# Financial advisors for estate planning in Newport Beach, California > For estate planning in Newport Beach, talk to a fee-only planner who coordinates with your attorney. The planner works out what you want to happen and how accounts and beneficiaries line up with it, and the attorney drafts the documents. Records to start with include Jack Stemper of Ducere Wealth Management, Jeffrey Vieth of Knightsbridge Wealth Management and Ryan Brizendine of Westshore Wealth. Page: https://find.wellspent.co/specialties/estate-planning/california/newport-beach/ 25 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## Which financial advisor should I talk to about estate planning in Newport Beach? For estate planning in Newport Beach, talk to a fee-only planner who coordinates with your attorney. The planner works out what you want to happen and how accounts and beneficiaries line up with it, and the attorney drafts the documents. Records to start with include Jack Stemper of Ducere Wealth Management, Jeffrey Vieth of Knightsbridge Wealth Management and Ryan Brizendine of Westshore Wealth. - [Jack Stemper](https://find.wellspent.co/advisors/jack-stemper/), Ducere Wealth Management, Newport Beach City. Holds the CFP. Fees on file: percentage of assets. - [Jeffrey Vieth](https://find.wellspent.co/advisors/jeffrey-vieth/), Knightsbridge Wealth Management, Newport Beach City. Holds the CFP. Fees on file: percentage of assets, performance-based fees. - [Ryan Brizendine](https://find.wellspent.co/advisors/ryan-brizendine/), Westshore Wealth, Newport Beach City. Holds the CFP. Fees on file: percentage of assets, hourly. - [David Hutchison](https://find.wellspent.co/advisors/david-hutchison/), Triad Investment Management, Newport Beach City. Fees on file: percentage of assets. - [Jeremy Tate](https://find.wellspent.co/advisors/jeremy-tate/), Tate Capital Group, Newport Beach City. Fees on file: percentage of assets, fixed fees. - [Antoine Lena](https://find.wellspent.co/advisors/antoine-lena/), Twenty-Five Capital Partners, Newport Beach City. Fees on file: percentage of assets, fixed fees. ## How many fee-only financial advisors in Newport Beach work on estate planning? The Wellspent public graph lists 25 fee-only advisors for estate planning in Newport Beach, at 6 firms. We counted every advisor record that lists this work, as of October 2026. ## How do fee-only advisors for estate planning in Newport Beach charge? The most common fee among fee-only advisors for estate planning in Newport Beach is a percentage of assets, used by 100% of the 25 with fees on file. Many use more than one: 40% charge performance-based fees and 32% charge fixed fees. ## 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 much does a one-time financial plan cost in California? A one-time financial plan from a fee-only firm in California has a median price of $2,500. We found this across the published prices of 111 California firms. ## What credentials should a financial advisor for estate planning have? For estate planning, look for the CFP. In Newport Beach, 28% of the 25 advisors listed hold the CFP. - CFP (28% of advisors listed): The CFP includes estate planning and keeps it tied to the whole plan. ## How do Newport Beach advisors for estate planning compare with the rest of the US? 40% of fee-only advisors for estate planning in Newport Beach charge performance-based fees, compared with 5% of the 6,172 listed across the US. That's the largest difference in the Wellspent public graph between the two groups. ## Does California have an estate or inheritance tax? No. California has no state estate or inheritance tax, so the federal rules are the main ones to plan around. ## Is California a community property state? Yes. California is a community property state, which shapes how married couples title assets and what happens to cost basis at death. ## What should I ask a financial advisor about estate planning in Newport Beach? - Do you review my beneficiary designations and account titling? - Which estate attorneys do you work with, and how do you split the work? - How would you plan around the state rules that apply to me? - How often will we revisit the plan? - If I own property in another state, could its estate tax apply? - How would community property rules change how we title our assets? ## How current is this list of fee-only advisors for estate planning 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 | |---|---|---|---|---| | [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 | | [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 | | [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 | | [Jeffrey Vieth](https://find.wellspent.co/advisors/jeffrey-vieth.md) | Knightsbridge Wealth Management | Newport Beach, California | CFP | Percentage of assets, Performance-based fees | | [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 | | [Rob Sigler](https://find.wellspent.co/advisors/rob-sigler.md) | Westshore Wealth | Newport Beach, California | | Percentage of assets, Hourly, Fixed fees | | [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 | | [Hailee Brigman](https://find.wellspent.co/advisors/hailee-brigman.md) | Knightsbridge Wealth Management | Newport Beach, California | | Percentage of assets, Performance-based fees | | [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 | ## Related - [Tax planning in Newport Beach](https://find.wellspent.co/specialties/tax-planning/california/newport-beach.md) ## 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).