Joseph Ventura
Eden Advisory Services · Albany, New York
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.
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Specialties
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 |
| Assets under management | $27.8M across 177 accounts |
| SEC registration | Investment adviser representative in NY · CRD 1449623 |
| Exams passed | Series 63 (1986) · Series 65 (2016) · Series 66 (2007) |
| Firm size | 3 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.edenasc.com |
How Joseph's firm compares
- Eden Advisory Services's average account is about $157,000, from its Form ADV (assets managed divided by 177 accounts).
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Questions about Joseph
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.
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
- Eden Advisory Services 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.
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