Webb Financial Group
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$94,415,118
Clients
224
24% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
224
Very HighAverage account size
$421,496
About
Webb Financial Group provides investment management and comprehensive financial planning to a mix of individual clients, high‑net‑worth individuals, pension and profit‑sharing plans, charitable organizations, and businesses. Its planning services cover retirement and estate planning, tax‑aware strategies, cash flow and debt management, business planning, and other written or electronic financial plans.
The firm primarily uses passive investment management—building diversified portfolios of index mutual funds and ETFs to achieve target asset‑class allocations—while also applying fundamental, technical, cyclical and charting analysis to inform security and sector decisions. Portfolio supervision is discretionary and guided by individualized investment policy statements, with regular reviews and client‑imposed investment restrictions accommodated.
Distinctive features include managing more than 200 client relationships alongside roughly $94 million in discretionary assets, a client count that is materially higher than typical for similar independent advisers and indicative of standardized processes and custodial relationships. The firm also sponsors a wrap fee program, an arrangement that bundles trading and custodial services and is relatively uncommon among its independent‑adviser peers.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Business ownership considerations
General estate planning guidance
Fee options
$250 - $10,000 depending on complexity and scope, negotiable
$0 - $50,000: 2.00% $50,001 - $100,000: 1.75% $100,001 - $250,000: 1.50% $250,001 - $500,000: 1.25% $500,001 - $750,000: 1.15% $750,001+: 1.00%
Main office location
Webb Financial Group
26050 Acero
Mission Viejo CA 92691, United States
Number of offices
1
Most active in
Webb Financial Group has reported serving >5 clients in these states in the last 12 months.
California · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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