Find a Financial Planner in OC, CA

 

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We did the hard work of finding trustworthy partners in Orange County, CA.

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We Only Work With The Best OC 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 Orange County, CA


  • Financial Advisor Close to Orange County, 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 Orange County 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 Orange County 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 focuses on organizing and optimizing a client's finances through risk management, debt reduction, investment management, and more. Some of the most common services in Orange County include retirement planning, investment management, tax planning, estate planning, asset management, and debt management.
17.6% of Orange County's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Orange County area can create a custom plan and walk with you each step of the way.
Estate planning is a good way to ensure that your asset base is bequeathed to the appropriate beneficiaries and is properly in accordance with estate tax laws. Comprehensive estate planning in the Orange County area consists of more than just writing a will; it also requires setting up trusts, naming an executor, funeral arrangements, and more.
Business financial planning is the task of mapping out a path to achieving a business's financial goals. These goals are often expanded and reevaluated as the company grows, making financial planning for businesses in the Orange County area an ongoing effort.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. In the Orange County area, tax planning is often included with other services like asset management, estate planning, and retirement planning. 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 is a service offered by many financial advisors, planners, and other professionals in the Orange County area. Typically, it includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management typically involves rolling several loans into a single loan with better financing terms, such as a lower monthly payment or interest rate. Debt consolidation is a popular strategy for advisors in the Orange County area when dealing with high-interest credit card debt and private student loans.

 

The Value of Working With the Best Financial Planners in Orange County, 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 Orange County, CA

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

  • Population: 3168,044
  • % of Population 62 Years and Over: 17.6%
  • Average Home Value: $694,200
  • Average Monthly Housing Cost: $1,973
  • Average Household Income: $122,488
  • 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 Orange County, CA


PRIVATE MANAGEMENT GROUP INC

Website

(949) 752-7500

15635 Alton Parkway
Suite 400
Irvine, CA 92618

SEC#: 801-28023
Years in Business: 34 years

WIN TEAM ADVISORY SERVICES

Website

(949) 336-7300

560 Wald

Irvine, CA 92618

SEC#: 801-68877
Years in Business: 13 years

CARDINAL POINT WEALTH MANAGEMENT, LLC

Website

(866) 213-2036

19200 Von Karman Ave
Suite 618
Irvine, CA 92612

SEC#: 801-110000
Years in Business: 4 years

NEWPORT WEALTH STRATEGIES, INC.

Website

(949) 484-4700

18301 Von Karman Ave.
Ste 900
Irvine, CA 92612

SEC#: 801-72831
Years in Business: 9 years

SUN GROUP WEALTH PARTNERS LLC

Website

(949) 625-6800

17500 Red Hill Ave
Suite 140
Irvine, CA 92614

SEC#: 801-79233
Years in Business: 7 years

NEW MARKET WEALTH MANAGEMENT, LLC

Website

(657) 900-1899

100 Spectrum Center Drive
Suite 125
Irvine, CA 92618

SEC#: 801-110574
Years in Business: 4 years

AVANATH CAPITAL MANAGEMENT, LLC

Website

(949) 269-4700

1920 Main Street
Suite 150
Irvine, CA 92614

SEC#: 801-80398
Years in Business: 6 years

FPA REAL ESTATE ADVISERS GROUP, LLC

Website

(949) 399-2500

2082 Michelson Drive,
4th Floor
Irvine, CA 92612

SEC#: 801-110433
Years in Business: 4 years

RAYLIANT INVESTMENT RESEARCH

Website

(818) 795-6189

11 Zephyr

Irvine, CA 92602

SEC#: 801-118201
Years in Business: 1 years

SOTEIRA CAPITAL, LLC

Website

(949) 387-8150

19200 Von Karman
600
Irvine, CA 92612

SEC#: 801-71825
Years in Business: 10 years