Ventura Advisors

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Client assets under management

$80,640,000

Clients

0% high-net-worth

Advisors

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Low

Average account size

$1,966,829

About

Ventura Advisors is a fee-only registered investment adviser that serves individuals, families, trusts, estates, charitable organizations and small businesses. The two-advisor firm manages about $80.6 million on a discretionary basis for a limited client roster and provides ongoing investment management alongside comprehensive financial planning, retirement, tax and estate planning services.

The firm’s investment approach centers on strategic asset allocation with a passive core invested in index funds and ETFs, emphasizing diversification, tax-efficiency, cost containment and periodic rebalancing; client portfolios are governed by written investment policy statements and managed on a discretionary basis. Fundamental analysis is the primary analytic tool, and the firm limits the use of margin to short-term liquidity needs; it also offers tailored engagement models, including retainers and hourly planning.

A distinctive disclosure in the brochure notes that the firm’s principal holds a real estate broker license and that any compensated real estate activity with clients would represent a conflict of interest, a relationship the firm says it will disclose to clients. The firm also highlights multiple advanced professional credentials among its advisors (including CFA, CFP, CTFA and AEP designations), adherence to fee-only standards, and an internal continuity plan to address loss or incapacity of key personnel.

Client services

Portfolio management

Expertise

General retirement planning General tax planning College savings (529s, UTMA, etc.) Wealth management

Occupation focus

Founder/Business Owner

Fee options

Fixed

Financial plans range from $2,000 to $4,000 depending on complexity

Percentage

$0 - $1,000,000: 1.10% $1,000,000 - $3,000,000: 0.90% $3,000,000 - $5,000,000: 0.70% $5,000,000 - $10,000,000: 0.50% $10,000,000+: 0.30%

Project-based

$300 per hour for limited scope engagements and follow-on implementation work

Subscriptions

Some Retainer Agreements with fixed fees, fees negotiable based on individual circumstances

Other

Account minimum: $1,500 quarterly minimum fee (negotiable) Minimum fee: $1,500 minimum quarterly fee (negotiable) Fee-only: Fee-only financial planning and investment management; no commissions accepted.

Main office location

Ventura Advisors

21860 Burbank Blvd., Suite 100

Woodland Hills CA 91367, United States

Number of offices

Most active in

California

Disclosures

Business activities & affiliations

Is active or affiliated with:

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.

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.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Facebook Website 818-857-5080

Advisors at this firm

Jeffrey H

CFP®, CFA®, Series 63, Series 65

Woodland Hills, CA

Ventura Advisors

Jeffrey Harwood is a CFP® and CFA® with 21 years of experience, currently serving as an advisor at Ventura Advisors since 2004. He is also a licensed real estate broker in California. Ventura Advisors is a fee-only firm providing personalized financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm focuses on strategic asset allocation using passively managed index funds and ETFs, emphasizing diversification, tax efficiency, and cost containment.

General retirement planning General tax planning College savings (529s, UTMA, etc.) Wealth management Founder/Business Owner

Lisa H

CFP®, Series 63, Series 65

Woodland Hills, CA

Ventura Advisors

Lisa Harwood is a CFP®-certified financial advisor with 18 years of industry experience. She has worked at Ventura Advisors since 2012 and previously held roles at Citizens Business Bank and Montecito Bank and Trust. Harwood is based in Woodland Hills, CA, and holds Series 63 and Series 65 licenses. Ventura Advisors is a fee-only firm that provides personalized financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm emphasizes strategic asset allocation through passively managed index funds and ETFs, focusing on diversification, tax efficiency, and cost containment.

General retirement planning General tax planning College savings (529s, UTMA, etc.) Wealth management Founder/Business Owner

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