Ways to browse Flat-fee advisors serving Irvine, CA

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

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	2,632
Retired	1,850
Wealth management	1,561
Tax-loss harvesting	1,408
Retirement plans for business owners (SEP, solo 401k)	1,173
Executive	1,161
Private / alternative investments	745
College savings (529s, UTMA, etc.)	608
Options & derivatives strategies	467
Annuities	382
ESG / Sustainable investing	359
General retirement planning	351
Retirement income strategy	323
Active portfolio management	303
Charitable giving & philanthropy	271
Concentrated stock management	241
HENRY (High Earners, Not Rich Yet)	232
Approaching retirement	230
Equity compensation tax strategy	217
General estate planning guidance	184
Business exit / sale strategy	179
Passive / index investing	177
Cash flow / budgeting	170
Self-Employed	169
Real estate investing	131
Established Professionals	89
Income planning	84
General tax planning	83
Business succession planning	77
Financial Professional	58
Social Security optimization	48
Business ownership considerations	46
Long-term care insurance	40
Values-based investing	29
Women Professionals	28
Debt management	26
Mid-Career Professionals	24
Retirement withdrawal strategies	20
Tax strategies for small businesses	20
Factor investing / smart beta	16
Life insurance needs analysis	14
Dentist	12
Divorce financial planning	12
Business sale tax planning	10
Multi-generational wealth transfer	9
Christian Faith Based	8
Doctor or Medical Professional	7
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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