Fee-OnlyFinder

Advisers in Camarillo, CA

6 advisers in Camarillo — 6 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (4)Flat / fixed fees (4)Retirement plan consulting (3)

All advisers

Bernzott Capital Advisors1200 Paseo Camarillo, Suite 180 · Camarillo, CA 93010 · (800) 856-2646 · % of assets managedCRD 104583 · % of assets · $265.4 million AUMSEC registeredNo commissions reportedBrightpath Wealth Planning, LLC5999 Ridge View Street, Suite B · Camarillo, CA 93012 · (805) 764-0335 · Financial planningCRD 160563 · % of assets, Hourly charges, Fixed fees · $205.8 million AUMSEC registeredNo commissions reportedInflection Advisors1203 Flynn Rd, Unit 140 · Camarillo, CA 93012 · (424) 326-3093 · Financial planningCRD 288602 · % of assets, Fixed fees · $84.2 million AUMState registeredNo commissions reportedKingsgrove Management, LLC1200 Paseo Camarillo, #150 · Camarillo, CA 93010 · (310) 746-7110 · % of assets managedCRD 285918 · % of assets, Performance-based fees · $6.1 million AUMState registeredNo commissions reportedMesa Wealth Management266 Mobil Avenue, Suite 218 · Camarillo, CA 93010 · (818) 883-6372 · Financial planningCRD 285861 · % of assets, Fixed fees · $17.4 million AUMState registeredNo commissions reportedSummit Wealth Management Group, INC.400 Camarillo Ranch Road, Suite 202 · Camarillo, CA 93012 · (805) 384-1186 · Financial planningCRD 170029 · % of assets, Hourly charges, Fixed fees · $249.5 million AUMSEC registeredNo commissions reported
Talking to advisers in Camarillo? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.