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.

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.

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.

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.

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.

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Find The Best Financial Advisors in Thousand Oaks, California

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 Thousand Oaks is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Thousand Oaks & pick the one as per your needs

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

If you’re looking for qualified financial advisors in Thousand Oaks, California, FinancialAdvisor.net is a useful resource. We've compiled a list of the 14 vetted financial advisors and 10 non-vetted financial advisors in Thousand Oaks, California, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Thousand Oaks, California have an average of 24 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 Thousand Oaks, California

Ira Zito

Financial Peak

818-639-9278

Address

30700 Russell Ranch Rd,
Suite 250,
Westlake Village, CA 91362 See Details

Alano Massi

Palm Capital Management

805-727-2700

Address

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

Dash Investments - CFP

469-915-4786

Address

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

Pure Financial Advisors LLC

Pure Financial Advisors, LLC

818-805-5500

Address

6320 Canoga Ave #920,
Woodland Hills, CA 91367 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

X Advisors, LLC

661-505-6311

Address

6345 Balboa Blvd,
Building 1, Suite 100,
Encino, CA 91406 See Details

Andrew Eddy

Eddy Financial, LLC

310-451-3339

Address

100 Wilshire Blvd,
Suite 700,
Santa Monica, CA 90401 See Details

Michael DeSantis

Farther Finance LLC

310-742-9633

Address

24049 Stratus Street,
Santa Clarita, CA 91350 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

1960 E Grand Avenue,
Suite 710,
El Segundo, CA 90245 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

225 South Lake Avenue,
Suite 1185,
Pasadena, CA 91101 See Details

Mission Wealth Management, LP

805-882-2360

Address

1111 Chapala St.,
3rd Floor,
Santa Barbara, CA 93101 See Details

Jarret Rodriguez-Conklin

Homestead Wealth Management

909-667-0587

Address

413 East Foothill Boulevard, Suite 100,
San Dimas, CA 91773 See Details

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

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
DE GROOTE FINANCIAL GROUP, LLC 3013 Willow Lane, Thousand Oaks, CA, 91361	168178	$648,145,238	1981	A percentage of AUM, Hourly charges, Fixed fees
HILLCREST FINANCIAL GROUP 515 Marin Street, Suite 406 Thousand Oaks, CA, 91360	317862	$470,750,000	1050	A percentage of AUM, Fixed fees
MFA WEALTH SERVICES 100 E. Thousand Oaks Blvd., #258 Thousand Oaks, CA, 91360	169013	$248,238,257	608	A percentage of AUM, Hourly charges, Fixed fees
DRH INVESTMENTS, INC. 141 Duesenberg Drive, Suite 15a Thousand Oaks, CA, 91362	164945	$179,526,037	323	A percentage of AUM, Performance Based
HOFER & ASSOCIATES WEALTH MANAGEMENT 90 E Thousand Oaks Blvd., Suite 310 Thousand Oaks, CA, 91360	282005	$174,810,075	749	A percentage of AUM, Hourly charges, Fixed fees
GFP WEALTH MANAGEMENT 25 W Rolling Oaks Drive, Suite 111 Thousand Oaks, CA, 91361	133566	$168,412,260	190	A percentage of AUM, Hourly charges, Fixed fees
CEDARSTONE ADVISORS 3125 Old Conejo Road, Unit 7 Thousand Oaks, CA, 91320	172653	$150,534,821	184	A percentage of AUM, Hourly charges
PACIFIC FINANCIAL STRATEGIES, INC 223 E. Thousand Oaks Blvd., Suite 403, Thousand Oaks, CA, 91360	151434	$138,021,035	707	A percentage of AUM, Other (HOURLY/FIXED FEES FOR FINANCIAL PLANNING)
LONGEVITY CAPITAL MANAGEMENT 515 Marin Street, Suite 418 Thousand Oaks, CA, 91360	328283	$119,345,664	146	A percentage of AUM, Hourly charges, Fixed fees
IBN ASSET MANAGEMENT, LLC 463 Pennsfield Place,, Suite 201 Thousand Oaks, CA, 91360	290114	$107,308,835	44	A percentage of AUM, Fixed fees, Other (CONSULTING)

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Find The Best Financial Advisors in Thousand Oaks, California

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

List of Qualified Financial Advisors in Thousand Oaks, California

Financial Peak

Address

Palm Capital Management

Address

Address

Pure Financial Advisors, LLC

Address

Address

Address

Eddy Financial, LLC

Address

Farther Finance LLC

Address

Address

Address

Address

Homestead Wealth Management

Address

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

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

Frequently Asked Questions

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

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