Beacon Pointe Advisors
47yrs
Top advisor by experience in Newport Beach
New
Corbyn Munson is a fiduciary financial advisor in Newport Beach, California, registered since Jun 2026. Corbyn joined Beacon Pointe Advisors in 2026, a firm offering financial planning, investment management, and private fund management. Beacon Pointe Advisors reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 1843 advisors with offices in Newport Beach, and one of 1660 fiduciaries.
At a glance
ExperienceNew to the profession (since Jun 2026)
How that compares ?New to the profession
Office24 Corporate Plaza Suite 150, Newport Beach, CA 92660
How the firm is paid ?Percent of assets, Hourly, Flat fee, Performance fee
Typical client at the firm ?$1.66 million
Advisors at the firm469
States licensed ?1 state
Services through Beacon Pointe Advisors
Financial planningInvestment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing 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 65Uniform Investment Adviser Law Examination
Career
- Jun 2026 – nowBeacon Pointe Advisors, LLCCurrent firm
Questions to ask Corbyn
Tailored to Corbyn’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- 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?
My notes and scorecard
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About Corbyn
How do I contact Corbyn?
Call Beacon Pointe Advisors at 949-718-1600 and ask for Corbyn Munson. Corbyn works from the Newport Beach, CA office.
How long has Corbyn been a financial advisor?
Corbyn is new to the profession, registered since Jun 2026, and holds 1 license.
What licenses does Corbyn hold?
Series 65. Tap any license on this page to see what it allows.
Is Corbyn a fiduciary?
Corbyn is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Corbyn paid?
Beacon Pointe Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, a share of investment gains. Ask Corbyn 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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