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 provides personalized, fee-only financial planning and discretionary investment management to individuals, families, trusts, estates, charitable organizations and small businesses. The firm serves both high-net-worth and non-HNW individual clients and offers ongoing advisory relationships as well as financial planning engagements on a retainer or hourly basis. The firm’s investment approach centers on strategic asset allocation with a core of passively managed index funds and ETFs, emphasizing diversification, tax-efficiency, cost containment and periodic rebalancing, while relying primarily on fundamental analysis to set allocations. Accounts are managed on a discretionary basis through qualified custodians, typically using no-load mutual funds and exchange-traded funds, with margin used only for short-term liquidity needs rather than as a leveraged strategy. A noteworthy element in the brochure is that the firm’s principal holds a real estate broker license, a potential source of compensated real estate activity that the firm discloses as a conflict of interest and manages under its policies. The firm also operates as a small, long-established advisory practice with credentialed staff (including CFA/CFP and trust/estate designations such as CTFA and AEP) and manages roughly $80.6 million across about 40 client relationships, indicating a relatively high asset concentration per client.

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.