Investus Financial Planning, Inc. (Costa Mesa)


Investus Financial Planning, Inc. is a large advisory firm based in Costa Mesa. It manages $35.42 million of regulatory assets for 131 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of California.

Investus Financial Planning provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Investus Financial Planning: assets under management

The assets under management (AUM) of Investus Financial Planning, Inc. is $35.42 million. The firm's AUM has grown by 11% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $31.57 million in discretionary accounts and $3.85 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $292.35 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $167.32 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Investus Financial Planning, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Costa Mesa

The principal office where Investus Financial Planning, Inc. performs its advisory services is located at 1765 Santa Ana Ave Unit U 202, Costa Mesa, CA 92627 The mailing address of the firm is P.O Box 2043, Newport Beach, CA 92659. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 949-645-1403. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday.

Registered investment advisers similar to Investus Financial Planning, Inc.