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Prescott Tax & Wealth ManagementFinancial advisor in San Juan Capistrano, CA

Prescott Tax & Wealth Management is a financial advisor at 31601 Ave Los Cerritos Ste 200, San Juan Capistrano, CA 92675, ranked #5 of 101 wealth managers in San Juan Capistrano and rated 4.7 from 42 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

San Juan Capistrano, CAUpdated 0 paid placements in any rankingHow we rank

Call (949) 248-9815Website ↗

Key facts

Key facts about Prescott Tax & Wealth Management
Address31601 Ave Los Cerritos Ste 200, San Juan Capistrano, CA 92675Get directions
Phone(949) 248-9815
Websiteprescott500.com
HoursMonday to Friday: 8:30 AM – 5:30 PM
Google rating4.7 from 42 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves San Juan Capistrano and 11 towns within 25 miles: Laguna Niguel, Dana Point, Ladera Ranch, Aliso Viejo, San Clemente, Mission Viejo, Laguna Beach, Coto De Caza, Laguna Hills, Laguna Woods and Rancho Santa Margarita.

Based in San Juan Capistrano, CAView on map

Opening hours

Opening hours for Prescott Tax & Wealth Management
DayHours
Monday8:30 AM – 5:30 PM
Tuesday8:30 AM – 5:30 PM
Wednesday8:30 AM – 5:30 PM
Thursday8:30 AM – 5:30 PM
Friday8:30 AM – 5:30 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Prescott Tax & Wealth Management

How is Prescott Tax & Wealth Management ranked in San Juan Capistrano?

Prescott Tax & Wealth Management is ranked #5 of 101 wealth managers in San Juan Capistrano by RFA Score, with 68 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Prescott Tax & Wealth Management’s hours?

Prescott Tax & Wealth Management is open Monday to Friday. Its listed hours are Monday to Friday, 8:30 AM – 5:30 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Prescott Tax & Wealth Management serve?

Serves San Juan Capistrano and 11 towns within 25 miles: Laguna Niguel, Dana Point, Ladera Ranch, Aliso Viejo, San Clemente, Mission Viejo, Laguna Beach, Coto De Caza, Laguna Hills, Laguna Woods and Rancho Santa Margarita. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Prescott Tax & Wealth Management?

Prescott Tax & Wealth Management has a rating of 4.7 from 42 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Prescott Tax & Wealth Management?

Call Prescott Tax & Wealth Management on (949) 248-9815. The business is at 31601 Ave Los Cerritos Ste 200, San Juan Capistrano, CA 92675. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Prescott Tax & Wealth Management compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Prescott Tax & Wealth Management (this business)—684.7 (42)NoNo
Modern Wealth Law#3684.9 (114)NoNo16.2 mi
Falcon Wealth Planning#4685.0 (90)NoNo16.7 mi
New Wealth Advisors Club#6684.8 (118)NoNo15.8 mi

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