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Financial advisors · California

Fee-only financial advisors in Irvine, CA

From SEC and state Form ADV filingsUpdated 2026-11-07

52 fee-only investment advisers have offices in Irvine, California, according to their Form ADV filings with the SEC and state regulators. 34 offer hourly or flat-fee arrangements, 16 charge only a percentage of the assets they manage, and 31 provide financial planning. 20 are SEC-registered, which generally means at least $100 million under management; the rest are smaller state-registered practices. 1 firm reports disciplinary history and is listed last.

Data from Form ADV filings as of November 6, 2026. Listings are factual and unpaid. Default order puts firms offering financial planning first and high-volume platforms after advice practices; how ordering works.

Paid partly in stock? Irvine is home to large offices of Google, Amazon. Before you meet an adviser, read our plain-English guides to Google, Amazon, and run your numbers in the RSU tax calculator and the vesting schedule calculator. Ask each firm how many clients it advises on RSUs, ESPPs and concentrated stock, and how it charges for that work.

Showing 52 of 52

Cooper McManus

9870 Research Drive, Irvine, CA 92618 · (800) 516-5333

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$2.9B
Individual clients
3,379
Advisory staff
50
Registered with
SEC

Profile · Website · SEC record

Index Fund Advisors, Inc.

19200 von Karman Ave Suite 150, Irvine, CA 92612 · (949) 502-0050

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$5.9B
Individual clients
2,095
Advisory staff
30
Registered with
SEC

Profile · Website · SEC record

Tempus Wealth Planning, LLC

100 Spectrum Center Drive Suite 1070, Irvine, CA 92618 · (949) 393-2525

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$699M
Individual clients
683
Advisory staff
9
Registered with
SEC

Profile · Website · SEC record

Capital CS Group, LLC

15375 Barranca Parkway Suite G-110, Irvine, CA 92618 · (949) 447-5405

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$227M
Individual clients
125
Advisory staff
3
Registered with
SEC

Profile · Website · SEC record

Cooke Wealth Management, LLC

18881 von Karman Ave. Suite 1420, Irvine, CA 92612 · (949) 724-3880

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$137M
Individual clients
114
Advisory staff
2
Registered with
SEC

Profile · Website · SEC record

Duckett Wealth Management

17875 von Karman Avenue Suite 150, Irvine, CA 92614 · (949) 892-1456

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$54M
Individual clients
100
Advisory staff
2
Registered with
CA

Profile · Website · SEC record

Marrick Wealth

2211 Michelson Drive Suite 300, Irvine, CA 92612 · (949) 258-9700

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$216M
Individual clients
89
Advisory staff
2
Registered with
SEC

Profile · Website · SEC record

Optimus Advisory Group

6 Venture Suite 200, Irvine, CA 92618 · (949) 727-4734

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$35M
Individual clients
75
Advisory staff
2
Registered with
CA, TN

Profile · Website · SEC record

Ultra Advisory Group

5 Park Plaza Ste. 210, Irvine, CA 92614 · (949) 590-4923

  • Percentage of assets
  • Hourly
  • Financial planning
Assets managed
$143M
Individual clients
73
Advisory staff
1
Registered with
SEC

Profile · Website · SEC record

Mile Wealth Management

100 Spectrum Center Drive Suite 900, Irvine, CA 92618 · (949) 441-4410

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$120M
Individual clients
63
Advisory staff
1
Registered with
SEC

Profile · Website · SEC record

Ingen Strategies, LLC

17941 Mitchell South Suite C, Irvine, CA 92614 · (949) 854-4695

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$12M
Individual clients
60
Advisory staff
1
Registered with
CA

Profile · Website · SEC record

Capital Fluency

43 Corporate Park, Suite 104, Irvine, CA 92606 · (949) 990-6250

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$19M
Individual clients
31
Advisory staff
1
Registered with
CA

Profile · Website · SEC record

Retegy LLC

Irvine, CA (office address not published) · (949) 662-3212

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$8.1M
Individual clients
7
Advisory staff
1
Registered with
CA, WA

Profile · Website · SEC record

Xfo Capital

7700 Irvine Center DR, Irvine, CA 92618 · (424) 653-6388

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
Not reported
Individual clients
Under 5
Advisory staff
2
Registered with
CA

Profile · SEC record

MRD, Inc.

Irvine, CA (office address not published) · (949) 365-0598

  • Percentage of assets
Assets managed
$182M
Individual clients
73
Advisory staff
1
Registered with
SEC

Profile · SEC record

86 Republic, LLC

530 Technology DR. Ste 100, Irvine, CA 92618 · (714) 251-8403

  • Percentage of assets
Assets managed
$6.1M
Individual clients
29
Advisory staff
1
Registered with
CA

Profile · Website · SEC record

Surya Capital, LLC

10 Corporate Park, Suite 120, Irvine, CA 92606 · (714) 437-1288

  • Percentage of assets
Assets managed
$27M
Individual clients
20
Advisory staff
1
Registered with
CA

Profile · SEC record

Kyur, Inc.

Irvine, CA (office address not published) · (203) 552-0994

  • Percentage of assets
Assets managed
$9.9M
Individual clients
15
Advisory staff
2
Registered with
CA

Profile · Website · SEC record

My Money MGR

Irvine, CA (office address not published) · (714) 248-6464

  • Percentage of assets
Assets managed
$8.0M
Individual clients
7
Advisory staff
1
Registered with
CA

Profile · SEC record

Ftib Asset Management LLC

530 Technology Drive, Suite 100 - 200, Irvine, CA 92618 · (646) 721-5689

  • Percentage of assets
  • Hourly
  • Fixed fee
Assets managed
Not reported
Individual clients
Under 5
Advisory staff
1
Registered with
CA

Profile · SEC record

Syzygy Financial LLC

7545 Irvine Center Drive Suite 200, Irvine, CA 92618 · (714) 609-3589

  • Percentage of assets
  • Hourly
  • Financial planning
Assets managed
$776K
Individual clients
11
Advisory staff
1
Registered with
CA

Profile · Website · SEC record

Reports disciplinary history. Read the details on the SEC record before engaging.

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Fee-only advisers near Irvine

Another 112 fee-only firms have offices within 30 miles.

How to choose between them

  1. Decide how you want to pay. Hourly and flat-fee planners suit people who want a plan and will implement it themselves. A percentage-of-assets fee buys ongoing investment management; on $1 million at 1% that is $10,000 a year, every year.
  2. Check the SEC record. Each listing links to the firm’s page on the SEC’s Investment Adviser Public Disclosure site, where you can read the Form ADV Part 2 brochure (fees, minimums, conflicts) and any disciplinary history.
  3. Ask who you will actually work with and what credentials they hold. The advisor versus consultant guide explains which titles are regulated and which are marketing.
  4. Ask about minimums. Form ADV Part 1 does not record account minimums, so they are not shown here. Many asset-based firms require $500,000 or more; hourly planners usually have none.
  5. Get the fee in writing before you sign, including fund expenses and any platform or custody charges on top.

Frequently asked questions

What does fee-only mean?

A fee-only adviser is paid only by its clients, through hourly charges, flat fees, subscriptions or a percentage of the assets it manages. It does not earn commissions on products it recommends. In this directory the label is applied from each firm’s own Form ADV: the firm reports no commission compensation, is not a broker-dealer or registered representative of one, does not act as an insurance agent, and reports no related broker-dealer or insurance agency.

How much does a fee-only financial adviser cost in Irvine?

Form ADV records how firms charge, not what they charge. Of the 52 firms listed here, 34 offer hourly or flat fees and 49 charge a percentage of assets. Each firm’s Form ADV Part 2 brochure, linked from its profile, gives its actual fee schedule. Nationally, asset-based fees commonly run around 1% a year on the first $1 million and fall above that.

How were these Irvine advisers selected?

Every registered investment adviser with an office in Irvine that serves individuals, offers financial planning or portfolio management, and reports no commission or insurance compensation on its Form ADV is listed. Inclusion is free and automatic; no firm pays to appear. The methodology page has the full rules.

Are these advisers fiduciaries?

Registered investment advisers owe their clients a fiduciary duty under the Investment Advisers Act of 1940 for the advice they give. Ask any firm to confirm in writing that it acts as a fiduciary at all times and for all of your accounts.