Fee-OnlyFinder

Hourly fees in Newport Beach, CA

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

All 41

Banta Asset Management LP517 30th Street · Newport Beach, CA 92663 · (949) 673-9944 · Financial planningCRD 142987 · % of assets, Hourly charges, Fixed fees · $128.7 million AUMSEC registeredNo commissions reportedBeacon Pointe Advisors, LLC24 Corporate Plaza, Suite 150 · Newport Beach, CA 92660 · (949) 718-1600 · Financial planningCRD 119290 · % of assets, Hourly charges, Fixed fees · $54.9 billion AUMSEC registeredNo commissions reportedBreakwater Investment Group, LLC895 Dove Street, Suite 300 · Newport Beach, CA 92660 · (949) 812-6945 · Hourly feesCRD 128747 · % of assets, Hourly charges, Fixed fees · $107.0 million AUMState registeredNo commissions reportedBridge Capital Consulting, LLC4343 Von Karman Ave, Suite 250l · Newport Beach, CA 92660 · (949) 229-2262 · Financial planningCRD 283663 · % of assets, Hourly charges, Fixed fees · $76.5 million AUMState registeredNo commissions reportedCalifornia Benefits and Retirement Group, LLC5 Upper Newport Plaza, Suite 200 · Newport Beach, CA 92660 · (949) 466-0980 · Financial planningCRD 305719 · % of assets, Hourly charges, Fixed fees · $25,000 AUMState registeredNo commissions reportedCampbell Advisory Services, LLC567 San Nicolas Dr, Suite 200 · Newport Beach, CA 92660 · (949) 422-7580 · Financial planningCRD 174674 · % of assets, Hourly charges, Fixed fees · $9.5 million AUMState registeredNo commissions reportedCentricity Financial LLC5000 Birch Street, Suite 3000 · Newport Beach, CA 92660 · (949) 444-2295 · Financial planningCRD 145561 · % of assets, Hourly charges · $9.1 million AUMState registeredNo commissions reportedCentriplan, LLC1000 Quail Street, #225 · Newport Beach, CA 92660 · (949) 721-1922 · Financial planningCRD 165583 · % of assets, Hourly charges · $24.2 million AUMState registeredNo commissions reportedCreative Planning Institutional Advisors, LLC4000 Macarthur Blvd., Suite 1050 · Newport Beach, CA 92660 · (800) 814-8742 · Hourly feesCRD 126777 · % of assets, Hourly charges, Fixed fees · $37.5 billion AUMSEC registeredNo commissions reportedEmerald Wealth Management, INC.5000 Birch Street, Suite 3000 · Newport Beach, CA 92660 · (800) 676-9754 · Financial planningCRD 171913 · % of assets, Hourly charges, Fixed fees · $15,000 AUMState registeredNo commissions reported
Executive Services, LLC620 Newport Center Drive, Suite 1100 · Newport Beach, CA 92660 · (855) 877-4976 · Financial planningCRD 283898 · % of assets, Hourly charges, Fixed fees · $30.5 million AUMState registeredNo commissions reportedFiduciary Architects LLC3416 Via Lido Suite G · Newport Beach, CA 92663 · (949) 216-0080 · Financial planningCRD 322251 · % of assets, Hourly charges, Fixed fees · $13.0 million AUMState registeredNo commissions reportedHavaplan Financial4695 Macarthur Court, 11th Floor · Newport Beach, CA 92660 · (949) 610-8975 · Financial planningCRD 285636 · % of assets, Hourly charges · $98.6 million AUMState registeredNo commissions reportedHexeum Capital5000 Birch Street, West Tower, Suite 3000 · Newport Beach, CA 92660 · (323) 388-8442 · Financial planningCRD 298791 · % of assets, Hourly charges, Fixed fees · $6.2 million AUMState registeredNo commissions reportedInvestus Financial23 Corporate Plaza, Suite 150 · Newport Beach, CA 92660 · (949) 645-1403 · Financial planningCRD 140153 · % of assets, Hourly charges, Fixed fees · $72.6 million AUMState registeredNo commissions reportedJdl Advisers3991 Macarthur Blvd, 4th Floor · Newport Beach, CA 92660 · (949) 752-9096 · Hourly feesCRD 122307 · % of assets, Hourly charges, Fixed fees · $2.3 billion AUMSEC registeredNo commissions reportedLongtail Alpha, LLC500 Newport Center Drive, Suite 820 · Newport Beach, CA 92660 · (949) 706-8092 · Hourly feesCRD 282615 · % of assets, Hourly charges, Fixed fees · $822.4 million AUMSEC registeredNo commissions reportedMiramontes Capital, LLC4701 Teller Ave · Newport Beach, CA 92660 · (800) 460-1595 · Financial planningCRD 264786 · % of assets, Hourly charges, Fixed fees · $396.9 million AUMSEC registeredNo commissions reportedNoble Wealth Management, INC.4299 Macarthur Blvd., Suite 100 · Newport Beach, CA 92660 · (888) 272-2008 · Financial planningCRD 169963 · % of assets, Hourly charges, Fixed fees · $223.4 million AUMSEC registeredNo commissions reportedOnitus Capital, LLC2901 West Coast Hwy, Suite 200 · Newport Beach, CA 92663 · (949) 763-4114 · Financial planningCRD 321632 · % of assets, Hourly charges, Fixed fees · $9.6 million AUMState registeredNo commissions reportedPrattes Wealth Partners620 Newport Center Drive, Suite 1100 · Newport Beach, CA 92660 · (949) 271-6333 · Financial planningCRD 298746 · % of assets, Hourly charges, Performance-based fees · $243.6 million AUMSEC registeredNo commissions reportedProcore Advisors, LLC23 Corporate Plaza Dr., Suite 150 · Newport Beach, CA 92660 · (949) 339-2990 · Financial planningCRD 289037 · % of assets, Hourly charges, Fixed fees · $143.7 million AUMSEC registeredNo commissions reportedPruvise4695 Macarthur CT, 1100 · Newport Beach, CA 92660 · (949) 798-5744 · Financial planningCRD 304365 · % of assets, Hourly charges, Performance-based fees · $150,000 AUMState registeredNo commissions reportedPurus Wealth Management, LLC4675 Macarthur Court, Suite 770 · Newport Beach, CA 92660 · (949) 356-6330 · Financial planningCRD 174490 · % of assets, Hourly charges, Fixed fees · $658.1 million AUMSEC registeredNo commissions reportedRedmount Capital Partners LLC23 Corporate Plaza Dr., Suite 150 · Newport Beach, CA 92660 · (949) 478-3512 · Financial planningCRD 174198 · % of assets, Hourly charges, Performance-based fees · $36.9 million AUMState registeredNo commissions reportedRjr Financial Services1100 Quail St., Suite 115 · Newport Beach, CA 92660 · (949) 724-8506 · Hourly feesCRD 133700 · % of assets, Hourly charges, Other · $47.9 million AUMState registeredNo commissions reportedShorebird, LLC2459 Eastbluff Drive, Suite 752 · Newport Beach, CA 92660 · (951) 216-9355 · Financial planningCRD 290121 · % of assets, Hourly charges, Fixed fees · $1.8 million AUMState registeredNo commissions reportedSidoxia Capital Management, LLC2901 W. Coast Highway, Suite 200 · Newport Beach, CA 92663 · (949) 258-4322 · Financial planningCRD 145969 · % of assets, Hourly charges, Fixed fees · $149.0 million AUMSEC registeredNo commissions reportedSignature Resources Capital Management, LLC100 Bayview Circle, Suite 2200 · Newport Beach, CA 92660 · (949) 261-7726 · Financial planningCRD 144069 · % of assets, Hourly charges, Fixed fees · $303.9 million AUMSEC registeredNo commissions reportedSound Investment Management, LLC620 Newport Center Drive, Suite 1100 · Newport Beach, CA 92660 · (949) 323-7500 · Financial planningCRD 299859 · % of assets, Hourly charges, Fixed fees · $47.1 million AUMState registeredNo commissions reportedSpectrum Asset Management INC1301 Dove Street, Suite 720 · Newport Beach, CA 92660 · (949) 717-3400 · Financial planningCRD 111007 · % of assets, Hourly charges, Fixed fees · $657.3 million AUMSEC registeredNo commissions reportedSpinnaker Investment Group, LLC4100 Macarthur Blvd., Suite 120 · Newport Beach, CA 92660 · (949) 396-6700 · Financial planningCRD 283414 · % of assets, Hourly charges, Fixed fees · $1.1 billion AUMSEC registeredNo commissions reportedSunpath Financial100 Bayview Circle, Suite 100 · Newport Beach, CA 92660 · (949) 649-4779 · Financial planningCRD 312343 · % of assets, Hourly charges, Fixed fees · $4.3 million AUMState registeredNo commissions reportedTarbox Family Office, INC.500 Newport Center Drive, Ste 500 · Newport Beach, CA 92660 · (949) 721-2330 · Financial planningCRD 106079 · % of assets, Hourly charges, Fixed fees · $953.7 million AUMSEC registeredNo commissions reportedTax Efficient Asset Management Solution, INC.4590 Macarthur Blvd, Suite 175 · Newport Beach, CA 92660 · (949) 878-9400 · Financial planningCRD 146778 · % of assets, Hourly charges, Fixed fees · $148.3 million AUMSEC registeredNo commissions reportedTidecrest Wealth Management, LLC888 San Clemente Drive, Suite 130 · Newport Beach, CA 92660 · (949) 335-5202 · Financial planningCRD 332422 · % of assets, Hourly charges, Fixed fees · $249.7 million AUMSEC registeredNo commissions reportedTreussard Capital Management895 Dove Street, Suite 300 · Newport Beach, CA 92660 · (949) 776-9696 · Financial planningCRD 326105 · % of assets, Hourly charges · $74.5 million AUMState registeredNo commissions reportedWestshore Wealth4041 Macarthur Blvd., Suite #160 · Newport Beach, CA 92660 · (949) 825-7505 · Financial planningCRD 283843 · % of assets, Hourly charges, Fixed fees · $662.4 million AUMSEC registeredNo commissions reportedWindfall Advisors, LLC620 Newport Center Dr., Suite 1100 · Newport Beach, CA 92660 · (949) 205-7002 · Financial planningCRD 309261 · % of assets, Hourly charges, Fixed fees · $70.0 million AUMState registeredNo commissions reportedXwealth1133 Camelback St. #7334 · Newport Beach, CA 92658 · (714) 944-7587 · Financial planningCRD 335260 · % of assets, Hourly charges, Fixed fees · $480,000 AUMState registeredNo commissions reportedYosemite Capital Management5120 Birch Street, Suite 100 · Newport Beach, CA 92660 · (714) 730-3310 · Financial planningCRD 124298 · % of assets, Hourly charges, Fixed fees · $369.0 million AUMSEC registeredNo commissions reported