# Fee-only financial advisors in Irvine, California > Start with a fee-only advisor in Irvine whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Marty McNamara of marrick wealth, JP Geisbauer of Centerpoint Financial Management LLC and Vladimir Kouznetsov of Retegy LLC, chosen for their credentials and fees on file. Page: https://find.wellspent.co/locations/us/california/irvine/ 80 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## Which fee-only financial advisor should I talk to in Irvine? Start with a fee-only advisor in Irvine whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Marty McNamara of marrick wealth, JP Geisbauer of Centerpoint Financial Management LLC and Vladimir Kouznetsov of Retegy LLC, chosen for their credentials and fees on file. ## How many fee-only advisors in Irvine are there? The Wellspent public graph lists 80 fee-only advisors in Irvine, at 38 firms. We counted every advisor record that fits, as of October 2026. ## What do fee-only advisors in Irvine focus on? The most common focus among fee-only advisors in Irvine is retirement planning (24), followed by estate planning (19) and tax planning (18). Advisors can list more than one. ## How do fee-only advisors in Irvine charge? The most common fee among fee-only advisors in Irvine is a percentage of assets, used by 99% of the 80 with fees on file. Many use more than one: 78% charge fixed fees and 55% charge by the hour. ## How much do fee-only financial advisors charge in California? Fee-only financial advisors in California charge a median of $6,000 a year for ongoing planning. We found this across the published prices of 112 California firms. ## How many fee-only advisors in Irvine hold the CFP? 38% of the 80 fee-only advisors in Irvine hold the CFP certification, based on the credentials listed on each record. ## Does California tax income on top of federal tax? Yes. California has a state income tax, so a financial plan for a California resident should project it alongside federal tax. ## How current is this list of fee-only advisors in Irvine? Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Gabriel Shahin](https://find.wellspent.co/advisors/gabriel-shahin.md) | Falcon Wealth Planning, Inc. | Irvine, California | AIF, CFP | Percentage of assets, Hourly, One-time planning fee | | [Marty McNamara](https://find.wellspent.co/advisors/marty-mcnamara.md) | marrick wealth | Irvine, California | CFP, CPA | Percentage of assets | | [Vladimir Kouznetsov](https://find.wellspent.co/advisors/vladimir-kouznetsov.md) | Retegy LLC | Irvine, California | CFP, EA | Percentage of assets, Hourly, Fixed fees | | [Becky Vasquez](https://find.wellspent.co/advisors/becky-vasquez.md) | Three Arch Wealth Management | Irvine, California | CFP | Percentage of assets | | [Tyler Vasquez](https://find.wellspent.co/advisors/tyler-vasquez.md) | Three Arch Wealth Management | Irvine, California | CFP | Percentage of assets | | [Kevin Kolson](https://find.wellspent.co/advisors/kevin-kolson.md) | Family Wealth Leadership | Irvine, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Don Hilario](https://find.wellspent.co/advisors/don-hilario.md) | Hilpan Moxie Wealth Management | Irvine, California | CFP | Percentage of assets, Flat fee or retainer | | [Rand Borresen](https://find.wellspent.co/advisors/rand-borresen.md) | Ascend Financial Advisers | Irvine, California | CFP | Percentage of assets, Hourly | | [Ava Pompay](https://find.wellspent.co/advisors/ava-pompay.md) | Prosperity Wealth Planning | Irvine, California | CFP | Percentage of assets, Flat fee or retainer | | [Dane May](https://find.wellspent.co/advisors/dane-may.md) | D&M Strategic Wealth | Irvine, California | | Percentage of assets | | [Gary Rennie](https://find.wellspent.co/advisors/gary-rennie.md) | Rennie and Associates | Irvine, California | CFP | Flat fee or retainer | | [Sasha Childers](https://find.wellspent.co/advisors/sasha-childers.md) | Three Arch Wealth Management | Irvine, California | | Percentage of assets | | [Sunni Allen](https://find.wellspent.co/advisors/sunni-allen.md) | Three Arch Wealth Management | Irvine, California | | Percentage of assets | | [Troy Wirth](https://find.wellspent.co/advisors/troy-wirth.md) | InGen Strategies | Irvine, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Clifford Kolson](https://find.wellspent.co/advisors/clifford-kolson.md) | Family Wealth Leadership | Irvine, California | | Percentage of assets, Hourly, Fixed fees | | [John Cooke](https://find.wellspent.co/advisors/john-cooke.md) | Cooke Wealth Management | Irvine, California | CFP | Percentage of assets, Hourly, Fixed fees | | [John Dunham](https://find.wellspent.co/advisors/john-dunham-6415140.md) | Focused Capital Investment | Irvine, California | | Percentage of assets, Fixed fees | | [Juliette Cooke](https://find.wellspent.co/advisors/juliette-cooke.md) | Cooke Wealth Management | Irvine, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Kimberly Overby](https://find.wellspent.co/advisors/kimberly-overby.md) | Lindsey & Lindsey Wealth Management | Irvine, California | | Percentage of assets, Hourly, Fixed fees | | [Lee Jones](https://find.wellspent.co/advisors/lee-jones.md) | Tangent Retirement | Irvine, California | | Percentage of assets, Flat fee or retainer, Hourly | | [Linda Yu](https://find.wellspent.co/advisors/linda-yu.md) | Lindsey & Lindsey Wealth Management | Irvine, California | | Percentage of assets, Hourly, Fixed fees | | [Matthew Sassani](https://find.wellspent.co/advisors/matthew-sassani.md) | Lindsey & Lindsey Wealth Management | Irvine, California | | Percentage of assets, Hourly, Fixed fees | | [Tanis Kelly](https://find.wellspent.co/advisors/tanis-kelly.md) | Lindsey & Lindsey Wealth Management | Irvine, California | | Percentage of assets, Hourly, Fixed fees | | [Tyler Trahan](https://find.wellspent.co/advisors/tyler-trahan.md) | Lindsey & Lindsey Wealth Management | Irvine, California | | Percentage of assets, Hourly, Fixed fees | | [Amy McGinnis](https://find.wellspent.co/advisors/amy-mcginnis.md) | Capital CS Group | Irvine, California | | Percentage of assets, Hourly, Fixed fees | | [Christopher Baum](https://find.wellspent.co/advisors/christopher-baum-6146336.md) | Coastal Capital Advisors | Irvine, California | CFA | Percentage of assets, Fixed fees | | [Jason Stein](https://find.wellspent.co/advisors/jason-stein.md) | Bluepoint Wealth Advisors | Irvine, California | CFP, RICP | Percentage of assets, Fixed fees | | [Jessica McConnell](https://find.wellspent.co/advisors/jessica-mcconnell.md) | Capital CS Group | Irvine, California | | Percentage of assets, Hourly, Fixed fees | | [JP Geisbauer](https://find.wellspent.co/advisors/jp-geisbauer.md) | Centerpoint Financial Management LLC | Irvine, California | CFP, CPA | Percentage of assets, Fixed fees | | [Mark Wilson](https://find.wellspent.co/advisors/mark-wilson.md) | MILE Wealth Management LLC | Irvine, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Todd Carbone](https://find.wellspent.co/advisors/todd-carbone.md) | Capital CS Group | Irvine, California | | Percentage of assets, Hourly, Fixed fees | | [Simon Reeves](https://find.wellspent.co/advisors/simon-reeves.md) | Pasadena Private Wealth | Irvine, California | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Joseph Marshall](https://find.wellspent.co/advisors/joseph-marshall.md) | Coastal Capital Advisors | Irvine, California | | Percentage of assets, Fixed fees | | [Bryan Gould](https://find.wellspent.co/advisors/bryan-gould.md) | Ultra Advisory Group | Irvine, California | | Percentage of assets, Hourly | | [Joshua Iversen](https://find.wellspent.co/advisors/joshua-iversen.md) | Syzygy Financial | Irvine, California | | Percentage of assets, Hourly | | [Ofer Ben-Menahem](https://find.wellspent.co/advisors/ofer-ben-menahem.md) | L&S Advisors | Irvine, California | | Percentage of assets, Hourly | | [Paul Hewitt](https://find.wellspent.co/advisors/paul-hewitt.md) | Optimus Advisory Group | Irvine, California | | Percentage of assets, Hourly, Fixed fees | | [Steve Rumsey](https://find.wellspent.co/advisors/steve-rumsey.md) | Optimus Advisory Group | Irvine, California | | Percentage of assets, Hourly, Fixed fees | | [Casey Witters](https://find.wellspent.co/advisors/casey-witters.md) | Optimize Financial | Irvine, California | CFP | Percentage of assets | | [Cayden Norton](https://find.wellspent.co/advisors/cayden-norton.md) | Tempus Wealth Planning | Irvine, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Daniel Chong](https://find.wellspent.co/advisors/daniel-chong.md) | Index Fund Advisors | Irvine, California | CFP | Percentage of assets, Fixed fees | | [Denise Delaney](https://find.wellspent.co/advisors/denise-delaney.md) | Index Fund Advisors | Irvine, California | CFP | Percentage of assets, Fixed fees | | [Derick Kann](https://find.wellspent.co/advisors/derick-kann.md) | Index Fund Advisors | Irvine, California | CFP, ChFC | Percentage of assets, Fixed fees | | [Griffin Graves](https://find.wellspent.co/advisors/griffin-graves.md) | Filigree Wealth Advisors | Irvine, California | CFP | Percentage of assets, Hourly, Fixed fees | | [James White](https://find.wellspent.co/advisors/james-white-4382100.md) | Tempus Wealth Planning | Irvine, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Jeffrey Sims](https://find.wellspent.co/advisors/jeffrey-sims.md) | Index Fund Advisors | Irvine, California | CFP | Percentage of assets, Fixed fees | | [John Williams](https://find.wellspent.co/advisors/john-williams-7823152.md) | Optimize Financial | Irvine, California | CFP | Percentage of assets | | [Jonathan Yoo](https://find.wellspent.co/advisors/jonathan-yoo.md) | Tempus Wealth Planning | Irvine, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Leslie Rea](https://find.wellspent.co/advisors/leslie-rea.md) | AG Wealth Management | Irvine, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Lisa Nguyen](https://find.wellspent.co/advisors/lisa-nguyen.md) | Optimize Financial | Irvine, California | CFP | Percentage of assets | | [Nicholas Piccarreta](https://find.wellspent.co/advisors/nicholas-piccarreta.md) | Index Fund Advisors | Irvine, California | CFP | Percentage of assets, Fixed fees | | [Patrick Chu](https://find.wellspent.co/advisors/patrick-chu.md) | Marrick Wealth | Irvine, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Puneet Sahi](https://find.wellspent.co/advisors/puneet-sahi.md) | Iron Horse Capital | Irvine, California | CFA | Percentage of assets, Hourly, Fixed fees | | [Rafay Khalid](https://find.wellspent.co/advisors/rafay-khalid.md) | Solomon and Associates | Irvine, California | CFA | Percentage of assets, Hourly, Fixed fees | | [Anne Page](https://find.wellspent.co/advisors/anne-page.md) | Index Fund Advisors | Irvine, California | | Percentage of assets, Fixed fees | | [Bing Cao](https://find.wellspent.co/advisors/bing-cao.md) | Sky Vision Wealth Management | Irvine, California | | Percentage of assets, Hourly, Fixed fees | | [Brad Cotner](https://find.wellspent.co/advisors/brad-cotner.md) | Tempus Wealth Planning | Irvine, California | | Percentage of assets, Hourly, Fixed fees | | [Bridget Quijada](https://find.wellspent.co/advisors/bridget-quijada.md) | Index Fund Advisors | Irvine, California | | Percentage of assets, Fixed fees | | [Bryan Duckett](https://find.wellspent.co/advisors/bryan-duckett.md) | Duckett Wealth Management | Irvine, California | | Percentage of assets, Fixed fees | | [Daniel Carmo](https://find.wellspent.co/advisors/daniel-carmo.md) | Tempus Wealth Planning | Irvine, California | | Percentage of assets, Hourly, Fixed fees | | [Danny Seth](https://find.wellspent.co/advisors/danny-seth.md) | Capital Fluency | Irvine, California | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Elizabeth Brunson](https://find.wellspent.co/advisors/elizabeth-brunson.md) | Index Fund Advisors | Irvine, California | | Percentage of assets, Fixed fees | | [Eric Henrickson](https://find.wellspent.co/advisors/eric-henrickson.md) | Solomon and Associates | Irvine, California | | Percentage of assets, Hourly, Fixed fees | | [Gary Hitzler](https://find.wellspent.co/advisors/gary-hitzler.md) | Tempus Wealth Planning | Irvine, California | | Percentage of assets, Hourly, Fixed fees | | [Gordon Shuler](https://find.wellspent.co/advisors/gordon-shuler.md) | Index Fund Advisors | Irvine, California | | Percentage of assets, Fixed fees | | [Joseph Szal](https://find.wellspent.co/advisors/joseph-szal.md) | Tempus Wealth Planning | Irvine, California | | Percentage of assets, Hourly, Fixed fees | | [Julianna Duckett](https://find.wellspent.co/advisors/julianna-duckett.md) | Duckett Wealth Management | Irvine, California | | Percentage of assets, Fixed fees | | [Kana Liu](https://find.wellspent.co/advisors/kana-liu.md) | Sky Vision Wealth Management | Irvine, California | | Percentage of assets, Hourly, Fixed fees | | [Kerrie Doughty-Lloyd](https://find.wellspent.co/advisors/kerrie-doughty-lloyd.md) | Index Fund Advisors | Irvine, California | | Percentage of assets, Fixed fees | | [Mark Hebner](https://find.wellspent.co/advisors/mark-hebner.md) | Index Fund Advisors | Irvine, California | | Percentage of assets, Fixed fees | | [Mary Brunson](https://find.wellspent.co/advisors/mary-brunson.md) | Index Fund Advisors | Irvine, California | | Percentage of assets, Fixed fees | | [Michael Carmo](https://find.wellspent.co/advisors/michael-carmo.md) | Tempus Wealth Planning | Irvine, California | | Percentage of assets, Hourly, Fixed fees | | [Neal Rutter](https://find.wellspent.co/advisors/neal-rutter.md) | Index Fund Advisors | Irvine, California | | Percentage of assets, Fixed fees | | [Pezhman Amini](https://find.wellspent.co/advisors/pezhman-amini.md) | Integ Financial Investment Advisory | Irvine, California | | Percentage of assets, Fixed fees | | [Shareen Balkey](https://find.wellspent.co/advisors/shareen-balkey.md) | Index Fund Advisors | Irvine, California | | Percentage of assets, Fixed fees | | [Stephen Gilbreth](https://find.wellspent.co/advisors/stephen-gilbreth.md) | Tempus Wealth Planning | Irvine, California | | Percentage of assets, Hourly, Fixed fees | | [Steven Sturner](https://find.wellspent.co/advisors/steven-sturner.md) | Tempus Wealth Planning | Irvine, California | | Percentage of assets, Hourly, Fixed fees | | [Tracy Miu](https://find.wellspent.co/advisors/tracy-miu.md) | Wealthspring | Irvine, California | | Percentage of assets, Hourly, Fixed fees | | [Venkat Yarlagadda](https://find.wellspent.co/advisors/venkat-yarlagadda.md) | Index Fund Advisors | Irvine, California | | Percentage of assets, Fixed fees | | [Wesley Long](https://find.wellspent.co/advisors/wesley-long.md) | Index Fund Advisors | Irvine, California | | Percentage of assets, Fixed fees | ## About this data Sources and verification: https://find.wellspent.co/methodology/ Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).