Webb Financial Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Webb Financial Group provides investment management and comprehensive financial planning to a mix of individual clients, high‑net‑worth individuals, pension and profit‑sharing plans, charitable organizations, and businesses. Its planning services cover retirement and estate planning, tax‑aware strategies, cash flow and debt management, business planning, and other written or electronic financial plans.
The firm primarily uses passive investment management—building diversified portfolios of index mutual funds and ETFs to achieve target asset‑class allocations—while also applying fundamental, technical, cyclical and charting analysis to inform security and sector decisions. Portfolio supervision is discretionary and guided by individualized investment policy statements, with regular reviews and client‑imposed investment restrictions accommodated.
Distinctive features include managing more than 200 client relationships alongside roughly $94 million in discretionary assets, a client count that is materially higher than typical for similar independent advisers and indicative of standardized processes and custodial relationships. The firm also sponsors a wrap fee program, an arrangement that bundles trading and custodial services and is relatively uncommon among its independent‑adviser peers.
Client services
Expertise
Fee options
$250 - $10,000 depending on complexity and scope, negotiable
$0 - $50,000: 2.00% $50,001 - $100,000: 1.75% $100,001 - $250,000: 1.50% $250,001 - $500,000: 1.25% $500,001 - $750,000: 1.15% $750,001+: 1.00%
Main office
26050 Acero
Mission Viejo CA 92691
Advisors at this office
1
Most active in
California · Texas
Also doing business as
Webb Financial Group · Webb Financial Group LLC · Webb, Shannon, Jeremy
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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