Best Financial Advisors in LAGUNA HILLS, California
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
3
Registered Firms
0.95%
Median Fee
of assets/year
$222M
Median AUM
3
Firms Listed
in our database
Top-Ranked Advisors in LAGUNA HILLS
#1
100
PACIFIC PARK FINANCIAL, INC.
LAGUNA HILLS, CA · Since 2005
$222M AUM1 clientsFee: 0%
FiduciaryFee-Only
#2
100
OPTIMIZE FINANCIAL INC.
LAGUNA HILLS, CA · Since 2021
$222M AUM3 clientsFee: 0%
FiduciaryFee-Only
#3
95
TOWNELEY CAPITAL MANAGEMENT, INC.
LAGUNA HILLS, CA · Since 2013
$1.1B AUM8 clientsFee: 0%
FiduciaryFee-Only
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in LAGUNA HILLS?
The median advisory fee in LAGUNA HILLS, CA is 0.95% of assets under management per year, based on Form ADV filings from 3 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.