Top financial advisors in Temecula, CA
We’ve curated a list of the best financial advisors in Temecula, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$102,267,120
Number of advisors
8 advisors
| $102,267,120 | 8 advisors | |
| 2 |
Assets under management
$100,600,000
Number of advisors
6 advisors
| $100,600,000 | 6 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Temecula, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Temecula. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Team Wealth & Tax Advisors
Team Financial Group, LLC, operating as Team Wealth & Tax Advisors, was established in 2013 and began offering advisory services in 2020. The firm specializes in financial planning and wealth management solutions, providing services such as asset management and financial planning based on individual investment goals, risk tolerance, and time horizons. Clients have the option to impose restrictions on investments. The firm requires a minimum account size of $300,000, which may be lowered or waived in certain cases. Fees for asset management services are tiered based on assets under management, with an annual fee not exceeding 3% of assets. The firm does not charge additional client fees beyond the advisory fee. Team Wealth & Tax Advisors does not engage in performance-based fees and does not receive compensation based on capital gains. The firm primarily serves individuals, high net worth individuals, trusts, and business entities. Investment strategies include fundamental analysis, technical analysis, and cyclical analysis. The firm's investment philosophy focuses on long-term investments and risk management. Team Wealth & Tax Advisors requires discretionary authority for trading on behalf of clients and does not vote proxies on client securities. The firm has not been involved in any criminal or civil actions, administrative enforcement proceedings, or self-regulatory organization enforcement proceedings. Additionally, the firm does not compensate for client referrals and does not have any bankruptcy petitions in the past ten years.
$102,267,120 under management
8 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesEducational Seminars/workshopsBasic Estate PlanningEnduring Wealth Advisors
Enduring Wealth Advisors LLC, established in 2023, is a California-based investment advisory firm founded by Ralph Bender. As a fiduciary, the firm is committed to acting in the best interest of clients. Services offered include asset management, financial planning, retirement plan consulting, and referrals to third-party money managers. The firm's investment strategies include asset allocation, fixed income, covered calls, and structured products. Clients can expect a maximum annual fee of 1.50% for asset management services, while financial planning services are charged on an hourly basis with a maximum fee of $500 per hour. Retirement plan consulting fees are based on a percentage of plan assets under management, not exceeding 1.00%. Enduring Wealth Advisors LLC recommends clients establish accounts with LPL Financial for custody and trading services. The firm may receive support services and products from LPL, potentially creating a conflict of interest. The firm does not accept proxy authority to vote client securities and does not provide financial information in the brochure. Clients are encouraged to review account statements and contact the firm with any questions.
$100,600,000 under management
6 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Pension Consulting ServicesSelection Of Other Advisers
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Temecula, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Temecula. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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