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
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Top Rated Established Verified4 firms shown
Top-Ranked Advisors in TEMECULA
#1
82
WOLFGANG CAPITAL
TEMECULA, CA · Since 2025
$129M AUM3 clientsFee: 0%
FiduciaryFee-Only
#2
74
TEAM WEALTH & TAX ADVISORS
TEMECULA, CA · Since 2023
$233M AUM6 clientsFee: 0%
FiduciaryFee-Only
#3
74
ENDURING WEALTH ADVISORS
TEMECULA, CA · Since 2023
$123M AUM3 clientsFee: 0%
FiduciaryFee-Only
#4
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 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 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.