Fee-only adviser · Aliso Viejo, CA
Claraphi Advisory Network, LLC
Claraphi Advisory Network, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Aliso Viejo, California. On its latest Form ADV, filed December 1, 2023, it reports $383M in regulatory assets under management, 1,467 individual clients and 8 employees who give 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 | SEC-registered |
|---|---|
| Firm CRD number | 165868 · SEC file 801-80575 |
| Office | 120 Vantis Drive Suite 585 Aliso Viejo, CA 92656 |
| Phone | (949) 215-0025 |
| Website | www.claraphi.com |
| Regulatory assets under management | $383M |
| Individual clients | 1,362 non-high-net-worth, 105 high-net-worth |
| Financial planning clients | 11-25 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Pension consulting, Selection of other advisers |
| Employees | 8 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | December 1, 2023 |
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 sponsors or manages a wrap fee program; ask what the bundled fee covers.
- 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 Aliso Viejo
- Challenger Wealth Management $276M
- Eden Financial $26M
- JG Wealth Management, LLC $1.6M
- Anchor Capital $191M
- Asymmetric Advisors $940K
See all 6 fee-only advisers in Aliso Viejo →
Nearby
- Laguna Hills 7 firms
- Laguna Beach 6 firms
- Laguna Niguel 2 firms
- Mission Viejo 9 firms
- Lake Forest 4 firms
- Irvine 52 firms
- San Juan Capistrano 5 firms
- Dana Point 1 firm
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