Fee-OnlyFinder

Advisers in Laguna Hills, CA

13 advisers in Laguna Hills — 13 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (11)Hourly fees (10)Flat / fixed fees (8)% of assets managed (12)Retirement plan consulting (4)

All advisers

Advisors on Call23276 South Pointe Drive, Suite 209 · Laguna Hills, CA 92653 · (562) 287-2665 · Financial planningCRD 315319 · % of assets, Hourly charges, Fixed fees · $47.6 million AUMState registeredNo commissions reportedAlign Wealth Advisors24031 El Toro Road, Suite 210 · Laguna Hills, CA 92653 · (949) 715-8585 · Financial planningCRD 158631 · % of assets, Hourly charges, Fixed fees · $101.0 million AUMState registeredNo commissions reportedAvalon Financial Advisors23272 Mill Creek Dr, Ste 205 · Laguna Hills, CA 92653 · (949) 305-5565 · Financial planningCRD 147097 · Hourly charges, Fixed fees · $4.1 million AUMState registeredNo commissions reportedBarlow, Paul David23332 Mill Creek, Suite 105 · Laguna Hills, CA 92653 · (949) 472-4401 · Financial planningCRD 284512 · % of assets, Hourly charges · $1.6 million AUMState registeredNo commissions reportedEmbarcadero Capital Advisors, INC.23151 Verdugo Drive, Suite 106 · Laguna Hills, CA 92653 · (949) 371-9796 · Financial planningCRD 329285 · % of assets, Hourly charges, Fixed fees · $60.0 million AUMState registeredNo commissions reportedEmerald Blue Advisors25201 Paseo De Alicia, Suite 125 · Laguna Hills, CA 92653 · (949) 916-0070 · Financial planningCRD 166113 · % of assets, Hourly charges · $89.4 million AUMState registeredNo commissions reportedFusion Financial23276 S. Pointe Dr. Suite 111 · Laguna Hills, CA 92653 · (949) 457-2500 · Financial planningCRD 166026 · % of assets, Hourly charges, Fixed fees · $2.9 million AUMState registeredNo commissions reportedLaguna Financial Advisory23101 Moulton Parkway, Suite 108 · Laguna Hills, CA 92653 · (949) 855-8889 · Financial planningCRD 149757 · % of assets, Hourly charges, Fixed fees · $93.5 million AUMState registeredNo commissions reportedOsage Pacific Advisors, INC.23272 Mill Creek Dr., Suite 200 · Laguna Hills, CA 92653 · (949) 892-0151 · % of assets managedCRD 284257 · % of assets · $3.2 million AUMState registeredNo commissions reportedPacific Park Financial, INC.25283 Cabot Rd Ste 201 · Laguna Hills, CA 92653 · (949) 600-6294 · % of assets managedCRD 122867 · % of assets · $221.6 million AUMSEC registeredNo commissions reported
Skorheim Wealth Management, LLC25255 Cabot Road, Suite 221 · Laguna Hills, CA 92653 · (949) 446-4049 · Financial planningCRD 328995 · % of assets, Hourly charges · $70.9 million AUMState registeredNo commissions reportedThe Financial Coaching Group, INC.23332 Mill Creek Drive, Suite 105 · Laguna Hills, CA 92653 · (949) 600-6060 · Financial planningCRD 150371 · % of assets, Hourly charges, Fixed fees · $28.0 million AUMState registeredNo commissions reportedTowneley Capital Management, INC.23197 La Cadena Drive, Suite 103 · Laguna Hills, CA 92653 · (949) 837-3580 · Financial planningCRD 169863 · % of assets, Fixed fees · $1.1 billion AUMSEC registeredNo commissions reported
Talking to advisers in Laguna Hills? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.