Duttenhofer Advisory Group

Duttenhofer Advisory Group (CRD# 131386) is a financial advisory firm headquartered in Laguna Beach, CA. They manage $57,201,717 in 231 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    57
    MILLION
  • Total Number of Accounts
    231
    ACCOUNTS
  • Average Account Value
    $247,626
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Duttenhofer Advisory Group
Showing 1 - 3 of 3 top financial advisors.
1
Meghan M. Coolbaugh
CRD#: 6355426
1100 South Coast Highway, Suite 210 A, Laguna Beach, CA 92651
90
Wealthminder
score

Meghan Coolbaugh (CRD# 6355426) is an Investment Advisor Representative working at Duttenhofer Advisory Group in Laguna Beach, CA and has 1 year of experience in the finance industry. Meghan Coolbaugh has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Mary L. Vannostrand
CRD#: 1300289
1100 South Coast Highway, Suite 210 A, Laguna Beach, CA 92651
72
Wealthminder
score

Mary Vannostrand (CRD# 1300289) is an Investment Advisor Representative working at Duttenhofer Advisory Group in Laguna Beach, CA and has over 13 years of experience in the finance industry. Mary Vannostrand has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Lien H. Chaing
CRD#: 1067267
638 Lindero Canyon Road, #237, Oak Park, CA 91377
70
Wealthminder
score

Lien Chaing (CRD# 1067267) is an Investment Advisor Representative working at Duttenhofer Advisory Group in Oak Park, CA and has 1 year of experience in the finance industry. Lien Chaing has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.