Fee-only adviser · Ventura, CA
Ventura Coast Wealth Management
Ventura Coast Wealth Management is a fee-only investment adviser registered with the securities regulator of California, with its main office in Ventura, California. On its latest Form ADV, filed March 31, 2026, it reports $7.0M in regulatory assets under management, 17 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: California |
|---|---|
| Firm CRD number | 154280 |
| Office | 1056 E. Meta Street #103 Ventura, CA 93001 |
| Phone | (805) 643-9300 |
| Website | www.venturacoastwm.com |
| Regulatory assets under management | $7.0M |
| Individual clients | 17 non-high-net-worth, 0 high-net-worth |
| Financial planning clients | 11-25 |
| How it charges | Percentage of assets, Hourly |
| Services | Financial planning, Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 31, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Ventura
- The Renaissance Group Not reported
- Goto Financial $64M
- Sherman Asset Management, Inc. $141M
- Bankers Investment Counseling $22M
See all 5 fee-only advisers in Ventura →
Nearby
- Camarillo 8 firms
- Newbury Park 1 firm
- Thousand Oaks Drive 1 firm
- Moorpark 1 firm
- Thousand Oaks 13 firms
- Westlake Village 26 firms
- Malibu 1 firm
- Simi Valley 6 firms
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