Sporos Wealth Management is a fiduciary financial planning practice based in Huntington Beach, serving pre-retirees, high earners, business owners, and families across Orange County. Led by a father-and-son team, the firm deliberately limits its practice to roughly 100 families so clients work directly with senior partners and receive attentive, ongoing guidance. Its planning begins with clients’ lives and goals, rather than a standard investment template, and coordinates income, taxes, investments, and risk.

Services include retirement planning, business-owner planning, investment management, tax strategy, estate planning, and employer 401(k) plan advising. Clients can choose ongoing financial planning, a one-time flat-fee plan priced at $3,000, or Guided Wealth Portfolios, a digital investing service with a $5,000 minimum. The firm’s process includes an initial discovery conversation, analysis of a client’s financial path, and an ongoing partnership to adapt plans as circumstances change. Sporos also provides educational resources and tools covering topics such as Roth conversions, retirement-account rollovers, equity compensation, and Social Security claiming.