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Reserve Study Companies in Orange County

Orange County is the home of the large master-planned community, where one master association and dozens of sub-associations each need a study of their own. 1 firm is based in the Orange County area, 16 more work in California, and 7 national firms cover it.

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Associations in the Orange County area

Irvine, Mission Viejo, Rancho Santa Margarita, Ladera Ranch and Laguna Woods are organized in layers: a master association owning clubhouses, pools, parks, private streets and miles of slopes, and many sub-associations of condominiums, townhomes and detached homes below it. Coastal condominiums in Huntington Beach, Newport Beach, Laguna Beach and Dana Point add their own salt-air components.

Master and sub-association studies

In a master-planned community, each association needs its own reserve study under Civil Code 5550: the master association for the shared amenities, slopes and streets, and each sub-association for its buildings and grounds. Read the studies side by side and check that every component appears in exactly one of them. Perimeter walls, slopes, gates and landscaping at the boundary between associations are where items go missing or get counted twice.

1

firm on our list with an office in the Orange County area.

24

firms on our list state that they work in California, national firms included.

every 3 years

is the California study cycle in statute.

Firms based in the Orange County area

Facts read from each firm's website or a public register. No ratings, no paid placements.

Reserve study firms based in the Orange County area
FirmBased inWorks inCredentials statedServices
Advanced Reserve Solutionsarsinc.comLaguna Hills, CACalifornia, Idaho, Washington, MontanaRSreserve study

Other firms working in California

Based elsewhere, and stating on their own sites that they work in California.

Reserve study firms serving California
FirmBased inWorks inCredentials statedServices
A Reserve Consulting Companyareservecompany.comSan Diego, CA6 states, including CaliforniaNot statedreserve study, capital planning
Apex Reserve Studyapexreservestudy.comSherman Oaks, CACaliforniaNot statedreserve study
Bicksler & Associateshoaconsulting.comEugene, OROregon, CaliforniaNot statedreserve study, transition study
Browning Reserve Groupbrowningrg.comSacramento, CACalifornia, NevadaNot statedreserve study
California Builder Servicescabuilderservices.comNot statedCaliforniaRSreserve study
Capital Reserve Analystsazreserveanalysts.comChandler, AZArizona, New Mexico, California, TexasCAI memberreserve study
Complex Solutions, Ltd.complexsolutionsltd.comLas Vegas, NVNevada, Utah, CaliforniaNot statedreserve study
LCAM Resourceslcamresources.comOrlando, FLFlorida, CaliforniaNot statedreserve study, insurance appraisal
McCaffery Reserve Consultingmccafferyreserveconsulting.comNot statedCalifornia, Colorado, Nevada, HawaiiNot statedreserve study
Pacific Reserve Studiespacificreservestudies.comCACaliforniaNot statedreserve study
Reserve Analysis Consultingreserveanalysis.comSausalito, CACaliforniaNot statedreserve study, capital needs assessment
Reserve Data Analystreservedataanalyst.comNot stated7 states, including CaliforniaRSreserve study
Reserve Studies Inc.reservestudiesinc.comCerritos, CACaliforniaNot statedreserve study
SCT Reserve Consultantssctreserve.comTemecula, CACaliforniaCAI memberreserve study
SMA Reservessmareserves.comSan Jose, CACaliforniaNot statedreserve study
The Helsing Grouphelsing.comNot statedCaliforniaRS, PRAreserve study

National firms

Each states on its own site that it works in all fifty states.

National reserve study firms serving Orange County
FirmBased inWorks inCredentials statedServices
Apex Reserve Groupapexreservegroup.comIrvine, CAAll 50 statesNot statedreserve study
Association Reservesreservestudy.comNot statedAll 50 statesRS, PEreserve study
Global Solution Partnersglobalsolutionpartners.comNot statedAll 50 statesRS, PEreserve study, SIRS, insurance appraisal, transition study, capital planning
MillerDodson Associatesmillerdodson.comAnnapolis, MDAll 50 statesNot statedreserve study, transition study
Reserve Advisorsreserveadvisors.comMilwaukee, WIAll 50 statesNot statedreserve study, SIRS, insurance appraisal
Reserve Data Analysisreservedataanalysis.comNot statedAll 50 statesNot statedreserve study, SIRS
The Falcon Groupthefalcongroup.usWarren, NJAll 50 statesRS, PRAreserve study, SIRS, transition study, capital planning

Distance and the fee in Orange County

Several firms on our list are based in Orange County itself, in Irvine and Laguna Hills, and Los Angeles and Inland Empire firms are close by. Travel is rarely a cost here; the size of the component inventory is.

Proposals from firms in different cities will differ on the level of service and the travel line before they differ on the fee. Comparing proposals sets out what to read first, and the firms near you page explains how distance is priced.

Other metro areas in California

Tell us the association's ZIP code and size and we will find a firm that works in Orange County.

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What California law says

California is one of the states that writes a reserve study into law. Under Cal. Civ. Code 5550 (study); 5300 (annual budget report); 5570 (reserve disclosure form), associations must have a study visual inspection at least every 3 years; reviewed annually; the rule applies to common interest developments (condos and HOAs) under the Davis-Stirling Act, where replacement cost of major components is at least half the gross budget excluding reserves.

On disclosure: Annual budget report includes a reserve summary, reserve funding plan and the assessment and reserve funding disclosure form (Civ. Code 5300 and 5570).

General information checked against the statute, not legal advice. Governing documents can require more than the law does.

Questions from boards in Orange County

Can one firm study the master association and all the sub-associations?

Yes, and it often helps: the same firm will use the same component boundaries and cost basis across the community. Some boards prefer separate firms for independence; either way, compare the component lists.

Do Orange County HOAs with no buildings need a reserve study?

If the replacement cost of the major components the association maintains, such as streets, walls, slopes and pools, is at least half its gross budget excluding reserves, Civil Code 5550 applies. Most planned developments with private streets meet that test.

Is a reserve study required in California?

California law requires a reserve study: visual inspection at least every 3 years; reviewed annually (Cal. Civ. Code 5550 (study); 5300 (annual budget report); 5570 (reserve disclosure form)). The text is on the legislature's site.

What does a reserve study cost in Orange County?

Firms price each association by the work, not the city: buildings, component count, level of service and travel. A community of 50 to 150 units usually pays $2,000 to $8,000 for a full study with a site visit, and an update with a visit is about 50 to 80 percent of a full study. The cost page has the estimator.

Where this information comes from

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The community ZIP code, how to reach you, then a few taps about the association. About a minute, and nothing is sent to a firm until you say so.

This is a free introduction service, not a reserve study provider. We find one firm that works in your state and tell you its name before anything is shared. Nobody contacts you until you say yes.

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