Fee-only adviser · Laguna Hills, CA
Pacific Park Financial, Inc.
Pacific Park Financial, Inc. is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Laguna Hills, California. On its latest Form ADV, filed March 23, 2026, it reports $222M in regulatory assets under management, 209 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 | SEC-registered |
|---|---|
| Firm CRD number | 122867 · SEC file 801-64063 |
| Office | 25283 Cabot RD Ste 201 Laguna Hills, CA 92653 |
| Phone | (949) 600-6294 |
| Website | www.mypacificpark.com |
| Regulatory assets under management | $222M ($219M discretionary) |
| Individual clients | 140 non-high-net-worth, 69 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 23, 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 charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- 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
- Advisors on Call $48M
- Skorheim Wealth Management, LLC $71M
- Avalon Financial Advisors $4.1M
- Vere Chappell Not reported
- Osage Pacific Advisors, Inc. $3.2M
See all 7 fee-only advisers in Laguna Hills →
Nearby
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- Rancho Santa Margarita 1 firm
- Irvine 52 firms
- Foothill Ranch 1 firm
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