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Find The Best Financial Advisors in Costa Mesa, California

Q: 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.

Q: 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.

Q: 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.

Q: How much money should you 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.

Q: 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.

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 - 13-Jun-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 15 vetted financial advisors and 6 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 27 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

Edelman Financial Engines, LLC

877-208-7414

Address

Matthew Pixa

My Portfolio Guide, LLC

562-799-5595

Address

3020 Old Ranch Parkway,
Suite 300,
Seal Beach, CA 90740 See Details

Jerry Slusiewicz

Pacific Financial Planners

949-219-0692

Address

30131 Town Center Drive, Suite 105,
Laguna Niguel, CA 92677 See Details

Jarret Rodriguez-Conklin

Homestead Wealth Management

909-667-0587

Address

413 East Foothill Boulevard, Suite 100,
San Dimas, CA 91773 See Details

Homestead Wealth Management

909-418-1866

Address

413 E. Foothill Blvd Suite 100,
San Dimas, CA 91773 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

1960 E Grand Avenue,
Suite 710,
El Segundo, CA 90245 See Details

Pasadena Private Wealth

949-215-4872

Address

9900 Research Drive,
2 N. Lake Ave, Suite 520,
Pasadena, CA 91101 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

225 South Lake Avenue,
Suite 1185,
Pasadena, CA 91101 See Details

Serena Kim

Prudential

760-930-7629

Address

2173 Salk Ave,
Suite 250 #42,
Carlsbad, CA 92008 See Details

X Advisors, LLC

661-505-6311

Address

6345 Balboa Blvd,
Building 1, Suite 100,
Encino, CA 91406 See Details

Dash Investments

469-915-4786

Address

21600 Oxnard Street Ste 1755,
Woodland Hills, CA 91367 See Details

Stratos Private Wealth

844-249-6534

Address

12348 High Bluff Drive,
Suite 200,
San Diego, CA 92130 See Details

Top Financial Advisor Firms in Costa Mesa, 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	$1,735,092,627	2142	A percentage of AUM, Performance Based
LEISURE CAPITAL MANAGEMENT, INC. 650 Town Center Dr., Suite 880 Costa Mesa, CA, 92626-1989	120374	$703,936,802	324	A percentage of AUM, Hourly charges
PAN GLOBAL ADVISERS, LLC 650 Town Center Drive, Suite 890 Costa Mesa, CA, 92626	301863	$200,237,093	274	A percentage of AUM, Performance Based
TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC. 650 Town Center Drive, Suite 890 Costa Mesa, CA, 92626	146778	$98,921,788	224	A percentage of AUM, Hourly charges, Fixed fees
CLEARVIEW INVESTMENT PARTNERS, LLC 3151 Airway Avenue, Suite H-1 Costa Mesa, CA, 92626	150046	$94,081,152	377	A percentage of AUM, Fixed fees
BRAYPARK WEALTH MANAGEMENT 555 Anton Blvd, Ste 150 Costa Mesa, CA, 92626	334880	$0	0	A percentage of AUM

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Find The Best Financial Advisors in Costa Mesa, California

How To Find The Best Financial Advisors in Costa Mesa, CaliforniaLast Updated - 13-Jun-2023

List of Qualified Financial Advisors in Costa Mesa, California

Address

My Portfolio Guide, LLC

Address

Pacific Financial Planners

Address

Homestead Wealth Management

Address

Address

Address

Address

Address

Prudential

Address

Address

Address

Address

Top Financial Advisor Firms in Costa Mesa, California (Ranked by AUM)

Select other cities around Costa Mesa, California to broaden your search for a financial advisor

Frequently Asked Questions

Find an AdvisorIt's Fast, Free & Easy

How To Find The Best Financial Advisors in Costa Mesa, California
Last Updated - 13-Jun-2023

Find an Advisor
It's Fast, Free & Easy