Adam Bederov
Geometric Advisors · Oxnard, California
Adam Bederov is a fee-only financial advisor at Geometric Advisors in Oxnard, California. Adam charges a percentage of assets (1% a year on the first tier of assets managed and no asset minimum) and focuses on tax planning and estate & legacy planning.
Request an introduction to Adam →
Specialties
Who they serve
- Executives
- High earners
Facts
| Firm | Geometric Advisors |
|---|---|
| Based in | Oxnard, California |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1% a year on the first tier of assets managed · No asset minimum |
| Works virtually | Yes |
| Assets under management | $1.33B across 2,081 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 8217096 |
| Exams passed | Series 65 (2026) |
| Firm size | 34 employees |
| Disclosures | None reported |
| Website | www.geometricadvisors.com |
Request an introduction to Adam
Tell Adam a little about what you're looking for. Adam isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Adam
Is Adam Bederov a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Adam holds no broker registration, and Geometric Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Adam charge for financial advice?
Adam charges a percentage of assets.
How much does Adam charge?
According to Geometric Advisors's website, checked October 30, 2026: 1% a year on the first tier of assets managed; no asset minimum.
Does Adam work with clients virtually?
Yes. Geometric Advisors says on its website that it works with clients remotely.
Where is Adam Bederov based?
Adam Bederov is based in Oxnard, California.
What does Adam specialize in?
Adam's specialties include tax planning and estate & legacy planning. Adam works with executives and high earners.
Is Adam Bederov registered with the SEC?
Yes. Adam Bederov is registered as an investment adviser representative in CA and TX (CRD 8217096), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Geometric Advisors manage?
Geometric Advisors reports $1.33B across 2,081 accounts in assets under management.
How do I contact Adam Bederov?
Through Adam's website, www.geometricadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Geometric Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.