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Advanced Planning Wealth Management GroupFinancial advisor in Newport Beach, CA

Advanced Planning Wealth Management Group is a financial advisor at 4770 Campus Dr Ste 210, Newport Beach, CA 92660, ranked #16 of 119 wealth managers in Newport Beach and rated 4.7 from 15 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Newport Beach, CAUpdated 0 paid placements in any rankingHow we rank

Call (949) 501-4600Website ↗

Key facts

Key facts about Advanced Planning Wealth Management Group
Address4770 Campus Dr Ste 210, Newport Beach, CA 92660Get directions
Phone(949) 501-4600
Websitetheapgroup.org
HoursMonday to Friday: 8 AM – 4:30 PM
Google rating4.7 from 15 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Newport Beach and 11 towns within 25 miles: Irvine, Costa Mesa, Santa Ana, Tustin, Fountain Valley, North Tustin, Huntington Beach, Orange, Garden Grove, Laguna Woods and Laguna Hills.

Based in Newport Beach, CAView on map

Opening hours

Opening hours for Advanced Planning Wealth Management Group
DayHours
Monday8 AM – 4:30 PM
Tuesday8 AM – 4:30 PM
Wednesday8 AM – 4:30 PM
Thursday8 AM – 4:30 PM
Friday8 AM – 4:30 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Advanced Planning Wealth Management Group

How is Advanced Planning Wealth Management Group ranked in Newport Beach?

Advanced Planning Wealth Management Group is ranked #16 of 119 wealth managers in Newport Beach by RFA Score, with 66 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Advanced Planning Wealth Management Group’s hours?

Advanced Planning Wealth Management Group is open Monday to Friday. Its listed hours are Monday to Friday, 8 AM – 4:30 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Advanced Planning Wealth Management Group serve?

Serves Newport Beach and 11 towns within 25 miles: Irvine, Costa Mesa, Santa Ana, Tustin, Fountain Valley, North Tustin, Huntington Beach, Orange, Garden Grove, Laguna Woods and Laguna Hills. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Advanced Planning Wealth Management Group?

Advanced Planning Wealth Management Group has a rating of 4.7 from 15 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Advanced Planning Wealth Management Group?

Call Advanced Planning Wealth Management Group on (949) 501-4600. The business is at 4770 Campus Dr Ste 210, Newport Beach, CA 92660. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Advanced Planning Wealth Management Group compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Advanced Planning Wealth Management Group (this business)—664.7 (15)NoNo
Tidecrest Wealth Management, LLC#14665.0 (13)NoNo3.5 mi
Mosley Wealth Management#15664.9 (35)NoNo9.4 mi
Eric Gallinger - Stratos Wealth Partners#17655.0 (16)YesNo1.0 mi

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