Layari Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Layari Financial is a fee‑only registered investment adviser that serves individual clients (including high‑net‑worth individuals) and employer plan sponsors, providing investment management, ongoing and project‑based financial planning, estate planning support, and retirement plan consulting. The firm also offers educational seminars to organizations and the public and may implement portfolios using third‑party Outside Managers and custodial platforms.
The firm develops individualized investment policies and asset allocation targets and manages accounts with a mix of passive and active strategies, drawing on fundamental, cyclical, and tactical analysis alongside Modern Portfolio Theory. Investment management is typically provided on a discretionary basis, while financial planning and estate planning recommendations are non‑discretionary; Layari may deploy model portfolios through Altruist’s Model Marketplace and create custom models for clients.
Noteworthy for an independent solo practice, Layari conducts virtual and in‑person Educational Seminars — an offering that is uncommon among peers — and integrates estate‑document services via Wealth.com, where the firm holds read‑only visibility to assist clients. The firm’s operational use of Altruist’s platform, including disclosed technology support or reimbursements tied to assets on that platform, is identified as a potential conflict of interest and a distinctive aspect of its implementation approach.
Client services
Expertise
Fee options
Project-Based Financial Planning Services: $500 to $10,000; Estate Planning Services: $1,750 to $3,500; Educational Seminars: $500 to $5,000 per seminar.
$0 - $500,000: 1.50% $500,001 - $750,000: 1.25% $750,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.90% $3,000,001 - $5,000,000: 0.75% $5,000,001+: Negotiable
Fee-only: Fixed annual fees for ongoing financial planning typically range from $7,200 to $20,000; fixed fees for project-based financial planning typically range from $500 to $10,000; estate planning fixed fees typically range from $1,750 to $3,500; retirement plan consulting fees are tiered from 0.80% to 0.50% based on plan assets; educational seminars fees typically range from $500 to $5,000 per seminar.
Main office
185 State State College Boulevard, Suite 67
Brea CA 92831
Advisors at this office
1
Most active in
California
Also doing business as
Layari Financial · Modern Wealth Planning 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
Quick links
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