Kathleen Harney
Pacific Wealth Care · Yorba Linda, California
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.
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Facts
| Firm | Pacific Wealth Care |
|---|---|
| Based in | Yorba Linda, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $68M across 42 accounts |
| SEC registration | Investment adviser representative in CA · CRD 2586932 |
| Exams passed | Series 66 (1999) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Kathleen's firm compares
- Pacific Wealth Care's average account is about $1.6 million, from its Form ADV (assets managed divided by 42 accounts).
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Questions about Kathleen
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in California
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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