Fee only financial advisors in Newport Beach, California: hourly and flat fee prices
51 registered advisers based in Newport Beach offer financial planning for an hourly, fixed or subscription fee, with no commissions.
29 of the 51 fee only firms based in Newport Beach publish dollar fees. Their median hourly rate is $350 and their median flat or project fee is $4,875. Updated October 2026.
| Fee | Median | Middle half of firms | Firms with a published fee |
|---|---|---|---|
| Hourly rate | $350/hr | $275-$400/hr | 21 firms |
| Flat or project fee | $4,875 | $2,750-$8,100 | 22 firms |
| Annual retainer | $10,325/yr | $6,250-$30,000/yr | 4 firms |
Fee only advisors in Newport Beach and their published fees
29 firms with published fees
| Firm | Hourly rate | Flat or project fee | Ongoing fee |
|---|---|---|---|
| Banta Asset Management LP | $350/hr | Not published | Not published |
| Bridge Capital Consulting, LLC | $250/hr | $250-$12,000 | Not published |
| Campbell Advisory Services, LLC | $150-$300/hr | $1,500-$5,000 | Not published |
| Centriplan, LLC | $250-$300/hr | $1,000-$5,000 | Not published |
| Crystal Cove Asset Management | Not published | $1,500-$10,000 | Not published |
| Hall Financial Wellness | Not published | $500-$5,000 | $1,500-$10,000/yr |
| Havaplan Financial | $300-$400/hr | Not published | Not published |
| Hexeum Capital | Not published | $10,000-$50,000 | $10,000-$50,000/yr |
| Noble Wealth Management, Inc. | Not published | $2,500 | $2,500-$10,000/yr |
| Nollenberger Mccullough Investment Advisors LLC | $400/hr | $2,000-$5,000 | Not published |
| Onitus Capital, LLC | $500/hr | $10,000 | Not published |
| Prattes Wealth Partners | $300/hr | Not published | Not published |
| Procore Advisors, LLC | $150-$450/hr | $1,200-$15,000 | Not published |
| Purus Wealth Management, LLC | $500/hr | $1,500-$20,000 | Not published |
| Redmount Capital Partners LLC | $300-$500/hr | Not published | Not published |
| Sachi Financial Planning | $250/hr | $500-$5,000 | $300-$2,000/mo |
| Scott Anderson Financial, Inc. | $150-$250/hr | Not published | Not published |
| Shorebird, LLC | $125/hr | $500-$5,000 | $100-$500/mo |
| Signature Resources Capital Management, LLC | $350/hr | $500-$7,500 | Not published |
| Sound Investment Management, LLC | $350/hr | $3,000-$10,000 | $1,000-$15,000/mo |
| Spinnaker Investment Group, LLC | Not published | $1,500 | Not published |
| Sunpath Financial | Not published | $2,500-$10,000 | Not published |
| Tarbox Family Office, Inc. | $175-$600/hr | $5,000-$20,000 | Not published |
| Tax Efficient Asset Management Solution, Inc. | $175-$450/hr | $1,000-$12,000 | Not published |
| Tidecrest Wealth Management, LLC | Not published | $300 | Not published |
| Unity Wealth Partners | Not published | $500-$25,000 | $4,800-$24,000/yr |
| Westshore Wealth | $250-$750/hr | Not published | Not published |
| Windfall Advisors, LLC | $499/hr | Up to $4,750 | Not published |
| Xwealth | $250-$500/hr | Not published | Not published |
No firms match these filters.
Other registered firms that don't publish dollar fees (22)
Their current brochure explains how they charge, but not how much. Ask them for a fee schedule.
- Beacon Pointe Advisors, LLC
- Centricity Financial LLC
- Commonwealth Family Office
- Emerald Wealth Management, Inc.
- Executive Services, LLC
- Fairway Capital Advisors
- Family Wealth Strategists, LLC
- Fiduciary Architects LLC
- Hollencrest Capital Management
- Investus Financial
- Lockerman Financial Group, Inc
- Provenio Capital
- Pruvise
- RS Crum Inc.
- Sidoxia Capital Management, LLC
- Spectrum Asset Management Inc
- Tate Capital Group
- Treussard Capital Management
- Twenty-Five Capital Partners
- Wealth Advisory Lab LLC
- Wing
- Yosemite Capital Management