA 92660

SEC#: 801-113447
Years in Business: 3 years