Santa Susana Financial, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Santa Susana Financial, LLC provides integrated financial planning and investment management services to individuals, including high‑net‑worth clients. Services described in the brochure include ongoing tailored portfolio management, comprehensive financial planning, and optional tax return preparation offered only to advisory clients.
The firm develops individualized investment policies and uses a mix of passive and active strategies, applying fundamental, technical, and cyclical analysis along with mutual fund and ETF selection. As a fee‑only adviser, SSF charges flat annual fees rather than the more common percentage‑of‑assets model, a billing approach that is atypical among independent peers.
Noteworthy features include that SSF is a newly registered adviser that reported no assets under management as of the brochure date and requires clients to establish custody accounts at Charles Schwab for execution and custody. The firm does not offer performance‑based or wrap fee programs and discloses that tax preparation is available as an add‑on service for clients.
Client services
Expertise
Occupation focus
Fee options
Minimum fee: Flat fee range from $3,600 to $36,000 annually, prorated and paid quarterly in arrears, negotiable based on client complexity Fee-only: Flat fee for integrated ongoing financial planning and investment management service, ranging from $3,600 to $36,000 annually
Main office
Simi Valley CA
Advisors at this office
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
-
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.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")