Laguna Financial Advisory fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Depending upon the complexity of the situation and the needs of the client, the hourly fee for these services is $300 per hour for an IA rep, and $75 hour for clerical work.”

Flat or project fee

$500⁠-⁠$10,000

“Depending upon the complexity of the situation and the needs of the client, the rate for creating client financial plans is between $500 and $10,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Laguna Financial Advisory bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Our annual wealth management fee is billed and payable quarterly in arrears based on the value of your account on the last trading day of the previous quarter.”
• “Our advisory fee is negotiable, depending on individual client circumstances.”
• “Clients many terminate their advisory account within 5 days of signing the advisory contract without penalty, and receive a full refund.”

How Laguna Financial Advisory’s fees compare

• Its hourly rate of $300 matches the California median of $300. 41% of the 932 other California planners that publish an hourly rate charge less.
• 1 of the 3 other planners in Laguna Hills that publish an hourly rate charge less.
• Its flat or project fee of $500-$10,000 spans the California median of $5,000. 53% of the 796 other California planners that publish a flat or project fee charge less.
• 1 of the 2 other planners in Laguna Hills that publish a flat or project fee charge less.

About Laguna Financial Advisory

• Firm size: 2 employees.
• Registered as an adviser: 2011 (15 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Clients

265

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops

Assets managed

$93,524,749

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

149757

Phone

(949) 855-8889

Other planners in Laguna Hills that publish fees

• Embarcadero Capital Advisors, Inc.Laguna Hills$450/hr, $6,000/yr
• Fusion FinancialLaguna Hills$400/hr, $2,000⁠-⁠$100,000
• The Financial Coaching Group, Inc.Laguna Hills$200⁠-⁠$2,000
• Vere ChappellLaguna Hills$200/hr

Compare all 11 planners in Laguna Hills