JS

Jeffrey David Stanga

10 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
21 advisors
Number of Clients
1,334 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$1.8B

Fee Structure

Minimum Investment:$200K
Minimum Annual Fee:$1,000
Financial Plan Fee:$500 - $25,000
Hourly Rate:$300/hr

FMN offers investment advisory services for a percentage of assets under management, hourly charges, quarterly charges, and fixed fees. These fees are negotiable. Clients who participated under Management prior to July 1, 2002, are subject to a minimum annual fee of $1,000. Financial planning fees range from $500 to $25,000. Quarterly consulting fees also range from $500 to $25,000 annually. Hourly consulting is $300 per hour. Quicken consulting ranges from $300 to $500. Quicken Bookkeeping Consulting ranges from $500 to $3,500 per month. QuickBooks Bookkeeping Consulting ranges from $125 to $500 per month. Income tax preparation fees vary depending on the complexity of the returns.

Areas of Practice
Investment ManagementFinancial Planning & CoachingTax PlanningRetirement PlanningEstate PlanningHigh Net Worth
Loading...

Advisor Information

Office location

26041 Acero, Mission Viejo, CA, 92691

Get directions
Regulatory History (5)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2025
Closed-No Action
Employment Separation After Allegations
April 2021
Regulatory
March 2021
Final
Customer Dispute
January 2018
Settled
Customer Dispute
January 2018
Settled
Other Business ActivitiesSells Insurance

Jeffrey is an independent insurance agent licensed in life, accident, and health insurance, dedicating a few hours per week to insurance sales. He is also the President of the Men's Golf Association at Aliso Viejo Country Club and a minority owner of FMN Centerpointe West LLC.

Employment History
Current Registrations
Financial Management Network INC
May 2022 - Present · 3 yrs 8 mos
Fmn Capital CorporationBroker
April 2022 - Present · 3 yrs 9 mos
Previous Registrations
Financial Management Network INC
January 2015 - April 2021 · 6 yrs 3 mos
Fmn Capital CorporationBroker
October 2014 - April 2021 · 6 yrs 6 mos
State Registrations14 states
ARAZCACOHIIDINNCNYORSCTXUTWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.