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Find The Best Financial Advisors in Thousand Oaks, 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 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 10 vetted financial advisors and 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 16 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

Alano Massi

Palm Capital Management

805-727-2700

Address

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

Dash Investments

818-309-4065

Address

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

Roy Sherman

Sherman Asset Management

805-655-5062

Address

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

Andrew Eddy

Eddy Financial, LLC

310-451-3339

Address

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

Daniel Scott Johnson

Windfall Advisors

310-405-5114

Address

100 Wilshire Blvd Suite 700, Santa Monica, CA 90401,
620 Newport Center Dr, Suite 1100, Newport Beach, CA 92660,
Santa Monica, CA 90401 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

Nathan Wallace

Savvy Advisors Inc

805-285-7686

Address

573 Avenida Del Recreo,
Ojai, CA 93023 See Details

Christian Johnson

California Financial Partners

818-637-0177

Address

700 N Brand Blvd,
Suite 640,
Glendale, CA 91203 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 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	$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

Select other cities around Thousand Oaks, 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?

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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

Palm Capital Management

Address

Address

Sherman Asset Management

Address

Eddy Financial, LLC

Address

Windfall Advisors

Address

Signature Estate & Investment Advisors (SEIA)

Address

Westmount Partners

Address

Savvy Advisors Inc

Address

California Financial Partners

Address

Lynch Financial Advisors

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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