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Advisors on Call

Updated today

Client assets under management

$47,567,135

Clients

129

7% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

65

High

Average account size

$368,737

About

Advisors On Call provides fee-based investment advisory services to individuals — including high‑net‑worth individuals and families — as well as trusts, corporations and employer‑sponsored retirement plans. The firm offers both discretionary and non‑discretionary portfolio management and financial planning, and reported managing approximately $31.9 million in client assets on a discretionary basis as of December 31, 2024.

The firm’s investment process emphasizes asset allocation, money‑manager and security selection, using fundamental, technical and cyclical analysis to build portfolios tailored to each client’s objectives and risk tolerance. Advisors On Call also selects and monitors third‑party money managers and may recommend alternative investments to qualified high‑net‑worth clients, while clients retain the ability to choose custodians and impose reasonable investment restrictions.

Uncommonly for supported firms of its size, Advisors On Call periodically conducts complimentary educational seminars and workshops on topics such as retirement planning, estate planning, fixed insurance products and tax efficiency strategies. The firm also documents solicitor arrangements for client referrals and notes that some representatives are licensed insurance agents who, when acting in that capacity, may receive commissions for recommended insurance products.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Wealth management Cash flow / budgeting

Fee options

Fixed

Financial Planning Services flat fee minimum $5,000, negotiated

Percentage

Maximum 2.0% annually, negotiable downwards

Commissions

Commissions received by IARs for sale of fixed insurance and fixed annuity products

Project-based

Financial Planning Services hourly rate minimum $500, negotiated

Other

Account minimum: $500,000.00 Fee-only: Financial Planning Services: minimum flat fee $5,000; minimum hourly fee $500; actual fees negotiated

Main office location

Advisors on Call

23276 South Pointe Drive, Suite 209

Laguna Hills CA 92653, United States

Number of offices

1

Most active in

California · Texas · Wisconsin

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Mickey P

Series 63, Series 65

Newport Beach, CA

Advisors on Call

Mickey Payne is a financial advisor at Advisors on Call in Newport Beach, CA, holding Series 63 and Series 65 licenses with five years of industry experience. His work history includes roles at Wealth Management & Business Concepts, Emmaus Capital Management, and William Jordan Investments Inc. Outside of advisory services, he is president of Teleios Back Office Solutions, providing bookkeeping and consulting services to raise capital for alternative investments. Advisors on Call offers personalized investment advisory and financial planning services to individuals, trusts, corporations, and employer-sponsored retirement and pension plans. The firm focuses on tailored asset allocation, manager selection, and ongoing risk assessment, serving both high net worth clients and institutional clients with discretionary and non-discretionary agreements.

Wealth management Cash flow / budgeting
user avatar

Gregory R

Series 63, Series 66

Laguna Hills, CA

Advisors on Call

Gregory Ramirez is a financial advisor with Advisors On Call in Laguna Hills, CA, holding Series 63 and Series 66 licenses and having 27 years of industry experience. His prior work includes roles at Cabin Securities, Inc. and Silber Bennett Financial, Inc., as well as a long tenure with Claraphi Advisory Network, LLC. He has been involved in direct work with insurance companies since 2008. Advisors On Call offers personalized investment advisory and financial planning services to individuals, high net worth clients, trusts, corporations, and employer-sponsored retirement and pension plans. The firm emphasizes tailored asset allocation, manager and security selection, and ongoing risk assessment, with services including discretionary portfolio management and pension consulting.

Wealth management Cash flow / budgeting
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