Top financial advisors in Camarillo, CA
We've curated a list of the best financial advisors in Camarillo, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $681,972,228 Number of advisors 5 advisors | |||
| 2 | Assets under management $136,887,303 Number of advisors 5 advisors | |||
| 3 | Assets under management $129,553,950 Number of advisors 4 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To generate our top financial advisors list in Camarillo, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Camarillo. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Bernzott Capital Advisors
Bernzott Capital Advisors is an independent investment advisory firm established in 1994 and registered with the SEC. The firm specializes in providing discretionary portfolio management services to a mutual fund, separate account clients, and Unified Managed Accounts (UMA). They offer services to institutional and private clients, including sub-adviser services. Bernzott Capital Advisors is a fee-only firm, compensated by a percentage of assets under management. Fees vary based on the type of client and investment strategy. The firm does not charge performance-based fees. Clients have investment discretion, allowing the advisor to make and implement investment decisions without prior consultation. Bernzott Capital Advisors follows a bottom-up investment approach with a value orientation, focusing on constructing concentrated portfolios of researched companies purchased at appropriate prices. The firm's investment strategies include US Small Cap Value, US All Cap Value, and Customized Multi Asset Class portfolios. Clients receive regular reports and updates on performance and holdings. The firm does not have any disciplinary actions, compensates employees based on assets under management, and does not impose a minimum annual fee. Bernzott Capital Advisors maintains custody of client assets through a qualified independent custodian and provides investment advice on a discretionary basis. Clients can revoke investment authority at any time. The firm votes proxies for supervised securities based on client interests and maintains financial stability without any impairments.
$681,972,228 under management
5 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Summit Wealth Management Group, Inc.
Summit Wealth Management Group, Inc., located in Camarillo, CA, offers the Summit Wealth Wrap Program, managed by Christina Zins, the Chief Compliance Officer. Established in July 2024, the firm provides individualized investment advisory services through their Strategic Wealth Management Account Platform. Clients pay an annual fee of up to 2.0% of assets, payable quarterly, for continuous account supervision and tailored investment strategies. The firm emphasizes long-term purchases and uses technical analysis to formulate investment advice. Clients must have a minimum account size of $500,000, which may be waived. Summit Wealth does not charge performance fees and does not accept proxy authority to vote client securities. The firm's investment adviser representatives may receive commissions, creating a potential conflict of interest, but always prioritize clients' interests. Summit Wealth is a fiduciary, committed to acting in clients' best interests and providing full disclosure. The firm does not pay referral fees and has no financial conditions impairing its obligations to clients. Clients are encouraged to review the firm's Code of Ethics for further information.
$136,887,303 under management
5 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Brightpath Wealth Planning, LLC
BrightPath Wealth Planning, LLC is a registered investment advisor founded in April 2012 by Peter Kozak, who serves as the Managing Member and Chief Compliance Officer. The firm offers investment advisory services to individuals, high net worth individuals, trusts, estates, businesses, charitable organizations, and retirement plans. As a fiduciary, the firm upholds a duty of loyalty, fairness, and good faith towards each client. BrightPath provides wealth management services, including discretionary investment management services and financial planning. The firm primarily recommends passive asset class investment strategies with low holdings turnover and may utilize individual stocks, bonds, or alternative investments. Clients may place reasonable restrictions on their investments. The firm may recommend Independent Managers for a portion of a client's portfolio, and it offers retirement plan advisory services as well. The fee structure for wealth management services is based on a tiered schedule, with a minimum annual fee of $7,500. Financial planning services are offered on an hourly or fixed fee basis, and ongoing financial planning services range from $200 to $500 quarterly. Retirement plan advisory services are charged an annual asset-based fee of up to 0.90%. BrightPath does not charge performance-based fees. The firm does not receive compensation for sales of securities and does not participate in soft dollar programs. Clients must engage a qualified custodian for custody and execution services, with Charles Schwab & Co., Inc., and Fidelity Clearing & Custody Solutions being recommended custodians. BrightPath does not accept or maintain custody of client accounts, except for the deduction of advisory fees. The firm has implemented a Code of Ethics and maintains a Privacy Policy to protect clients' personal information. Peter Kozak, the firm's founder, holds a CFP designation and has a background in economics. There are no disciplinary events involving Mr. Kozak or the firm.
$129,553,950 under management
4 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To generate our top financial advisors list in Camarillo, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Camarillo. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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