Advisor at Virtue Capital Management, LLC
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.
Based on Virtue Capital Management, LLC
Based on Virtue Capital Management, LLC
Fixed fees for financial planning typically range from $1,000 to $15,000
1.00% to 1.95% annually
Commission-based compensation for insurance products and sales by dually registered representatives; override payments for certain fixed indexed annuities
$100 to $300 per hour for financial planning services
Financial planning services may be billed on a subscription basis under separate agreement
Account minimum: $1,000 Fee-only: Fixed fees for financial planning typically range from $1,000 to $15,000; hourly fees generally between $100 and $300
19112 Gridey Rd., Ste 105
Cerritos, CA 90703
California
Virtue Capital Management, LLC
2026 - Present (1 year)
Financial Alliance & Insurance Solutions
2025 - 2026 (1 year)
Bickerstaff Athletic Center at California State University
2023 - 2025 (2 years)
California State University, Long Beach
2021 - 2025 (4 years)
student
2016 - 2021 (5 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:
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.
Is not active or affiliated with:
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
Los Alamitos, CA
Open Square Capital, LLC
CFP®, Series 63, Series 65
Long Beach, CA
Linda A. Walker, CFP
Series 63, Series 65
Cerritos, CA
Sierra Madre Partners LLC
Series 65
Irvine, CA
AM Wealth Solutions, LLC
CFP®, RICP®, EA
Hawthorne, CA
Otium Advisory Group, LLC
I’m John C. Pak, a Certified Financial Planner™ and founder of Otium Advisory Group. My mission is to help time-starved professionals—those who barely have time for lunch—cut through the noise and finally feel confident about their financial future. With a clear, no-fluff approach to retirement readiness, I create simple, effective strategies designed to fit real life—not a textbook. I believe financial planning shouldn’t feel like a second job, so I focus on what matters most, eliminating the jargon and complexity that gets in the way. Aside from my life-long devotion to personal finance, my other passion point is teaching. I've been presenting retirement literacy courses at select Southern California Universities since 2014. I believe… - If you are open to the idea of prioritizing, organizing, and purging, you will save time and money. - If you change the way you see things, you will change the way you do things. - If you find someone to go along with you on your financial journey, you will have more success. Take advantage of the complimentary consultation. I look forward to sharing my vision of how we can get you to the finish line.
Series 65
Cerritos, CA
Summit Gates Capital
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