National Retirement Planning Experts

National Coverage
Local Professionals

Home  > Financial Advisors > texas > plano

CEDARSTONE ADVISORS

Tel: (888) 571-5582
3125 Old Conejo Road
Unit 7
Thousand Oaks, California  91320

Find an Advisor
It's Fast, Free & Easy

  Your Information is Safe and Secure

CEDARSTONE ADVISORS

CEDARSTONE ADVISORS is a Thousand Oaks, California based financial advisory firm with nearly $150,534,821 in assets under management and provides investment advisory services for 184 clients. There are currently 3 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses

Fee Structure:

A percentage of AUM, Hourly charges

Firm CRD#:

172653

SEC#:

801-112625

No. of Clients:

184

Assets under Management

$150,534,821

No. of Advisors:

3

More Financial Advisory Firms in Thousand Oaks, Texas

Financial Advisory FirmFirm CRD#No. of Advisors
DIMENSIONAL FUND ADVISORS LP 1064821166
FISHER INVESTMENTS 1073424065
VICTORY CAPITAL MANAGEMENT INC. 106189481
TPG GLOBAL ADVISORS, LLC 1597321036
NB ALTERNATIVES ADVISERS LLC 149822319
TPG CAPITAL ADVISORS, LLC 159738361

More Firms in Thousand Oaks, Texas >>

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.

© 2025 FinancialAdvisor.net. All Rights Reserved.