Firm
HN Buss Investing
Thousand Oaks, California
Fee-only
HN Buss Investing at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 59 individual clients.
- Its average account is about $144,000 (assets it manages divided by its 85 accounts).
- Its website says it's taking new clients.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Thousand Oaks, California |
|---|---|
| Website | hnbinvesting.com |
| [email protected] | |
| Phone | (818) 665-5088 |
HN Buss Investing fees
HN Buss Investing doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $12 million |
| Individual clients | 59 |
| Accounts managed | 85 |
| Employees | 1 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | February 2, 2026 |
| SEC record | CRD 333557 |