Financial Advisors Network, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$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
Expertise
Occupation focus
Fee options
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
$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
$350/hour for financial advisors; $125/hour for paraplanners
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
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
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Advisors at this firm
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