Financial Advisors Network, Inc. logo

Financial Advisors Network, Inc.

Updated today

Client AUM

$1,100,610,730

Clients

816

Advisors

13

of 22 employees

About

Financial Advisors Network serves individuals, high net worth clients, trusts and retirement plan sponsors, offering a mix of services including Wrap Comprehensive Portfolio Management, financial planning and consulting, corporate trustee services, SEI model program allocations, seminars, and retirement plan management/consulting. The firm manages client assets on a discretionary basis through wrapped accounts and SEI-sponsored programs and also provides standalone financial plans and consulting engagements.

The firm’s investment process integrates fundamental, technical and quantitative analysis and implements a range of strategies — including core/index, growth, value, momentum, income, tax-managed, dividend-focused, and REIT tilts — with SEI-enabled quarterly rebalancing for certain accounts. Wrap program clients receive individualized portfolio management with the ability to impose reasonable investment restrictions, periodic account reviews (at least annually), and written financial plans or consultations generally completed within six months when engaged.

Notable distinctions include its affiliation with parent company Kamps, Inc., which owns FAN Tax Planning Group and Independent Recordkeeping; for clients with at least $500,000 under management the parent may subsidize a portion of tax planning and preparation fees, a relationship the firm discloses as a potential conflict of interest. The firm also offers to act as trustee or co-trustee for client trusts and provides access to less liquid, specialized investments such as first trust deed opportunities and pooled first trust deed funds, with attendant liquidity and credit risks disclosed in the brochure.

Client services

Financial planning Portfolio management Pension consulting Educational seminars or workshops Corporate trust services

Expertise

Social Security optimization Annuities General estate planning guidance Charitable giving & philanthropy

Occupation focus

Founder/Business Owner Retired

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Fee options

Fixed

Financial Planning & Consulting flat fees range from $1,250 to $3,500; Corporate Trust Services $5,000 flat fee for first $1,000,000 trust assets

Percentage

$0 - $1,000,000: $5,000 flat fee $1,000,001 - $2,000,000: 0.50% $2,000,001 - $4,000,000: 0.40% $4,000,001 - $8,000,000: 0.35% $8,000,001 - $12,500,000: 0.20% $12,500,001 - $15,000,000: 0.15% $15,000,001 - $20,000,000: 0.10% $20,000,001+: Negotiable

Project-based

$350/hour for financial advisors; $125/hour for paraplanners

Other

Fee-only: Financial Planning & Consulting: $350/hour for financial advisors, $125/hour for paraplanners; Flat fees range from $1,250 to $3,500; Corporate Trust Services: tiered fees as above; SEI Programs: up to 1.30% annually; Retirement Plan Management/Consulting: up to 1.00% annually based on plan assets

Main office

1432 Edinger Avenue, Suite 200

Tustin CA 92780

Advisors at this office

13

Most active in

Alaska · Arizona · California · Colorado · Florida · Hawaii · Idaho · Maryland · New York · North Carolina · Oregon · Texas · Utah · Washington

Also doing business as

Financial Advisors Network · Financial Advisors Network, Inc. · Kamps Asset Management Planning Services, Inc. · Kamps, Inc.

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

David R

Series 63, Series 65

Tustin, CA

Financial Advisors Network, Inc.

David Reiter is a financial advisor with Financial Advisors Network, Inc. in Tustin, CA, holding Series 63 and Series 65 licenses and with 13 years of industry experience. He has been with Citibank since 2013. Financial Advisors Network, Inc. serves individual and high-net-worth clients, trusts, and employer retirement plans, offering services such as comprehensive portfolio management, financial planning, corporate trustee services, and retirement plan consulting. The firm’s investment approach integrates fundamental and technical analysis within a quantitative framework, employing both index-based core strategies and active tilts, and provides individualized portfolio management through wrap-fee programs and SEI model allocations.

Social Security optimization Annuities General estate planning guidance Charitable giving & philanthropy Founder/Business Owner Retired
user avatar

Rod K

CFP®, Series 63, Series 65

Tustin, CA

Financial Advisors Network, Inc.

Rod Kamps is a CFP® professional with over 32 years of experience in financial advisory services. He is currently affiliated with Financial Advisors Network, Inc., where he has worked since 2004, and also leads Kamps Asset Management Planning Services, Inc. since 2009. Kamps is a co-founder and treasurer of First Trust Deed Investments, Inc., where he is involved in suitability analysis and portfolio allocation for first trust deed investments. Financial Advisors Network, Inc. serves individual and high-net-worth clients, trusts, and employer retirement plans with services including portfolio management, financial planning, corporate trustee services, and retirement plan consulting. The firm employs a quantitative investment process combining fundamental and technical analysis and offers both index-based and actively managed strategies, alongside access to alternative investments such as first-trust-deed funds.

Social Security optimization Annuities General estate planning guidance Charitable giving & philanthropy Founder/Business Owner Retired
user avatar

Joseph P

ChFC®, Series 66

Tustin, CA

Financial Advisors Network, Inc.

Joseph Pence is a financial advisor at Financial Advisors Network, Inc. in Tustin, CA, holding the ChFC® designation and Series 66 license with 12 years of industry experience. His career includes roles at Cooper Financial Group, Securities America, LPL Financial, and Bonvivant International. He has been with Financial Advisors Network since 2015. Financial Advisors Network serves individuals, high net worth clients, trusts, and retirement plan sponsors, offering services such as portfolio management, financial planning, corporate trustee services, and retirement plan consulting. The firm employs a comprehensive investment process that integrates multiple analytic approaches and provides individualized management through wrapped accounts and SEI-sponsored programs.

Social Security optimization Annuities General estate planning guidance Charitable giving & philanthropy Founder/Business Owner Retired
user avatar

Spenser M

Series 65

Tustin, CA

Financial Advisors Network, Inc.

Spenser Messmore is a financial advisor at Financial Advisors Network, Inc. in Tustin, CA, holding a Series 65 designation with nine years of industry experience. He has been with Financial Advisors Network, Inc. since 2015. Financial Advisors Network, Inc. serves individual and high-net-worth clients, trusts, and employer retirement plans, offering services such as comprehensive portfolio management, financial planning, corporate trustee services, and retirement plan management. The firm utilizes a quantitative investment process combining fundamental and technical analysis and provides both index-based core strategies and active tilts, alongside access to alternative investments when appropriate.

Social Security optimization Annuities General estate planning guidance Charitable giving & philanthropy Founder/Business Owner Retired
user avatar

Brian D

CFP®, Series 65, Series 66

Tustin, CA

Financial Advisors Network, Inc.

Brian Douglass is a Certified Financial Planner (CFP®) with 14 years of industry experience, currently serving at Financial Advisors Network, Inc. in Tustin, CA. He has been with Financial Advisors Network since 2014 and previously worked at LPL Financial from 2014 to 2018. Outside of his advisory role, he has been involved in tax preparation and accounting services. Financial Advisors Network serves individuals, high net worth clients, trusts, and retirement plan sponsors, offering a range of services including portfolio management, financial planning, and corporate trustee services. The firm uses an investment process that combines fundamental, technical, and quantitative analysis across multiple strategies and provides discretionary asset management through wrap programs and SEI-sponsored allocations.

Social Security optimization Annuities General estate planning guidance Charitable giving & philanthropy Founder/Business Owner Retired
user avatar

Maxwell G

Series 65

Tustin, CA

Financial Advisors Network, Inc.

Maxwell Gray is a financial advisor at Financial Advisors Network, Inc. with one year of industry experience. He holds a Series 65 designation and has prior work experience at Mercedes Benz at Laguna Niguel and Nike, Inc. before entering the financial advisory field. Financial Advisors Network serves individuals, high net worth clients, trusts, and retirement plan sponsors, offering portfolio management, financial planning, trustee services, and retirement plan consulting. The firm employs a diverse investment approach with strategies including growth, value, momentum, and tax-managed options, and provides clients with individualized portfolio management and periodic reviews.

Social Security optimization Annuities General estate planning guidance Charitable giving & philanthropy Founder/Business Owner Retired
user avatar

Gabriella K

Series 65

Tustin, CA

Financial Advisors Network, Inc.

Gabriella Keefer is a financial advisor with Financial Advisors Network, Inc. in Tustin, CA, holding a Series 65 designation and eight years of industry experience. Her prior roles include positions at LPL Financial, National Planning Corporation, and Zuk Financial Group. Financial Advisors Network serves individuals, high net worth clients, trusts, and retirement plan sponsors, offering portfolio management, financial planning, trustee services, and retirement plan consulting. The firm employs a multi-strategy investment approach integrating fundamental, technical, and quantitative analysis, with discretionary management through wrap accounts and SEI-sponsored programs.

Social Security optimization Annuities General estate planning guidance Charitable giving & philanthropy Founder/Business Owner Retired
user avatar

Nathan T

Series 66

Tustin, CA

Financial Advisors Network, Inc.

Nathan Taccini is a financial advisor with Financial Advisors Network, Inc. in Tustin, CA, holding a Series 66 designation and nine years of industry experience. He has worked at Financial Advisors Network since 2019 and previously spent time at Trilogy Capital Inc. and Trilogy Financial Services. Outside of advising, he is also an insurance agent specializing in life, accident, and health insurance. Financial Advisors Network, Inc. serves individual and high-net-worth clients, trusts, and employer retirement plans, offering comprehensive portfolio management, financial planning, corporate trustee services, and retirement plan consulting. The firm employs a quantitative investment approach combining fundamental and technical analysis, providing both index-based and active strategies.

Social Security optimization Annuities General estate planning guidance Charitable giving & philanthropy Founder/Business Owner Retired
user avatar

Rohan N

Series 65

Tustin, CA

Financial Advisors Network, Inc.

Rohan Nakrani is a financial advisor at Financial Advisors Network, Inc. in Tustin, CA, holding a Series 65 designation with 10 years of industry experience. He has been with Financial Advisors Network since 2016. Financial Advisors Network serves individuals, high net worth clients, trusts, and retirement plan sponsors by providing comprehensive portfolio management, financial planning, corporate trustee services, and retirement plan consulting. The firm employs a multi-strategy investment approach incorporating fundamental, technical, and quantitative analysis, offering discretionary management and tailored portfolio solutions.

Social Security optimization Annuities General estate planning guidance Charitable giving & philanthropy Founder/Business Owner Retired
user avatar

Nicole O

Series 66

Tustin, CA

Financial Advisors Network, Inc.

Nicole Oswalt is a financial advisor at Financial Advisors Network, Inc. with six years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services. Financial Advisors Network serves individuals, high net worth clients, trusts, and retirement plan sponsors by providing comprehensive portfolio management, financial planning, trustee services, and consulting. The firm’s investment process combines fundamental, technical, and quantitative analysis, offering a range of strategies implemented with SEI-enabled quarterly rebalancing for certain accounts.

Social Security optimization Annuities General estate planning guidance Charitable giving & philanthropy Founder/Business Owner Retired
user avatar

Tyler T

CFP®, Series 65

Tustin, CA

Financial Advisors Network, Inc.

Tyler Thompkins is a CFP® and holds a Series 65 license, with three years of industry experience. He is currently with Financial Advisors Network, Inc. and has prior experience at Advisory Services Network, Windawi & Associates, and Sterling Wealth Partners. Outside of his advisory work, he also works as a delivery driver for DoorDash. Financial Advisors Network serves individuals, high net worth clients, trusts, and retirement plan sponsors, offering services such as comprehensive portfolio management, financial planning, corporate trustee services, and retirement plan consulting. The firm employs a multifaceted investment approach combining fundamental, technical, and quantitative analysis, and provides discretionary management with individualized plans and regular reviews.

Social Security optimization Annuities General estate planning guidance Charitable giving & philanthropy Founder/Business Owner Retired
user avatar

John H

Series 65

Tustin, CA

Financial Advisors Network, Inc.

John Harney is a Series 65-licensed financial advisor with Financial Advisors Network, Inc. in Tustin, CA. He joined the firm in 2025 and has prior experience in various roles including positions at UC Davis and Saddleback College. Financial Advisors Network, Inc. serves individual and high-net-worth clients, trusts, and employer retirement plans, offering portfolio management, financial planning, corporate trustee services, and retirement plan consulting. The firm uses a quantitative investment approach combining fundamental and technical analysis, providing both index-based and active strategies through wrap-fee programs and SEI model allocations.

Social Security optimization Annuities General estate planning guidance Charitable giving & philanthropy Founder/Business Owner Retired
user avatar

Zachary M

Series 65

Tustin, CA

Financial Advisors Network, Inc.

Zachary Mc Alister is a financial advisor with Financial Advisors Network, Inc. in Tustin, CA. He holds the Series 65 designation and has one year of industry experience. Prior to joining Financial Advisors Network, he attended the University of Oregon from 2021 to 2025. Financial Advisors Network serves individuals, high net worth clients, trusts, and retirement plan sponsors by offering portfolio management, financial planning, trustee services, and retirement plan consulting. The firm combines fundamental, technical, and quantitative analysis to implement diverse investment strategies, including SEI-enabled rebalancing for select accounts.

Social Security optimization Annuities General estate planning guidance Charitable giving & philanthropy Founder/Business Owner Retired
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