Fee-only financial advisors in Irvine, California
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Marty McNamara marrick wealth Holds the CFP and CPA. Fees on file: percentage of assets.
- JP Geisbauer Centerpoint Financial Management LLC Holds the CFP and CPA. Fees on file: percentage of assets, fixed fees.
- Vladimir Kouznetsov Retegy LLC Holds the CFP and EA. Fees on file: percentage of assets, hourly.
- Ava Pompay Prosperity Wealth Planning Holds the CFP. Fees on file: percentage of assets, flat fee or retainer.
- Don Hilario Hilpan Moxie Wealth Management Holds the CFP. Fees on file: percentage of assets, flat fee or retainer.
- Gary Rennie Rennie and Associates Holds the CFP. Fees on file: flat fee or retainer.
By the numbers
- Advisors listed
- 80
- Firms
- 38
- Hold the CFP
- 38%
- Other credentials: CFA 4% · CPA 3% · EA 1%
- How they charge (of 80 with fees on file): percentage of assets 99% · fixed fees 78% · hourly 55% · flat fee or retainer 5%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Find an advisor in Irvine by what you need
Find an advisor in California by fee, assets, or credential
- Hourly financial advisors
- Flat-fee financial advisors
- One-time financial plans
- Financial advisors with no minimum
- Advisors for under $500,000
- Advisors for $500,000 to $1 million
- Advisors for $1 million to $3 million
- Advisors for over $3 million
- CFP financial advisors
- CFA financial advisors
- ChFC financial advisors
- Virtual financial advisors
Questions about fee-only advisors in Irvine
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.
All 80 advisors in Irvine
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Gabriel Shahin | Falcon Wealth Planning, Inc. | Irvine | AIF, CFP | Percentage of assets, Hourly |
| Marty McNamara | marrick wealth | Irvine | CFP, CPA | Percentage of assets |
| Vladimir Kouznetsov | Retegy LLC | Irvine | CFP, EA | Percentage of assets, Hourly |
| Becky Vasquez | Three Arch Wealth Management | Irvine | CFP | Percentage of assets |
| Tyler Vasquez | Three Arch Wealth Management | Irvine | CFP | Percentage of assets |
| Kevin Kolson | Family Wealth Leadership | Irvine | CFP | Percentage of assets, Hourly |
| Don Hilario | Hilpan Moxie Wealth Management | Irvine | CFP | Percentage of assets, Flat fee or retainer |
| Rand Borresen | Ascend Financial Advisers | Irvine | CFP | Percentage of assets, Hourly |
| Ava Pompay | Prosperity Wealth Planning | Irvine | CFP | Percentage of assets, Flat fee or retainer |
| Dane May DePaolo & May Strategic Wealth is a modern, boutique financial advisory firm helping high earners and high net-worth individuals grow and protect their wealth through personalized investment strategies and forward-thinking planning. | D&M Strategic Wealth | Irvine | Not listed | Percentage of assets |
| Gary Rennie | Rennie and Associates | Irvine | CFP | Flat fee or retainer |
| Sasha Childers | Three Arch Wealth Management | Irvine | Not listed | Percentage of assets |
| Sunni Allen | Three Arch Wealth Management | Irvine | Not listed | Percentage of assets |
| Troy Wirth | InGen Strategies | Irvine | CFP | Percentage of assets, Hourly |
| Clifford Kolson | Family Wealth Leadership | Irvine | Not listed | Percentage of assets, Hourly |
| John Cooke | Cooke Wealth Management | Irvine | CFP | Percentage of assets, Hourly |
| John Dunham | Focused Capital Investment | Irvine | Not listed | Percentage of assets, Fixed fees |
| Juliette Cooke | Cooke Wealth Management | Irvine | CFP | Percentage of assets, Hourly |
| Kimberly Overby | Lindsey & Lindsey Wealth Management | Irvine | Not listed | Percentage of assets, Hourly |
| Lee Jones | Tangent Retirement | Irvine | Not listed | Percentage of assets, Flat fee or retainer |
| Linda Yu | Lindsey & Lindsey Wealth Management | Irvine | Not listed | Percentage of assets, Hourly |
| Matthew Sassani | Lindsey & Lindsey Wealth Management | Irvine | Not listed | Percentage of assets, Hourly |
| Tanis Kelly | Lindsey & Lindsey Wealth Management | Irvine | Not listed | Percentage of assets, Hourly |
| Tyler Trahan | Lindsey & Lindsey Wealth Management | Irvine | Not listed | Percentage of assets, Hourly |
| Amy McGinnis | Capital CS Group | Irvine | Not listed | Percentage of assets, Hourly |
| Christopher Baum | Coastal Capital Advisors | Irvine | CFA | Percentage of assets, Fixed fees |
| Jason Stein | Bluepoint Wealth Advisors | Irvine | CFP, RICP | Percentage of assets, Fixed fees |
| Jessica McConnell | Capital CS Group | Irvine | Not listed | Percentage of assets, Hourly |
| JP Geisbauer | Centerpoint Financial Management LLC | Irvine | CFP, CPA | Percentage of assets, Fixed fees |
| Mark Wilson | MILE Wealth Management LLC | Irvine | CFP | Percentage of assets, Hourly |
| Todd Carbone | Capital CS Group | Irvine | Not listed | Percentage of assets, Hourly |
| Simon Reeves | Pasadena Private Wealth | Irvine | Not listed | Percentage of assets, Hourly |
| Joseph Marshall | Coastal Capital Advisors | Irvine | Not listed | Percentage of assets, Fixed fees |
| Bryan Gould | Ultra Advisory Group | Irvine | Not listed | Percentage of assets, Hourly |
| Joshua Iversen | Syzygy Financial | Irvine | Not listed | Percentage of assets, Hourly |
| Ofer Ben-Menahem | L&S Advisors | Irvine | Not listed | Percentage of assets, Hourly |
| Paul Hewitt | Optimus Advisory Group | Irvine | Not listed | Percentage of assets, Hourly |
| Steve Rumsey | Optimus Advisory Group | Irvine | Not listed | Percentage of assets, Hourly |
| Casey Witters | Optimize Financial | Irvine | CFP | Percentage of assets |
| Cayden Norton | Tempus Wealth Planning | Irvine | CFP | Percentage of assets, Hourly |
| Daniel Chong | Index Fund Advisors | Irvine | CFP | Percentage of assets, Fixed fees |
| Denise Delaney | Index Fund Advisors | Irvine | CFP | Percentage of assets, Fixed fees |
| Derick Kann | Index Fund Advisors | Irvine | CFP, ChFC | Percentage of assets, Fixed fees |
| Griffin Graves | Filigree Wealth Advisors | Irvine | CFP | Percentage of assets, Hourly |
| James White | Tempus Wealth Planning | Irvine | CFP | Percentage of assets, Hourly |
| Jeffrey Sims | Index Fund Advisors | Irvine | CFP | Percentage of assets, Fixed fees |
| John Williams | Optimize Financial | Irvine | CFP | Percentage of assets |
| Jonathan Yoo | Tempus Wealth Planning | Irvine | CFP | Percentage of assets, Hourly |
| Leslie Rea | AG Wealth Management | Irvine | CFP | Percentage of assets, Hourly |
| Lisa Nguyen | Optimize Financial | Irvine | CFP | Percentage of assets |
Want a shorter list in Irvine?
Tell us what you need and we'll narrow Irvine's 80 advisors to the few who fit.
Get matched in 2 minutes