Financial Management Network Inc

26041 ACERO, Mission Viejo, California 92691

SEC CRD#110454
Last ADV filed: 12/19/2025
Verified Fiduciary

Confirmed via SEC Form ADV registration data. This firm has a legal obligation to act in your best interest.

Fee-Only Verified

Compensation comes exclusively from client fees. No commissions, no product sales, no kickbacks.

Clean Disciplinary Record

No criminal, civil, or regulatory disclosures found in SEC or FINRA records.

No Conflicts Detected

Based on SEC filings, this firm does not sell insurance, operate as a broker-dealer, or offer proprietary products.

Fee Structure

AUM-Based Fee0.25%of assets under management
Flat Fee$500 to $25,000 annuallyper year
Hourly Rate$300 per hourper hour

Detailed Fee Schedule

sub-adviser will trade the account, do the reporting, billing, etc. and will charge 0.25%, this fee is not in addition to the 1% client fee. FMN will not charge a fee for the introduction to the sub-adviser. Financial Planning FMN has a fee range of $500 to $25,000 for the plan report. Th

Source: Form ADV Part 2 Brochure
Compensation methods:
Percentage of AUMHourly feesFixed fees

Compensation Transparency

Based on SEC filings, this firm is compensated exclusively through client fees. No additional revenue from insurance sales, brokerage commissions, or proprietary products was disclosed.

Financial Management Network Inc — Fiduciary Advisor Profile | FiduciaryListings