Ehrlich Financial Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Ehrlich Financial Group provides discretionary investment management, financial planning, retirement plan advisory and insurance consulting to individuals, high-net-worth clients, trusts, estates, businesses and retirement plans. The firm reports managing roughly $250 million for about 200 clients and typically requires a minimum relationship size of $250,000.
The firm constructs diversified portfolios using low-cost mutual funds and ETFs and may also use individual stocks, bonds or options; strategies are generally long-term but positions may be traded more actively for rebalancing or client needs. Investment decisions draw on fundamental, cyclical and charting analysis and the firm also discloses the use of proprietary quantitative algorithms and occasional implementation through unaffiliated independent managers.
Noteworthy features include the firm’s recent formation in 2023 as a small, four-advisor team in which multiple advisors hold the CFP® designation and maintain insurance licenses while routing insurance implementations through a third‑party DPL platform to separate and disclose commission-based compensation. Ehrlich Financial Group also maintains an institutional custody relationship that provides operational and research support, and offers ERISA retirement-plan services (including 3(21)/3(38) arrangements), a combination that is less common for firms of its team size.
Client services
Expertise
Fee options
Fixed fees ranging from $1,500 to $10,000 for financial planning services
$0+: 0.40% to 2.00% annually (based on factors including scope, complexity, asset level, overall relationship; negotiable) $0+: Up to 1.00% annually for retirement plan advisory services (negotiable)
$250 to $500 per hour for financial planning services
Account minimum: $250,000 Fee-only: Investment advisory fees; Financial planning fees (hourly $250-$500, fixed $1,500-$10,000)
Main office
28202 Cabot Road, Suite 425
Laguna Niguel CA 92677
Advisors at this office
4
Most active in
Arizona · California · Nebraska · New Hampshire · Texas
Also doing business as
Ehrlich Financial Group · The Ehrlich Group 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.
Advisors at this firm
Jessica K
CFP®, Series 66
Laguna Niguel, CA
Ehrlich Financial Group
Jessica Krusey is a CFP® professional with 20 years of experience in financial advising. She is currently part of Ehrlich Financial Group, joining the firm in 2023 after roles at Ameriprise Financial Services and Federated investment firms. She is also involved in insurance sales on a limited basis. Ehrlich Financial Group serves individuals, trusts, estates, businesses, and retirement plans, offering discretionary investment management and financial planning with a focus on low-cost funds, individualized strategies, and a combination of fundamental and quantitative research.
Heather B
Series 66
Laguna Niguel, CA
Ehrlich Financial Group
Heather Boone is a financial advisor with Ehrlich Financial Group and holds a Series 66 designation. She has 18 years of industry experience, including 15 years at Ameriprise Financial Services, Inc. Boone is also licensed for insurance sales and performs related activities on a limited basis. Ehrlich Financial Group is a four-advisor team serving individuals, trusts, estates, businesses, and retirement plans. The firm provides discretionary investment management, financial planning, retirement-plan advisory, and insurance consulting, constructing portfolios with low-cost mutual funds, ETFs, and other securities tailored to clients’ goals and risk tolerances.
Lora R
CFP®, Series 63
Laguna Niguel, CA
Ehrlich Financial Group
Lora Rommel is a CFP® professional with 30 years of industry experience, currently serving at Ehrlich Financial Group. She previously worked at Ameriprise Financial Services, Inc. for 17 years. In addition to her advisory role, she is involved in insurance sales. Ehrlich Financial Group is a four-advisor team that provides discretionary investment management, financial planning, retirement-plan advisory, and insurance consulting to individuals, trusts, estates, businesses, and retirement plans. The firm employs a customized, long-term oriented investment approach using low-cost funds, individual securities, and independent managers, supported by fundamental and quantitative research methods.
Andrew E
CFP®, Series 66
Laguna Niguel, CA
Ehrlich Financial Group
Andrew Ehrlich is a CFP®-designated financial advisor with 20 years of industry experience. He is a founding member of Ehrlich Financial Group and previously worked at Ameriprise Financial Services, Inc. for 16 years. Ehrlich also engages in insurance sales and servicing on a limited basis. Ehrlich Financial Group is a four-advisor team that provides discretionary investment management, financial planning, retirement-plan advisory, and insurance consulting to individuals, trusts, estates, businesses, and retirement plans. The firm employs a customized investment approach using low-cost mutual funds, ETFs, and other securities, supported by fundamental, cyclical, charting, and proprietary quantitative analyses.
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