{
  "crd_number": 152083,
  "slug": "financial-advisors-network-inc-tustin-ca-152083",
  "primary_business_name": "FINANCIAL ADVISORS NETWORK, INC.",
  "legal_name": "FINANCIAL ADVISORS NETWORK, INC.",
  "dbas": [],
  "city": "Tustin",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "31080",
  "metro": {
    "cbsa_code": "31080",
    "common_name": "Los Angeles",
    "msa_name": "Los Angeles-Long Beach-Anaheim, CA",
    "path": "/advisors/ca/los-angeles"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2012-03-28",
  "years_registered": 14,
  "period": "2026-10-01",
  "filing_date": "2026-03-30",
  "carried_forward": false,
  "raum_total": 1106044439.0,
  "raum_discretionary": 1045058761.0,
  "raum_non_discretionary": 60985678.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 22,
  "advisory_employees": 12,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 175077115.0,
      "count": 488
    },
    "pension_profit_sharing": {
      "raum": 5433709.0,
      "count": 7
    },
    "high_net_worth_individuals": {
      "raum": 925533615.0,
      "count": 328
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "other",
    "pension_consulting",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AK",
    "AZ",
    "CA",
    "CO",
    "FL",
    "HI",
    "ID",
    "MD",
    "NC",
    "NY",
    "OR",
    "TX",
    "UT",
    "WA"
  ],
  "websites": [
    "https://business.facebook.com/FinacialAdvisorsNetwork",
    "https://financialadvisorsnetwork.net",
    "https://linkedin.com/company/financial-advisors-network"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/152083",
  "city_as_filed": "TUSTIN",
  "url": "https://advisorcensus.com/firm/financial-advisors-network-inc-tustin-ca-152083",
  "display_name": "Financial Advisors Network, Inc.",
  "summary": "Financial Advisors Network, Inc. is an SEC-registered investment advisory firm in Tustin, CA, registered since 2012, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.",
  "citation": "AdvisorCensus. Financial Advisors Network, Inc. (CRD 152083): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Educational seminars/workshops",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Financial Advisors Network, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Financial Advisors Network, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Financial Advisors Network, Inc. charge?",
      "a": "Its Form ADV Part 2A brochure dated March 30, 2026 states: Hourly rate: $350 an hour (financial advisors for financial planning and consulting services); Flat fee: $1,250 to $3,500 (financial planning and consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Financial Advisors Network, Inc. located?",
      "a": "Financial Advisors Network, Inc.'s principal office is in Tustin, CA, according to its Form ADV."
    },
    {
      "q": "Is Financial Advisors Network, Inc. registered with the SEC or a state?",
      "a": "Financial Advisors Network, Inc. is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 152083."
    },
    {
      "q": "How much does Financial Advisors Network, Inc. manage?",
      "a": "Financial Advisors Network, Inc. reports $1,106,044,439 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (94% discretionary)."
    },
    {
      "q": "How have Financial Advisors Network, Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Financial Advisors Network, Inc.: Regulatory assets under management: $408,639,330 in the October 2021 data and $1,106,044,439 in the October 2026 data, up 171%. Total employees: 12 in October 2021 and 22 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Financial Advisors Network, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (488); high net worth individuals (328); pension and profit sharing plans (but not the plan participants or government pension plans) (7)."
    },
    {
      "q": "Which custodians does Financial Advisors Network, Inc. use?",
      "a": "Financial Advisors Network, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Financial Advisors Network, Inc. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/152083"
    },
    {
      "q": "What changed in Financial Advisors Network, Inc.'s recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 11 to 12. Regulatory assets under management went from $954,048,143 to $1,106,044,439 (+16%). Registered or notice-filed in UT."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 408639330.0,
      "total_employees": 12,
      "filing_date": "2021-08-26"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 657710549.0,
      "total_employees": 12,
      "filing_date": "2022-02-23"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 613931952.0,
      "total_employees": 13,
      "filing_date": "2023-03-31"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 799117676.0,
      "total_employees": 13,
      "filing_date": "2024-03-28"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 954048143.0,
      "total_employees": 13,
      "filing_date": "2025-03-27"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1106044439.0,
      "total_employees": 22,
      "filing_date": "2026-03-30"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 11 to 12.",
        "Regulatory assets under management went from $954,048,143 to $1,106,044,439 (+16%).",
        "Registered or notice-filed in UT."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 30, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $350 an hour (financial advisors for financial planning and consulting services)",
      "Flat fee: $1,250 to $3,500 (financial planning and consulting services)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $350 an hour (financial advisors for financial planning and consulting services)"
        ],
        "quotes": [
          "Our hourly fees are $350 for financial advisors and $125 for paraplanners."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $1,250 to $3,500 (financial planning and consulting services)"
        ],
        "quotes": [
          "Flat fees generally range from $1,250 to $3,500."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": 350.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "financial advisors for financial planning and consulting services"
        },
        {
          "kind": "flat",
          "amount": null,
          "min": 1250.0,
          "max": 3500.0,
          "period": "one_time",
          "service": "financial planning and consulting services"
        }
      ]
    },
    "quotes": [
      "Our hourly fees are $350 for financial advisors and $125 for paraplanners.",
      "Flat fees generally range from $1,250 to $3,500."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/financial-advisors-network-inc-tustin-ca-152083.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 488,
      "fewer_than_5": false,
      "raum": 175077115.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 328,
      "fewer_than_5": false,
      "raum": 925533615.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 7,
      "fewer_than_5": false,
      "raum": 5433709.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/152083",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}