Orange County Financial PlannerSimplify Your Financial Affairs
Patrick L. Horn, CFP
P&H Asset Management, Inc
7545 Irvine Center Drive Suite 200
Irvine, CA 92618
Office: (949) 261-7900
Fax: (949) 567-5854
Privacy Guaranteed

Five Star Wealth Manager Disclosure

Please note that individuals who are selected as FIVE-STAR Wealth Managers do not pay a
fee to be included in the research or the final list of wealth managers, however, there is a fee
associated with the use of the FIVE-STAR logo and other marketing materials.

Wealth Managers who are included on the FIVE-STAR Wealth Manager list must meet the
following criteria:

  • Must have at least five years of experience in the financial services industry
  • Must certify that their license(s) have never been suspended or revoked by a regulating
    authority (e.g. FINRA or other regulatory agency).
  • Must certify that they have not had more than three customer complaints filed against
    them with a regulating authority where at least one complaint resulted in a settlement
    payment by them.
  • Additional information regarding award criteria and the methodology used to
    include specific professionals on the FIVE-STAR Wealth Manager list can be found at