Aduna Capital is a fee-only fiduciary investment adviser with a principal office in Norwalk. We work with individuals, families and business owners across Los Angeles and Orange County — in person at our office, at your home or business, or by video. There is no account minimum to open, our fees are published, and we advise in English and Spanish. California DFPI-registered, CRD #311270.
Why every page tells you the distance
The August 2026 teardown of this market found something worth knowing as a consumer: several of the firms ranking for city searches around here are out-of-area practices running dozens of programmatic city pages — including a Long Beach firm with a Norwalk page containing nothing about Norwalk, and a Missouri adviser ranking for Cerritos. Google's own guidance names that pattern under its scaled content abuse policy.
So we do the opposite. Every page below states the actual mileage from our door in the first paragraph, names real local employers and school districts, and says plainly that our principal office is in Norwalk. Where a city is 50 miles away, the page says 50 miles and then makes the case on the two things that travel: a published fee schedule and a fiduciary standard in writing.
The same instinct produced the two pages beside this one: what California does differently with your money — the state rules that change a decision, in one table — and what a median household in each of eighty-nine of these communities needs saved to retire — computed from American Community Survey and Census figures, with the method shown and a licence to quote it.
Los Angeles County
Gateway cities and the southeast
Our own corner of the county — the ring around the Norwalk office, all inside a fifteen-minute drive.
- Artesia
- Bellflower
- Cerritos
- Commerce
- Compton
- Downey
- Hawaiian Gardens
- La Mirada
- Lakewood
- Long Beach
- Lynwood
- Montebello
- Norwalk
- Paramount
- Pico Rivera
- Santa Fe Springs
- Signal Hill
- South Gate
- South Whittier
- Walnut Park
- West Whittier-Los Nietos
- Whittier
San Gabriel Valley and the foothills
The Valley corridor and the foothill cities, from Alhambra out to Claremont.
- Altadena
- Azusa
- Bradbury
- Claremont
- Diamond Bar
- Glendora
- La Crescenta-Montrose
- La Verne
- Pomona
- San Dimas
- Walnut
San Fernando Valley and Santa Clarita
The Valley floor, the hills above it, and the Santa Clarita Valley beyond.
- Canoga Park
- Castaic
- Chatsworth
- Encino
- Granada Hills
- North Hollywood
- Northridge
- Porter Ranch
- San Fernando
- Santa Clarita
- Stevenson Ranch
- Studio City
- Tarzana
- Van Nuys
Westside, Malibu and the Conejo
The coast and the hills west of the city.
Central Los Angeles
The city's dense core, where the employer base and the household mix change block to block.
South Bay, harbor and Antelope Valley
The coast south of the airport, the harbor, the high desert — and Catalina, which is a boat ride, not a drive.
Orange County
North and central Orange County
The county's largest cities and the corridor closest to us.
- Anaheim
- Buena Park
- Cypress
- Fullerton
- Garden Grove
- La Habra
- La Palma
- Los Alamitos
- Santa Ana
- Stanton
- Villa Park
- Westminster
South Orange County
Master-planned, affluent, and the furthest we go — 36 to 53 miles, and we say so on every page.
- Aliso Viejo
- Dana Point
- Laguna Beach
- Laguna Hills
- Laguna Niguel
- Lake Forest
- Mission Viejo
- Rancho Santa Margarita
- San Clemente
- San Juan Capistrano
If you employ people
There is a second set of city pages for employers, covering the CalSavers mandate rather than personal advice: the mandate explained, Los Angeles County and Orange County, plus 31 industry guides with a county edition each.
Our fees, published
No competing advisor page in this area publishes its fees. Here are ours.
| What | Fee |
|---|---|
| Investment management | 1.5% to 2.0% of assets per year; Advisers may set a rate below the standard schedule, as low as 0%, at their discretion — and whatever rate applies to you is disclosed in writing before you engage. Our Form ADV Part 2A, Item 5, states the fee as up to 2.00% of assets per year, subject to negotiation; the firm may waive all or part of it. Generally billed quarterly in arrears |
| Account minimum | No minimum account balance |
| Commissions and product fees | None — we are fee-only |
| Solicitor compensation | May be received or paid under disclosed arrangements |
| Initial conversation | Free, 15 minutes, no obligation |
Complete fee details in our Form ADV Part 2A, Item 5.
Not sure we are the right fit?
Fifteen minutes on the phone, free, no obligation — and if another firm suits you better we will say so. That is a cheaper way to find out than a meeting neither of us wanted.