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Advisors on Call

Updated today

Client assets under management

$47,567,135

Clients

129

7% high-net-worth

Advisors

2

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

65

High

Average account size

$368,737

About

Advisors On Call provides fee-based investment advisory services to individuals — including high‑net‑worth clients — as well as families, trusts, corporations and employer‑sponsored retirement plans. The firm manages roughly $47.6 million for about 129 clients and offers discretionary and non‑discretionary portfolio management, third‑party money manager selection and monitoring, and comprehensive financial planning.

The firm’s process centers on personalized asset allocation, money‑manager and security selection using a mix of fundamental, technical and cyclical analysis, and it tailors strategies to each client’s objectives and risk tolerance; clients may impose reasonable investment restrictions. Advisors On Call may also recommend fixed insurance and annuity products through representatives who are licensed insurance agents and discloses that commissions on those sales create a potential conflict of interest.

Noteworthy distinctions include the firm’s periodic, complimentary educational seminars and workshops on financial topics, an offering that is relatively uncommon among peers. The practice is small and owner‑led — with investment reviews conducted by the firm’s sole principal alongside a small advisory team — and it emphasizes hands‑on manager oversight and written planning deliverables while retaining discretion to accept accounts below stated thresholds.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Wealth management Retirement plans for business owners (SEP, solo 401k) Life insurance needs analysis Cash flow / budgeting

Occupation focus

Founder/Business Owner

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Fee options

Fixed

Financial planning services may be charged at a flat fee with a minimum of $5,000.

Commissions

Commissions are received by licensed insurance agents within the firm for sales of fixed insurance and fixed annuity products recommended to clients.

Project-based

Financial planning services may be charged at an hourly rate with a minimum of $500.

Other

Account minimum: $500,000.00 Minimum fee: Minimum flat fee for financial planning services is $5,000; minimum hourly fee for planning services is $500. Fee-only: Financial planning fees may be flat fee or hourly rate negotiated with clients; minimums are $5,000 flat fee or $500 hourly.

Main office location

Advisors on Call

23276 South Pointe Drive, Suite 209

Laguna Hills CA 92653, United States

Number of offices

1

Most active in

California · Texas · Wisconsin

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Mickey P

Series 63, Series 65

Newport Beach, CA

Advisors on Call

Mickey Payne is a financial advisor at Advisors on Call in Newport Beach, CA, holding Series 63 and Series 65 licenses with five years of industry experience. His work history includes roles at Wealth Management & Business Concepts, Emmaus Capital Management, and William Jordan Investments Inc. Outside of advisory services, he is president of Teleios Back Office Solutions, providing bookkeeping and consulting services to raise capital for alternative investments. Advisors on Call offers personalized investment advisory and financial planning services to individuals, trusts, corporations, and employer-sponsored retirement and pension plans. The firm focuses on tailored asset allocation, manager selection, and ongoing risk assessment, serving both high net worth clients and institutional clients with discretionary and non-discretionary agreements.

Wealth management Retirement plans for business owners (SEP, solo 401k) Life insurance needs analysis Cash flow / budgeting Founder/Business Owner
user avatar

Gregory R

Series 63, Series 66

Laguna Hills, CA

Advisors on Call

Gregory Ramirez is a financial advisor with Advisors On Call in Laguna Hills, CA, holding Series 63 and Series 66 licenses and having 27 years of industry experience. His prior work includes roles at Cabin Securities, Inc. and Silber Bennett Financial, Inc., as well as a long tenure with Claraphi Advisory Network, LLC. He has been involved in direct work with insurance companies since 2008. Advisors On Call offers personalized investment advisory and financial planning services to individuals, high net worth clients, trusts, corporations, and employer-sponsored retirement and pension plans. The firm emphasizes tailored asset allocation, manager and security selection, and ongoing risk assessment, with services including discretionary portfolio management and pension consulting.

Wealth management Retirement plans for business owners (SEP, solo 401k) Life insurance needs analysis Cash flow / budgeting Founder/Business Owner
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