DE GROOTE FINANCIAL GROUP, LLC
Thousand Oaks, CA
AUM
$1.22B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(805) 230-0111
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in CA, THOUSAND OAKS
18 advisers found
HILLCREST FINANCIAL GROUP
Thousand Oaks, CA
AUM
$567.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(805) 373-8686
IBN ASSET MANAGEMENT, LLC
Thousand Oaks, CA
AUM
$508.2M
Wealth MgmtInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
805-277-4738
MFA WEALTH SERVICES
Thousand Oaks, CA
AUM
$293.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
833-496-5474
HOFER & ASSOCIATES WEALTH MANAGEMENT
Thousand Oaks, CA
AUM
$216.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
805-557-8054
PACIFIC FINANCIAL STRATEGIES, INC
Thousand Oaks, CA
AUM
$201.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM; HOURLY/FIXED FEES FOR FINANCIAL PLANNING
(818) 991-7794
CEDARSTONE ADVISORS
Thousand Oaks, CA
AUM
$198.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
(888) 571-5582
DRH INVESTMENTS, INC.
Thousand Oaks, CA
AUM
$191.0M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(310) 826-1740
LONGEVITY CAPITAL MANAGEMENT
Thousand Oaks, CA
AUM
$184.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
805-917-6771
EAGLESON ARNDT FINANCIAL ADVISORS
Thousand Oaks, CA
AUM
$106.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
805-496-8450
STRATEGIC FINANCIAL
Thousand Oaks, CA
AUM
$73.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Hourly charges; Fixed fees
805-494-1825
RETIREMENT WEALTH CENTER INC
Thousand Oaks, CA
AUM
$41.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
805-778-9277
TEAM ELEVATED ASSET MANAGEMENT
Thousand Oaks, CA
AUM
$33.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
213-378-0072
ATLAS CAPITAL MANAGEMENT
Thousand Oaks, CA
AUM
$11.4M
Wealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM
800-801-7956
BUFF YOUR FINANCES
Thousand Oaks, CA
AUM
$9.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(805) 267-9016
ALIGN INVESTMENT ADVISORS, LLC
Thousand Oaks, CA
AUM
$2.0M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Performance-based fees
8053004886
FARRELL FINANCIAL, INC.
Thousand Oaks, CA
AUM
$73.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
818-874-4005
Full profileNo website
GOLD COAST SECURITIES, INC.
Thousand Oaks, CA
AUM
$39.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
805-496-3660
Full profileNo website