Advisor at Financial Security Solutions, Corp.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Financial Security Solutions, Corp.
Location
Valencia, CA 91355
Credentials
CFP®, Series 63, Series 65
Industry experience
41 years
Karen Malkoff Hatton is a CFP® with over 41 years of experience in the financial services industry. She has been with Financial Security Solutions, Corp. since 2002 and is also associated with Osaic Wealth, Inc. She serves as President and COO of Financial Security Solutions and is a co-trustee of the Rosen Family Trust. Additionally, she offers life, health, disability, and long-term care insurance to clients through a sole proprietorship. Financial Security Solutions Corp. provides asset management primarily through third-party managers, financial planning, and collaborative monitoring services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm uses model portfolios and outside managers, generally does not accept discretionary authority, and offers financial planning on an hourly or flat-fee basis.
Based on Financial Security Solutions, Corp.
Based on Financial Security Solutions, Corp.
Flat fees generally range from $500 to $10,000 for financial planning and consulting; Annual maintenance fee of $1,000 billed in three installments; Fixed fees for Collaborative Monitoring Services billed quarterly.
Representatives receive commissions for securities sales through Osaic Wealth, Inc., including distribution or service ('trail') fees.
Hourly fees of $400 for financial planning and consulting services.
Account minimum: $250,000 Fee-only: Hourly fees of $400; Flat fees generally range from $500 to $10,000; Annual financial planning maintenance fee of $1,000 billed in three installments; Fixed fees for Collaborative Monitoring Services billed quarterly in advance.
23734 Valencia Blvd,, Suite 200
Valencia, CA 91355
California · Louisiana
Financial Security Solutions Corp
2002 - Present (24 years)
OSAIC
1989 - Present (37 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Simi Valley, CA
SR99Advisors
CFP®, Series 65, Series 66
Simi Valley, CA
Strateon Intelligent Wealth LLC
Series 63, Series 66
Valencia, CA
Mears Money Management
Series 66
Porter Ranch, CA
Create Wealth Management, LLC
Series 63, Series 65
Valencia, CA
Avinci Wealth Management, Inc.
Series 63, Series 65
Granada Hills, CA
Paul Edward Fritch CPA
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")