Best Financial Advisors in COSTA MESA, California
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
4
Registered Firms
0.95%
Median Fee
of assets/year
$874M
Median AUM
4
Firms Listed
in our database
Top-Ranked Advisors in COSTA MESA
#1
100
LEISURE CAPITAL MANAGEMENT, INC.
COSTA MESA, CA · Since 2002
$874M AUM6 clientsFee: 0%
FiduciaryFee-Only
#2
100
CLEARVIEW INVESTMENT PARTNERS, LLC
COSTA MESA, CA · Since 2009
$105M AUM2 clientsFee: 0%
FiduciaryFee-Only
#3
95
CHECK CAPITAL MANAGEMENT INC
COSTA MESA, CA · Since 1987
$2.4B AUM9 clientsFee: 0%
FiduciaryFee-Only
#4
95
TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC.
COSTA MESA, CA · Since 2017
$148M AUM2 clientsFee: 0%
FiduciaryFee-Only
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in COSTA MESA?
The median advisory fee in COSTA MESA, CA is 0.95% of assets under management per year, based on Form ADV filings from 4 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.