Advisor at Pacific Wealth Care Inc.
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
Pacific Wealth Care Inc.
Location
Yorba Linda, CA
Credentials
Series 66
Industry experience
27 years
Kathleen Harney is a financial advisor at Pacific Wealth Care Inc. in Yorba Linda, CA, with 26 years of industry experience. She holds a Series 66 designation and has worked at Pacific Wealth Care since 2000, following a tenure at 1st Global Capital Corp. She also operates a CPA firm, Kathleen Harney Acct Corp, providing tax returns and tax planning services. Pacific Wealth Care Inc. offers financial planning and portfolio management to individuals and families, including high-net-worth clients, with an emphasis on client-directed, non-discretionary management. The firm integrates investment advisory with accounting services through its affiliated CPA practice.
Based on Pacific Wealth Care Inc.
$0 - $750,000: 1.20% $750,001 - $1,000,000: 1.05% $1,000,001 - $5,000,000: 0.85% $5,000,001+: Negotiable%
Standard fee $275 per hour for financial planning services
Account minimum: $400,000 Minimum fee: Generally, minimum annual charge of $3,000 per account Fee-only: Financial planning services offered on an hourly fee basis, standard fee $275 per hour
Yorba Linda, CA
California
Pacific Wealth Care, Inc
2000 - Present (26 years)
1st Global Capital Corp.
1999 - 2019 (20 years)
Kathleen Harney Acct Corp
1981 - Present (45 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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
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.
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