There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.
Irvine
has
13
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from and
185
non-vetted advisors in your local area. These financial advisors in
Irvine
,
California
have an average of
23
years of experience.
NOTE: The list of vetted financial
advisors in
Irvine
,
California
mentioned below does not include all the advisors in our network due
to their compliance listing restrictions. More vetted advisors may
be available when you use our free match service
to compare financial advisors near you in
Irvine, California.
Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
---|---|---|---|---|
21 Years | $20,000,000 | $25,000 | Fee-Based | |
25 Years | Not Specified | $500,000 | Fee-Based | |
16 Years | $100,000,000 | $1,000,000 | Fee-Only | |
Jeff Halbert
WESTMOUNT ASSET MANAGEMENT 620 Newport Center Drive, Suite 1100, Newport Beach, CA 92660 |
10 Years | $3,800,000,000 | $2,000,000 | Fee-Only |
Jerry Slusiewicz
PACIFIC FINANCIAL PLANNERS 30131 Town Center Drive, Suite 105, Laguna Niguel, CA 92677 |
31 Years | Not Specified | $100,000 | Not Specified |
29 Years | $35,000,000 | $250,000 | Not Specified | |
22 Years | $100,000,000 | $500,000 | Fee-Only | |
John E. Meinert
AAMS® MEINERT WEALTH MANAGEMENT LLC 5000 E. Spring St., Suite 340, Long Beach, CA 90815 |
25 Years | Not Specified | $500,000 | Not Specified |
Thomas Sandkamp
CIMA®, AIF®, ChFC® HOMESTEAD WEALTH MANAGEMENT 413 E. Foothill Blvd Suite 100, San Dimas, CA 91773 |
Not Disclosed | $108,000,000 | $250,000 | Fee-Based |
Michael Cannone
WESTMOUNT ASSET MANAGEMENT 2049 Century Park East, Suite 2500, Los Angeles, CA 90067 |
22 Years | Not Specified | $3,000,000 | Fee-Only |
Not Disclosed | $370,000,000 | Not Specified | Fee-Only | |
R.J. Kelly
CEPA®, MSFS, RICP®, AEP®, CLU®, ChFC® WEALTH LEGACY GROUP, INC. 4540 Kearny Villa Road, Suite 114, San Diego, CA 92123 |
35 Years | $75,000,000 | $1,000,000 | Fee-Based |
Pure Financial Advisors, LLC
CFP®, AIF® PURE FINANCIAL ADVISORS, LLC 3131 Camino del Rio N, Suite 1550, San Diego, CA 92108 |
Not Disclosed | $0 | Not Specified | Fee-Only |
Qualifications
CRD# 2665577
Firm CRD# 30833
Series 6, 7, 63
Compensation/Fee Fee-Based, Hourly, Flat Fee, Based on Assets
Office Location
18662 Macarthur Blvd,
Suite 200,
Irvine,
CA
92612
Phone Number
949-631-3840
We help our clients accomplish their financial goals. We customize our clients investments and financial plans to to help them meet their individual needs. The real benefit of using our firm is that our clients feel their financial dreams will be accomplished and that we are there to provide service as their needs change.
Qualifications
CRD# 2835991
Firm CRD# 155622
Series 65
Compensation/Fee Fee-Based, Hourly, Flat Fee, Based on Assets
Office Location
9900 Research Drive,
Irvine,
CA
92618
Phone Number
877-433-3665
Simon brings 20 years of investment experience to his role as Founder and Chief Executive Officer of TideRock Financial. He specializes in advising wealthy families and high-net worth individuals to help them achieve their long-term investment goals, including estate and heritage planning. As a former Wall Street trader, Simon utilizes his unique investment insight to create globally diversified, tax-efficient portfolios based on solid academic research and an in-depth analysis of economic, political, and social developments around the world. His clients include current and former professionals at the top of their respective fields, including CEOs, entrepreneurs, hedge fund managers, and attorneys. Simon currently serves on the Board of Directors of Saddleback Memorial Foundation. As a member of the Board's Investment Committee, he helps one of Orange County's leading non-profit hospital systems to invest its substantial portfolio and further its mission. Prior to becoming an independent wealth manager, Simon was the Founder and President of his own options trading company on the floor of the American Stock Exchange in New York. There he generated significant profits utilizing risk-averse trading strategies, eventually expanding his company to include traders on the floors of the American Stock Exchange, Chicago Board of Trade and Philadelphia Stock Exchange. Born and raised in New York City, Simon holds a B.A. degree from the University of Michigan with an emphasis on global economics.
TideRock Financial is an independent investment firm providing comprehensive wealth management services to high-net-worth individuals and families, as well as investment management for qualified company 401(k) plans. Our mission is to give our clients the kind of financial peace of mind that can only come with a strong long-term plan and a trusted advisor. We help our clients find ways to minimize the time they spend on financial and tax matters so they can focus on the things that matter most in their lives. TideRock Financial is differentiated from other investment advisory firms in its fee-based approach that puts its clients' interests in the forefront of every investment decision. We act as your fiduciary, which means we do not receive any incentives to invest in one financial product or fund over another. Our investment strategy is founded on more than 20 years of trading and investment experience. By accessing institutional-level funds and alternative investment vehicles that are not available to the general public, TideRock Financial creates highly-customized portfolios that are designed to minimize risk and maximize cash flow.
Advisory Services Provided:
Portfolio Management, 401K Rollovers, Wealth Management, Estate Planning & Trusts
Qualifications
CRD# 5332104
Firm CRD# 304272
Series 7, 66
Compensation/Fee Fee-Only, Flat Fee, Based on Assets
Office Location
4100 Newport Place Dr.,
Ste 255,
Newport Beach,
CA
92660
Phone Number
949-345-1954
Mike's mission is to support and advise his clients on reaching their financial goals. Mike generally works with clients who are corporate executives, small business owners, or are transitioning through a life event (retirement, divorce, inheritance, etc.). From spedning over a decade at a large global bank to founding Veracity Capital, Mike is keenly aware of the risks, rewards, and complexities that his clients face. Mike sees the client and advisor relationship similar to a partnership, where communication, transparency, and preparation are crucial to success. He believes that no two clients have the same financial goals, so no two clients should have the same plan. Because of this, Mike works with a lower number of clients and selectively focuses on those that can benefit from his skill set. As a founding partner of Veracity Capital, Mike also enjoys developing other advisors in the firm and helping them grow. Mike also serves the finance function as CFO of Veracity Capital. Prior to Veracity Capital, Mike spent 11 years working at Goldman Sachs, in the AYCO division where he advised his clients. Mike earned a Bachelor of Science in Business from California State University, Northridge, and an MBA from Chapman University. Outside the office, Mike, his wife Keegan, and two sons, Macklyn and Hendrix, can be found outdoors, playing sports, and traveling.
Veracity Capital is a wealth management firm that provides customized investment solutions and comprehensive financial planning to business owners, equity-based compensation employees, and individuals transitioning to retirement. Veracity's proprietary financial planning process drives investment decisions aimed to achieve client specific goals. Veracity's depth and breadth of experience allow them to maintain and grow financial and psychological wealth responsibly, focusing on maximizing value and minimizing taxes.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
CRD# 5750237
Firm CRD# 158857
Series 65, 66
Compensation/Fee Fee-Only, Based on Assets
Office Location
620 Newport Center Drive,
Suite 1100,
Newport Beach,
CA
92660
Phone Number
949-674-5190
Born in Atlanta and raised in Orlando, Jeff comes from a very close-knit family, where he was the youngest of four children. As an undergrad, he majored in economics at Rollins College, where he also played baseball and later completed his MBA in finance and management. Prior to joining Westmount, Jeff was a financial advisor at Raymond James before eventually relocating to Laguna Beach to serve as vice president at Telos Capital Management. Today, as a senior advisor at Westmount, Jeff applies his sharp investing skills to help clients reach their financial goals, working closely with the rest of our advisory team to develop highly personalized plans that bring clarity to his clients' lives. Outside the office, Jeff likes to travel, spend time outdoors and play tennis in Laguna Beach, where he lives with his wife and two children.
Based in Los Angeles, Westmount Asset Management is an independent investment advisory firm that helps individuals, families, foundations and endowments manage, protect and grow their wealth. Westmount excels in identifying compelling alternative investment opportunities that complement more traditional asset classes. Coupled with personalized financial planning tools and strategies, Westmount clients benefit from our team's depth of experience, conflict-free advice and 30-year investment track record. As one of LA's oldest registered investment advisors, Westmount and its professionals have repeatedly been recognized in various local and national publications, including Barron's, the Financial Times, InvestmentNews and more.
Advisory Services Provided:
Financial Planning, Portfolio Management, Portfolio Management, Retirement Planning, Retirement Planning, 401K Rollovers, Wealth Management, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management
Qualifications
CRD# 1739938
Series 7, 63, 65
Office Location
30131 Town Center Drive, Suite 105,
Laguna Niguel,
CA
92677
Phone Number
949-219-0692
Jerry Slusiewicz is a veteran in the industry, with more than 31 years of professional investment experience. He has worked with both individuals and institutions to manage money for safety, growth, and income. His extensive experience throughout various stock and bond market cycles enables him to offer a unique blend of professional investment counsel. His personal service includes frequent contact through his weekly email newsletters and radio programs. This allows clients and prospects an opportunity to understand Jerry's philosophy and current perspective on market conditions. Jerry began his professional career as an advisor in 1987. He worked with various Wall Street firms before establishing Pacific Financial Planners, LLC. in 2004. This independent channel allows Jerry more flexibility to create a "client first" approach to portfolio management. Jerry has had his own radio show "Your Money Talks" for 16 years where listeners ask on-air questions about their investment needs. He also discusses life issues including: retirement, estate planning, portfolio management, life insurance, annuities, and long-term care. Jerry can also be seen as a regular guest on the TV show Politics & Profits with Rick Amato. Very active in his community, Jerry also served as The Mayor and a Council Member of the City of Laguna Niguel. Jerry has been a contributing writer to such prestigious websites such as The Street, Seeking Alpha, Minyanville and investment professionals seek him out for advice - now you should too.
Our primary service is to meet your needs through professional money management. We use stocks, bonds, mutual funds and ETF's to create growth and income portfolios. We utilize laddered bond strategies, using taxable or tax free instruments for our income clients. PFP works solely to identify your objectives and creates prudent investment plans to achieve your financial goals. We also offer retirement plan solutions including the use of annuities, life insurance and long-term care. Creating the Income, Growth and Safety you desire through: Portfolio Management & Capital Preservation Cost and Risk Control Establishing Long-Term Relationships Integrity - Service - Financial Solutions
Advisory Services Provided:
Portfolio Management, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals
Qualifications
CRD# 2257224
Firm CRD# 6413
Office Location
135 S. Chaparral Ct., Suite 110,
Anaheim,
CA
92808
Phone Number
714-912-4764
Betty Azmoon's foremost goal is helping her clients make confident financial decisions. She is an experienced financial planning and wealth management advisor who believes that the more informed a person is, the better decisions they are able to make. She works with individuals & Families planning for retirement or going into retirement, emerging from a divorce, or recently widowed. Betty's goal is to make them feel understood, empowered, and confident in their financial future. The cornerstone of Betty's process is asking good questions. With 29 years of experience, Betty is a seasoned professional who knows just what to investigate so that her clients can achieve their goals. Then she provides clear, easily understood explanations of the options available them. Betty Azmoon is the owner of Griffin Financial, LLC, a Registered Investment Advisory Firm. She has decades if experience working in financial services, retirement & Investment planning, lending, and credit management. She makes it a mission to constantly stay current on all continuing education requirements. In her spare time, Betty enjoys spending time with her husband Ali, and enjoying all that life has to offer with her many friends and family, as well as with her two kitties, Leyla & Booboo!
At Griffin Financial we believe that working towards your long-term financial objectives depends on having the appropriate plan - one that fits your unique circumstances and grows with you. As trained and licensed professionals, we are able to draw on 28 years of financial planning experience to develop a roadmap to help you pursue your goals - whether they involve building wealth through investing, planning for a comfortable retirement, or protecting your estate. Be Confident in your Financial Decisions! Financial decisions can be complex and feel daunting, especially if you've never felt in charge of your finances before. We'll get the complexity sorted, lay it out clearly, and make it easier to understand so you can make a better, most informed decision for your future.
Advisory Services Provided:
Financial Planning, Retirement Planning, 401K Rollovers, Risk Management, Estate Planning & Trusts
Qualifications
CRD# 2484827
Firm CRD# 153188
Series 65
Compensation/Fee Fee-Only
Office Location
3020 Old Ranch Parkway,
Suite 300,
Seal Beach,
CA
90740
Phone Number
562-799-5595
Matthew V. Pixa is the President and founder of My Portfolio Guide, LLC. Matt Pixa grew up in the San Francisco Bay Area and at a very young age learned from a World War II Veteran father who grew up in the Great Depression that money and resources are to be managed prudently. Matt's curiosity and passion for investing was further sparked during the stock market crash of 1987. Being a new investor without any guidance and coupled with the dramatic events of that period, an interest and passion for becoming a student of the markets was born. Matt studied Economics and earned a Bachelor's degree while also competing as a student-athlete for California State University Long Beach. After advancing his career for 12 years he decided to return to graduate school and further his business and finance education by earning an MBA from the W.P. Carey School of Business at Arizona State University. Matt Pixa lives in Seal Beach, CA with his wife Cecilia, daughter Isabel, and son Lance. As a family the Pixas are involved in several Orange County charities, through their church at Saint Joseph, and with several non-profits such as Care for the Poor and Taller San Jose. Matt enjoys coaching youth sports for his children's teams and also competes in Ironman triathlons as a way to stay fit, disciplined, and blow off any left over energy.
Every financial advisor should differentiate itself from the competition but how many truly do? As mentioned on our Welcome page, My Portfolio Guide promises to improve your current portfolio and how it's being managed. Any prudent consumer should shop around and we actually encourage you to do so. What you'll find is that no other financial services firm can beat the combination of our ethics, portfolio discipline, and fee structure. If you find one, tell us! Along with this promise to you, here is what sets us apart: NO HIDDEN COMMISSIONS OR FEES (FEE-ONLY COMPENSATION) A FIDUCIARY OBLIGATION PUTTING THE CLIENTS INTERESTS FIRST (ask your current advisor to provide this in writing... we will!) INDEPENDENCE FROM ANY WALL STREET FIRM, INSURANCE, OR INVESTMENT COMPANY FULL DISCLOSURE ENSURING ZERO CONFLICT OF INTEREST LOWEST FEE SCHEDULE FOR CUSTOMIZED INVESTMENT GUIDANCE ONE POINT OF CONTACT YET SUPPORTED BY A WORLD CLASS INSTITUTIONAL SERVICE TEAM ACCESS AND DELIVERY OF UNBIASED RESEARCH COUPLED WITH A CUTTING EDGE TECHNOLOGY PLATFORM A WRITTEN AND PERSONALIZED INVESTMENT POLICY STATEMENT FOR EACH CLIENT PERSONALIZED PORTFOLIO MODELS ENGINEERED AROUND YOUR RISK TOLERANCE AND GOALS INVESTMENT AND RISK MANAGEMENT DECISIONS DRIVEN BY STRATEGIC AND TACTICAL ASSET ALLOCATION CUSTOMIZED INVESTMENT GUIDANCE; NO PASSIVE? BUY AND FORGET? OR BOILERPLATE SOLUTIONS PERIODIC INVESTOR EDUCATION SERIES FOR EXTENDED FAMILY, FRIENDS, AND COLLEAGUES ULTRA RESPONSIVE, SEAMLESS, ONE-STOP WORLD CLASS SERVICE So... Why My Portfolio Guide? Ask yourself if your current advisor addresses and meets ALL of the above criteria?
Qualifications
CRD# 2849825
Firm CRD# 6413
Series 7, 24, 63, 66
Compensation/Fee Hourly, Commissions, Based on Assets
Office Location
5000 E. Spring St., Suite 340,
Long Beach,
CA
90815
Phone Number
562-474-1717
John is a 25-year veteran of the investment and financial services industry. John spent 15 years at Edward Jones, opening and building the Cerritos branch office. In 2011 he made the decision to take his practice independent, to build a less sales and transaction based business, and to focus more on the advisory/fiduciary relationship of investment planning and wealth management for clients who are serious about addressing their important financial goals. John is the Managing Member of Meinert Wealth Management LLC and is a Principal/Office of Supervisory Jurisdiction (OSJ) for other LPL financial advisor(s). John has been active in his community over the years serving on the boards of the South East Los Angeles County Workforce Investment Board (past-chair), Community Family Guidance Center and the Cerritos Regional Chamber of Commerce (past-president, Business of the Year). John and his wife, Maria, work together to serve the needs of the families and business owners they work with. John is also a military veteran, having served in the U.S. Army.
We provide planning, investment strategies and risk management to families and business owners from all walks of life who are serious about addressing their important financial goals. We do so through long-term relationships and through conservative financial principles of investing and wealth preservation. Let us help you with your important financial goals today!!
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities
Qualifications
CRD# 2150538
Firm CRD# 6413
Series 7, 63, 65, 66
Compensation/Fee Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Office Location
413 E. Foothill Blvd Suite 100,
San Dimas,
CA
91773
Phone Number
909-418-1866
Our firm focuses in helping individuals develop sound investment strategies. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth. We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being. The LPL investment advisor representatives offer securities and advisory services through LPL Financial. A registered investment advisor. Member FINRA & SIPC. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Insurance Products & Annuities
Qualifications
CRD# 4857126
Firm CRD# 158857
Series 65
Compensation/Fee Fee-Only, Based on Assets
Office Location
2049 Century Park East,
Suite 2500,
Los Angeles,
CA
90067
Phone Number
310-556-2502
Michael was born in Santa Monica and raised outside Philadelphia. At Georgetown, he double-majored in finance and small business management. Somehow, he found time to play varsity baseball, too. After college he worked for Vanguard, improving their mutual fund accounting programs. Then he moved to California, joined Alliance Bernstein, and participated in one of the industry's most esteemed advisor training programs. After earning his MBA at UCLA, Michael joined Westmount in 2011, attracted by a culture of people "humble and intellectually curious, yet courageous enough to blaze a new independent trail in our industry." He credits his grandfather, who emigrated from Italy as a young man and opened a shoemaking business in Elizabeth, New Jersey, for inspiring many of the personal financial principles he still operates by today.
Established in 1990, Westmount Asset Management is a fee-only investment advisory firm blending institutional portfolio management strategies with a wide range of consulting and planning services. Our diversified investment approach manages risk while seeking superior returns across global financial markets. Our clients include high net-worth individuals, pension plans, foundations and endowments. Westmount has repeatedly been named by one of the top wealth advisors in the country by Barron's and Financial Times magazine.
Advisory Services Provided:
Financial Planning, Portfolio Management, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management
Qualifications
Firm CRD# 135281
Compensation/Fee Fee-Only
Office Location
21600 Oxnard Street Ste 1755,
Woodland Hills,
CA
91367
Phone Number
818-309-4065
The Retirement Planning Experts for Over 20 Years. Dash Investments offers Comprehensive Financial Planning, Retirement Planning, and Investment Management services. Dash is a fee-only Independent Fiduciary Investment firm recently featured by "Money Magazine" as one of the top advisors in the country and has also been featured in Forbes, Wall Street Journal, and numerous other publications. Client portfolios are personally overseen by our Executive Investment Committee, a team with over 50 years of combined experience. Heading the committee is Founder & Chief Investment Officer Jonathan Dash. Mr. Dash graduated from the University of Southern California in Finance and has also completed numerous Executive Programs at both Harvard Business School and Columbia Business School covering Corporate Restructuring, Financial Analysis, and Valuation. Our Philosophy is that each client deserves individual attention and proactive service. We want to be a partner in your success. Now also welcoming investors to our newest location at 4849 Greenville Avenue Ste 100, Dallas, TX 75206.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Estate Planning & Trusts
Qualifications
CRD# 1080259
Firm CRD# 145705
Series 63, 65
Compensation/Fee Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Office Location
4540 Kearny Villa Road,
Suite 114,
San Diego,
CA
92123
Phone Number
858-569-0633
R. J. Kelly is Founder and Chief Visionary Officer of Wealth Legacy Group®, Inc. Located in San Diego, CA, WLG has clients in nineteen states and growing. Creator of the proprietary Critical Actions Roadmap, R. J. and the WLG team develop comprehensive plans that maximize investment and asset growth, reduce taxes, mitigate risk, create clarity in family legacy & issues of philanthropy, and facilitate business succession and exit strategies. He has been repeatedly called upon as an expert witness and is skilled in handling delicate interpersonal matters and facilitating family communication. R. J. is a frequent speaker and author. The San Diego Union Tribune, L.A. Times, Yahoo Finance, San Diego Magazine have run feature articles on R. J. or published articles by him, to name just a few. Speaking audiences are many and include: Vistage International Conference and numerous local chapters; Strazzeri/Mancini Gathering; main platform speaker for various national conferences including: Advisors in Philanthropy, Nothing Bundt Cakes, Million Dollar Round Table, NAIFA, and many others. Additionally, R. J. was featured on the PBS series - The Financial Advisors. Read More: https://wealthlegacygroup.com/team/r-j-kelly-financial-advisor-san-diego/ Professional Credentials Explained: https://wealthlegacygroup.com/wp-content/uploads/2021/06/Professional-Credentials-rev-06-01-2021.pdf
Our Vision We believe that successful business owners, executives and professionals want and need a comprehensive planning process to ensure the eventual transition and legacy of their business and/or their wealth. Unfortunately, most individuals are too busy running their hectic day-to-day lives and don't take the time to put an integrated and comprehensive plan in place. Our vision is to provide a roadmap to ensure that wealth (which includes: financial, relational, mental, emotional, physical, family, and spiritual wealth) is protected through all stages of the financial life cycle. We bring a unique perspective forged over decades of experience as a multi-disciplinary group. Using our proprietary process built upon trust and clear communication, our perspective encompasses: Asset & risk management - Estate & business transition planning - Retirement & wealth management - Family & employee relationships - Philanthropic & legacy goals Mission Statement We provide a unique and multi-disciplinary planning experience to exceptional entrepreneurs, professionals, executives, and their families using a comprehensive team approach. Value Statement We are committed to being the nation's premier organization for assisting clients in successfully navigating significant business, life, and legacy issues, while creating long-standing and mutually profitable relationships. Our Values Are To ... Provide a warm and welcoming professional experience - Treat our clients, staff and strategic partners with integrity and respect - Develop lasting relationships to help our clients reach their long-term goals - Apply our expert skills, knowledge, and creativity to develop unique and comprehensive solutions - Encourage our clients to make wise philanthropic decisions - Respect our clients privacy by safeguarding personal information - Encourage feedback and initiate positive change - Serve our greater community by engaging in meaningful non-profit activities - Enjoy our team, clients and work environment and have fun in the process! Visit us at: https://wealthlegacygroup.com/
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
Firm CRD# 144316
Compensation/Fee Fee-Only, Flat Fee, Based on Assets
Office Location
3131 Camino del Rio N,
Suite 1550,
San Diego,
CA
92108
Phone Number
619-814-4100
Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor providing comprehensive retirement planning services and tax-optimized investment management. A pure business model was the vision, and Pure Financial Advisors became the reality. Doors opened for business in 2007 with no clients, negative revenue, and zero assets under management. Within just fifteen years of the firm's opening, Pure Financial surpassed $4.6 billion in client assets under management (as of March 29, 2023) and is currently helping over 4,100 clients plan for their future. The foundation of Pure's planning is rooted in decades of time-tested research. Pure Financial looks to financial science as the guiding light to form our strategies, gaining insights and inspiration from the work of Nobel laureates. As the world continues to evolve, Pure continues to learn. Pure Financial puts education at the core of everything we do. We strive to be a financial resource that people can turn to when they need a helping hand. Pure Financial collaborates with leading academics to provide education on financial strategies that work in the real world. Join us at our next educational event or talk to an advisor today to find out how we can help you reach your financial goals.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management
Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
---|---|---|---|---|
15 | 29 | $6,282,997,635 | A percentage of AUM, Performance Based
|
|
365 | 4612804 | $6,170,671,192 | Fixed fees
|
|
114 | 10 | $2,924,615,899 | A percentage of AUM, Performance Based
|
|
27 | 802 | $642,036,454 | A percentage of AUM, Hourly charges, Fixed fees
|
|
4 | 534 | $320,176,527 | A percentage of AUM, Performance Based
|
|
6 | 432 | $224,060,187 | A percentage of AUM, Hourly charges
|
|
2 | 210 | $219,986,830 | Fixed fees
|
|
6 | 209 | $185,235,378 | A percentage of AUM, Hourly charges, Fixed fees
|
|
4 | 337 | $160,765,375 | A percentage of AUM, Hourly charges, Fixed fees
|
|
3 | 294 | $141,848,434 | A percentage of AUM, Hourly charges, Fixed fees
|
|
3 | 121 | $141,155,000 | A percentage of AUM, Hourly charges, Fixed fees
|
|
9 | 462 | $138,589,000 | A percentage of AUM, Hourly charges, Fixed fees
|
|
5 | 552 | $137,680,161 | A percentage of AUM, Fixed fees
|
|
8 | 380 | $127,316,719 | A percentage of AUM, Fixed fees
|
|
2 | 25 | $102,520,000 | A percentage of AUM, Hourly charges, Fixed fees
|
* Additional advisors listing is provided in partnership with Yext
Financial Advisor | Office Location | Phone Number |
---|---|---|
1901 Main Street, 7th, Floor, Irvine, CA 92614 | 949-955-7841 | |
1901 Main Street, 7th Floor, Irvine, CA 92614 | 949-955-7858 | |
1901 Main Street, 7th, Floor, Irvine, CA 92614 | 949-955-7816 | |
2 Park Plz, Ste 1100, Irvine, CA 92614 | 949-660-4609 | |
1901 Main Street, 7th, Floor, Irvine, CA 92614 | 949-955-7853 | |
2372 Morse Ave, Irvine, CA 92614 | 888-475-7535 | |
1901 Main Street, 7th, Floor, Irvine, CA 92614 | 949-809-1248 | |
1901 Main Street, 7th, Floor, Irvine, CA 92614 | 949-955-7578 | |
2 Park Plz, Ste 1100, Irvine, CA 92614 | 408-963-2378 | |
2 Park Plz, Ste 1100, Irvine, CA 92614 | 949-975-2469 |
Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.
Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor.
A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.
While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.
Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.
A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.
A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?