Fiduciary advisors in Thousand Oaks, CA
11 registered advisers
Thousand Oaks is an Amgen headquarters city in the Conejo Valley, where biotech executive compensation drives advisory specialization. Among them, 10 operate strictly fee-only, meaning they collect no commissions or product-based revenue.
CEDARSTONE ADVISORS
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$171M
Minimum--
Clients189
DE GROOTE FINANCIAL GROUP, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$751M
Minimum--
Clients2,093
DRH INVESTMENTS, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$159M
Minimum--
Clients333
EAGLESON ARNDT FINANCIAL ADVISORS
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$107M
Minimum--
Clients307
GFP WEALTH MANAGEMENT
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$197M
Minimum--
Clients198
HILLCREST FINANCIAL GROUP
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$568M
Minimum--
Clients1,100
HOFER & ASSOCIATES WEALTH MANAGEMENT
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$216M
Minimum--
Clients300
IBN ASSET MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$485M
Minimum--
Clients63
LONGEVITY CAPITAL MANAGEMENT
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$160M
Minimum--
Clients177
MFA WEALTH SERVICES
Clean RecordAlso Compensated via BrokerageTypical Fee--
AUM$293M
Minimum--
Clients706
PACIFIC FINANCIAL STRATEGIES, INC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$201M
Minimum--
Clients980