Alta Pacific Wealth Management
47yrs
Top advisor by experience in Mission Viejo
18yrs
Brett Bevan
Financial advisor at Strategic Advisers
Brett Bevan is a fiduciary financial advisor in Mission Viejo, California, with 18 years in the industry. After seven years at Fidelity Personal and Workplace Advisors and less than a year at Edward Jones, Brett joined Strategic Advisers in 2025, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through a percentage of assets and flat fees.
One of 155 advisors with offices in Mission Viejo, and one of 144 fiduciaries.
At a glance
Experience18 years (since 2008)
How that compares ?Top 20% by experience at Strategic Advisers
Office27101 Puerta Real Suite 160, Mission Viejo, CA 92691
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?2 states
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2018 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- 2011 – 2018Strategic Advisers LLCPreviously
- Nov 2008 – Feb 2009Edward JonesPreviously
Contact Brett
27101 Puerta Real Suite 160Mission Viejo, CA 92691Office · Get directions Firm main line(617) 563-7000Headquarters: Strategic Advisers · Boston, MA
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Questions to ask Brett
Tailored to Brett’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Brett
How do I contact Brett?
Call Strategic Advisers at (617) 563-7000 and ask for Brett Bevan. Brett works from the Mission Viejo, CA office.
How long has Brett been a financial advisor?
Brett has been in the industry since 2008, about 18 years. Top 20% by experience at Strategic Advisers.
What licenses does Brett hold?
Series 66. Tap any license on this page to see what it allows.
Is Brett a fiduciary?
Brett is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Brett paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Brett for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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