Fee-OnlyFinder

Advisers in Laguna Niguel, CA

4 advisers in Laguna Niguel — 4 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

Ehrlich Financial Group28202 Cabot Road, Suite 425 · Laguna Niguel, CA 92677 · (949) 342-8852 · Financial planningCRD 325595 · % of assets, Hourly charges, Fixed fees · $250.1 million AUMSEC registeredNo commissions reportedPacific Financial Planners, LLC30131 Town Center Drive, Suite 105 · Laguna Niguel, CA 92677 · (949) 219-0692 · Financial planningCRD 132314 · % of assets, Hourly charges, Fixed fees · $84.2 million AUMState registeredNo commissions reportedSentient Financial, LLC28202 Cabot Road, Suite 300 · Laguna Niguel, CA 92677 · (949) 305-5836 · Financial planningCRD 292766 · % of assets, Hourly charges · $17.5 million AUMState registeredNo commissions reportedTcfg Investment Advisors, LLC28202 Cabot Rd, Suite 300 · Laguna Niguel, CA 92677 · (949) 365-5830 · Financial planningCRD 166606 · % of assets, Hourly charges · $639.4 million AUMSEC registeredNo commissions reported
Talking to advisers in Laguna Niguel? 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.