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Jeffrey Stanga

Financial Management Network INC
10 Years of Experience
Mission Viejo, CA
5 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Jeffrey Stanga is a registered investment advisor at Financial Management Network INC, based in Mission Viejo, CA, with 10 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 1,528 clients with $2.1B in assets under management.

Financial Management Network INC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
21 advisors
Number of Clients
1,528 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$2.1B

Fee Structure

Minimum Investment:$50K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K0.90%
$500K - $1.0M0.80%
$1M+0.70%

Rates apply to standard management accounts opened after July 1, 2002. Complex portfolios opened after September 30, 2011 are charged between 0.60% and 1.25%. Accounts over $3,000,000 are negotiable. Clients also pay a first-year start-up fee equal to two times the annual management fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

26041 Acero, Mission Viejo, CA, 92691

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History

Regulatory History (5)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2025
Closed-No Action
Employment Separation After Allegations
April 2021
Regulatory
March 2021
Final
Customer Dispute
January 2018
Settled
Customer Dispute
January 2018
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Jeffrey is an independent insurance agent licensed in life, accident, and health insurance, dedicating a few hours per week to insurance sales. He is also the President of the Men's Golf Association at Aliso Viejo Country Club and a minority owner of FMN Centerpointe West LLC.

Employment History
Current Registrations
Financial Management Network INC
May 2022 - Present · 4 yrs 5 mos
Fmn Capital CorporationBroker
April 2022 - Present · 4 yrs 6 mos
Previous Registrations
Financial Management Network INC
January 2015 - April 2021 · 6 yrs 3 mos
Fmn Capital CorporationBroker
October 2014 - April 2021 · 6 yrs 6 mos
State Registrations15 states
ARAZCACOCTHIIDINNCNYORSCTXUTWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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