Fee-OnlyFinder

Advisers in Costa Mesa, CA

10 advisers in Costa Mesa — 10 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (6)Hourly fees (4)

All advisers

Braypark Wealth Management555 Anton Blvd, Ste 150 · Costa Mesa, CA 92626 · (714) 420-9277 · Financial planningCRD 334880 · % of assets · $40.0 million AUMState registeredNo commissions reportedCarney Portfolio Management INC.950 South Coast Drive, Suite #225 · Costa Mesa, CA 92627 · (949) 433-0647 · Hourly feesCRD 132883 · % of assets, Hourly charges, Other · $92.8 million AUMState registeredNo commissions reportedCheck Capital Management INC575 Anton Blvd, Ste 500 · Costa Mesa, CA 92626 · (714) 641-3579 · Financial planningCRD 107058 · % of assets, Performance-based fees · $2.4 billion AUMSEC registeredNo commissions reportedClearview Investment Partners, LLC3151 Airway Avenue, Suite H-1 · Costa Mesa, CA 92626 · (949) 200-1560 · Financial planningCRD 150046 · % of assets, Fixed fees · $105.3 million AUMSEC registeredNo commissions reportedCs Tomasi Wealth Management949 South Coast Drive, Suite 500 · Costa Mesa, CA 92626 · (562) 494-4668 · Financial planningCRD 287561 · % of assets · $110.3 million AUMSEC registeredNo commissions reportedFarah Private Wealth Management, INC1901 Newport Blvd, Suite 149 · Costa Mesa, CA 92627 · (949) 719-2625 · % of assets managedCRD 133776 · % of assets · $105.2 million AUMState registeredNo commissions reportedInception Financial Services3420 Bristol St. Ste 600 · Costa Mesa, CA 92626 · (310) 993-6902 · % of assets managedCRD 318694 · % of assets · $29.1 million AUMState registeredNo commissions reportedJames Curtis Financial and Insurance Services1700 Adams Avenue, Suite 210 · Costa Mesa, CA 92626 · (714) 445-0055 · Financial planningCRD 169643 · % of assets, Hourly charges, Other · $99.5 million AUMState registeredNo commissions reportedLeisure Capital Management, INC.650 Town Center Dr., Suite 880 · Costa Mesa, CA 92626 · (714) 384-4050 · Hourly feesCRD 120374 · % of assets, Hourly charges · $874.0 million AUMSEC registeredNo commissions reportedWealth Financial Group West, INC.650 Town Center Dr Ste 920 · Costa Mesa, CA 92626 · (714) 617-4394 · Financial planningCRD 324051 · % of assets, Hourly charges, Fixed fees · $21.7 million AUMState registeredNo commissions reported
Talking to advisers in Costa Mesa? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.