Socal Planners, Inc

Overview

Socal Planners, Inc. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm serves both individual and family clients as well as institutional relationships, and delivers a mix of financial planning, portfolio management for individuals and small businesses, and pension consulting. In addition to advisory work, Socal Planners also conducts insurance brokerage and accounting activities. The firm charges clients through a combination of percentage-of-AUM fees, hourly billing, and fixed-fee arrangements. It does not identify as an active ESG investor and is not described as a capital allocator; advisory mandates appear oriented toward direct client portfolios rather than acting primarily as an allocator to other managers.

Assets & Accounts

Public Holdings

Investments & Alternatives