Fee-OnlyFinder

Hourly fees in Irvine, CA

37 advisers in Irvine offering hourly fees. Firms that report charging hourly fees (Item 5.E(2)) — useful if you want advice without handing over your assets.

All 37

Advanced Financial Strategies INC5 Hubble · Irvine, CA 92618 · (949) 502-5333 · Financial planningCRD 108296 · % of assets, Hourly charges · $251.7 million AUMSEC registeredNo commissions reportedAscend Financial Advisers, INC100 Pacifica, Suite 370 · Irvine, CA 92618 · (949) 450-1234 · Financial planningCRD 113273 · % of assets, Hourly charges · $32.7 million AUMState registeredNo commissions reportedBenefit Financial Services Group2040 Main Street, Suite 720 · Irvine, CA 92614 · (949) 955-2552 · Financial planningCRD 143617 · % of assets, Hourly charges, Fixed fees · $1.5 billion AUMSEC registeredNo commissions reportedCapital Cs Group, LLC15375 Barranca Parkway, Suite G-110 · Irvine, CA 92618 · (949) 447-5405 · Financial planningCRD 304523 · % of assets, Hourly charges, Fixed fees · $227.3 million AUMSEC registeredNo commissions reportedCapital Fluency43 Corporate Park, Suite 104 · Irvine, CA 92606 · (949) 990-6250 · Financial planningCRD 306267 · % of assets, Hourly charges, Fixed fees · $18.6 million AUMState registeredNo commissions reportedCapital Synergy Partners2860 Michelle Drive, Suite 150 · Irvine, CA 92606 · (949) 442-7413 · Financial planningCRD 148733 · % of assets, Hourly charges, Fixed fees · $102.3 million AUMState registeredNo commissions reportedCastle Capital Management3333 Michelson Drive, Suite 300 · Irvine, CA 92612 · (562) 583-8789 · Financial planningCRD 343211 · % of assets, Hourly charges, Fixed fees · $4.1 million AUMState registeredNo commissions reportedClearview Wealth Management4 Venture, Suite 120 · Irvine, CA 92618 · (949) 333-6394 · Financial planningCRD 288978 · % of assets, Hourly charges, Fixed fees · $178.5 million AUMSEC registeredNo commissions reportedCooke Wealth Management, LLC18881 Von Karman Ave., Suite 1420 · Irvine, CA 92612 · (949) 724-3880 · Financial planningCRD 127309 · % of assets, Hourly charges, Fixed fees · $136.9 million AUMSEC registeredNo commissions reportedCooper McManus9870 Research Drive · Irvine, CA 92618 · (800) 516-5333 · Financial planningCRD 111458 · % of assets, Hourly charges, Fixed fees · $2.9 billion AUMSEC registeredNo commissions reported
DBA Generational Wealth Strategies2 Venture, Suite 460 · Irvine, CA 92618 · (949) 468-2000 · Financial planningCRD 111203 · % of assets, Hourly charges, Fixed fees · $51.6 million AUMState registeredNo commissions reportedDepaolo & May Strategic Wealth LLC100 Spectrum Center Dr., Suite 943 · Irvine, CA 92618 · (949) 504-4149 · Financial planningCRD 327564 · % of assets, Hourly charges, Fixed fees · $55.2 million AUMState registeredNo commissions reportedDove Investment Research and Management, INC.100 Pacifica, Suite 370 · Irvine, CA 92618 · (949) 276-5800 · Financial planningCRD 300058 · % of assets, Hourly charges, Fixed fees · $107.4 million AUMSEC registeredNo commissions reportedFdp Wealth Management, LLC8841 Research Drive, Suite 100 · Irvine, CA 92618 · (949) 855-4337 · Financial planningCRD 154597 · Hourly charges, Fixed fees, OtherState registeredNo commissions reportedFiligree Wealth Advisors, LLC530 Technology Drive, Ste 100 · Irvine, CA 92618 · (949) 989-2527 · Financial planningCRD 318729 · % of assets, Hourly charges, Fixed fees · $209.1 million AUMSEC registeredNo commissions reportedFirst Foundation Advisors18101 Von Karman Ave, Suite 700 · Irvine, CA 92612 · (949) 476-0300 · Financial planningCRD 106075 · % of assets, Hourly charges, Fixed fees · $5.1 billion AUMSEC registeredNo commissions reportedFortuna Asset Management LLC2082 Michelson Dr, Suite 100 · Irvine, CA 92612 · (949) 476-2872 · Hourly feesCRD 106897 · % of assets, Hourly charges, Fixed fees · $53.2 million AUMState registeredNo commissions reportedFtib Asset Management LLC530 Technology Drive, Suite 100 - 200 · Irvine, CA 92618 · (646) 721-5689 · Hourly feesCRD 329791 · % of assets, Hourly charges, Fixed feesState registeredNo commissions reportedIngen Strategies, LLC17941 Mitchell South, Suite C · Irvine, CA 92614 · (949) 854-4695 · Financial planningCRD 314588 · % of assets, Hourly charges, Fixed fees · $11.8 million AUMState registeredNo commissions reportedLbg Advisor2030 Main Street, Ste 1300 · Irvine, CA 92614 · (800) 484-0350 · Financial planningCRD 164065 · % of assets, Hourly charges, Fixed fees · $11.4 million AUMState registeredNo commissions reportedLegacy & Wealth Financial Advisors300 Spectrum Center Drive, Suite 400 · Irvine, CA 92618 · (949) 529-1655 · Financial planningCRD 284432 · % of assets, Hourly charges · $58.8 million AUMState registeredNo commissions reportedLupu Financial19800 Macarthur Blvd., Suite 300 · Irvine, CA 92612 · (949) 304-1395 · Financial planningCRD 311610 · % of assets, Hourly charges · $15.0 million AUMState registeredNo commissions reportedMarrick Wealth2211 Michelson Drive, Suite 300 · Irvine, CA 92612 · (949) 258-9700 · Financial planningCRD 164758 · % of assets, Hourly charges, Fixed fees · $215.6 million AUMSEC registeredNo commissions reportedMaxim Capital Advisors, INC.9160 Irvine Center Dr., Ste 201 · Irvine, CA 92618 · (949) 752-0993 · Financial planningCRD 130161 · % of assets, Hourly charges, Fixed fees · $58.5 million AUMState registeredNo commissions reportedMile Wealth Management100 Spectrum Center Drive, Suite 900 · Irvine, CA 92618 · (949) 441-4410 · Financial planningCRD 288519 · % of assets, Hourly charges, Fixed fees · $120.1 million AUMSEC registeredNo commissions reportedOptimus Advisory Group6 Venture, Suite 200 · Irvine, CA 92618 · (949) 727-4734 · Financial planningCRD 111239 · % of assets, Hourly charges, Fixed fees · $35.0 million AUMState registeredNo commissions reportedProsperity Wealth Planning LLC3349 Michelson Dr, Suite 200-8e · Irvine, CA 92612 · (877) 878-7860 · Financial planningCRD 315163 · % of assets, Hourly charges, Fixed fees · $269.2 million AUMSEC registeredNo commissions reportedSky Vision Wealth Management Corp.780 Roosevelt · Irvine, CA 92620 · (626) 437-1436 · Financial planningCRD 317320 · % of assets, Hourly charges, Fixed fees · $101.4 million AUMSEC registeredNo commissions reportedSun Group Wealth Partners LLC17500 Red Hill Ave, Suite 140 · Irvine, CA 92614 · (949) 625-6800 · Financial planningCRD 166372 · % of assets, Hourly charges, Fixed fees · $224.5 million AUMSEC registeredNo commissions reportedSyzygy Financial LLC7545 Irvine Center Drive, Suite 200 · Irvine, CA 92618 · (714) 609-3589 · Financial planningCRD 154896 · % of assets, Hourly charges · $775,831 AUMState registeredNo commissions reportedTempus Wealth Planning, LLC100 Spectrum Center Drive, Suite 1070 · Irvine, CA 92618 · (949) 393-2525 · Financial planningCRD 285349 · % of assets, Hourly charges, Fixed fees · $699.4 million AUMSEC registeredNo commissions reportedTrilogy Capital, INC.2601 Main Street, Suite 100 · Irvine, CA 92614 · (949) 221-8105 · Financial planningCRD 281597 · % of assets, Hourly charges, Fixed fees · $3.2 billion AUMSEC registeredNo commissions reportedUltra Advisory Group5 Park Plaza, Ste. 210 · Irvine, CA 92614 · (949) 590-4923 · Financial planningCRD 338775 · % of assets, Hourly charges · $142.6 million AUMSEC registeredNo commissions reportedWarren Street Wealth Advisors, LLC200 Spectrum Center Drive, Suite 300 · Irvine, CA 92618 · (714) 876-6200 · Financial planningCRD 173447 · % of assets, Hourly charges, Fixed fees · $656.1 million AUMSEC registeredNo commissions reportedWealth Teams Alliance15520 Rockfield Blvd, Suite G · Irvine, CA 92618 · (877) 282-4768 · Financial planningCRD 168907 · % of assets, Hourly charges, Fixed fees · $223.9 million AUMSEC registeredNo commissions reportedWest Wealth Group, LLC2 Park Plaza, Suite 800 · Irvine, CA 92614 · (949) 682-9105 · Financial planningCRD 316644 · % of assets, Hourly charges, Fixed fees · $616.7 million AUMSEC registeredNo commissions reportedXfo Capital7700 Irvine Center Dr · Irvine, CA 92618 · (424) 653-6388 · Financial planningCRD 339871 · % of assets, Hourly charges, Fixed feesState registeredNo commissions reported