Best Financial Planners in Irvine, CA
1Network lists 110 financial planners serving Irvine, CA — independent local providers. Compare profiles below, then request free quotes from the ones that fit your project.
Top Financial Planners in Irvine
Lincoln Financial Advisors Unclaimed
Bridge Capital Consulting, LLC - Daniel Pichardo, CRPC , Pacifica, Irvine, CA Unclaimed
Brent Rupnow - Financial Advisor, Ameriprise Financial Services, LLC Unclaimed
Gary Lutwen - Financial Advisor, Ameriprise Financial Services, LLC Unclaimed
Centerpoint Financial Management LLC Unclaimed
James Sams - Financial Advisor, Ameriprise Financial Services, LLC 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 110 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 110 financial planners in Irvine, CA.