Nathan Taccini is a registered investment advisor at Financial Advisors Network, INC., based in Tustin, CA, with 9 years of industry experience. Nathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 809 clients with $950M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financial Advisors Network (FAN) offers investment management through SEI programs. The annual advisory fee is up to 1.30% of the assets in the SEI program account, and this fee is negotiable. The fee is paid quarterly in arrears. FAN also offers a wrap fee program, but fees for this program are described in a separate brochure.
Location
1432 Edinger Avenue, Suite 200, Tustin, CA, 92780
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Nathan is an insurance agent for Trilogy Financial, selling life, accident, and health insurance. He spends about 10% of his time on this activity.
Employment History
Current Registrations
Financial Advisors Network, INC.
Previous Registrations
LPL Financial LLCBroker
Trilogy Capital, INC.
National Planning CorporationBroker
State Registrations1 state
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.