Buff Your Finances

Financial planning in Thousand Oaks, CA

State registeredNo commissions reported

Call (805) 267-9016 Send a message Map ↗

Public-record details

Address: 888 E Thousand Oaks Blvd, Suite 102, Thousand Oaks, CA 91360
Phone: (805) 267-9016
Listed under: Financial planning, Hourly fees, Flat / fixed fees, % of assets managed
Legal name: Buff Your Finances, LLC
CRD number: 288105
Registration: State registered: CA, LA, NV, NY, VA, WA
Compensation (Form ADV 5.E): Percentage of assets under management; Hourly charges; Fixed fees
Commissions: None reported (Form ADV Item 5.E)
Services (Form ADV 5.G): Financial planning; Portfolio management for individuals/small businesses; Selection of other advisers; Educational seminars/workshops
Regulatory assets under management: $9.9 million
Accounts managed: 101
Clients reported (Form ADV 5.D): 41
Individual / high-net-worth clients: 39 / 2
Employees: 1
Other business activities (Form ADV 6.A): None reported
Disclosures reported on Form ADV: None reported
Latest Form ADV filing: 2026-08-17

State registered (CA, LA, NV…) investment adviser, CRD 288105, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

SEC IAPD summary for CRD 288105 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
FINRA BrokerCheck — look up the individual advisers at this firm.
Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Thousand Oaks

Align Investment Advisors, LLC3317 Woodworth Ave · Thousand Oaks, CA 91362 · (805) 300-4886CRD 150501 · Performance-based fees · $2.0 million AUMState registeredNo commissions reported Cedarstone 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 reported De 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 reported Drh 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 reported Farrell 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 reported Gold 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 reported Hillcrest 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 reported Hofer & 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 reported

All 16 in Thousand Oaks →