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PACIFIC FINANCIAL PLANNERS, LLC
CRD 132314
30131 TOWN CENTER DRIVE, SUITE 105, LAGUNA NIGUEL, CA, 92677, United States
Phone
949-219-0692
Fax
949-219-0695
Registration
— (—)
Source
State registered
Total AUM
$84.2M
Discretionary AUM
$57.6M
Team
4 total employees; 2 advisory reps; 171 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Publication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 155 | $44.4M |
| High net worth individuals | 16 | $39.9M |
All web addresses on file
Official SEC filing: View on IAPD