Kara Buss
HN Buss Investing · Thousand Oaks, California
Kara Buss is a fee-only financial advisor at HN Buss Investing in Thousand Oaks, California. Kara charges a percentage of assets and focuses on retirement planning and estate & legacy planning.
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Specialties
Facts
| Firm | HN Buss Investing |
|---|---|
| Based in | Thousand Oaks, California |
| Fee model | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $12.2M across 85 accounts |
| SEC registration | Investment adviser representative in CA · CRD 5770951 |
| Exams passed | Series 63 (2010) · Series 65 (2023) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.hnbinvesting.com |
| Profile |
How Kara's firm compares
- HN Buss Investing's average account is about $144,000, from its Form ADV (assets managed divided by 85 accounts).
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Questions about Kara
Is Kara Buss a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kara holds no broker registration, and HN Buss Investing reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kara charge for financial advice?
Kara charges a percentage of assets.
Where is Kara Buss based?
Kara Buss is based in Thousand Oaks, California.
What does Kara specialize in?
Kara's specialties include retirement planning and estate & legacy planning.
Is Kara Buss registered with the SEC?
Yes. Kara Buss is registered as an investment adviser representative in CA (CRD 5770951), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does HN Buss Investing manage?
HN Buss Investing reports $12.2M across 85 accounts in assets under management.
How do I contact Kara Buss?
Through Kara's website, www.hnbinvesting.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
- HN Buss Investing 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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