# Financial advisors for charitable organizations in Oxnard, CA

> AdvisorCensus lists 30 investment advisory firms with a principal office in the Oxnard metro area that report charitable organizations among their clients on Form ADV Item 5.D, from filings as of October 2026. Item 5.D asks each firm which types of clients it advises; reporting a client type means the firm serves it, not that it serves only that type. Firms are listed alphabetically; each firm's page lists its client types as filed.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/ca/oxnard/for-charities

## At a glance

- Investment advisory firms: 30
- Registration: SEC-registered investment adviser: 22, State-registered investment adviser: 8
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 10 (33%); Percentage of assets 30 (100%); Hourly charges 13 (43%); Subscription fees (newsletter or periodical) 2 (7%); Fixed fees 13 (43%); Performance-based fees 1 (3%); Other 1 (3%)
- Regulatory assets under management (Item 5.F): Under $25 million 2 (7%); $25 million to $100 million 6 (20%); $100 million to $500 million 15 (50%); $500 million to $1 billion 5 (17%); $1 billion to $5 billion 1 (3%); Over $5 billion 1 (3%)
- Years registered: Under 5 years 9 (30%); 5 to 9 years 8 (27%); 10 to 19 years 6 (20%); 20 years or more 7 (23%)

## Firms (page 1 of 1, 1 to 30 of 30, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [AI Financial, Inc.](https://advisorcensus.com/firm/ai-financial-inc-simi-valley-ca-128781) ([md](https://advisorcensus.com/firm/ai-financial-inc-simi-valley-ca-128781.md)) | 128781 | Simi Valley, CA | State-registered investment adviser | Under $25 million | 6 | % of assets |
| [Alliance Advisory & Securities, LLC](https://advisorcensus.com/firm/alliance-advisory-and-securities-llc-westlake-village-ca-18835) ([md](https://advisorcensus.com/firm/alliance-advisory-and-securities-llc-westlake-village-ca-18835.md)) | 18835 | Westlake Village, CA | SEC-registered investment adviser | $500 million to $1 billion | 20 | % of assets, Hourly, Fixed fee |
| [Alteri Wealth](https://advisorcensus.com/firm/alteri-wealth-westlake-village-ca-331100) ([md](https://advisorcensus.com/firm/alteri-wealth-westlake-village-ca-331100.md)) | 331100 | Westlake Village, CA | SEC-registered investment adviser | $500 million to $1 billion | 2 | % of assets |
| [Bernzott Capital Advisors](https://advisorcensus.com/firm/bernzott-capital-advisors-camarillo-ca-104583) ([md](https://advisorcensus.com/firm/bernzott-capital-advisors-camarillo-ca-104583.md)) | 104583 | Camarillo, CA | SEC-registered investment adviser | $100 million to $500 million | 26 | % of assets |
| [Brightpath Wealth Planning, LLC](https://advisorcensus.com/firm/brightpath-wealth-planning-llc-camarillo-ca-160563) ([md](https://advisorcensus.com/firm/brightpath-wealth-planning-llc-camarillo-ca-160563.md)) | 160563 | Camarillo, CA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [Carmandalian Financial Group, LLC](https://advisorcensus.com/firm/carmandalian-financial-group-llc-westlake-village-ca-292458) ([md](https://advisorcensus.com/firm/carmandalian-financial-group-llc-westlake-village-ca-292458.md)) | 292458 | Westlake Village, CA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Fixed fee |
| [Cedarstone Advisors](https://advisorcensus.com/firm/cedarstone-advisors-thousand-oaks-ca-172653) ([md](https://advisorcensus.com/firm/cedarstone-advisors-thousand-oaks-ca-172653.md)) | 172653 | Thousand Oaks, CA | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly |
| [Classic Financial](https://advisorcensus.com/firm/classic-financial-westlake-village-ca-120228) ([md](https://advisorcensus.com/firm/classic-financial-westlake-village-ca-120228.md)) | 120228 | Westlake Village, CA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Other |
| [Cruden Bay Investment Management, LLC](https://advisorcensus.com/firm/cruden-bay-investment-management-llc-westlake-village-ca-284787) ([md](https://advisorcensus.com/firm/cruden-bay-investment-management-llc-westlake-village-ca-284787.md)) | 284787 | Westlake Village, CA | SEC-registered investment adviser | $500 million to $1 billion | 10 | % of assets |
| [DRH Investments, Inc.](https://advisorcensus.com/firm/drh-investments-inc-thousand-oaks-ca-164945) ([md](https://advisorcensus.com/firm/drh-investments-inc-thousand-oaks-ca-164945.md)) | 164945 | Thousand Oaks, CA | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Performance fee |
| [ETF Portfolio Management LLC](https://advisorcensus.com/firm/etf-portfolio-management-llc-westlake-village-ca-145698) ([md](https://advisorcensus.com/firm/etf-portfolio-management-llc-westlake-village-ca-145698.md)) | 145698 | Westlake Village, CA | State-registered investment adviser | Under $25 million | 18 | % of assets |
| [Fischer Investment Strategies, LLC](https://advisorcensus.com/firm/fischer-investment-strategies-llc-westlake-village-ca-156883) ([md](https://advisorcensus.com/firm/fischer-investment-strategies-llc-westlake-village-ca-156883.md)) | 156883 | Westlake Village, CA | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Hourly, Fixed fee |
| [FMB Wealth Management](https://advisorcensus.com/firm/fmb-wealth-management-westlake-village-ca-122309) ([md](https://advisorcensus.com/firm/fmb-wealth-management-westlake-village-ca-122309.md)) | 122309 | Westlake Village, CA | SEC-registered investment adviser | $500 million to $1 billion | 23 | % of assets |
| [Goto Financial](https://advisorcensus.com/firm/goto-financial-ventura-ca-155948) ([md](https://advisorcensus.com/firm/goto-financial-ventura-ca-155948.md)) | 155948 | Ventura, CA | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Hourly, Fixed fee |
| [Guild Investment Management, Inc.](https://advisorcensus.com/firm/guild-investment-management-inc-westlake-village-ca-108390) ([md](https://advisorcensus.com/firm/guild-investment-management-inc-westlake-village-ca-108390.md)) | 108390 | Westlake Village, CA | SEC-registered investment adviser | $100 million to $500 million | 27 | % of assets, Subscription |
| [Haven Capital Group](https://advisorcensus.com/firm/haven-capital-group-westlake-village-ca-149641) ([md](https://advisorcensus.com/firm/haven-capital-group-westlake-village-ca-149641.md)) | 149641 | Westlake Village, CA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly |
| [HBW Advisory Services LLC](https://advisorcensus.com/firm/hbw-advisory-services-llc-simi-valley-ca-143665) ([md](https://advisorcensus.com/firm/hbw-advisory-services-llc-simi-valley-ca-143665.md)) | 143665 | Simi Valley, CA | SEC-registered investment adviser | $1 billion to $5 billion | 13 | % of assets, Hourly, Fixed fee |
| [Inflection Advisors](https://advisorcensus.com/firm/inflection-advisors-camarillo-ca-288602) ([md](https://advisorcensus.com/firm/inflection-advisors-camarillo-ca-288602.md)) | 288602 | Camarillo, CA | State-registered investment adviser | $25 million to $100 million | 9 | % of assets, Fixed fee |
| [Integrity Wealth Advisors, Inc.](https://advisorcensus.com/firm/integrity-wealth-advisors-inc-ventura-ca-281708) ([md](https://advisorcensus.com/firm/integrity-wealth-advisors-inc-ventura-ca-281708.md)) | 281708 | Ventura, CA | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly, Fixed fee |
| [MD Wealth Partners, Inc](https://advisorcensus.com/firm/md-wealth-partners-inc-westlake-village-ca-159131) ([md](https://advisorcensus.com/firm/md-wealth-partners-inc-westlake-village-ca-159131.md)) | 159131 | Westlake Village, CA | State-registered investment adviser | $25 million to $100 million | 14 | % of assets |
| [Oak Asset Management, LLC](https://advisorcensus.com/firm/oak-asset-management-llc-westlake-village-ca-287856) ([md](https://advisorcensus.com/firm/oak-asset-management-llc-westlake-village-ca-287856.md)) | 287856 | Westlake Village, CA | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets |
| [One Capital Management, LLC](https://advisorcensus.com/firm/one-capital-management-llc-westlake-village-ca-114861) ([md](https://advisorcensus.com/firm/one-capital-management-llc-westlake-village-ca-114861.md)) | 114861 | Westlake Village, CA | SEC-registered investment adviser | Over $5 billion | 24 | % of assets, Hourly, Subscription, Fixed fee |
| [Sherwood Financial Partners, LLC](https://advisorcensus.com/firm/sherwood-financial-partners-llc-westlake-village-ca-301329) ([md](https://advisorcensus.com/firm/sherwood-financial-partners-llc-westlake-village-ca-301329.md)) | 301329 | Westlake Village, CA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly |
| [Summit Wealth Management Group, Inc.](https://advisorcensus.com/firm/summit-wealth-management-group-inc-camarillo-ca-170029) ([md](https://advisorcensus.com/firm/summit-wealth-management-group-inc-camarillo-ca-170029.md)) | 170029 | Camarillo, CA | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Hourly, Fixed fee |
| [Team Elevated Asset Management](https://advisorcensus.com/firm/team-elevated-asset-management-thousand-oaks-ca-321979) ([md](https://advisorcensus.com/firm/team-elevated-asset-management-thousand-oaks-ca-321979.md)) | 321979 | Thousand Oaks, CA | State-registered investment adviser | $25 million to $100 million | 3 | % of assets |
| [Tortuga Advisers LLC](https://advisorcensus.com/firm/tortuga-advisers-llc-simi-valley-ca-137514) ([md](https://advisorcensus.com/firm/tortuga-advisers-llc-simi-valley-ca-137514.md)) | 137514 | Simi Valley, CA | SEC-registered investment adviser | $500 million to $1 billion | 20 | % of assets, Fixed fee |
| [Total Wealth Services, LLC](https://advisorcensus.com/firm/total-wealth-services-llc-westlake-village-ca-331833) ([md](https://advisorcensus.com/firm/total-wealth-services-llc-westlake-village-ca-331833.md)) | 331833 | Westlake Village, CA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets |
| [Wealth Enhancement & Preservation, Inc.](https://advisorcensus.com/firm/wealth-enhancement-and-preservation-inc-westlake-village-ca-124368) ([md](https://advisorcensus.com/firm/wealth-enhancement-and-preservation-inc-westlake-village-ca-124368.md)) | 124368 | Westlake Village, CA | State-registered investment adviser | $25 million to $100 million | 23 | % of assets, Hourly, Fixed fee |
| [Westlake Capital Inc](https://advisorcensus.com/firm/westlake-capital-inc-westlake-village-ca-105473) ([md](https://advisorcensus.com/firm/westlake-capital-inc-westlake-village-ca-105473.md)) | 105473 | Westlake Village, CA | State-registered investment adviser | $25 million to $100 million | 15 | % of assets |
| [Williams & Novak Wealth Management, LLC](https://advisorcensus.com/firm/williams-and-novak-wealth-management-llc-westlake-village-ca-324173) ([md](https://advisorcensus.com/firm/williams-and-novak-wealth-management-llc-westlake-village-ca-324173.md)) | 324173 | Westlake Village, CA | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Hourly, Fixed fee |

## Questions people ask

**Which financial advisors in Oxnard, CA work with charitable organizations?**
30 investment advisory firms with a principal office in the Oxnard metro area report charitable organizations among their clients on Form ADV Item 5.D, as of October 2026; this page lists them. Form ADV Item 5.D asks every registered adviser which types of clients it advises, with the number of each and the assets it manages for them; a firm appears here when it reports at least one.

**How many financial advisory firms are there in Oxnard, CA?**
AdvisorCensus lists 110 investment advisory firms with a principal office in the Oxnard metro area, from Form ADV filings as of October 2026: 44 SEC-registered, 62 state-registered, and 4 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV.

**How many fee-only financial advisors are in Oxnard, CA?**
36 of the 110 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed.

**How many financial advisors in Oxnard, CA offer financial planning?**
73 of the 106 firms in Oxnard, CA that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports.

**Are the financial advisors in Oxnard, CA fiduciaries?**
Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 36 firms that meet AdvisorCensus's fee-only test report none of those sales ties.

**How do I check whether a financial advisor has disciplinary disclosures?**
Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck.

**Does AdvisorCensus rate, verify, or recommend these firms?**
No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content.

**What does regulatory assets under management mean?**
Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality.

## Related pages

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- [Financial advisors in Oxnard, CA](https://advisorcensus.com/advisors/ca/oxnard) (https://advisorcensus.com/advisors/ca/oxnard.md)
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Cite as: AdvisorCensus. Financial advisors for charitable organizations in Oxnard, CA: 30 firms from Form ADV filings as of October 2026.