Towneley Capital Management, Inc.

Towneley Capital Management, Inc. (CRD# 169863) is a financial advisory firm headquartered in Laguna Hills, CA. They manage $592,921,799 in 318 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    593
    MILLION
  • Total Number of Accounts
    318
    ACCOUNTS
  • Average Account Value
    $1,864,534
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
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, DC, FL, MA, MO, NH, NJ, NY, TX

Financial Advisors at Towneley Capital Management, Inc.
Showing 1 - 8 of 8 top financial advisors.
1
Robyn L. Clarke
CRD#: 4777111
23197 La Cadena Drive, Suite 103, Laguna Hills, CA 92653
96
Wealthminder
score

Robyn Clarke (CRD# 4777111) is an Investment Advisor Representative working at Towneley Capital Management, Inc. in Laguna Hills, CA and has over 13 years of experience in the finance industry. Robyn Clarke 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
Ernest D. Garrett
CRD#: 3187574
23197 La Cadena Drive, Suite 103, Laguna Hills, CA 92653
96
Wealthminder
score

Ernest Garrett (CRD# 3187574) is an Investment Advisor Representative working at Towneley Capital Management, Inc. in Laguna Hills, CA and has over 18 years of experience in the finance industry. Ernest Garrett 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
Heidi A. Haynes
CRD#: 4777042
23197 La Cadena Drive, Suite 103, Laguna Hills, CA 92653
90
Wealthminder
score

Heidi Haynes (CRD# 4777042) is an Investment Advisor Representative working at Towneley Capital Management, Inc. in Laguna Hills, CA and has 1 year of experience in the finance industry. Heidi Haynes 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.

4
Tracy A. Kuntz
CRD#: 4776854
23197 La Cadena Drive, Suite 103, Laguna Hills, CA 92653
90
Wealthminder
score

Tracy Kuntz (CRD# 4776854) is an Investment Advisor Representative working at Towneley Capital Management, Inc. in Laguna Hills, CA and has 1 year of experience in the finance industry. Tracy Kuntz 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.

5
Wesley G. McCain
CRD#: 4342566
633 Third Avenue, Suite 27b, New York, NY 10017
90
Wealthminder
score

Wesley McCain (CRD# 4342566) is an Investment Advisor Representative working at Towneley Capital Management, Inc. in New York, NY and has 1 year of experience in the finance industry.

6
Lisa L. Tomlinson
CRD#: 4776913
23197 La Cadena Drive, Suite 103, Laguna Hills, CA 92653
90
Wealthminder
score

Lisa Tomlinson (CRD# 4776913) is an Investment Advisor Representative working at Towneley Capital Management, Inc. in Laguna Hills, CA and has 1 year of experience in the finance industry. Lisa Tomlinson 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.

7
Matthew V. Balaker
CRD#: 3101731
23197 La Cadena Drive, Suite 103, Laguna Hills, CA 92653
88
Wealthminder
score

Matthew Balaker (CRD# 3101731) is an Investment Advisor Representative working at Towneley Capital Management, Inc. in Laguna Hills, CA and has over 2 years of experience in the finance industry.

8
Christopher M. Gardner
CRD#: 6399817
23197 La Cadena Drive, Suite 103, Laguna Hills, CA 92653
87
Wealthminder
score

Christopher Gardner (CRD# 6399817) is an Investment Advisor Representative working at Towneley Capital Management, Inc. in Laguna Hills, CA and has 1 year of experience in the finance industry.

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