Ways to browse Flat-fee advisors serving Newport Beach, CA

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

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	2,578
Retired	1,804
Wealth management	1,535
Tax-loss harvesting	1,390
Executive	1,131
Retirement plans for business owners (SEP, solo 401k)	818
Private / alternative investments	761
College savings (529s, UTMA, etc.)	604
Options & derivatives strategies	496
Annuities	370
ESG / Sustainable investing	358
General retirement planning	349
Retirement income strategy	317
Active portfolio management	293
Charitable giving & philanthropy	259
Concentrated stock management	239
HENRY (High Earners, Not Rich Yet)	222
Approaching retirement	221
Equity compensation tax strategy	217
Business exit / sale strategy	181
Cash flow / budgeting	169
Passive / index investing	168
Self-Employed	168
Real estate investing	128
General estate planning guidance	123
Established Professionals	91
Income planning	86
General tax planning	82
Business succession planning	77
Business ownership considerations	62
Financial Professional	59
Social Security optimization	48
Retirement withdrawal strategies	46
Long-term care insurance	40
Values-based investing	29
Women Professionals	28
Debt management	25
Mid-Career Professionals	24
Tax strategies for small businesses	20
Factor investing / smart beta	16
Dentist	14
Life insurance needs analysis	14
Divorce financial planning	13
Multi-generational wealth transfer	9
Business sale tax planning	8
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
Young Professionals	3

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