Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
11 advisors
Number of Clients
809 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$954.0M

Fee Structure

Financial Planning:Included in AUM fee
AUM-Based Fees (Flat)
Assets Under ManagementAnnual Fee
$0+1.75%

Fees are generally negotiable. Reduced fees for participants in FAN-advised plans.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee

Financial Advisors Network offers a wrap fee program where clients pay a single annual fee based on assets under management, up to 1.75%. This fee covers investment advisory services and custodial transaction costs. The firm's fees are generally negotiable and billed quarterly in advance. Clients may also incur charges imposed by the custodian and mutual funds. Reduced fees are available for participants in FAN-advised plans. Tax planning and preparation fee credits may be available through their affiliated firm, FAN Tax Planning Group.

Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth
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Advisor Information

Office location

1432 Edinger Avenue, Suite 200, Tustin, CA, 92780

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Financial Advisors Network, INC.
October 2024 - Present · 1 yr 3 mos
Previous Registrations
UBS Financial Services INC.
February 2020 - September 2024 · 4 yrs 7 mos
UBS Financial Services INC. Broker
February 2020 - September 2024 · 4 yrs 7 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.