Ventura Coast Wealth Management

Ventura Coast Wealth Management at a glance

• One of 1,191 fee-only firms based in California in the Wellspent graph.
• 1 advisor is listed here, who holds the CFP.
• Its Form ADV reports 1 employee and 17 individual clients.
• Its average account is about $350,000 (assets it manages divided by its 20 accounts).

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

Facts

Ventura Coast Wealth Management fees

Ventura Coast Wealth Management 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 (1)

• Douglas Michie

  CFP

Other fee-only firms in Ventura

• Diegelman Capital Advisors
• Maranantha Financial
• Sherman Asset Management

Fee-only advisors in California