Firm
Lighthouse Financial Services, Inc.
Brea, California
Fee-only
Lighthouse Financial Services, Inc. at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 4 advisors are listed here; 1 of 4 hold the CFP.
- Its Form ADV reports 6 employees and 458 individual clients, 159 of them high net worth.
- Its average account is about $1.0 million (assets it manages divided by its 461 accounts).
- Its website says it's taking new clients.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Brea, California |
|---|---|
| Website | lighthouselink.com |
| [email protected] | |
| Phone | (714) 572-8900 |
Lighthouse Financial Services, Inc. fees
Lighthouse Financial Services, Inc. doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $473 million |
| Individual clients | 299 |
| High-net-worth clients | 159 |
| Accounts managed | 461 |
| Employees | 6 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-55848) |
| Financial planning | Offered |
| Form ADV filed | January 22, 2026 |
| SEC record | CRD 110367 |