Jovita Honor
Honor Family Office · Santa Barbara, California
Jovita Honor is a fee-only financial advisor at Honor Family Office in Santa Barbara, California, who holds the CFP credential. Honor Family Office reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Honor Family Office |
|---|---|
| Based in | Santa Barbara, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $54.7M across 29 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 3098129 |
| Exams passed | Series 65 (1998) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.honorfamilyoffice.com |
How Jovita's firm compares
- Honor Family Office's average account is about $1.9 million, from its Form ADV (assets managed divided by 29 accounts).
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Questions about Jovita
Is Jovita Honor a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jovita holds no broker registration, and Honor Family Office reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jovita charge for financial advice?
Jovita's firm, Honor Family Office, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jovita Honor based?
Jovita Honor is based in Santa Barbara, California.
What credentials does Jovita Honor hold?
Jovita Honor holds the CFP credential.
Is Jovita Honor registered with the SEC?
Yes. Jovita Honor is registered as an investment adviser representative in CA (CRD 3098129), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Honor Family Office manage?
Honor Family Office reports $54.7M across 29 accounts in assets under management.
How do I contact Jovita Honor?
Through Jovita's website, www.honorfamilyoffice.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
- 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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