California · 1 advisers
Financial Advisors in Rancho Santa Margarita, California
Looking for a financial advisor in Rancho Santa Margarita, California? Falists indexes 1 SEC-registered and state-registered investment advisers in Rancho Santa Margarita — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 1 firms list a website you can visit directly. Firms in this directory manage up to $52.0M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
1
With website
1
Largest AUM
$52.0M
Financial planning
1
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Rancho Santa Margarita
Ranked by AUM · Fees, team & specialties at a glance
TEMPLEMAN WEALTH MANAGEMENT INC.
Rancho Santa Margarita, CA
AUM
$52.0M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
949-766-1200
More cities in California
Common questions
- How many financial advisors are in Rancho Santa Margarita, California?
- 1 registered investment advisers are listed in our Rancho Santa Margarita directory, sourced from public SEC filings.
- What types of advisors are in Rancho Santa Margarita?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Rancho Santa Margarita?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.