John Aguilera
John Aguilera is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Vista, CA, with 35 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
122 Civic Center Dr., Suite 103, Vista, CA, 92084
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Regulatory History (1)
Customer Dispute
October 2023Other Business ActivitiesSells Insurance
John owns Advanced Financial Solutions, providing insurance and annuities, and Advanced Financial Solutions Wealth, Inc., offering financial planning and wealth management, dedicating full-time hours to the latter. He also serves in various roles, including OSJ Delegate for Lifeplans Financial & Insurance Services, Inc., and participates in civic and church activities.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Sunamerica Securities, INC.
Sunamerica Securities, INC.Broker
Sunset Financial Services, INC.
Sunset Financial Services, INC.Broker
Washington Square Securities, INC.Broker
Fortis Investors, INC.Broker
State Registrations31 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.