Venado Investment Advisors LLC fees and pricing

Financial planner in Westlake Village, California. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated February 20, 2026, Venado Investment Advisors LLC charges $400 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 20, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $400/hr; “VIA charges a hourly fee of $400 per hour for financial planning.”

Payment and refund terms, quoted from the fee section of the brochure.

“Fees are billed quarterly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
“For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
“The Client must consent in advance to direct debiting of their investment account.”

Its hourly rate of $400 is above the California median of $300. 74% of the 932 other California planners that publish an hourly rate charge less.
4 of the 7 other planners in Westlake Village that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.25% a year
Clients: 3
Employees: 2
Works with: High net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $1,004,074
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 327856
Website: substack.com/@venadoinvestments (opens in new tab)
Phone: (805) 418-7570

Can advise clients in 2 states: California, New York

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.