Find a Financial Planner in Thousand Oaks, CA


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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.


Without Advisor

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




(805) 277-4738

463 Pennsfield Place,
Suite 201
Thousand Oaks, CA 91360

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



(805) 497-2616

299 W Hillcrest Drive
Suite 119
Thousand Oaks, CA 91360

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



(805) 230-0111

3013 Willow Lane

Thousand Oaks, CA 91361

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



(818) 991-7794

223 E. Thousand Oaks Blvd., Suite 403

Thousand Oaks, CA 91360

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



(805) 496-5474

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

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



(805) 446-4601

100 East Thousand Oaks Blvd,
Thousand Oaks, CA 91360

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



(805) 376-2779

1000 Newbury Road
Suite 205
Thousand Oaks, CA 91320

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


Thousand Oaks, CA Financial Advisor FAQs

Personal financial advisors are like doctors for your finances. They help clients manage their savings and financial assets through a variety of methods, from general advice to direct investment portfolio management. Clients often come to financial advisors with a savings goal in mind, such as buying a house or car or putting a child through college. Advisors then meet with clients and help them plan out a way to get from Point A to Point B. Financial advisors often live and work in the same areas as their clients, developing strong trust among their local client base. This is important as many advisor/client relationships can often last years. Robo-advisors are computer algorithms which generate basic investment advice and a portfolio template depending on information that the client gives them.
Located on the border of Los Angeles and Ventura counties, Thousand Oaks is the gateway between the northern suburbs of Los Angeles and the exurbs of Ventura County. It is named for the many Oak Trees located around the sleepy residential town. It is known for its strong middle class and for the way the community banded together in the wake of a horrific shooting at a Thousand Oaks bar and wildfires soon after that in November 2018. Financial Advisors who serve Thousand Oaks also serve: Santa Monica, Culver City, Downtown LA, Pasadena, Burbank, Encino, and Brentwood.

Other Nearby Financial Advisors