SoCal Planners, Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,401,838
Clients
17
Advisors
1
of 1 employees
About
SoCal Planners serves individuals, trusts, estates, 401(k) plans and corporate/business entities, offering investment supervisory (asset management), periodic investment advice, and one‑off financial planning. The brochure describes services that include determining financial objectives, cash‑flow and insurance reviews, investment management, education funding and retirement planning, and notes the firm may receive commissions for the sale of fixed life insurance or annuity products.
The firm generally manages client portfolios on a non‑discretionary basis, obtaining client approval before executing trades and performing quarterly (or more frequent) reviews; its stated methods include fundamental, technical and cyclical analysis to inform allocations. It also provides periodic advice (hourly engagements commonly used for defined contribution/401(k) plan selection) and financial plans that offer suggested target allocations while treating specific investment selection and ongoing monitoring as separately billed services.
What distinguishes the practice is its combination of advisory services with tax preparation and insurance activities: the brochure discloses the principal spends approximately 50% of his time preparing tax returns (Enrolled Agent) and is a licensed life insurance agent, with insurance commissions disclosed and limited relative to firm revenue. The firm reports $2,476,288.43 of client assets managed on a non‑discretionary basis and explicitly accepts corporate/business clients and 401(k) plan work, features that are less common among independent, single‑advisor firms.
Client services
Expertise
Fee options
Flat fees such as $2,000 for initial financial planning services, increasing with complexity
$0 - $5,000: 2.75% $5,000 - $10,000: 2.00% $10,000 - $150,000: 1.75% $150,000 - $500,000: 1.25% $500,000 - $1,000,000: 1.00% $1,000,000+: 0.75% Any amount (401(k) plans)+: 0.50%
May receive commissions from third parties for sales of fixed life insurance or fixed annuity contracts
$300 per hour for periodic investment advice
Account minimum: $5,000 initial deposit or $100/month scheduled minimum investment; $30,000 minimum account balance to receive ongoing financial planning services and online portal access (minimums are negotiable) Fee-only: Financial planning fees start at $2,000, increasing based on complexity; hourly investment advice at $300/hour; flat fees for services
Main office
28245 Ave Crocker, Suite 100
Valencia CA 91355
Advisors at this office
1
Most active in
California
Also doing business as
Free Financial · Munchhof, Christopher Darin · Socal Planners, 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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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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