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
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 15 vetted financial advisors and 9 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 20 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.
Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
---|---|---|---|---|
DE GROOTE FINANCIAL GROUP, LLC 3013 Willow Lane, Thousand Oaks, CA, 91361 | 168178 | $582,681,800 | 1981 | A Percentage of AUM, Hourly charges, Fixed Fees |
HILLCREST FINANCIAL GROUP 515 Marin Street, Suite 406 Thousand Oaks, CA, 91360 | 317862 | $368,600,000 | 901 | A Percentage of AUM, Fixed Fees |
MFA WEALTH SERVICES 100 E. Thousand Oaks Blvd., #258 Thousand Oaks, CA, 91360 | 169013 | $191,458,815 | 584 | A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based |
GFP WEALTH MANAGEMENT 25 W Rolling Oaks Drive, Suite 111 Thousand Oaks, CA, 91361 | 133566 | $127,108,691 | 163 | A Percentage of AUM, Hourly charges, Fixed Fees |
CEDARSTONE ADVISORS 3125 Old Conejo Road, Unit 7 Thousand Oaks, CA, 91320 | 172653 | $126,846,630 | 180 | A Percentage of AUM, Hourly charges |
HOFER & ASSOCIATES WEALTH MANAGEMENT 90 E Thousand Oaks Blvd., Suite 310 Thousand Oaks, CA, 91360 | 282005 | $119,167,538 | 288 | A Percentage of AUM, Hourly charges, Fixed Fees |
PACIFIC FINANCIAL STRATEGIES, INC 223 E. Thousand Oaks Blvd., Suite 403, Thousand Oaks, CA, 91360 | 151434 | $117,988,403 | 817 | A Percentage of AUM, Other (HOURLY/FIXED FEES FOR FINANCIAL PLANNING) |
IBN ASSET MANAGEMENT, LLC 463 Pennsfield Place,, Suite 201 Thousand Oaks, CA, 91360 | 290114 | $107,175,736 | 37 | A Percentage of AUM, Fixed Fees, Other (CONSULTING) |
LONGEVITY CAPITAL MANAGEMENT 515 Marin Street, Suite 418 Thousand Oaks, CA, 91360 | 328283 | $0 | 0 | A Percentage of AUM, Hourly charges, Fixed Fees |
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