Ryan McGuire
Westshore Wealth · Newport Beach, California
Ryan McGuire is a fee-only financial advisor at Westshore Wealth in Newport Beach, California, who holds the CFP credential. Ryan focuses on estate & legacy planning, tax planning and retirement planning. Westshore Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Executives
- Founders
- Ultra high net worth
- Multi-generational families
Facts
| Firm | Westshore Wealth |
|---|---|
| Based in | Newport Beach, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $662.4M across 848 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 5435181 |
| Exams passed | Series 63 (2007) · Series 66 (2010) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.westshorewealth.com |
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Questions about Ryan
Is Ryan McGuire a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ryan holds no broker registration, and Westshore Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ryan charge for financial advice?
Ryan's firm, Westshore Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Ryan McGuire based?
Ryan McGuire is based in Newport Beach, California.
What does Ryan specialize in?
Ryan's specialties include estate & legacy planning, tax planning, retirement planning and small business owners. Ryan works with executives, founders, ultra high net worth and multi-generational families.
What credentials does Ryan McGuire hold?
Ryan McGuire holds the CFP credential.
Is Ryan McGuire registered with the SEC?
Yes. Ryan McGuire is registered as an investment adviser representative in CA and TX (CRD 5435181), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Westshore Wealth manage?
Westshore Wealth reports $662.4M across 848 accounts in assets under management.
How do I contact Ryan McGuire?
Through Ryan's website, www.westshorewealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Westshore Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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