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Find The Best Financial Advisors in Ventura, 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 Ventura is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Ventura & pick the one as per your needs

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

If you’re looking for qualified financial advisors in Ventura, California, FinancialAdvisor.net is a useful resource. We've compiled a list of the 7 vetted financial advisors and 2 non-vetted financial advisors in Ventura, California, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Ventura, California have an average of 32 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 Ventura, California

Mission Wealth Management, LP

805-882-2360

Address

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

Dash Investments

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

21550 Oxnard Street,
Suite 950,
Woodland Hills, CA 91367 See Details

X Advisors, LLC

661-505-6311

Address

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

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

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
INTEGRITY WEALTH ADVISORS, LLC 196 S. Fir St., Suite 140 Ventura, CA, 93001	281708	$311,602,912	1599	A percentage of AUM, Hourly charges, Fixed fees
SHERMAN ASSET MANAGEMENT, INC. 1500 Palma Dr., Suite 133 Ventura, CA, 93003	170861	$130,997,137	121	A percentage of AUM, Hourly charges, Fixed fees

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Find The Best Financial Advisors in Ventura, California

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

List of Qualified Financial Advisors in Ventura, California

Mission Wealth Management, LP

Address

Dash Investments

Address

Pure Financial Advisors LLC

Pure Financial Advisors, LLC

Address

Edelman Financial Engines, LLC

Address

X Advisors, LLC

Address

Edelman Financial Engines, LLC

Address

Edelman Financial Engines, LLC

Address

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

Select other cities around Ventura, 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 Ventura, California
Last Updated - 13-Jun-2023

Find an Advisor
It's Fast, Free & Easy