Family Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$248,019,299
Clients
88
Advisors
1
of 4 employees
About
Family Financial is an SEC‑registered investment adviser that provides discretionary wealth management, financial planning, and retirement plan advisory services to individuals, high‑net‑worth clients, families, trusts, estates, and small businesses. The firm constructs portfolios primarily using ETFs and mutual funds, but may also include individual stocks, bonds and digital currency as appropriate to client objectives.
The advisor describes a primarily long‑term investment orientation informed by both fundamental and technical analysis, with ongoing monitoring, rebalancing and the option to engage unaffiliated independent managers for portions of client portfolios. The brochure discloses that the firm may use margin (short‑term borrowings) and options/derivative contracts in client accounts and discusses the attendant risks, indicating these tactics can be used alongside its typical ETF/mutual fund allocations.
Compared with many peers, Family Financial notes several uncommon features: it discloses potential use of borrowing and derivatives in separately managed accounts (practices that are relatively rare among similar supported firms) and maintains an affiliate that offers tax and accounting services, with a member of firm leadership dedicating a portion of time to that affiliate. The firm also references specialized custody options for digital assets, such as recommending Kingdom Trust for digital‑currency custody.
Client services
Expertise
Occupation focus
Fee options
In certain circumstances, may charge fixed annual rate or fixed fee for services
$0 - $3,000,000: 1.20% $3,000,001 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.85% $10,000,001 - $20,000,000: 0.70% $20,000,001 - $50,000,000: 0.50% $50,000,001 - $100,000,000: 0.30% $100,000,001+: 0.25%
Minimum fee: Minimum annual fee of $12,000, billed in $3,000 minimum quarterly payments, may be waived at sole discretion of the Advisor Fee-only: Wealth management fees based on tiered AUM schedule; Retirement plan advisory fees up to 1.00% annually; fees may be negotiable
Main office
1601 N. Sepulveda Blvd, 722
Manhattan Beach CA 90266
Advisors at this office
1
Most active in
California · South Carolina · Texas
Also doing business as
Family Financial · Ff Advisors, 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 active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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.
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