Fee-only adviser · Laguna Hills, CA
Vere Chappell
Vere Chappell is a fee-only investment adviser registered with the securities regulator of California, with a mailing address in Laguna Hills, California (its office is a private residence, so the street address is not published). On its latest Form ADV, filed January 8, 2026, it reports 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 |
|---|---|
| Firm CRD number | 145674 |
| Office | Laguna Hills, CA (mailing address; office not published) |
| Phone | (949) 215-0985 |
| Website | Not listed |
| Regulatory assets under management | Not reported |
| Individual clients | Fewer than 5 |
| Financial planning clients | 1-10 |
| How it charges | Hourly |
| Services | Financial planning |
| Employees | 1 |
| Disciplinary disclosures | Yes, see SEC record |
| Latest Form ADV filing | January 8, 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 provides financial planning services, not only portfolio management.
- It reports disciplinary history on Form ADV. Read the disclosure details on its SEC record before you engage it.
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
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- Skorheim Wealth Management, LLC $71M
- Avalon Financial Advisors $4.1M
- Pacific Park Financial, Inc. $222M
- 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
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- Foothill Ranch 1 firm
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