Advisors on Call
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$47,567,135
Clients
129
Advisors
2
across 2 offices
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
Expertise
Occupation focus
Fee options
Financial planning services may be charged at a flat fee with a minimum of $5,000.
Commissions are received by licensed insurance agents within the firm for sales of fixed insurance and fixed annuity products recommended to clients.
Financial planning services may be charged at an hourly rate with a minimum of $500.
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
See office23276 South Pointe Drive, Suite 209
Laguna Hills CA 92653
Advisors at this office
1
Offices (2)
Most active in
California · Texas · Wisconsin
Also doing business as
Advisors On Call · Advisors On Call, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
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.
Gregory R
Series 63, Series 66
Laguna Hills, CA
Advisors on Call
Gregory Ramirez is a financial advisor at Advisors on Call in Laguna Hills, CA, with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Cabin Securities, Silber Bennett Financial, Claraphi Advisory Network, and B. Riley Wealth Advisors. Since 2013, he has been with Advisors on Call, which he also owns. Advisors on Call provides fee-based investment advisory services to individuals, families, trusts, corporations, and employer-sponsored retirement plans. The firm manages approximately $47.6 million for about 129 clients, offering tailored asset allocation, money-manager selection, and comprehensive financial planning with an emphasis on personalized strategies and periodic educational seminars.
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