Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$15,166,934
Total clients
108
34% high-net worth
Total advisors
6
of 6 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
18
Average account size
$140,435
Ministry Partners Securities, LLC serves individuals (including high‑net‑worth clients), trusts, estates, churches and other faith‑based organizations, and participants in qualified retirement plans such as 403(b)s. The firm offers comprehensive financial planning and consulting—covering retirement, estate, tax and charitable‑giving topics—while also acting as a solicitor and referral source to third‑party asset managers and providing brokerage and insurance products through its broker‑dealer activities.
MPS states an explicitly Christian approach to stewardship and incorporates clients’ religious or ethical values into investment recommendations and screening, then tailors plans to each client’s income, net worth, age and objectives. Rather than directly managing most individual accounts in‑house, the firm refers clients to selected third‑party managers (for example Camelot Portfolios, AssetMark and Harvest Investment), monitors those relationships and delivers ongoing advice and planning services while receiving a portion of the third‑party managers’ advisory fees.
Compared with many team advisers, MPS is atypical in being dually registered as both a state‑registered investment adviser and a FINRA broker‑dealer, and several representatives are separately licensed to sell insurance—activities that can produce commission‑based compensation in addition to asset‑based advisory fees. The firm is affiliated with Ministry Partners Investment Company (a credit‑union‑owned parent) and may recommend parent‑issued securities, and it discloses an SEC enforcement action in 2024 relating to Form CRS delivery requirements.
Financial planning fees range from $400 to $1,600 depending on plan type.
$0 - $49,999: 1.90% $50,000 - $99,999: 1.75% $100,000 - $249,999: 1.65% $250,000 - $499,999: 1.65% $500,000 - $749,999: 1.65% $750,000 - $999,999: 1.60% $1,000,000+: up to 2.20% (varies by program and account)
Commissions may be received from insurance products sold through representatives acting as insurance agents.
Hourly consultation fee of $165 per hour.
Account minimum: $25,000 (minimum client deposit; $50,000 recommended) Fee-only: Financial planning fees from $400 to $1,600 depending on plan complexity; annual review fees from $100 to $400; hourly consulting fee $165/hour.
Ministry Partners Securities, LLC
One Pointe Dr.,, Suite 205
Brea CA 92821, United States
Number of offices
4
California · Idaho · Illinois · Oregon · Tennessee · Texas
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.
CFP®, Series 66
Brea, CA
Ministry Partners Securities, LLC
Series 63, Series 65
Yulee, FL
Ministry Partners Securities, LLC
Series 66
Brea, CA
Ministry Partners Securities, LLC
Series 63, Series 66
Brea, CA
Ministry Partners Securities, LLC
Series 63, Series 65
Brea, CA
Ministry Partners Securities, LLC
Series 66
Brea, CA
Ministry Partners Securities, LLC
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