Householder Group Estate & Retirement Specialists

Retirement Planning Firm in Laguna Hills, CA

Firm Info
Address: 23046 Avenida De La Carlota 6th floor, Laguna Hills, CA 92653, USA
Phone: (714) 529-2300

Firm Size
Assets Under Management: $2.1 billion
# of Advisors: 47
# of Clients: 13,771
Client to Advisor Ratio: 293:1
Average Account Size: $154,547
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Others Advisors
  • Publication of Periodicals or Newsletters
  • Educational Seminars & Workshops

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth


Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)
  • Other

Get Connected with a Financial Advisor

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Householder Group Estate & Retirement Specialists Overview

Householder Group Estate & Retirement Specialists is a registered investment advisory firm based in Scottsdale, AZ. The firm was established in 2013, and since then has been offering investment advice-only services to a diverse clientele. The firm operates on a fee-only basis, which means that it accepts no commissions or compensation from financial product sales. Householder Group Estate & Retirement Specialists has a team of experienced financial advisors who provide customized financial planning services for individuals and small businesses. They offer portfolio management services to help clients achieve their investment goals. The firm also provides pension consulting services for businesses and institutional clients. Householder Group Estate & Retirement Specialists offers a selection of other advisors to help clients find the right advisor for their specific needs. In addition to its core services, Householder Group Estate & Retirement Specialists also publishes periodicals and newsletters to keep its clients informed about the latest financial news and developments. The firm conducts educational seminars and workshops to help its clients gain a better understanding of financial planning and investment strategies. Overall, Householder Group Estate & Retirement Specialists is committed to providing its clients with comprehensive financial guidance and advice.

HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALISTS cater to a diverse range of clients who are looking for assistance in managing their estates and planning for retirement. These range from individuals who are looking for guidance on managing their finances and planning for their future, to high net worth individuals who are seeking more complex estate and retirement planning solutions. The firm also serves charitable organizations and state or municipal government entities that require specialized expertise to manage their financial affairs. Moreover, the firm is open to serving other corporation types not listed and other types of clients based on their unique financial needs. HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALISTS offer multiple fee structures, depending on the service provided. Clients can choose from a percentage of assets under management (AUM), which is calculated as a percentage of the client's total investment portfolio. This fee structure is ideal for clients who expect to have a sizeable portfolio managed by the firm. Additionally, they offer hourly fees, which are charged based on the length of time spent on a particular project or consultation. Fixed fees are also available for specific services, such as estate planning or tax preparation. Finally, clients may choose from other types of fees, tailored to their individual needs and situation, providing a flexible pricing model. As such, clients can select a payment scheme that suits their budget and allows them to benefit from the firm's expertise without incurring undue financial burdens.

Typical Clients, Fee Structures & Investment Minimum

Unfortunately, the Part 2 Brochure for HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALISTS does not mention an investment minimum. It is recommended that interested investors contact the firm directly or consult with a financial advisor for more information about investment minimums.

How This Office Can Help Laguna Hills, CA Residents

Householder Group Estate & Retirement Specialists is a financial services firm dedicated to helping clients in Laguna Hills, CA navigate complex financial situations. The firm offers a range of services including retirement planning, estate planning, investment management, and insurance strategies. They work with clients of all ages and backgrounds to create tailored financial plans that meet their unique needs and goals. Laguna Hills, CA is home to a diverse population with many different financial situations. Some residents may be preparing for retirement and looking for ways to maximize their savings and make the most of Social Security benefits. Others may be dealing with complex estate planning issues, such as how to transfer assets to the next generation while minimizing tax implications. Householder Group Estate & Retirement Specialists has the expertise and knowledge to guide clients through these challenges and help them achieve financial security and peace of mind.

To view the Minimum Investment and Fee Schedule for Householder Group Estate & Retirement Specialists, visit their Part 2 Brochure.

Services Offered by Householder Group Estate & Retirement Specialists

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Householder Group Estate & Retirement Specialists most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Other
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 23046 Avenida De La Carlota 6th floor, Laguna Hills, CA 92653, USA
Phone (714) 529-2300
Directions
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Other Office Locations

Firm Headquarters
Firm headquarters location 8985 E. BELL ROAD, SCOTTSDALE, AZ 85260, United States

This firm has no other locations.

State Registrations

Householder Group Estate & Retirement Specialists is registered to service clients in the following states:

  • Alabama
  • Alaska
  • Arizona
  • Arkansas
  • California
  • Colorado
  • Connecticut
  • Delaware
  • District of Columbia
  • Florida
  • Georgia
  • Hawaii
  • Idaho
  • Illinois
  • Indiana
  • Iowa
  • Kansas
  • Kentucky
  • Louisiana
  • Maine
  • Maryland
  • Massachusetts
  • Michigan
  • Minnesota
  • Mississippi
  • Missouri
  • Montana
  • Nebraska
  • Nevada
  • New Hampshire
  • New Jersey
  • New Mexico
  • New York
  • North Carolina
  • North Dakota
  • Ohio
  • Oklahoma
  • Oregon
  • Pennsylvania
  • Puerto Rico
  • Rhode Island
  • South Carolina
  • South Dakota
  • Tennessee
  • Texas
  • Utah
  • Virginia
  • Washington
  • West Virginia
  • Wisconsin

Disciplinary History

Householder Group Estate & Retirement Specialists does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

Retirement Planning FAQs