Find a Financial Advisor in Ventura County, CA

 

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We did the hard work of finding trustworthy partners in Ventura County, CA.

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We Only Work With The Best Ventura County Financial Advisors


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

3rd Party Rankings

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 Ventura County, CA


  • Financial Advisor Close to Ventura County, 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 Ventura County, 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 Ventura County, CA

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

  • Population: 847,263
  • % of Population 62 Years and Over: 18.5%
  • Average Home Value: $601,800
  • Average Monthly Housing Cost: $1,941
  • Average Household Income: $115,600
  • 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 Ventura County, CA

 

ONE CAPITAL MANAGEMENT, LLC

Website

(805) 409-8150

3075 Townsgate Road
Suite 350
Westlake Village, CA 91361

SEC#: 801-60483
Years in Business: 20 years

OAK ASSET MANAGEMENT, LLC

Website

(805) 778-0818

2535 Townsgate Road
Suite 300
Westlake Village, CA 91361

SEC#: 801-110296
Years in Business: 4 years

NBS FINANCIAL SERVICES, INC.

Website

(805) 497-2497

340 N Westlake Blvd
Ste 112
Westlake Village, CA 91362

SEC#: 801-21123
Years in Business: 37 years

FISCHER INVESTMENT STRATEGIES, LLC

Website

(805) 418-7686

920 Hampshire Road
Suite A-2
Westlake Village, CA 91361

SEC#: 801-116986
Years in Business: 2 years

CEDARSTONE ADVISORS

Website

(888) 571-5582

2945 Townsgate Road
Suite 200
Westlake Village, CA 91361

SEC#: 801-112625
Years in Business: 3 years

SUMMIT FINANCIAL CONSULTANTS, INC.

Website

(805) 418-4565

3075 Townsgate Rd.
Suite 180
Westlake Village, CA 91361

SEC#: 801-85186
Years in Business: 6 years

MANCHESTER FINANCIAL INC

Website

(805) 495-4405

2815 Townsgate Road
Suite 100
Westlake Village, CA 91361

SEC#: 801-37370
Years in Business: 31 years

ALLIANCE ADVISORY & SECURITIES, INC

Website

(805) 371-8020

3390 Auto Mall Drive

Westlake Village, CA 91362

SEC#: 801-67105
Years in Business: 15 years

THE WEALTH COLLABORATIVE, INC.

Website

(818) 577-1180

30699 Russell Ranch Road
Suite 185
Westlake Village, CA 91362

SEC#: 801-68456
Years in Business: 14 years

 


Ventura County, CA Financial Advisor FAQs

Yes. If you want to have the most prosperity in your life, then having a financial advisor is imperative. You may be hard pressed to know what investments are the right fit for you if you don't have someone who knows how to think about investing through your specific lens of need.
Financial advisors provide financial, investment and retirement planning advice to individuals and families. Financial advisors offer both personal and business services such as tax preparation, budgeting, asset acquisition balancing risk against reward, insurance products including annuities or required disability coverage.
A professional financial advisor's role in helping to manage your finances will depend on the complexity of your situation and what you are trying to achieve. Regardless of whether or not you need a professional advisor, it is never a bad idea to seek one out if for no other reason than learning more about how best to go about achieving your personal financial goals.
Choose a financial advisor who suits your needs. The different types of advisors have their own benefits and drawbacks, so choose wisely based on what will work for you.