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WINDFALL FINANCIAL ADVISORS, Fee-Only, FiduciaryFinancial advisor in Newport Beach, CA

WINDFALL FINANCIAL ADVISORS, Fee-Only, Fiduciary is a financial advisor at 620 Newport Center Dr Suit 1100, Newport Beach, CA 92660, ranked #42 of 154 investment advisors in Newport Beach and rated 5.0 from 13 Google reviews. Open 7 days a week.

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) 205-7002Website ↗

Key facts

Key facts about WINDFALL FINANCIAL ADVISORS, Fee-Only, Fiduciary
Address620 Newport Center Dr Suit 1100, Newport Beach, CA 92660Get directions
Phone(949) 205-7002
Websitewindfalladvisors.com
HoursOpen all day, 7 days a week
Google rating5.0 from 13 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial Plannersadditional Google category
  • Investment Advisorsadditional Google category

Service area

Serves Newport Beach and 11 towns within 25 miles: Costa Mesa, Irvine, Laguna Beach, Fountain Valley, Huntington Beach, Laguna Woods, Santa Ana, Tustin, Aliso Viejo, Laguna Hills and Lake Forest.

Based in Newport Beach, CAView on map

Opening hours

Opening hours for WINDFALL FINANCIAL ADVISORS, Fee-Only, Fiduciary
DayHours
Monday12 AM – 12 AM
Tuesday12 AM – 12 AM
Wednesday12 AM – 12 AM
Thursday12 AM – 12 AM
Friday12 AM – 12 AM
Saturday12 AM – 12 AM
Sunday12 AM – 12 AM
  • Open evenings — no
  • Open Saturdays
  • Open Sundays

Questions about WINDFALL FINANCIAL ADVISORS, Fee-Only, Fiduciary

How is WINDFALL FINANCIAL ADVISORS, Fee-Only, Fiduciary ranked in Newport Beach?

WINDFALL FINANCIAL ADVISORS, Fee-Only, Fiduciary is ranked #42 of 154 investment advisors in Newport Beach by RFA Score, with 60 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 WINDFALL FINANCIAL ADVISORS, Fee-Only, Fiduciary’s hours?

WINDFALL FINANCIAL ADVISORS, Fee-Only, Fiduciary is open 7 days a week. Its listed hours are Open all day, 7 days a week. On Saturdays it is open 12 AM to 12 AM, and on Sundays 12 AM to 12 AM. Hours come from the business listing; holiday hours may differ.

What areas does WINDFALL FINANCIAL ADVISORS, Fee-Only, Fiduciary serve?

Serves Newport Beach and 11 towns within 25 miles: Costa Mesa, Irvine, Laguna Beach, Fountain Valley, Huntington Beach, Laguna Woods, Santa Ana, Tustin, Aliso Viejo, Laguna Hills and Lake Forest. 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 WINDFALL FINANCIAL ADVISORS, Fee-Only, Fiduciary?

WINDFALL FINANCIAL ADVISORS, Fee-Only, Fiduciary has a rating of 5.0 from 13 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 WINDFALL FINANCIAL ADVISORS, Fee-Only, Fiduciary?

Call WINDFALL FINANCIAL ADVISORS, Fee-Only, Fiduciary on (949) 205-7002. The business is at 620 Newport Center Dr Suit 1100, 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

WINDFALL FINANCIAL ADVISORS, Fee-Only, Fiduciary compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
WINDFALL FINANCIAL ADVISORS, Fee-Only, Fiduciary (this business)—605.0 (13)YesYes
The Clark Group Asset Management#40605.0 (18)NoNo14.9 mi
Pure Financial Advisors, LLC#41604.8 (33)NoNo4.6 mi
StrateFi Wealth Management#43605.0 (22)NoNo3.7 mi

See all 154 ranked investment advisors in Newport Beach