Camarillo, CA Financial Advisors and Resources



Financial Advisor Firms in Camarillo, CA


SUMMIT WEALTH MANAGEMENT GROUP, INC.

Website

(805) 384-1186

400 Camarillo Ranch Road
Suite 202
Camarillo, CA 93012

SEC#: 801-110950
Years in Business: 4 years

MERCER GLOBAL ADVISORS INC.

Website

(888) 565-1681

4009 Mission Oaks Boulevard

Camarillo, CA 93012

SEC#: 801-69271
Years in Business: 13 years

SAGEPOINT FINANCIAL, INC.

Website

(805) 484-1011

770 Paseo Camarillo
Suite 130
Camarillo, CA 93010

SEC#: 801-64721
Years in Business: 16 years

CORNERSTONE WEALTH MANAGEMENT, LLC

Website

(805) 987-8938

1200 Paseo Camarillo #190

Camarillo, CA 93010

SEC#: 801-76973
Years in Business: 9 years

CORNERSTONE WEALTH MANAGEMENT, LLC

Website

(805) 987-8938

1200 Paseo Camarillo #190

Camarillo, CA 93010

SEC#: 801-76973
Years in Business: 9 years

MERCER GLOBAL ADVISORS INC.

Website

(888) 565-1681

4009 Mission Oaks Boulevard

Camarillo, CA 93012

SEC#: 801-69271
Years in Business: 13 years

MERCER GLOBAL ADVISORS INC.

Website

(888) 565-1681

4009 Mission Oaks Boulevard

Camarillo, CA 93012

SEC#: 801-69271
Years in Business: 13 years

SAGEPOINT FINANCIAL, INC.

Website

(805) 484-1011

770 Paseo Camarillo
Suite 130
Camarillo, CA 93010

SEC#: 801-64721
Years in Business: 16 years

MERCER GLOBAL ADVISORS INC.

Website

(888) 565-1681

4009 Mission Oaks Boulevard

Camarillo, CA 93012

SEC#: 801-69271
Years in Business: 13 years


How Retirement-Friendly is Camarillo, CA?

  • Population: 68,122
  • % of Population 62 Years and Over: 24.5%
  • Average Home Value: $616,400
  • Average Monthly Housing Cost: $2,047
  • Average Household Income: $119,420
  • California Total Tax Burden: 9.48% (10th Highest in U.S.)
  • California Property Tax: 2.64% (19th Lowest in U.S.)
  • California Individual Income Tax: 3.78% (4th Highest in U.S.)
  • California Sales and Excise Tax: 3.06% (17th Lowest in U.S.)


Camarillo, CA Financial Advisor FAQs

A financial advisor monitors investments such as stocks or mutual funds for potential changes in market conditions that may result in profit or loss.
Yes. A financial advisor can help with many important considerations, such as retirement planning, college savings advice, and the best ways to save for your kids' future.
Selecting a financial advisor is an important decision and one that must be made carefully. Consider their qualifications, licenses, training, background, and the types of plans they offer. Costs should also play a part in your consideration process. These can include initial costs such as establishing a plan or hiring someone to help manage it; annual fees for services like taxes or portfolio management; other fees such as commissions if you invest in mutual funds; bond-trading fees if you trade securities periodically; or even late payments for loans to buy financial products such as stocks.
Financial advisors are only registered if they are licensed. Check with your state to see if they are currently registered by visiting National Association of Securities Dealers (NASD).