Find a Financial Advisor in Thousand Oaks, CA

 

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We Only Work With The Best Thousand Oaks Financial Advisors

We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

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Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Thousand Oaks, CA

  • Financial Advisor Close to Thousand Oaks, CA

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Thousand Oaks, CA

A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Thousand Oaks, CA

We evaluated over 13,000 RIA firms to bring you the best of the best Thousand Oaks financial advisors.
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How Retirement-Friendly is Thousand Oaks, CA?

  • Population: 127,873
  • % of Population 62 Years and Over: 22.8%
  • Average Home Value: $738,100
  • Average Monthly Housing Cost: $2,318
  • Average Household Income: $145,052
  • 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.)



The Top Financial Advisor Firms in Thousand Oaks, CA

 

IBN ASSET MANAGEMENT, LLC

Website

(805) 277-4738

463 Pennsfield Place,
Suite 201
Thousand Oaks, CA 91360

SEC#: 801-118749
Years in Business: 1 years

GKV CAPITAL MANAGEMENT CO INC

Website

(805) 497-2616

299 W Hillcrest Drive
Suite 119
Thousand Oaks, CA 91360

SEC#: 801-11341
Years in Business: 45 years

DE GROOTE FINANCIAL GROUP, LLC

Website

(805) 230-0111

3013 Willow Lane

Thousand Oaks, CA 91361

SEC#: 801-78358
Years in Business: 8 years

PACIFIC FINANCIAL STRATEGIES, INC

Website

(818) 991-7794

223 E. Thousand Oaks Blvd., Suite 403

Thousand Oaks, CA 91360

SEC#: 801-70849
Years in Business: 12 years

MFA WEALTH SERVICES

Website

(805) 496-5474

100 E. Thousand Oaks Blvd.
#258
Thousand Oaks, CA 91360

SEC#: 801-108548
Years in Business: 5 years

PROFESSIONAL PLANNING

Website

(805) 446-4601

100 East Thousand Oaks Blvd,
#150
Thousand Oaks, CA 91360

SEC#: 801-57077
Years in Business: 21 years

BALL & COMPANY

Website

(805) 376-2779

1000 Newbury Road
Suite 205
Thousand Oaks, CA 91320

SEC#: 801-78146
Years in Business: 8 years

THRIVENT INVESTMENT MANAGEMENT INC.

Website

(805) 375-3221

3255 Old Conejo Rd.

Thousand Oaks, CA 91320

SEC#: 801-29618
Years in Business: 34 years

CHURCHILL MANAGEMENT CORP

Website

(323) 677-0107

3658 Cambria Street

Thousand Oaks, CA 91360

SEC#: 801-4211
Years in Business: 54 years

 


Thousand Oaks, CA Financial Advisor FAQs

Financial advisors are paid through fees or commissions. Fee-only advisors do not receive any type of commission from the products they sell. Commission-based advisors earn money through trades or transactions made in behalf of their clients.
Absolutely. The role of a financial advisor is to offer you guidance and advice about investments, savings, tax planning, and many other financial concerns.
The role of the modern day financial advisor is changing in response to advances in information technology. Increasingly, these professionals are computer savvy with an understanding of finance who specialize in wealth management.
There are different factors that should be taken into account when choosing a financial advisor. These include the background history, experience of the advisor, trading requirements, environment of the office, and fees that are charged.


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