Fee only financial advisors in Irvine, California: hourly and flat fee prices
58 registered advisers based in Irvine offer financial planning for an hourly, fixed or subscription fee, with no commissions.
38 of the 58 fee only firms based in Irvine publish dollar fees. Their median hourly rate is $300 and their median flat or project fee is $5,250. Updated October 2026.
| Fee | Median | Middle half of firms | Firms with a published fee |
|---|---|---|---|
| Hourly rate | $300/hr | $250-$350/hr | 31 firms |
| Flat or project fee | $5,250 | $3,500-$12,748 | 20 firms |
| Annual retainer | $6,250/yr | $5,300-$8,000/yr | 4 firms |
Fee only advisors in Irvine and their published fees
38 firms with published fees
| Firm | Hourly rate | Flat or project fee | Ongoing fee |
|---|---|---|---|
| 3D Holistic Wealth | $300/hr | $1,500-$10,000 | Not published |
| Advanced Financial Strategies Inc | $200-$400/hr | Not published | Not published |
| Am Wealth Solutions, LLC | $250/hr | Not published | Not published |
| Ascend Financial Advisers, Inc | $350/hr | Not published | Not published |
| Beltramo Financial Services, Inc. | Not published | $1,500-$5,000 | Not published |
| Capital CS Group, LLC | $450/hr | $1,000-$50,000 | Not published |
| Castle Capital Management | $250-$450/hr | $2,500-$5,000 | Not published |
| Centerpoint Financial Management LLC | $350/hr | $5,000-$15,000 | $500-$3,000/mo |
| Clearview Wealth Management | Not published | Not published | $50-$833/mo |
| Coastal Capital Advisors | Not published | Not published | $7,200/yr |
| Dba Generational Wealth Strategies | $350/hr | $2,500-$50,000 | $1,000/mo |
| Dove Investment Research and Management, Inc. | $200-$400/hr | $2,500-$5,000 | Not published |
| Duckett Wealth Management | Not published | $1,500 | Not published |
| Filigree Wealth Advisors, LLC | $500/hr | Not published | Not published |
| Irontree Wealth Management, Inc. | $300/hr | Not published | $250/mo |
| Luhman Wealth Partners | $300/hr | $1,000-$50,000 | Not published |
| Lupu Financial | $250/hr | Not published | Not published |
| Marrick Wealth | $175-$500/hr | Not published | Not published |
| Maxim Capital Advisors, Inc. | $300/hr | $2,500-$20,000 | Not published |
| Mile Wealth Management | $250-$350/hr | Not published | $4,800/yr |
| Optimus Advisory Group | $175/hr | Not published | Not published |
| Patels and Company Capital | $600/hr | $1,000-$10,000 | Not published |
| Prosperity Wealth Planning LLC | $325-$500/hr | $1,500-$3,500 | Not published |
| Rennie & AssociatesNo AUM fee | $150/hr | Not published | $1,000-$15,000/yr |
| Retegy LLC | $250/hr | Not published | Not published |
| Robin Lee Wealth Management | $200/hr | Not published | Not published |
| Selleck Financial Group | Not published | $2,500-$7,500 | Not published |
| Sky Vision Wealth Management Corp. | $200-$800/hr | $1,000-$100,000 | Not published |
| Sun Group Wealth Partners LLC | $350/hr | $2,000-$5,000 | Not published |
| Swell Financial | Not published | Not published | $250-$500/mo |
| Syzygy Financial LLC | $250-$500/hr | Not published | Not published |
| Tanager Financial, LLCNo AUM fee | $300/hr | $4,750 | $200-$300/mo |
| Tangent Retirement | $350/hr | Not published | $2,656/qtr |
| Tempus Wealth Planning, LLC | $250/hr | $10,000 | Not published |
| Trilogy Capital, Inc. | Not published | $1,200 | Not published |
| Warren Street Wealth Advisors, LLC | $125-$400/hr | $495-$25,000 | Not published |
| Wealth Teams Alliance | $350/hr | $1,500-$5,000 | Not published |
| Xfo Capital | $200/hr | Not published | $1,500/qtr |
No firms match these filters.
Other registered firms that don't publish dollar fees (20)
Their current brochure explains how they charge, but not how much. Ask them for a fee schedule.
- Apriem Advisors
- Capital Fluency
- Classiccpa
- Cooke Wealth Management, LLC
- Cooper Mcmanus
- Depaolo & May Strategic Wealth LLC
- FDP Wealth Management, LLC
- First Foundation Advisors
- Focused Capital Investment, LLC
- Index Fund Advisors, Inc.
- Ingen Strategies, LLC
- Integ Financial Investment Advisory LLC
- Iron Horse Capital, Inc.
- Kanani Advisory Group Inc.
- LBG Advisor
- Legacy & Wealth Financial Advisors
- Rockwealth Financial LLC
- Solomon and Associates LLC
- Ultra Advisory Group
- West Wealth Group, LLC