Best Financial Advisors in TEMECULA, California
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
4
Registered Firms
0.95%
Median Fee
of assets/year
$129M
Median AUM
4
Firms Listed
in our database
Top-Ranked Advisors in TEMECULA
#1
100
WOLFGANG CAPITAL
TEMECULA, CA · Since 2025
$129M AUM3 clientsFee: 0%
FiduciaryFee-Only
#2
95
TEAM WEALTH & TAX ADVISORS
TEMECULA, CA · Since 2023
$233M AUM6 clientsFee: 0%
FiduciaryFee-Only
#3
95
ENDURING WEALTH ADVISORS
TEMECULA, CA · Since 2023
$123M AUM3 clientsFee: 0%
FiduciaryFee-Only
#4
87
INVESTMENT MANAGERS GROUP, LLC
TEMECULA, CA · Since 2025
$117M AUM2 clientsFee: 0%
FiduciaryFee-Only1 complaint
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 TEMECULA?
The median advisory fee in TEMECULA, 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.