# Joseph Ventura

> Joseph Ventura is a fee-only financial advisor at Eden Advisory Services in Albany, New York. Joseph focuses on small business owners, estate & legacy planning and tax planning. Eden Advisory Services reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/joseph-ventura/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Eden Advisory Services
- **Based in:** Albany, New York
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $27.8M across 177 accounts
- **Specialties:** Small business owners, Estate & legacy planning, Tax planning
- **CRD:** 1449623 (https://adviserinfo.sec.gov/individual/summary/1449623)
- **SEC registration:** Investment adviser representative in NY
- **Exams passed:** Series 63 (1986), Series 65 (2016), Series 66 (2007)
- **Firm size:** 3 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** http://www.edenasc.com

## Frequently asked questions

### Is Joseph Ventura a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and Eden Advisory Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Joseph charge for financial advice?

Joseph's firm, Eden Advisory Services, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Joseph Ventura based?

Joseph Ventura is based in Albany, New York.

### What does Joseph specialize in?

Joseph's specialties include small business owners, estate & legacy planning and tax planning.

### Is Joseph Ventura registered with the SEC?

Yes. Joseph Ventura is registered as an investment adviser representative in NY (CRD 1449623), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Eden Advisory Services manage?

Eden Advisory Services reports $27.8M across 177 accounts in assets under management.

### How do I contact Joseph Ventura?

Through Joseph's website, www.edenasc.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1449623): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://edenasc.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.