Financial Planners in Newport Beach, CA — 36 Firms (2026)
36 financial planners in Newport Beach, California meet our listing bar — a website plus a public review record. They average 4.19★ across 36 rated firms, and 18 are rated 4.5★ or higher. The highest-rated is ACACIA Insurance Services, Inc. at 5.0★ across 52 Google reviews.
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AI
ACACIA Insurance Services, Inc.✓ Verified
Financial PlanningNewport Beach, CA
Financial Planning in Newport Beach, California offering financial planning. Rated 5.0★ across 52 Google reviews.
ET
Financial PlanningNewport Beach, CA
Financial Planning in Newport Beach, California offering financial planning, and advisory. Rated 5.0★ across 25 Google reviews.
FW
Fortitude Wealth Management✓ Verified
Financial PlanningNewport Beach, CA
Financial Planning in Newport Beach, California offering financial planning. Rated 5.0★ across 18 Google reviews.
BF
Boyer Financial Services Inc✓ Verified
Financial PlanningNewport Beach, CA
Financial Planning in Newport Beach, California offering financial planning. Rated 5.0★ across 13 Google reviews.
WF
Financial PlanningNewport Beach, CA
Financial Planning in Newport Beach, California offering financial planning, and advisory. Rated 5.0★ across 13 Google reviews.
FP
Fourth Point Wealth✓ Verified
Financial PlanningNewport Beach, CA
Financial Planning in Newport Beach, California offering financial planning. Rated 5.0★ across 8 Google reviews.
SC
Sidoxia Capital Management, LLC✓ Verified
Financial PlanningNewport Beach, CA
Financial Planning in Newport Beach, California offering financial planning. Rated 5.0★ across 8 Google reviews.
YW
YHC Wealth Management Group✓ Verified
Financial PlanningNewport Beach, CA
Financial Planning in Newport Beach, California offering financial planning, and advisory. Rated 5.0★ across 7 Google reviews.
CP
College Planning America✓ Verified
Financial PlanningNewport Beach, CA
Financial Planning in Newport Beach, California offering financial planning. Rated 5.0★ across 6 Google reviews.
FF
Finn Financial Group✓ Verified
Financial PlanningNewport Beach, CA
Financial Planning in Newport Beach, California offering financial planning. Rated 5.0★ across 5 Google reviews.
TF
Tax & Financial Group✓ Verified
Financial PlanningNewport Beach, CA
Financial Planning in Newport Beach, California offering financial planning, and advisory. Rated 5.0★ across 5 Google reviews.
RP
Financial PlanningNewport Beach, CA
Financial Planning in Newport Beach, California offering financial planning. Rated 4.9★ across 28 Google reviews.
OC
Onitus Capital✓ Verified
Financial PlanningNewport Beach, CA
Financial Planning in Newport Beach, California offering financial planning. Rated 4.8★ across 24 Google reviews.
FR
Financial PlanningNewport Beach, CA
Financial Planning in Newport Beach, California offering financial planning. Rated 4.8★ across 18 Google reviews.
BP
Beacon Pointe Advisors✓ Verified
Financial PlanningNewport Beach, CA
Financial Planning in Newport Beach, California offering financial planning, and advisory. Rated 4.8★ across 12 Google reviews.
AP
Financial PlanningNewport Beach, CA
Financial Planning in Newport Beach, California offering financial planning. Rated 4.7★ across 15 Google reviews.
AB
Advisory Benefit Services✓ Verified
Financial PlanningNewport Beach, CA
Financial Planning in Newport Beach, California offering financial planning. Rated 4.7★ across 15 Google reviews.
EF
Elevate Financial Partners✓ Verified
Financial PlanningNewport Beach, CA
Financial Planning in Newport Beach, California offering financial planning. Rated 4.6★ across 20 Google reviews.
TB
The Bahnsen Group - Newport Beach, CA✓ Verified
Financial PlanningNewport Beach, CA
Financial Planning in Newport Beach, California offering financial planning. Rated 4.4★ across 7 Google reviews.
SI
Spinnaker Investment Group, LLC✓ Verified
Financial PlanningNewport Beach, CA
Financial Planning in Newport Beach, California offering financial planning. Rated 4.3★ across 6 Google reviews.
SR
Financial PlanningNewport Beach, CA
Financial Planning in Newport Beach, California offering financial planning. Rated 4.2★ across 5 Google reviews.
CA
Compak Asset Management✓ Verified
Financial PlanningNewport Beach, CA
Financial Planning in Newport Beach, California offering financial planning, and advisory. Rated 4.1★ across 17 Google reviews.
CP
Financial PlanningNewport Beach, CA
Financial Planning in Newport Beach, California offering financial planning. Rated 4.0★ across 6 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningNewport Beach, CA
Financial Planning in Newport Beach, California offering financial planning, and advisory. Rated 3.9★ across 19 Google reviews.
HC
Hollencrest Capital Management✓ Verified
Financial PlanningNewport Beach, CA
Financial Planning in Newport Beach, California offering financial planning. Rated 3.8★ across 5 Google reviews.
NW
Newport Wealth Advisors✓ Verified
Financial PlanningNewport Beach, CA
Financial Planning in Newport Beach, California offering financial planning. Rated 3.7★ across 6 Google reviews.
SA
Financial PlanningNewport Beach, CA
Financial Planning in Newport Beach, California offering financial planning, and advisory.
BB
BMO Bank N.A Branches✓ Verified
Financial PlanningNewport Beach, CA
Financial Planning in Newport Beach, California offering advisory. Rated 3.6★ across 14 Google reviews.
BO
Bank of America (with Drive-thru ATM)✓ Verified
Financial PlanningNewport Beach, CA
Financial Planning in Newport Beach, California offering financial planning, and advisory. Rated 3.5★ across 22 Google reviews.
FI
Fidelity Investments✓ Verified
Financial PlanningNewport Beach, CA
Financial Planning in Newport Beach, California offering financial planning. Rated 3.4★ across 7 Google reviews.
LG
Lotter Group✓ Verified
Financial PlanningNewport Beach, CA
Financial Planning in Newport Beach, California offering financial planning. Rated 3.4★ across 7 Google reviews.
BO
Bank of America (with Drive-thru ATM)✓ Verified
Financial PlanningNewport Beach, CA
Financial Planning in Newport Beach, California offering financial planning, and advisory. Rated 3.1★ across 37 Google reviews.
DF
Financial PlanningNewport Beach, CA
Financial Planning in Newport Beach, California offering financial planning. Rated 2.5★ across 8 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningNewport Beach, CA
Financial Planning in Newport Beach, California offering financial planning, and advisory. Rated 2.4★ across 38 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningNewport Beach, CA
Financial Planning in Newport Beach, California offering financial planning, and advisory. Rated 2.4★ across 23 Google reviews.
BO
Bank of America (with Drive-thru ATM)✓ Verified
Financial PlanningNewport Beach, CA
Financial Planning in Newport Beach, California offering financial planning, and advisory. Rated 2.3★ across 24 Google reviews.
Top financial planners in Newport Beach
| # | Firm | Service | Rating | Reviews |
|---|---|---|---|---|
| 1 | ACACIA Insurance Services, Inc.✓ | Financial Planning | ★ 5.0 | 52 |
| 2 | Essential Trust Financial Insurance Solutions✓ | Financial Planning | ★ 5.0 | 25 |
| 3 | Fortitude Wealth Management✓ | Financial Planning | ★ 5.0 | 18 |
| 4 | Boyer Financial Services Inc✓ | Financial Planning | ★ 5.0 | 13 |
| 5 | WINDFALL FINANCIAL ADVISORS, Fee-Only, Fiduciary✓ | Financial Planning | ★ 5.0 | 13 |
Financial planners and accountants
Financial planners focus on investments, retirement, and long-term wealth strategy, while accountants focus on tax and compliance. The roles overlap for business owners and high earners. Look for fiduciary advisors (legally required to act in your interest) and understand how they're paid — fee-only, commission, or a mix.