A complete list of active advisors currently associated with Nollenberger McCullough Investment Advisors LLC

Warmer can help you find a great advisor at Nollenberger McCullough Investment Advisors LLC or one who fits your needs even better.

Nollenberger McCullough Investment Advisors provides discretionary investment management to individuals, high‑net‑worth clients, trusts, estates, retirement plans, and business entities, and also offers limited investment consulting and fee‑only financial planning engagements. The firm generally requires a substantial account size (the brochure discloses a typical $1,000,000 minimum, waivable at the firm’s discretion) and charges fixed fees for standalone planning work. The firm develops portfolio recommendations and Investment Policy Statements tailored to each client’s objectives, time horizon, risk tolerance, liquidity needs, and tax considerations, with IPS reviews at least annually or upon material change. Investment strategies are equity‑focused (including Blue‑Chip Value Growth & Income, Blue‑Chip Core, and Large & Mid Cap Aggressive Growth), and the firm employs fundamental, technical, cyclical, and charting analyses while using a mix of equities, ETFs, mutual funds, and fixed income as appropriate. Compared with many peers, NollMac emphasizes higher‑net‑worth relationships and does not target lower‑net‑worth individual clients, and it uses independent third‑party performance measurement and reporting (Orion) to calculate, monitor, and present account performance — a practice the brochure indicates is used in preparing performance reporting. The firm also discloses operational features that may be relevant to prospective clients, such as its use of Pontera technology to facilitate management of eligible held‑away retirement accounts and its transition from federal to California state regulatory registration.

To learn more about the advisors currently working at Nollenberger McCullough Investment Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Maryann Harrison	Newport Beach, CA	14
Blake Nollenberger	Newport Beach, CA	0
Bruce Nollenberger	Newport Beach, CA	49
Peter Perez	Newport Beach, CA	17

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