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Find The Best Financial Advisors in Costa Mesa, California

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Costa Mesa is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Costa Mesa & pick the one as per your needs

How To Find The Best Financial Advisors in Costa Mesa, California

Last Updated - 30-May-2023

If you’re looking for qualified financial advisors in Costa Mesa, California, FinancialAdvisor.net is a useful resource. We've compiled a list of the 11 vetted financial advisors and 10 non-vetted financial advisors in Costa Mesa, California, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Costa Mesa, California have an average of 23 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Costa Mesa, California

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Mike Mess

Veracity Capital, LLC

4100 Newport Place Dr.
Ste 255

Newport Beach, CA 92660

949-345-1954

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Jeff Halbert

Westmount Asset Management

620 Newport Center Drive
Suite 1100

Newport Beach, CA 92660

949-674-5190

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James Peters

Centaurus Financial

18662 Macarthur Blvd
Suite 200

Irvine, CA 92612

949-631-3840

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Simon Reeves

TideRock Financial

9900 Research Drive

Irvine, CA 92618

877-433-3665

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Matthew Pixa

My Portfolio Guide

3020 Old Ranch Parkway
Suite 300

Seal Beach, CA 90740

562-799-5595

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John E. Meinert

Meinert Wealth Management LLC

5000 E. Spring St., Suite 340

Long Beach, CA 90815

562-474-1717

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Betty Azmoon

Griffin Financial, LLC

135 S. Chaparral Ct., Suite 110

Anaheim, CA 92808

714-912-4764

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Jerry Slusiewicz

Pacific Financial Planners

30131 Town Center Drive, Suite 105

Laguna Niguel, CA 92677

949-219-0692

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Michael Cannone

Westmount Asset Management

2049 Century Park East
Suite 2500

Los Angeles, CA 90067

310-556-2502

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Dash Investments

Dash Investments

21600 Oxnard Street Ste 1755

Woodland Hills, CA 91367

818-309-4065

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R.J. Kelly

Wealth Legacy Group, Inc.

4540 Kearny Villa Road
Suite 114

San Diego, CA 92123

858-569-0633

Top Financial Advisor Firms in California (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
CHECK CAPITAL MANAGEMENT INC
575 Anton Blvd, Ste 500 Costa Mesa, CA 92626-7685
107058 $1,605,508,839 2097 A percentage of AUM, Performance Based
20/20 CAPITAL MANAGEMENT, INC
940 South Coast Drive, Ste 110 Costa Mesa, CA 92626
281692 $676,645,493 2427 A percentage of AUM, Hourly charges, Fixed fees, Other (ADVICEPAY MONTHLY QTRLY SUBSCRIPTION)
LEISURE CAPITAL MANAGEMENT, INC.
650 Town Center Dr., Suite 670 Costa Mesa, CA 92626-1989
120374 $655,072,707 728 A percentage of AUM, Hourly charges
PAN GLOBAL ADVISERS, LLC
650 Town Center Drive, Suite 890 Costa Mesa, CA 92626
301863 $211,608,877 262 A percentage of AUM, Hourly charges, Performance Based
MITCHELL PORTFOLIO MANAGEMENT, L.P.
3187-D Airway Avenue, Costa Mesa, CA 92626-4603
164841 $184,623,961 2 A percentage of AUM, Performance Based
CLEARVIEW INVESTMENT PARTNERS, LLC
3151 Airway Avenue, Suite U-1 Costa Mesa, CA 92626
150046 $114,509,721 379 A percentage of AUM, Fixed fees
TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC.
650 Town Center Drive, Suite 890 Costa Mesa, CA 92626
146778 $102,938,184 229 A percentage of AUM, Hourly charges, Fixed fees

Additional Financial Advisors in California

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Ernie Govea
Inquire with Ernie
1599 Superior Ave., Suite B-2 Costa Mesa, CA 92627 949-423-7834
Edward Jones
Inquire with Edward
950 S Coast Dr, Suite #240 Costa Mesa, CA 92626 714-540-1221
Edward Jones
Inquire with Edward
940 South Coast Drive, Suite 250 Costa Mesa, CA 92626 714-486-1849
Edward Jones
Inquire with Edward
485 East 17th Street, Suite 100 Costa Mesa, CA 92627 949-722-7324
Edward Jones
Inquire with Edward
940 South Coast Drive, Suite 250 Costa Mesa, CA 92626 714-486-1849
Edward Jones
Inquire with Edward
1525 Mesa Verde Dr E, Suite 116 Costa Mesa, CA 92626 714-434-4914
Edward Jones
Inquire with Edward
949 South Coast Drive, Suite 180 Costa Mesa, CA 92626 714-557-8725
Edward Jones
Inquire with Edward
949 South Coast Drive, Suite 180 Costa Mesa, CA 92626 714-557-8725
Edward Jones
Inquire with Edward
485 East 17th Street, Suite 100 Costa Mesa, CA 92627 949-722-7324
Karen Lomas, MBA, AIF
Inquire with Karen
575 Anton Blvd., Costa Mesa, CA 92626 657-261-2526

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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