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Advisers in San Juan Capistrano, CA

8 advisers in San Juan Capistrano — 8 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (7)Hourly fees (7)Flat / fixed fees (5)

All advisers

Capital Financial Consultants Group, INC.31461 Rancho Viejo Road, Suite 104 · San Juan Capistrano, CA 92675 · (949) 248-8800 · Financial planningCRD 133657 · % of assets, Hourly charges, Fixed fees · $37.3 million AUMState registeredNo commissions reportedCdfinancial30270 Rancho Viejo Rd, Suite D · San Juan Capistrano, CA 92675 · (949) 359-5100 · Financial planningCRD 165317 · % of assets, Hourly charges, Fixed fees · $99.7 million AUMState registeredNo commissions reportedDoll Capital Advisors Incorporated30448 Rancho Viejo Rd, Suite 140 · San Juan Capistrano, CA 92675 · (949) 497-6366 · Financial planningCRD 134089 · % of assets, Hourly charges, Fixed fees · $76.0 million AUMState registeredNo commissions reportedIq Trends Private Client Asset Management27132 Paseo Espada, Suite B1222 · San Juan Capistrano, CA 92675 · (866) 927-5250 · Hourly feesCRD 118358 · % of assets, Hourly charges · $62.8 million AUMState registeredNo commissions reportedMiller Financial Services, INC.29122 Rancho Viejo Rd, Suite 101 · San Juan Capistrano, CA 92675 · (949) 218-9419 · Financial planningCRD 339220 · % of assets · $127.0 million AUMSEC registeredNo commissions reportedOptivest, INC.30448 Rancho Viejo Road, Suite 230 · San Juan Capistrano, CA 92675 · (949) 363-8686 · Financial planningCRD 137070 · % of assets, Hourly charges, Fixed fees · $319.4 million AUMSEC registeredNo commissions reportedProfessional Financial Advisors INC30240 Rancho Viejo Road, Suite a · San Juan Capistrano, CA 92675 · (949) 493-5900 · Financial planningCRD 105296 · % of assets, Hourly charges · $23.6 million AUMState registeredNo commissions reportedService One Financial27131 Calle Arroyo, Suite 1722 · San Juan Capistrano, CA 92675 · (949) 305-9911 · Financial planningCRD 149137 · % of assets, Hourly charges, Fixed fees · $4.2 million AUMState registeredNo commissions reported
Talking to advisers in San Juan Capistrano? 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.