DIRECTORY OF REGISTERED ADVISORS

National Coverage
Local Professionals

Home > Financial Advisors > california > camarillo

Find The Best Financial Advisors in Camarillo, California

Q: Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

Q: How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

Q: What's the difference between a financial planner and a financial advisor?

A financial Advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

Q: How much money should you have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

Q: What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Camarillo is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Camarillo & pick the one as per your needs

How To Find The Best Financial Advisors in Camarillo, California
Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Camarillo, California, FinancialAdvisor.net is a useful resource. We've compiled a list of the 7 vetted financial advisors and non-vetted financial advisors in Camarillo, California, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Camarillo, California have an average of 17 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Camarillo, California

Roy Sherman

Sherman Asset Management

805-655-5062

Address

1500 Palma Dr.,
Suite 133,
Ventura, CA 93003 See Details

Alano Massi

Palm Capital Management

805-727-2700

Address

23622 Calabasas Road, Suite 102,
Calabasas, CA 91302 See Details

Nathan Wallace

Savvy Advisors Inc

805-285-7686

Address

573 Avenida Del Recreo,
Ojai, CA 93023 See Details

Dash Investments

818-309-4065

Address

21600 Oxnard Street Ste 1755,
Woodland Hills, CA 91367 See Details

Michael Macauley

Signature Estate & Investment Advisors (SEIA)

310-712-2365

Address

2121 Avenue of the Stars, Suite 1600,
Los Angeles, CA 90067 See Details

Michael Cannone

Westmount Partners

310-556-2502

Address

2049 Century Park East,
Suite 2500,
Los Angeles, CA 90067 See Details

Michael Lynch

Lynch Financial Advisors

916-772-3103

Address

1700 Eureka Road, Suite 155,
Roseville, CA 92805 See Details

Top Financial Advisor Firms in Camarillo, California (Ranked by AUM)

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
BERNZOTT CAPITAL ADVISORS 1200 Paseo Camarillo, Suite 180 Camarillo, CA, 93010	104583	$681,972,228	436	A Percentage of AUM
SUMMIT WEALTH MANAGEMENT GROUP, INC. 400 Camarillo Ranch Road, Suite 202 Camarillo, CA, 93012	170029	$136,887,303	441	A Percentage of AUM, Hourly charges, Fixed Fees
BRIGHTPATH WEALTH PLANNING, LLC 5999 Ridge View Street, Suite B Camarillo, CA, 93012	160563	$129,553,950	335	A Percentage of AUM, Hourly charges, Fixed Fees

Select other cities around Camarillo, California to broaden your search for a financial advisor

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

How can I pick a good financial advisor?

What's the difference between a financial planner and a financial advisor?

How much money should I have before getting a financial advisor?

What type of financial advisor do I need?

Find an Advisor
It's Fast, Free & Easy

Your Information is Safe and Secure

Since 1998

FIND AND COMPARE
TOP FINACIAL
ADVISORS MATCHED
TO YOUR NEEDS

A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR

Get Matched With Advisors

FinancialAdvisor.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. FinancialAdvisor.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. FinancialAdvisor.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

Find The Best Financial Advisors in Camarillo, California

How To Find The Best Financial Advisors in Camarillo, CaliforniaLast Updated - 13-Jun-2023

List of Qualified Financial Advisors in Camarillo, California

Roy Sherman

Sherman Asset Management

Address

Alano Massi

Palm Capital Management

Address

Nathan Wallace

Savvy Advisors Inc

Address

Dash Investments

Address

Michael Macauley

Signature Estate & Investment Advisors (SEIA)

Address

Michael Cannone

Westmount Partners

Address

Michael Lynch

Lynch Financial Advisors

Address

Top Financial Advisor Firms in Camarillo, California (Ranked by AUM)

Select other cities around Camarillo, California to broaden your search for a financial advisor

Frequently Asked Questions

Find an AdvisorIt's Fast, Free & Easy

How To Find The Best Financial Advisors in Camarillo, California
Last Updated - 13-Jun-2023

Find an Advisor
It's Fast, Free & Easy