Best Financial Advisors in LAGUNA BEACH, California
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in LAGUNA BEACH
CAMELOT CAPITAL PARTNERS LLC
LAGUNA BEACH, CA · Since 2017
SAGENT WEALTH MANAGEMENT
LAGUNA BEACH, CA · Since 2008
WCM INVESTMENT MANAGEMENT
LAGUNA BEACH, CA · Since 1976
NORTH REEF CAPITAL MANAGEMENT LP
LAGUNA BEACH, CA · Since 2022
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
What's the average financial advisor fee in LAGUNA BEACH?
The median advisory fee in LAGUNA BEACH, CA is 0.95% of assets under management per year, based on Form ADV filings from 4 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.