Fee-only financial advisors in Newport Beach, California
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Wade Slome Sidoxia Capital Management Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- David Hutchison Triad Investment Management Holds the CFA. Fees on file: percentage of assets.
- Zane Keller Ducere Wealth Management Holds the CFP. Fees on file: percentage of assets.
- Michael Cannivet Silverlight Asset Management Holds the CFA. Fees on file: flat fee or retainer.
- Tara Manista Sachi Financial Planning Holds the CFP. Fees on file: percentage of assets, ongoing planning fee.
- David Carlson Sound Investment Management, LLC Holds the CFP. Fees on file: percentage of assets.
By the numbers
- Advisors listed
- 85
- Firms
- 37
- Hold the CFP
- 35%
- Other credentials: CFA 13% · ChFC 2%
- How they charge (of 85 with fees on file): percentage of assets 99% · fixed fees 54% · hourly 42% · performance-based fees 13%
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 Newport Beach 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 Newport Beach
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.
All 85 advisors in Newport Beach
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| David Carlson | Sound Investment Management, LLC | Newport Beach | CFP, ChFC, CKA, MBA | Percentage of assets |
| Jack Stemper | Ducere Wealth Management | Newport Beach | CFP | Percentage of assets |
| Ulrich Keller | Ducere Wealth Management | Newport Beach | CFP | Percentage of assets |
| Zane Keller | Ducere Wealth Management | Newport Beach | CFP | Percentage of assets |
| Bryan Ward | ProCore Advisors | Newport Beach | CFP | Percentage of assets, One-time planning fee |
| Keythe Ward-Aguilar | ProCore Advisors | Newport Beach | CFP | Percentage of assets, One-time planning fee |
| Mark Aguilar | ProCore Advisors | Newport Beach | CFP | Percentage of assets, One-time planning fee |
| Mitch Christensen | RS Crum Inc. | Newport Beach | CFP, MBA | Percentage of assets, Fixed fees |
| David Hutchison | Triad Investment Management | Newport Beach | CFA | Percentage of assets |
| Nicholas Bzovi | Ducere Wealth Management | Newport Beach | CFA | Percentage of assets |
| Ryan Brizendine | Westshore Wealth | Newport Beach | CFP | Percentage of assets, Hourly |
| Ryan McGuire | Westshore Wealth | Newport Beach | CFP | Percentage of assets, Hourly |
| Tara Manista | Sachi Financial Planning | Newport Beach | CFP, ChFC | Percentage of assets, Ongoing planning fee |
| Cody Columna | Ducere Wealth Management | Newport Beach | Not listed | Percentage of assets |
| John Harrington | Ducere Wealth Management | Newport Beach | Not listed | Percentage of assets |
| Lisa Sharp | Spectrum Asset Management | Newport Beach | CFP | Percentage of assets, Hourly |
| Michael Ottman | Spectrum Asset Management | Newport Beach | CFP | Percentage of assets, Hourly |
| Nancy Howard | Spectrum Asset Management | Newport Beach | CFP | Percentage of assets, Hourly |
| Jeffrey Vieth | Knightsbridge Wealth Management | Newport Beach | CFP | Percentage of assets, Performance-based fees |
| Panos Grivakis | Lakewood Financial Group | Newport Beach | Not listed | Percentage of assets |
| Teresa Wagner | Knightsbridge Wealth Management | Newport Beach | CFP | Percentage of assets, Performance-based fees |
| Antoine Lena | Twenty-Five Capital Partners | Newport Beach | Not listed | Percentage of assets, Fixed fees |
| Brian Sigler | Westshore Wealth | Newport Beach | Not listed | Percentage of assets, Hourly |
| Derek Campbell | Twenty-Five Capital Partners | Newport Beach | Not listed | Percentage of assets, Fixed fees |
| Donald Campbell | Twenty-Five Capital Partners | Newport Beach | Not listed | Percentage of assets, Fixed fees |
| Jeremy Tate | Tate Capital Group | Newport Beach | Not listed | Percentage of assets, Fixed fees |
| Karly Bokosky | Sachi Financial Planning | Newport Beach | Not listed | Percentage of assets, Ongoing planning fee |
| Laurie Dubchansky | Havaplan Financial | Newport Beach | CFP | Percentage of assets, Hourly |
| Mitchel Needelman | Spectrum Asset Management | Newport Beach | CFA | Percentage of assets, Hourly |
| Rob Sigler | Westshore Wealth | Newport Beach | Not listed | Percentage of assets, Hourly |
| Thomas Anderson | Havaplan Financial | Newport Beach | CFP | Percentage of assets, Hourly |
| Geoffrey Hauck | Knightsbridge Wealth Management | Newport Beach | CFA | Percentage of assets, Performance-based fees |
| James Garrison | Knightsbridge Wealth Management | Newport Beach | CFA | Percentage of assets, Performance-based fees |
| John Prichard | Knightsbridge Wealth Management | Newport Beach | CFA | Percentage of assets, Performance-based fees |
| Lindsey Garn | Knightsbridge Wealth Management | Newport Beach | CFA | Percentage of assets, Performance-based fees |
| Miles Yourman | Knightsbridge Wealth Management | Newport Beach | CFA | Percentage of assets, Performance-based fees |
| Robert McDonald | Fairway Capital Advisors | Newport Beach | Not listed | Percentage of assets, Fixed fees |
| Shaun Mutch | Fairway Capital Advisors | Newport Beach | Not listed | Percentage of assets, Fixed fees |
| Garrett Peterson | Spectrum Asset Management | Newport Beach | Not listed | Percentage of assets, Hourly |
| Michael Cannivet | Silverlight Asset Management | Newport Beach | CFA | Flat fee or retainer |
| Ryan Kelly | Spectrum Asset Management | Newport Beach | Not listed | Percentage of assets, Hourly |
| Tony Jung | Spectrum Asset Management | Newport Beach | Not listed | Percentage of assets, Hourly |
| Ty Neubauer | Spectrum Asset Management | Newport Beach | Not listed | Percentage of assets, Hourly |
| Hailee Brigman | Knightsbridge Wealth Management | Newport Beach | Not listed | Percentage of assets, Performance-based fees |
| Jonathan Treussard | Treussard Capital Management | Newport Beach | Not listed | Percentage of assets, Hourly |
| Joshua Meier | Knightsbridge Wealth Management | Newport Beach | Not listed | Percentage of assets, Performance-based fees |
| Kurt Beimfohr | Knightsbridge Wealth Management | Newport Beach | Not listed | Percentage of assets, Performance-based fees |
| Scott Devens | Devens Wealth Management | Newport Beach | Not listed | Percentage of assets |
| Alan Flores | Darkhorse Advisor | Newport Beach | Not listed | Percentage of assets |
| Aria Khalili | Pariax Private Wealth Management | Newport Beach | Not listed | Percentage of assets |
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