Ventura Coast Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$7,000,000
Clients
17
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
17
LowAverage account size
$411,765
About
Ventura Coast Wealth Management provides fee-only financial planning and investment monitoring to individuals, small businesses, trusts, pension plans and corporations. Services include comprehensive financial plans, limited-scope hourly engagements or retainers, and ongoing asset monitoring and implementation support for client investment portfolios.
The firm emphasizes strategic asset allocation using a core-and-satellite approach, typically with passively managed index funds and ETFs as the core and select active funds in satellite positions, and documents objectives in an Investment Policy Statement for each client. Accounts are managed on a non-discretionary basis: trades are executed only after client approval under a limited power of attorney, and portfolios are reviewed at least annually with ad hoc reviews for market or life-event triggers.
The owner is a licensed attorney and a real estate broker and the adviser maintains affiliations with a law practice and real estate activities, which can inform estate-planning and real-estate considerations in client advice—an arrangement that is uncommon among independent advisers. The firm also notes it manages assets primarily on a non‑discretionary basis and discloses a past client arbitration that was settled; these are factual items prospective clients may weigh when comparing this firm to peers.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
General tax planning
Cash flow / budgeting
Occupation focus
Founder/Business Owner
Retired
Fee options
Comprehensive financial plan fees range from $2,000 to $2,400 (not negotiable)
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.90% $1,000,001 - $2,000,000: 0.75% $2,000,001+: 0.55%
$350 per planner hour
Retainer agreements available starting at $5,000 annually, negotiable based on complexity
Account minimum: $100,000 Minimum fee: $1,000 minimum annual fee Fee-only: Fee-only financial planning and asset monitoring; no commissions accepted
Main office location
Ventura Coast Wealth Management
1056 E. Meta Street #103
Ventura CA 93001-0001, United States
Number of offices
1
Most active in
Ventura Coast Wealth Management has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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