Fee-OnlyFinder

Advisers in Thousand Oaks, CA

16 advisers in Thousand Oaks — 16 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (13)Hourly fees (10)Flat / fixed fees (11)% of assets managed (13)

All advisers

Align Investment Advisors, LLC3317 Woodworth Ave · Thousand Oaks, CA 91362 · (805) 300-4886CRD 150501 · Performance-based fees · $2.0 million AUMState registeredNo commissions reportedBuff Your Finances888 E Thousand Oaks Blvd, Suite 102 · Thousand Oaks, CA 91360 · (805) 267-9016 · Financial planningCRD 288105 · % of assets, Hourly charges, Fixed fees · $9.9 million AUMState registeredNo commissions reportedCedarstone Advisors3125 Old Conejo Road, Unit 7 · Thousand Oaks, CA 91320 · (888) 571-5582 · Financial planningCRD 172653 · % of assets, Hourly charges · $198.4 million AUMSEC registeredNo commissions reportedDe Groote Financial Group, LLC3013 Willow Lane · Thousand Oaks, CA 91361 · (805) 230-0111 · Financial planningCRD 168178 · % of assets, Hourly charges, Fixed fees · $1.2 billion AUMSEC registeredNo commissions reportedDrh Investments, INC.141 Duesenberg Drive, Suite 15a · Thousand Oaks, CA 91362 · (310) 826-1740 · % of assets managedCRD 164945 · % of assets, Performance-based fees · $191.0 million AUMSEC registeredNo commissions reportedFarrell Financial, INC.100 East Thousand Oaks Blvd., Suite 188 · Thousand Oaks, CA 91360 · (818) 874-4005 · Financial planningCRD 134388 · % of assets, Hourly charges, Fixed fees · $73.7 million AUMState registeredNo commissions reportedGold Coast Securities, INC.275 E. Hillcrest Drive, Suite 160-225 · Thousand Oaks, CA 91360 · (805) 496-3660 · Financial planningCRD 110925 · % of assets, Hourly charges, Fixed fees · $39.9 million AUMState registeredNo commissions reportedHillcrest Financial Group515 Marin Street, Suite 406 · Thousand Oaks, CA 91360 · (805) 373-8686 · Financial planningCRD 317862 · % of assets, Fixed fees · $567.8 million AUMSEC registeredNo commissions reportedHofer & Associates Wealth Management90 E Thousand Oaks Blvd., Suite 310 · Thousand Oaks, CA 91360 · (805) 557-8054 · Financial planningCRD 282005 · % of assets, Hourly charges, Fixed fees · $216.4 million AUMSEC registeredNo commissions reportedLongevity Capital Management515 Marin Street, Suite 418 · Thousand Oaks, CA 91360 · (805) 917-6771 · Financial planningCRD 328283 · % of assets, Hourly charges, Fixed fees · $184.2 million AUMSEC registeredNo commissions reported
Mfa Wealth Services100 E. Thousand Oaks Blvd., #258 · Thousand Oaks, CA 91360 · (833) 496-5474 · Financial planningCRD 169013 · % of assets, Hourly charges, Fixed fees · $310.0 million AUMSEC registeredNo commissions reportedPacific Financial Strategies, INC223 E. Thousand Oaks Blvd., Suite 403 · Thousand Oaks, CA 91360 · (818) 991-7794 · Financial planningCRD 151434 · % of assets, Other · $201.2 million AUMSEC registeredNo commissions reportedRetirement Wealth Center INC100 E Thousand Oaks Blvd #276 · Thousand Oaks, CA 91360 · (805) 778-9277 · Financial planningCRD 288964 · % of assets, Hourly charges, Fixed fees · $41.8 million AUMState registeredNo commissions reportedStrategic FinancialOne Boardwalk Avenue, Suite 103 · Thousand Oaks, CA 91360 · (805) 494-1825 · Financial planningCRD 127924 · Hourly charges, Fixed fees · $73.4 million AUMState registeredNo commissions reportedTeam Elevated Asset Management100 E Thousand Oaks Blvd, Suite 140 · Thousand Oaks, CA 91360 · (213) 378-0072 · % of assets managedCRD 321979 · % of assets · $33.9 million AUMState registeredNo commissions reportedZai Technologies LLC1547 Warwick Ave · Thousand Oaks, CA 91360 · (424) 542-1838 · Financial planningCRD 342129 · Fixed feesSEC registeredNo commissions reported
Talking to advisers in Thousand Oaks? 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.