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Personalized advice for
Portfolio Size of 100K and
above
FINRA/SEC Registered Advisors
Quality: All Advisors undergo strict screening to be part of our match network.
Accuracy: We match you to vetted advisors that closely align with your needs.
Simplicity: Our matching system is free and easy to use and takes less than 5 minutes to complete your request.
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Your service helped us connect with Brian who had clients similar to our situation.
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Susan, a Retired Executive from New York
Personalized advice for portfolio size
of 100K & above
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.
Menifee
has
5
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from and
5
non-vetted advisors in your local area. These financial advisors in
Menifee
,
California
have an average of
22
years of experience.
NOTE: The list of vetted financial
advisors in
Menifee
,
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
Menifee, California.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
| 25 Years | Not Specified | $500,000 | Fee-Based | |
| 21 Years | $20,000,000 | $25,000 | Fee-Based | |
|
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 |
|
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# 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# 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# 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# 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
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
|---|---|---|
| 29826 Haun Rd, Ste 206, Menifee, CA 92586 | 951-679-2222 | |
| 29826 Haun Rd, Ste 206, Menifee, CA 92586 | 951-679-2222 | |
| 28949 Biarritz Ct, Suite 201a, Menifee, CA 92584 | 800-684-7741 | |
| 29737 New Hub Dr, Suite 202, Menifee, CA 92586 | 951-679-5869 | |
| 29737 New Hub Dr, Suite 202, Menifee, CA 92586 | 951-679-5869 |
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?
