Santa Susana Financial, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Average account size
—
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 location
Santa Susana Financial, LLC
Simi Valley CA, United States
Number of offices
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
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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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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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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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