RIA Intel›Advisers›California›PACIFIC FINANCIAL PLANNERS, LLC

PACIFIC FINANCIAL PLANNERS, LLC

Advisory

LAGUNA NIGUEL, CA

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in CA
#2,967
of 5,480 advisers by AUM
Average account
$258K
across 327 accounts
AUM per adviser
$42M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM
$84M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
4
Assets Under Management
Total AUM$84M
Discretionary AUM$58M
Non-Discretionary AUM$27M
Discretionary %68.4%
Total Clients171
Team
Total Employees4
Investment Advisers2
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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Closest by assets under management. All figures from Form ADV.

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