Find a Financial Advisor in Laguna Hills, CA

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We did the hard work of finding trustworthy partners in Laguna Hills, CA.

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We Only Work With The Best Laguna Hills Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

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Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Laguna Hills, CA


  • Financial Advisor Close to Laguna Hills, CA

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Laguna Hills, CA


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Laguna Hills, CA

We evaluated over 13,000 RIA firms to bring you the best of the best Laguna Hills financial advisors.
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How Retirement-Friendly is Laguna Hills, CA?

  • Population: 31,617
  • % of Population 62 Years and Over: 21.3%
  • Average Home Value: $703,100
  • Average Monthly Housing Cost: $2,260
  • Average Household Income: $144,809
  • California Total Tax Burden: 9.48% (10th Highest in U.S.)
  • California Property Tax: 2.64% (19th Lowest in U.S.)
  • California Individual Income Tax: 3.78% (4th Highest in U.S.)
  • California Sales and Excise Tax: 3.06% (17th Lowest in U.S.)



The Top Financial Advisor Firms in Laguna Hills, CA

 

TOWNELEY CAPITAL MANAGEMENT, INC.

Website

(949) 837-3580

23197 La Cadena Drive
Suite 103
Laguna Hills, CA 92653

SEC#: 801-78957
Years in Business: 8 years

VIRTUE CAPITAL MANAGEMENT, LLC

Website

(805) 570-5995

23046 Avenida De La Carolota
Suite 600
Laguna Hills, CA 92653

SEC#: 801-79938
Years in Business: 7 years

TLG ADVISORS, INC.

Website

(949) 296-1161

23482 Peralta Drive, Suite B1

Laguna Hills, CA 92653

SEC#: 801-60458
Years in Business: 20 years

VIRTUE CAPITAL MANAGEMENT, LLC

Website

(805) 570-5995

23046 Avenida De La Carolota
Suite 600
Laguna Hills, CA 92653

SEC#: 801-79938
Years in Business: 7 years

JRL CAPITAL ADVISORS LLC

Website

(949) 825-5010

23121 Verdugo Dr, Ste 205

Laguna Hills, CA 92653

SEC#: 801-57158
Years in Business: 22 years

CROWN CAPITAL SECURITIES, L.P.

Website

(949) 770-8678

25431 Cabot Rd
101
Laguna Hills, CA 92653

SEC#: 801-57663
Years in Business: 21 years

TLG ADVISORS, INC.

Website

(949) 296-1161

23482 Peralta Drive, Suite B1

Laguna Hills, CA 92653

SEC#: 801-60458
Years in Business: 20 years

CUTTER AND COMPANY BROKERAGE, INC.

Website

(949) 472-4579

23010 Lake Forest Dr.
Suite E
Laguna Hills, CA 92653

SEC#: 801-62329
Years in Business: 18 years

VIRTUE CAPITAL MANAGEMENT, LLC

Website

(805) 570-5995

23046 Avenida De La Carolota
Suite 600
Laguna Hills, CA 92653

SEC#: 801-79938
Years in Business: 7 years

 


Laguna Hills, CA Financial Advisor FAQs

Laguna Hills is a city in the Californian county of Orange. Its name refers to the fact that it is close to Laguna Canyon and the much older Laguna Beach. Magic Software Enterprises is a large technology firm based in California with an annual sales of $201.6 million. It employs 1,203 people and is the largest employer in Laguna Hills, California. The city of Laguna Hills is home to some of Orange County's greatest medical institutions, the Laguna Hills Mall, and many fine restaurants. It is located where the Interstate 5 freeway divides into the 405 (The El Toro 'Y'). Financial Advisors in Laguna Hills offer a variety of services to help people with their finances. Located in South Orange County, Laguna Hills is in the area of high-end public transit next to Interstate 5 from the Candian border to Mexico. The city is also minutes from Interstate 405, another major highway that takes passengers to Los Angeles. The city is also between the major tourist destinations of Los Angeles and San Diego, making it a popular destination for consumers traveling to and from Southern California. Explore trusted financial advisors close by as provided in the links below.

The first question you might want to ask is, are there any records of past performance? Does the advisor have a long-term record of consistently outperforming the market, or are they really just claiming to be an expert? You should also inquire about costs.

It depends on your situation. For many, finding the free time to research every aspect of finance is difficult.

Financial advisors can come at a significant cost to your pocketbook, as they will typically charge an annual percentage of assets managed. Fees for small portfolios range from 0.5%-1%. Roughly speaking, you can expect to pay around 1-2% if you're invested conservatively and 3-6% if you want aggressive growth.

When researching for the best advice, it's important to be sure you are dealing with an advisor that is either a fiduciary or whose company website offers the disclosure of being. The most important thing to remember is to never choose someone who makes you feel uncomfortable in any way. Trust should always first and foremost be earned before it may be trusted!