CA · Ventura

Fiduciary advisors in Ventura, CA

1 advisor with offices in Ventura. Credentials, fee structures, and minimums are disclosed on each listing.

1 listed Low coverage · not indexed

1 results in Ventura

Legacy One Financial, LPL Financial - Gaea Rae Dawn

Ventura, California

Legacy One Financial, LPL Financial - Gaea Rae Dawn is an investment advisory firm in Ventura, California. Services include Financial Planning and Insurance Analysis. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 34 Google reviews.

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Financial advisors in Ventura, California

Advisors serving Ventura specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (California's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

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