PACIFIC FINANCIAL PLANNERS, LLC

PACIFIC FINANCIAL PLANNERS, LLC of LAGUNA NIGUEL, CA is an SEC-registered investment adviser (CRD 132314). Regulatory assets under management: $84.2M.

Registration

• CRD: 132314
• Type: Registered investment adviser
• Location: 30131 TOWN CENTER DRIVE, LAGUNA NIGUEL, CA, 92677
• Phone: 949-219-0692
• Latest filing: 2026-03-31
• Regulatory AUM: $84.2M
• Discretionary AUM: $57.6M
• Non-discretionary AUM: $26.6M
• Clients: 4
• Accounts: 327

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 132314 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search