Lisa Harwood
Ventura Advisors · Woodland Hills, California
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.
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Specialties
Facts
| Firm | Ventura Advisors |
|---|---|
| Based in | Woodland Hills, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $80.6M across 44 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 1637753 |
| Exams passed | Series 63 (1998) · Series 65 (2011) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.venturaadvisors.com |
How Lisa's firm compares
- Ventura Advisors's average account is about $1.8 million, from its Form ADV (assets managed divided by 44 accounts).
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Questions about Lisa
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Woodland Hills
Other advisors in California who focus on retirement planning
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
- Ventura Advisors 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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