Fee-OnlyFinder

Retirement plan consulting in Newport Beach, CA

29 advisers in Newport Beach offering retirement plan consulting. Firms that report pension consulting services (Item 5.G(6)), often for small-business 401(k) plans.

All 29

Beacon 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 reportedBell & Brown Wealth Advisors, LLC1305 Park Avenue · Newport Beach, CA 92662 · (949) 396-1088 · % of assets managedCRD 175419 · % of assets · $486.8 million AUMSEC registeredNo commissions reportedBoyer Financial Services, INC.4063 Birch St., Suite 150 · Newport Beach, CA 92660 · (949) 336-4990 · Financial planningCRD 331868 · % of assets · $167.0 million 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 reportedCanterbury Consulting Incorporated610 Newport Center Drive, Suite 500 · Newport Beach, CA 92660 · (949) 721-9580 · Flat / fixed feesCRD 22875 · % of assets, Fixed fees, Performance-based fees · $45.9 billion AUMSEC 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 reportedCrystal Cove Asset Management620 Newport Center Drive, Suite 1100 · Newport Beach, CA 92660 · (949) 359-1399 · Financial planningCRD 289810 · % of assets, Fixed fees · $135.2 million 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 reportedGlobal Diversified Investments120 Newport Center Dr., 7034 · Newport Beach, CA 92660 · (909) 200-5681 · Financial planningCRD 157326 · % of assets · $9.4 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 reported
Lifetime Financial, INC.260 Newport Center Dr Ste 100 · Newport Beach, CA 92660 · (800) 810-1736 · % of assets managedCRD 161124 · % of assets, Other · $63.3 million AUMState 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 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 reportedPacific Investment Management Company LLC650 Newport Center Drive · Newport Beach, CA 92660 · (949) 720-6000 · % of assets managedCRD 104559 · % of assets, Performance-based fees · $3666.9 billion AUMSEC registeredNo commissions reportedPariax Private Wealth Management620 Newport Center Drive, Suite 1100 · Newport Beach, CA 92660 · (949) 688-0881 · Financial planningCRD 301474 · % of assets · $115.4 million AUMSEC 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 reportedProvenio Capital4400 Macarthur Blvd., Suite 300 · Newport Beach, CA 92660 · (949) 301-9060 · Financial planningCRD 333009 · % of assets, Fixed fees, Performance-based fees · $1.6 billion 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 reportedRba Wealth Management, LLC520 Newport Center Drive, Suite 740 · Newport Beach, CA 92660 · (949) 945-2104 · Financial planningCRD 291029 · % of assets, Fixed fees · $452.1 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 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 reportedSpearhead Advisors, LLC23 Corporate Plaza, Ste 150 · Newport Beach, CA 92660 · (949) 393-2070 · Financial planningCRD 316684 · % of assets · $35.8 million AUMState 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 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 reported