Ventura Advisors

Ventura Advisors at a glance

• One of 1,191 fee-only firms based in California in the Wellspent graph.
• 2 advisors are listed here; all hold the CFP.
• Its Form ADV reports 2 employees and 41 individual clients.
• Its average account is about $1.8 million (assets it manages divided by its 44 accounts).

Fee-only advisors in California · What fee-only advisors charge in California

Facts

Ventura Advisors fees

Ventura Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. 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

Advisors at this firm (2)

• Jeffrey Harwood

  CFP · CFA

• Lisa Harwood

  CFP

Other fee-only firms in Woodland Hills

• Accumulation Strategies
• Bruin Wealth Advisors
• Confluence Capital Advisors
• Mullaney Financial & Tax
• Oder Investment Management
• Pacific Oak Financial Planning
• Paragon Financial Partners

Fee-only advisors in California