Best Financial Consultants in Irvine, CA
Looking for a financial planner in Irvine, CA? We track 123 local financial planners, with independent local providers. Browse ratings and contact details below, or get matched with free quotes.
Top Financial Consultants in Irvine
Grace Wealth Management Group Inc Unclaimed
John C Fleishman - Ameriprise Financial Services, Inc. Unclaimed
Adrian Zuloaga - Morgan Stanley Financial Advisor Unclaimed
Peter Shieh - Morgan Stanley Financial Advisor Unclaimed
How to choose a financial planner in Irvine
- Prefer a fee-only fiduciary who must act in your interest.
- Confirm CFP certification and a clean regulatory record.
- Ask exactly how they're compensated.
- Make sure their specialty matches your goals.
Typical financial planner costs in Irvine
In Irvine, CA, financial planners typically charge 1% of assets per year, or $150–$400 per hour / $1,000–$3,000 flat. Actual pricing depends on the scope of your job, so always request a written quote.
Frequently asked questions
How many financial planners are there in Irvine, CA?
1Network currently lists 123 financial planners in Irvine, CA. You can compare their reviews, contact details, and services on this page.
How much does a financial planner cost in Irvine?
Financial planners in Irvine, CA typically charge about 1% of assets annually, $150–$400 per hour, or $1,000–$3,000 for a flat-fee plan.
What is a fiduciary financial planner?
A fiduciary is legally required to put your interests first. Look for fee-only CFP professionals in Irvine to avoid commission conflicts.
How do I choose a financial planner in Irvine?
Verify CFP credentials, confirm fee-only status, and check reviews. 1Network lists 123 financial planners in Irvine, CA.