# Kathleen Harney

> Kathleen Harney is a fee-only financial advisor at Pacific Wealth Care in Yorba Linda, California. Pacific Wealth Care reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/kathleen-harney/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Pacific Wealth Care
- **Based in:** Yorba Linda, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $68M across 42 accounts
- **CRD:** 2586932 (https://adviserinfo.sec.gov/individual/summary/2586932)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 66 (1999)
- **Firm size:** 1 employee
- **Disclosures:** None reported

## Frequently asked questions

### Is Kathleen Harney a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Kathleen holds no broker registration, and Pacific Wealth Care reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Kathleen charge for financial advice?

Kathleen's firm, Pacific Wealth Care, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Kathleen Harney based?

Kathleen Harney is based in Yorba Linda, California.

### Is Kathleen Harney registered with the SEC?

Yes. Kathleen Harney is registered as an investment adviser representative in CA (CRD 2586932), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Pacific Wealth Care manage?

Pacific Wealth Care reports $68M across 42 accounts in assets under management.

### How do I contact Kathleen Harney?

Contact details aren't on file yet. Search for Pacific Wealth Care.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2586932): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.