Best Financial Advisors in CAMARILLO, California
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
3
Registered Firms
0.95%
Median Fee
of assets/year
$250M
Median AUM
3
Firms Listed
in our database
Top-Ranked Advisors in CAMARILLO
#1
95
BERNZOTT CAPITAL ADVISORS
CAMARILLO, CA · Since 1999
$265M AUM2 clientsFee: 0%
FiduciaryFee-Only
#2
95
BRIGHTPATH WEALTH PLANNING, LLC
CAMARILLO, CA · Since 2021
$206M AUM1 clientsFee: 0%
FiduciaryFee-Only
#3
95
SUMMIT WEALTH MANAGEMENT GROUP, INC.
CAMARILLO, CA · Since 2017
$250M AUM2 clientsFee: 0%
FiduciaryFee-Only
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in CAMARILLO?
The median advisory fee in CAMARILLO, CA is 0.95% of assets under management per year, based on Form ADV filings from 3 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.