A complete list of active advisors currently associated with Ventura Advisors

Warmer can help you find a great advisor at Ventura Advisors or one who fits your needs even better.

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.

To learn more about the advisors currently working at Ventura Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.