Ventura Advisors fees and pricing
Financial planner in Woodland Hills, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 14, 2026, Ventura Advisors charges $300 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 14, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“Follow-on implementation work is billed separately at the rate of $300 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Ventura Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “At termination, fees will be billed on a pro rata basis for the portion of the quarter completed.”
- “Billing Investment management fees are billed quarterly, in arrears, meaning that we invoice you after the three-month billing period has ended.”
- “Payment in full is expected upon invoice presentation.”
How Ventura Advisors’ fees compare
- Its hourly rate of $300 matches the California median of $300. 41% of the 932 other California planners that publish an hourly rate charge less.
- 2 of the 3 other planners in Woodland Hills that publish an hourly rate charge less.
About Ventura Advisors
“Ventura Advisors provides personalized confidential financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses.”
- Firm size: 2 employees.
- Credentials named in the brochure: CFP®, EA, ChFC®, and CFA.
- Registered as an adviser: 2004 (22 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Business owners
- Insurance analysis
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.1% a year
- Clients
- 41
- Employees
- 2
- Works with
- Individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $80,640,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 132040
- Phone
- (818) 857-5080
Other planners in Woodland Hills that publish fees
- Coulombe and Sons Wealth ManagementWoodland Hills$250/hr, $2,500-$6,500
- Hesen & HaslamWoodland Hills$350/hr, $10,000
- Mullaney Financial & Tax, Inc.Woodland Hills$7,800
- Oder Investment Management, LLCWoodland Hills$200/hr, $1,000-$5,000
- Pacific Oak Financial Planning LLCWoodland Hills$3,000-$12,500, $1,500-$6,250/qtr
- Paragon Financial PartnersWoodland Hills$3,500-$100,000
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.