Overview

Headquarters
Santa Barbara, CA
Total Firm Assets
$278 million
Average High-Net-Worth Client Portfolio Size
$2.4 million

Fee Disclosure

Source: FORM ADV PART 2A- FORONJY FINANCIAL (2026-08-06) · View brochure text

MinMaxDisclosed Annual Rate
$0 $5,000,000 1.00%
$5,000,001 $10,000,000 0.80%
$10,000,001 and above 0.60%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $10,000 1.00%
$5 million $50,000 1.00%
$10 million $90,000 0.90%
$50 million $330,000 0.66%
$100 million $630,000 0.63%

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in California for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets
79.80%
Number of High-Net-Worth Clients
93
Total Client Accounts
546
Discretionary Accounts
546

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting

Regulatory Filings

SEC CRD Number
332380
  • FORM ADV PART 2A- FORONJY FINANCIAL (2026-08-06) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

Frequently Asked Questions

Related Resources

Find Similar Advisors

Browse CA advisors

Learn About Fees

How advisor fees work and what to expect

Compare Top Firms

Forbes and Barron's rankings of leading RIAs

Advisor Selection Guide

Understanding advisor types and credentials