Advisers in Ventura, CA

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

Financial planning (5)Hourly fees (4)Flat / fixed fees (3)% of assets managed (5)

All advisers

Anacapa Financial, LLC1363 Donlon Street, #5 · Ventura, CA 93003 · (805) 715-3536 · Financial planningCRD 305365 · % of assets, Hourly charges, Fixed fees · $68.7 million AUMState registeredNo commissions reported Bankers Investment Counseling5450 Telegraph Road, Suite 265 · Ventura, CA 93003 · (805) 620-0150 · % of assets managedCRD 325872 · % of assets · $21.5 million AUMState registeredNo commissions reported Integrity Wealth Advisors, INC.196 S. Fir St., Suite 140 · Ventura, CA 93001 · (805) 339-0760 · Financial planningCRD 281708 · % of assets, Hourly charges, Fixed fees · $285.5 million AUMSEC registeredNo commissions reported Sherman Asset Management, INC.1500 Palma Dr., Suite 133 · Ventura, CA 93003 · (805) 530-5963 · Financial planningCRD 170861 · % of assets, Fixed fees, Performance-based fees · $140.8 million AUMSEC registeredNo commissions reported The Renaissance Group199 Figueroa St., Suite 101-A · Ventura, CA 93001 · (805) 652-6942 · Financial planningCRD 322356 · Hourly chargesState registeredNo commissions reported Ventura Coast Wealth Management1056 E. Meta Street #103 · Ventura, CA 93001 · (805) 643-9300 · Financial planningCRD 154280 · % of assets, Hourly charges · $7.0 million AUMState registeredNo commissions reported

Talking to advisers in Ventura? 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.