Financial advisors for tax planning in Newport Beach, California
Which financial advisor should I talk to about tax planning in Newport Beach?
For tax planning in Newport Beach, talk to a fee-only planner who plans tax across years, not one who only looks back at last year's return. Ask whether they prepare returns or work alongside your preparer, because that changes who does what. Records to start with include Tara Manista of Sachi Financial Planning, Ulrich Keller of Ducere Wealth Management and Ryan McGuire of Westshore Wealth.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Tara Manista Sachi Financial Planning, Newport Beach City Holds the CFP. Fees on file: percentage of assets, ongoing planning fee.
- Ulrich Keller Ducere Wealth Management, Newport Beach City Holds the CFP. Fees on file: percentage of assets.
- Ryan McGuire Westshore Wealth, Newport Beach City Holds the CFP. Fees on file: percentage of assets, hourly.
- Lisa Sharp Spectrum Asset Management, Newport Beach City Holds the CFP. Fees on file: percentage of assets, hourly.
- David Hutchison Triad Investment Management, Newport Beach City Fees on file: percentage of assets.
- Donald Campbell 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 tax planning?
The Wellspent public graph lists 25 fee-only advisors for tax planning in Newport Beach, at 7 firms. We counted every advisor record that lists this work, as of October 2026.
How do fee-only advisors for tax planning in Newport Beach charge?
The most common fee among fee-only advisors for tax planning in Newport Beach is a percentage of assets, used by 100% of the 25 with fees on file. Many use more than one: 64% charge fixed fees and 48% 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 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 tax planning have?
For tax planning, look for the CFP. In Newport Beach, 36% of the 25 advisors listed hold the CFP.
- CFP36% in Newport Beach
- The CFP connects tax decisions to the rest of the plan.
How do Newport Beach advisors for tax planning compare with the rest of the US?
36% of fee-only advisors for tax planning in Newport Beach hold the CFP, compared with 50% of the 5,860 listed across the US. That's the largest difference in the Wellspent public graph between the two groups.
Dark bars are Newport Beach. Light bars are all US advisors for tax planning.
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.
What should I ask a financial advisor about tax planning in Newport Beach?
- Do you prepare my return, or coordinate with my preparer?
- Will you give me a written multi-year tax projection?
- What tax decisions would you want to make with me before year end?
- How do you weigh tax savings against investment risk?
- How will you plan for California tax alongside federal tax?
How current is this list of fee-only advisors for tax 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.
All 25 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| 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 |
| 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 |
| 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 |
| Mitchel Needelman | Spectrum Asset Management | Newport Beach | CFA | Percentage of assets, Hourly |
| Rob Sigler | Westshore Wealth | Newport Beach | Not listed | Percentage of assets, Hourly |
| Garrett Peterson | Spectrum Asset Management | Newport Beach | Not listed | Percentage of assets, Hourly |
| 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 |
Want a shorter list for tax planning?
Tell us what you need and we'll narrow Newport Beach's 25 advisors to the few who fit.
Get matched in 2 minutes