# Financial Advisors Network, Inc.

> 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.

- CRD: 152083
- Filed as: FINANCIAL ADVISORS NETWORK, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Tustin, CA
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/152083
- AdvisorCensus page: https://advisorcensus.com/firm/financial-advisors-network-inc-tustin-ca-152083

## Quick answers

**How is Financial Advisors Network, Inc. compensated?**
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).

**How much does Financial Advisors Network, Inc. charge?**
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.

**Where is Financial Advisors Network, Inc. located?**
Financial Advisors Network, Inc.'s principal office is in Tustin, CA, according to its Form ADV.

**Is Financial Advisors Network, Inc. registered with the SEC or a state?**
Financial Advisors Network, Inc. is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 152083.

**How much does Financial Advisors Network, Inc. manage?**
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).

**How have Financial Advisors Network, Inc.'s assets and staff changed since 2021?**
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.

**What types of clients does Financial Advisors Network, Inc. serve?**
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).

**Which custodians does Financial Advisors Network, Inc. use?**
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.

**Does Financial Advisors Network, Inc. report any disciplinary disclosures?**
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

**What changed in Financial Advisors Network, Inc.'s recent Form ADV filings?**
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.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- Hourly rate: $350 an hour (financial advisors for financial planning and consulting services)

> Our hourly fees are $350 for financial advisors and $125 for paraplanners.

- Flat fee: $1,250 to $3,500 (financial planning and consulting services)

> Flat fees generally range from $1,250 to $3,500.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $1,106,044,439
- Discretionary: $1,045,058,761
- Non-discretionary: $60,985,678

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 488 | $175,077,115 |
| High net worth individuals | 328 | $925,533,615 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 7 | $5,433,709 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2012 (14 years)
- Employees: 22 total, 12 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AK, AZ, CA, CO, FL, HI, ID, MD, NC, NY, OR, TX, UT, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- financialadvisorsnetwork.net
- Facebook @FinacialAdvisorsNetwork
- LinkedIn @financial-advisors-network

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $408,639,330 | 12 | August 26, 2021 |
| October 2022 | $657,710,549 | 12 | February 23, 2022 |
| October 2023 | $613,931,952 | 13 | March 31, 2023 |
| October 2024 | $799,117,676 | 13 | March 28, 2024 |
| October 2025 | $954,048,143 | 13 | March 27, 2025 |
| October 2026 | $1,106,044,439 | 22 | March 30, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Financial Advisors Network, Inc. (CRD 152083): Form ADV filing data as of October 2026.