Ways to browse Flat-fee advisors serving Costa Mesa, CA

Pick a specialty to browse more Flat-fee advisors serving Costa Mesa, CA.

Browse by specialty

Find advisors serving Costa Mesa, CA who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty	Advisors
Founder/Business Owner	2,630
Wealth management	1,569
Retirement plans for business owners (SEP, solo 401k)	1,177
Executive	1,147
Tax-loss harvesting	1,101
Private / alternative investments	964
Retired	939
College savings (529s, UTMA, etc.)	618
Retirement income strategy	526
Options & derivatives strategies	510
General retirement planning	408
Annuities	373
ESG / Sustainable investing	360
Active portfolio management	303
Charitable giving & philanthropy	272
Concentrated stock management	240
HENRY (High Earners, Not Rich Yet)	235
Approaching retirement	233
Equity compensation tax strategy	218
Business exit / sale strategy	186
Cash flow / budgeting	172
Passive / index investing	172
Self-Employed	171
Real estate investing	133
General estate planning guidance	125
Established Professionals	91
Income planning	81
Business succession planning	77
General tax planning	77
Business ownership considerations	62
Financial Professional	59
Social Security optimization	53
Long-term care insurance	51
Retirement withdrawal strategies	49
Values-based investing	35
Debt management	29
Women Professionals	28
Mid-Career Professionals	24
Tax strategies for small businesses	20
Factor investing / smart beta	16
Life insurance needs analysis	15
Dentist	14
Divorce financial planning	13
Business sale tax planning	12
Doctor or Medical Professional	10
Multi-generational wealth transfer	9
Christian Faith Based	8
Retired	6
Charitable giving tax strategies	5
Equity Recipients (RS/RSU, SOP, ESPP)	4
Family Business	3
Technology Professional	3
Young Professionals	3

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