Valley Center Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Valley Center Advisors provides investment management and financial planning services to individuals, high‑net‑worth individuals, and corporations, offering ongoing and project-based planning alongside continuous investment advice. The firm is fee‑only and generally implements investment recommendations on a non‑discretionary basis, leaving final transaction approval to clients.
VCA develops client investment policies and asset‑allocation targets and constructs portfolios using stocks, bonds, mutual funds, and ETFs, applying both passive and active strategies consistent with modern portfolio theory. The firm also conducts periodic reviews, considers tax and risk factors in planning, and may use third‑party custodians and investment vehicles as part of its implementation process.
Compared with many peers, VCA explicitly recommends, selects, and reviews outside investment managers and assists clients with manager selection and investor profile documentation — a practice that is relatively uncommon among investment‑manager firms. The firm also offers project‑based hourly financial planning on a limited basis and reported $0 in discretionary and non‑discretionary assets under management and no clients as of December 31, 2025, consistent with an early‑stage or small‑scale practice.
Client services
Expertise
Fee options
Fixed fees for project-based financial planning range between $500 and $10,000; ongoing financial planning fees range from $99 to $2,000 per month
0.75% annually
$350 per hour for project-based financial planning, negotiable
Ongoing financial planning fees paid monthly in arrears at $99 to $2,000 per month, negotiable
Minimum fee: Initial fee for ongoing financial planning up to $2,500, negotiable and may be waived Fee-only: Firm is fee-only, compensated solely by clients, no commissions or sales-related compensation
Main office
Thousand Oaks CA
Advisors at this office
1
Most active in
California
Also doing business as
Valley Center Advisors · Valley Center Advisors LLC
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
Quick links
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