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
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Top Rated Established Verified3 firms shown
Top-Ranked Advisors in LAGUNA HILLS
#1
88
PACIFIC PARK FINANCIAL, INC.
LAGUNA HILLS, CA · Since 2005
$222M AUM1 clientsFee: 0%
FiduciaryFee-Only
#2
84
OPTIMIZE FINANCIAL INC.
LAGUNA HILLS, CA · Since 2021
$222M AUM3 clientsFee: 0%
FiduciaryFee-Only
#3
80
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 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 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.