# Fee-only financial advisors in Newport Beach, California > Start with a fee-only advisor in Newport Beach whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Wade Slome of Sidoxia Capital Management, David Hutchison of Triad Investment Management and Zane Keller of Ducere Wealth Management, chosen for their credentials and fees on file. Page: https://find.wellspent.co/locations/us/california/newport-beach/ 85 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 Newport Beach? Start with a fee-only advisor in Newport Beach whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Wade Slome of Sidoxia Capital Management, David Hutchison of Triad Investment Management and Zane Keller of Ducere Wealth Management, chosen for their credentials and fees on file. ## How many fee-only advisors in Newport Beach are there? The Wellspent public graph lists 85 fee-only advisors in Newport Beach, at 37 firms. We counted every advisor record that fits, as of October 2026. ## What do fee-only advisors in Newport Beach focus on? The most common focus among fee-only advisors in Newport Beach is estate planning (25), followed by tax planning (25) and retirement planning (24). Advisors can list more than one. ## How do fee-only advisors in Newport Beach charge? The most common fee among fee-only advisors in Newport Beach is a percentage of assets, used by 99% of the 85 with fees on file. Many use more than one: 54% charge fixed fees and 42% 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 Newport Beach hold the CFP? 35% of the 85 fee-only advisors in Newport Beach 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 Newport Beach? 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 | |---|---|---|---|---| | [David Carlson](https://find.wellspent.co/advisors/david-carlson.md) | Sound Investment Management, LLC | Newport Beach, California | CFP, ChFC, CKA, MBA | Percentage of assets | | [Jack Stemper](https://find.wellspent.co/advisors/jack-stemper.md) | Ducere Wealth Management | Newport Beach, California | CFP | Percentage of assets | | [Ulrich Keller](https://find.wellspent.co/advisors/ulrich-keller.md) | Ducere Wealth Management | Newport Beach, California | CFP | Percentage of assets | | [Zane Keller](https://find.wellspent.co/advisors/zane-keller.md) | Ducere Wealth Management | Newport Beach, California | CFP | Percentage of assets | | [Bryan Ward](https://find.wellspent.co/advisors/bryan-ward.md) | ProCore Advisors | Newport Beach, California | CFP | Percentage of assets, One-time planning fee | | [Keythe Ward-Aguilar](https://find.wellspent.co/advisors/keythe-ward-aguilar.md) | ProCore Advisors | Newport Beach, California | CFP | Percentage of assets, One-time planning fee | | [Mark Aguilar](https://find.wellspent.co/advisors/mark-aguilar.md) | ProCore Advisors | Newport Beach, California | CFP | Percentage of assets, One-time planning fee | | [Mitch Christensen](https://find.wellspent.co/advisors/mitch-christensen.md) | RS Crum Inc. | Newport Beach, California | CFP, MBA | Percentage of assets, Fixed fees | | [David Hutchison](https://find.wellspent.co/advisors/david-hutchison.md) | Triad Investment Management | Newport Beach, California | CFA | Percentage of assets | | [Nicholas Bzovi](https://find.wellspent.co/advisors/nicholas-bzovi.md) | Ducere Wealth Management | Newport Beach, California | CFA | Percentage of assets | | [Ryan Brizendine](https://find.wellspent.co/advisors/ryan-brizendine.md) | Westshore Wealth | Newport Beach, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Ryan McGuire](https://find.wellspent.co/advisors/ryan-mcguire-5435181.md) | Westshore Wealth | Newport Beach, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Tara Manista](https://find.wellspent.co/advisors/tara-manista.md) | Sachi Financial Planning | Newport Beach, California | CFP, ChFC | Percentage of assets, Ongoing planning fee | | [Cody Columna](https://find.wellspent.co/advisors/cody-columna.md) | Ducere Wealth Management | Newport Beach, California | | Percentage of assets | | [John Harrington](https://find.wellspent.co/advisors/john-harrington-1257672.md) | Ducere Wealth Management | Newport Beach, California | | Percentage of assets | | [Lisa Sharp](https://find.wellspent.co/advisors/lisa-sharp.md) | Spectrum Asset Management | Newport Beach, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Michael Ottman](https://find.wellspent.co/advisors/michael-ottman.md) | Spectrum Asset Management | Newport Beach, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Nancy Howard](https://find.wellspent.co/advisors/nancy-howard.md) | Spectrum Asset Management | Newport Beach, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Jeffrey Vieth](https://find.wellspent.co/advisors/jeffrey-vieth.md) | Knightsbridge Wealth Management | Newport Beach, California | CFP | Percentage of assets, Performance-based fees | | [Panos Grivakis](https://find.wellspent.co/advisors/panos-grivakis.md) | Lakewood Financial Group | Newport Beach, California | | Percentage of assets | | [Teresa Wagner](https://find.wellspent.co/advisors/teresa-wagner.md) | Knightsbridge Wealth Management | Newport Beach, California | CFP | Percentage of assets, Performance-based fees | | [Antoine Lena](https://find.wellspent.co/advisors/antoine-lena.md) | Twenty-Five Capital Partners | Newport Beach, California | | Percentage of assets, Fixed fees | | [Brian Sigler](https://find.wellspent.co/advisors/brian-sigler.md) | Westshore Wealth | Newport Beach, California | | Percentage of assets, Hourly, Fixed fees | | [Derek Campbell](https://find.wellspent.co/advisors/derek-campbell.md) | Twenty-Five Capital Partners | Newport Beach, California | | Percentage of assets, Fixed fees | | [Donald Campbell](https://find.wellspent.co/advisors/donald-campbell.md) | Twenty-Five Capital Partners | Newport Beach, California | | Percentage of assets, Fixed fees | | [Jeremy Tate](https://find.wellspent.co/advisors/jeremy-tate.md) | Tate Capital Group | Newport Beach, California | | Percentage of assets, Fixed fees | | [Karly Bokosky](https://find.wellspent.co/advisors/karly-bokosky.md) | Sachi Financial Planning | Newport Beach, California | | Percentage of assets, Ongoing planning fee | | [Laurie Dubchansky](https://find.wellspent.co/advisors/laurie-dubchansky.md) | Havaplan Financial | Newport Beach, California | CFP | Percentage of assets, Hourly | | [Mitchel Needelman](https://find.wellspent.co/advisors/mitchel-needelman.md) | Spectrum Asset Management | Newport Beach, California | CFA | Percentage of assets, Hourly, Fixed fees | | [Rob Sigler](https://find.wellspent.co/advisors/rob-sigler.md) | Westshore Wealth | Newport Beach, California | | Percentage of assets, Hourly, Fixed fees | | [Thomas Anderson](https://find.wellspent.co/advisors/thomas-anderson.md) | Havaplan Financial | Newport Beach, California | CFP | Percentage of assets, Hourly | | [Geoffrey Hauck](https://find.wellspent.co/advisors/geoffrey-hauck.md) | Knightsbridge Wealth Management | Newport Beach, California | CFA | Percentage of assets, Performance-based fees | | [James Garrison](https://find.wellspent.co/advisors/james-garrison.md) | Knightsbridge Wealth Management | Newport Beach, California | CFA | Percentage of assets, Performance-based fees | | [John Prichard](https://find.wellspent.co/advisors/john-prichard.md) | Knightsbridge Wealth Management | Newport Beach, California | CFA | Percentage of assets, Performance-based fees | | [Lindsey Garn](https://find.wellspent.co/advisors/lindsey-garn.md) | Knightsbridge Wealth Management | Newport Beach, California | CFA | Percentage of assets, Performance-based fees | | [Miles Yourman](https://find.wellspent.co/advisors/miles-yourman.md) | Knightsbridge Wealth Management | Newport Beach, California | CFA | Percentage of assets, Performance-based fees | | [Robert McDonald](https://find.wellspent.co/advisors/robert-mcdonald.md) | Fairway Capital Advisors | Newport Beach, California | | Percentage of assets, Fixed fees | | [Shaun Mutch](https://find.wellspent.co/advisors/shaun-mutch.md) | Fairway Capital Advisors | Newport Beach, California | | Percentage of assets, Fixed fees | | [Garrett Peterson](https://find.wellspent.co/advisors/garrett-peterson.md) | Spectrum Asset Management | Newport Beach, California | | Percentage of assets, Hourly, Fixed fees | | [Michael Cannivet](https://find.wellspent.co/advisors/michael-cannivet.md) | Silverlight Asset Management | Newport Beach, California | CFA | Flat fee or retainer | | [Ryan Kelly](https://find.wellspent.co/advisors/ryan-kelly-4394440.md) | Spectrum Asset Management | Newport Beach, California | | Percentage of assets, Hourly, Fixed fees | | [Tony Jung](https://find.wellspent.co/advisors/tony-jung.md) | Spectrum Asset Management | Newport Beach, California | | Percentage of assets, Hourly, Fixed fees | | [Ty Neubauer](https://find.wellspent.co/advisors/ty-neubauer.md) | Spectrum Asset Management | Newport Beach, California | | Percentage of assets, Hourly, Fixed fees | | [Hailee Brigman](https://find.wellspent.co/advisors/hailee-brigman.md) | Knightsbridge Wealth Management | Newport Beach, California | | Percentage of assets, Performance-based fees | | [Jonathan Treussard](https://find.wellspent.co/advisors/jonathan-treussard.md) | Treussard Capital Management | Newport Beach, California | | Percentage of assets, Hourly | | [Joshua Meier](https://find.wellspent.co/advisors/joshua-meier.md) | Knightsbridge Wealth Management | Newport Beach, California | | Percentage of assets, Performance-based fees | | [Kurt Beimfohr](https://find.wellspent.co/advisors/kurt-beimfohr.md) | Knightsbridge Wealth Management | Newport Beach, California | | Percentage of assets, Performance-based fees | | [Scott Devens](https://find.wellspent.co/advisors/scott-devens.md) | Devens Wealth Management | Newport Beach, California | | Percentage of assets | | [Alan Flores](https://find.wellspent.co/advisors/alan-flores.md) | Darkhorse Advisor | Newport Beach, California | | Percentage of assets | | [Aria Khalili](https://find.wellspent.co/advisors/aria-khalili.md) | Pariax Private Wealth Management | Newport Beach, California | | Percentage of assets | | [Daniel Pichardo](https://find.wellspent.co/advisors/daniel-pichardo.md) | Bridge Capital Consulting | Newport Beach, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Daniel Sexton](https://find.wellspent.co/advisors/daniel-sexton.md) | RS Crum | Newport Beach, California | CFP | Percentage of assets, Fixed fees | | [David Jones](https://find.wellspent.co/advisors/david-jones.md) | Yosemite Capital Management | Newport Beach, California | CFP | Percentage of assets, Hourly, Fixed fees | | [David Wagner](https://find.wellspent.co/advisors/david-wagner-5257350.md) | Tidecrest Wealth Management | Newport Beach, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Eric Papa](https://find.wellspent.co/advisors/eric-papa.md) | RS Crum | Newport Beach, California | CFP | Percentage of assets, Fixed fees | | [Jeffrey Kaylor](https://find.wellspent.co/advisors/jeffrey-kaylor.md) | Noble Wealth Management | Newport Beach, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Jon Theriault](https://find.wellspent.co/advisors/jon-theriault.md) | RS Crum | Newport Beach, California | CFP | Percentage of assets, Fixed fees | | [Kevin Weaver](https://find.wellspent.co/advisors/kevin-weaver.md) | Sidoxia Capital Management | Newport Beach, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Lawrence Rutherford](https://find.wellspent.co/advisors/lawrence-rutherford.md) | Yosemite Capital Management | Newport Beach, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Mark Rylance](https://find.wellspent.co/advisors/mark-rylance.md) | RS Crum | Newport Beach, California | CFP | Percentage of assets, Fixed fees | | [Troy Brown](https://find.wellspent.co/advisors/troy-brown.md) | Tidecrest Wealth Management | Newport Beach, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Wade Slome](https://find.wellspent.co/advisors/wade-slome.md) | Sidoxia Capital Management | Newport Beach, California | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Keith Bong](https://find.wellspent.co/advisors/keith-bong.md) | Sidoxia Capital Management | Newport Beach, California | CFA | Percentage of assets, Hourly, Fixed fees | | [Amy Zwaan](https://find.wellspent.co/advisors/amy-zwaan.md) | Yosemite Capital Management | Newport Beach, California | | Percentage of assets, Hourly, Fixed fees | | [Benjamin Beckstead](https://find.wellspent.co/advisors/benjamin-beckstead.md) | Yosemite Capital Management | Newport Beach, California | | Percentage of assets, Hourly, Fixed fees | | [Butch Safyurtlu](https://find.wellspent.co/advisors/butch-safyurtlu.md) | Blue Chip Financial Advisors | Newport Beach, California | | Percentage of assets, Hourly, Fixed fees | | [Corey Johnson](https://find.wellspent.co/advisors/corey-johnson.md) | Shorebird | Newport Beach, California | | Percentage of assets, Hourly, Fixed fees | | [David Dardashti](https://find.wellspent.co/advisors/david-dardashti.md) | Spearhead Advisors | Newport Beach, California | | Percentage of assets | | [Douglas Jankowski](https://find.wellspent.co/advisors/douglas-jankowski.md) | RS Crum | Newport Beach, California | | Percentage of assets, Fixed fees | | [Evelyn Foo](https://find.wellspent.co/advisors/evelyn-foo.md) | Kingsbridge Wealth Management | Newport Beach, California | | Percentage of assets | | [Jason Hathaway](https://find.wellspent.co/advisors/jason-hathaway.md) | Legacy Wealth Advisors | Newport Beach, California | | Percentage of assets, Fixed fees | | [Jason Prattes](https://find.wellspent.co/advisors/jason-prattes.md) | Prattes Wealth Partners | Newport Beach, California | | Percentage of assets, Hourly, Performance-based fees | | [Joseph Kogon](https://find.wellspent.co/advisors/joseph-kogon.md) | Parkwood Capital Management | Newport Beach, California | | Percentage of assets | | [Mark Banta](https://find.wellspent.co/advisors/mark-banta.md) | Banta Asset Management | Newport Beach, California | | Percentage of assets, Hourly, Fixed fees | | [Mark Bonds](https://find.wellspent.co/advisors/mark-bonds.md) | Crystal Cove Asset Management | Newport Beach, California | | Percentage of assets, Fixed fees | | [Mark Zielinski](https://find.wellspent.co/advisors/mark-zielinski.md) | Fiduciary Architects | Newport Beach, California | | Percentage of assets, Hourly, Fixed fees | | [Michael Banta](https://find.wellspent.co/advisors/michael-banta.md) | Banta Asset Management | Newport Beach, California | | Percentage of assets, Hourly, Fixed fees | | [Michael Immerman](https://find.wellspent.co/advisors/michael-immerman.md) | Kingsbridge Wealth Management | Newport Beach, California | | Percentage of assets | | [Neil Mason](https://find.wellspent.co/advisors/neil-mason.md) | Eden Financial | Newport Beach, California | | Percentage of assets, Hourly, Fixed fees | | [Nicholas Pardini](https://find.wellspent.co/advisors/nicholas-pardini.md) | Spearhead Advisors | Newport Beach, California | | Percentage of assets | | [Ronald Hudspeth](https://find.wellspent.co/advisors/ronald-hudspeth.md) | Yosemite Capital Management | Newport Beach, California | | Percentage of assets, Hourly, Fixed fees | | [Ryan McKee](https://find.wellspent.co/advisors/ryan-mckee-6747254.md) | Catalyst Wealth Advisors | Newport Beach, California | | Percentage of assets | | [Samantha Dalby](https://find.wellspent.co/advisors/samantha-dalby.md) | Spearhead Advisors | Newport Beach, California | | Percentage of assets | | [Stephen Banta](https://find.wellspent.co/advisors/stephen-banta.md) | Banta Asset Management | Newport Beach, California | | Percentage of assets, Hourly, Fixed fees | | [Trent Kolden](https://find.wellspent.co/advisors/trent-kolden.md) | Tidecrest Wealth Management | Newport Beach, California | | Percentage of assets, Hourly, 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).