Fee-OnlyFinder

% of assets managed in Thousand Oaks, CA

13 advisers in Thousand Oaks offering % of assets managed. Firms that report charging a percentage of the assets they manage (Item 5.E(1)).

All 13

Buff 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 reportedMfa 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 reported
Pacific 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 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 reported