Find Orange County Financial Advisors Who Get Your Specific Situation

Lisa from Irvine interviewed seven advisors before finding one who understood her tech equity. You don't have to kiss that many frogs.

You've built something worth protecting. Maybe it's a business in Costa Mesa, equity from that IPO, or real estate across the county.

Here's the thing about Orange County: Everyone knows someone who 'does wealth management.' Your golf buddy's guy. Your neighbor's cousin. That advisor with billboards on the 405.

But picking an advisor based on proximity or persistence? That's like choosing a surgeon based on their parking spot.

Find Your Advisor

Takes 3 minutes. No phone calls required.

247 Orange County families have found their advisor

You Know That Feeling When Your Wealth Outgrows Your Comfort Zone?

Mark had $3.2 million from selling his Newport Beach marketing agency. His checking account looked like a phone number. His investment strategy? Hope.

He knew he needed help. But every advisor meeting felt like speed dating with someone who'd already mentally calculated their commission.

Sound familiar?

Whether you're sitting on RSUs from a Broadcom exit, managing family real estate from Laguna to Anaheim, or finally ready to do something smarter than letting millions languish in savings – you need someone who gets it.

Not just 'it' as in money. But your specific version of it.

What Actually Matters When You Have Serious Money to Manage

Your Situation Is Specific. Your Advisor Should Be Too.

Rachel in Tustin Ranch needs someone who understands physician practices and liability protection. Tom in San Clemente wants help with his rental properties without lectures about diversification. Different needs. Different advisors.

AdvisorFinder shows you Orange County advisors based on:

Your actual net worth (not everyone needs the $10M minimum guy)

Your money's origin (business sale vs. inheritance vs. equity comp)

Your real concerns (estate planning vs. tax efficiency vs. "help, I have no idea")

Your working style (quarterly check-ins vs. constant contact)

You search. You browse. You choose who to contact.

Here's How Orange County Residents Find Their Advisor

Step 1: Take the Assessment

Answer real questions. Not "what's your risk tolerance?" But "what keeps you up at night about money?" Takes 3 minutes

Step 2: Browse Matched Advisors

See advisors who actually work with people in your situation. Real profiles. Real specialties. Real fee structures upfront.

Step 3: Choose Who to Contact

You're in control. Reach out to one. Or three. Or none until you're ready.

Step 4: Meet on Your Terms

Most offer free consultations. Ask your questions. Trust your gut. No pressure.

Start Your 3-Minute Assessment

The Uncomfortable Truth About Advisor Fees in OC

Let's talk numbers. Because nobody else will.

Orange County advisors typically charge:

1-1.5 %

annually Portfolios under $1M

0.75-1 %

annually Portfolios $1M-$5M

Negotiable

above $5M (yes, you can negotiate)

On a $2M portfolio, that's $15,000-$20,000 per year.

Sounds steep? Maybe.

But Jennifer from Lake Forest was leaving $67,000 annually on the table in tax inefficiencies alone.

Her advisor found it in one meeting.

Tax Savings Found

The math usually works. If it doesn't, you'll know quickly.

Want to see what advisors actually charge?

Browse Real Advisor Profiles

Fee structures shown upfront. No surprises.

Calculate your AUM fees