Fee-only adviser · Laguna Hills, CA
Advisors on Call
Advisors on Call is a fee-only investment adviser registered with the securities regulators of California, Wisconsin, with its main office in Laguna Hills, California. On its latest Form ADV, filed April 21, 2026, it reports $48M in regulatory assets under management, 129 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: California, Wisconsin |
|---|---|
| Firm CRD number | 315319 |
| Office | 23276 South Pointe Drive Suite 209 Laguna Hills, CA 92653 |
| Phone | (562) 287-2665 |
| Website | www.advisorsoncall.com |
| Regulatory assets under management | $48M |
| Individual clients | 120 non-high-net-worth, 9 high-net-worth |
| Financial planning clients | 1-10 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Pension consulting, Selection of other advisers, Educational seminars |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | April 21, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Laguna Hills
- Towneley Capital Management, Inc. $1.1B
- Skorheim Wealth Management, LLC $71M
- Avalon Financial Advisors $4.1M
- Pacific Park Financial, Inc. $222M
- Vere Chappell Not reported
- Osage Pacific Advisors, Inc. $3.2M
See all 7 fee-only advisers in Laguna Hills →
Nearby
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- Mission Viejo 9 firms
- Lake Forest 4 firms
- Laguna Beach 6 firms
- Laguna Niguel 2 firms
- Rancho Santa Margarita 1 firm
- Irvine 52 firms
- Foothill Ranch 1 firm
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