# Lisa Harwood

> Lisa Harwood is a fee-only financial advisor at Ventura Advisors in Woodland Hills, California, who holds the CFP credential. Lisa focuses on retirement planning. Ventura Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Ventura Advisors
- **Based in:** Woodland Hills, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $80.6M across 44 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning
- **CRD:** 1637753 (https://adviserinfo.sec.gov/individual/summary/1637753)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 63 (1998), Series 65 (2011)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.venturaadvisors.com

## Frequently asked questions

### Is Lisa Harwood a fee-only financial advisor?

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

### How does Lisa charge for financial advice?

Lisa's firm, Ventura Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Lisa Harwood based?

Lisa Harwood is based in Woodland Hills, California.

### What does Lisa specialize in?

Lisa's specialties include retirement planning.

### What credentials does Lisa Harwood hold?

Lisa Harwood holds the CFP credential.

### Is Lisa Harwood registered with the SEC?

Yes. Lisa Harwood is registered as an investment adviser representative in CA (CRD 1637753), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Ventura Advisors manage?

Ventura Advisors reports $80.6M across 44 accounts in assets under management.

### How do I contact Lisa Harwood?

Through Lisa's website, www.venturaadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1637753): 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://www.venturaadvisors.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.