Financial Advisors Network provides financial planning, portfolio management for individuals and small businesses, pension consulting, educational seminars, education planning, estate planning, insurance, philanthropic planning, tax planning, and tax preparation.
Financial Advisors Network reports 823 clients. They include 488 individual clients, 328 high-net-worth individuals, and 7 pension and profit-sharing plans. Of its assets, 94.5% ($1.05B across 3,725 accounts) are managed with discretion; $61M across 267 accounts are not. A wrap fee program the firm both sponsors and manages holds $1.11B. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 59% | 16% |
| High-net-worth individuals | 40% | 84% |
| Pension and profit-sharing plans | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 488 | $175M | 15.8% | $359K |
| High-net-worth individuals | 328 | $926M | 83.7% | $2.82M |
| Pension and profit-sharing plans | 7 | $5.43M | 0.5% | $776K |
| Total | 823 | $1.11B | 100% | $1.34M |
- Clients
- 488
- Regulatory AUM
- $175M
- AUM share
- 15.8%
- Avg. per client
- $359K
- Clients
- 328
- Regulatory AUM
- $926M
- AUM share
- 83.7%
- Avg. per client
- $2.82M
- Clients
- 7
- Regulatory AUM
- $5.43M
- AUM share
- 0.5%
- Avg. per client
- $776K
Total
- Clients
- 823
- Regulatory AUM
- $1.11B
- AUM share
- 100%
- Avg. per client
- $1.34M
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Financial Advisors Network charges up to 1.75% a year for its Comprehensive Portfolio Management Wrap Fee Program. The fee is billed in advance and is negotiable. The brochure also prices 4 other services, listed under fee details.
Fee details and sources
Other fees
- Corporate Trust Services
- Corporate trust services carry a $5,000 flat fee on the first $1,000,000 of trust assets, then tiered percentages from 0.50% down to 0.10%, negotiable above $20,000,000.
- Financial Planning and Consulting
- Financial planning and consulting is billed hourly at $350 for financial advisors and $125 for paraplanners, or as a flat fee generally from $1,250 to $3,500.
- Retirement Plan Management and Consulting
- Retirement plan management and consulting is billed as a percentage of plan assets not exceeding 1.00%, charged to employer plan sponsors.
- SEI Programs
- The advisory fee on an SEI program account is up to 1.30% a year, negotiable, payable quarterly in arrears.
Kamps Asset Management Planning Services, Inc. D.b.a. Kamps, Inc. owns 75% or more of Financial Advisors Network. The leadership team of Financial Advisors Network includes President Rod Kamps and Chief Compliance Officer Brian Douglass. It has 22 employees, 12 of them in advisory roles.
Leadership
- Rod KampsPresident
- Brian DouglassChief Compliance Officer
Investment adviser representatives
13 representatives listed in the SEC register as of 9 October 2026.
- Brian Leaman Douglass
- Maxwell Martin Gray
- John William Harney
- Rod Hundley Kamps
- Gabriella Elisa Keefer
- Zachary Cliff McAlister
- Spenser Virgil Messmore
- Rohan Nakrani
- Nicole T Oswalt
- Joseph Abraham Pence
- David C Reiter
- Nathan Huff Taccini
- Tyler Allen Thompkins
Staff
- 22 employees
- 12 in advisory functions
- 12 state-registered reps
- 5 insurance agents
- Owns 75% or more of Financial Advisors Network, Inc.
Kamps Asset Management Planning Services, Inc. D.b.a. Kamps, Inc.
Control person · since September 2011
- Owns 75% or more of Financial Advisors Network, Inc.
Kamps Asset Management Planning
Control person · since September 2011
- Owns 75% or more of Financial Advisors Network, Inc.
Rod Kamps
Control person · since June 2002
Financial Advisors Network’s regulatory assets grew 2.7× from $409M (March 2021) to $1.11B (March 2026); clients rose from 497 to 823 and employees from 12 to 22.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $1.11B | 823 | 22 | 2 |
| March 2025 | $954M | 809 | 13 | 2 |
| March 2024 | $799M | 733 | 13 | 2 |
| March 2023 | $614M | 674 | 13 | 2 |
| February 2022 | $658M | 638 | 12 | 2 |
| March 2021 | $409M | 497 | 12 | 2 |
Besides its headquarters, Financial Advisors Network has 1 office (1 private residence, listed without an address), with 1 listed address in California.
California · 1 listed address
- 1432 Edinger Avenue, Suite 200, TustinHQ
Contact and registration details
- Legal name
- Financial Advisors Network, Inc.
- Headquarters
- 1432 Edinger Avenue, Suite 200, Tustin, CA 92780
- Website
- financialadvisorsnetwork.net
- Phone
- 714-597-6510
- @financial-advisors-network
- SEC file
- 801-74613
- Founded
- 2011
- Structure
- California corporation
- Fiscal year end
- December
Financial Advisors Network uses Charles Schwab ($1.03B) as custodian for its separately managed accounts. Financial Advisors Network has custody of $3.46M in client assets for 1 client.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $1.03B100%
At year end, Financial Advisors Network’s separately managed accounts were mostly in funds (62%) and stocks (24%). Its reported 13F holdings for the quarter ended 30 June 2026 total $816M across 208 positions; the largest are Vanguard BD Index Fds (11.2%), Vanguard Tax-managed Fds (8.1%) and Schwab Strategic TR (5.6%).
What the accounts hold
- Stocks24%
- Funds62%
- Bonds4%
- Cash5%
- Other5%
- First trust deeds investments5%
Reported 13F holdings
- $816M
- Reported 13F value
- 208
- Positions
- 51.4%
- In the 10 largest
- +12.6%
- Value vs. prior quarter
- Vanguard BD Index Fds · Total Bnd Mrkt11.2%
- Vanguard Tax-managed Fds · Van FTSE Dev Mkt8.1%
- Schwab Strategic TR · US Lcap GR ETF5.6%
- Vanguard Index Fds · Value ETF5.2%
- Schwab Strategic TR · US Lcap VA ETF4.7%
- Vanguard Index Fds · Growth ETF4.3%
- Vanguard Intl Equity Index F · FTSE Emr Mkt ETF4.0%
- iShares TR · Core MSCI Intl2.8%
- Vanguard Charlotte Fds · Total Int BD ETF2.8%
- Gilead Sciences Inc.2.7%
Together, the ten largest are 51.4% of reported value.
How many clients does Financial Advisors Network have?
Financial Advisors Network has 823 clients and manages $1.11 billion for them, as of March 2026. They include 488 individual clients, 328 high-net-worth individuals, and 7 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026
What services does Financial Advisors Network offer?
Financial Advisors Network provides financial planning, portfolio management for individuals and small businesses, pension consulting, educational seminars, education planning, estate planning, insurance, philanthropic planning, tax planning, and tax preparation.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Financial Advisors Network charge?
Financial Advisors Network charges up to 1.75% a year for its Comprehensive Portfolio Management Wrap Fee Program. The fee is billed in advance and is negotiable.
Source: FAN - FORM ADV PART 2A - APPENDIX 1 - WRAP FEE PROGRAM BROCHURE, filed 30 March 2026
Which custodians does Financial Advisors Network use?
Financial Advisors Network’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $1.03B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026
How many financial advisors does Financial Advisors Network have?
Financial Advisors Network has 12 investment adviser representatives registered with state securities authorities, out of 22 employees, and 12 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 5 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Financial Advisors Network invest in?
At the end of its last fiscal year, Financial Advisors Network’s separately managed accounts held 62% registered funds (mutual funds, ETFs, BDCs), 24% exchange-traded equities, 5% cash and equivalents, 5% other and 4% U.S. government and agency bonds. The 5% other category is described as: First Trust Deeds Investments.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Financial Advisors Network?
Financial Advisors Network’s direct owners are Kamps Asset Management Planning Services, Inc. D.b.a. Kamps, Inc. (75% or more), Kamps Asset Management Planning (75% or more) and Rod Kamps (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 30 March 2026
How does Financial Advisors Network get paid?
Financial Advisors Network is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Financial Advisors Network?
Financial Advisors Network’s main office is at 1432 Edinger Avenue, Suite 200, Tustin, CA 92780. Its phone number is 714-597-6510. Its website is financialadvisorsnetwork.net.