# Financial advisors for charitable organizations in Santa Maria, CA

> AdvisorCensus lists 29 investment advisory firms with a principal office in the Santa Maria 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/santa-maria/for-charities

## At a glance

- Investment advisory firms: 29
- Registration: SEC-registered investment adviser: 19, State-registered investment adviser: 10
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 10 (34%); Percentage of assets 28 (97%); Hourly charges 20 (69%); Fixed fees 21 (72%); Commissions 1 (3%); Other 2 (7%)
- Regulatory assets under management (Item 5.F): Under $25 million 3 (10%); $25 million to $100 million 4 (14%); $100 million to $500 million 12 (41%); $500 million to $1 billion 5 (17%); Over $5 billion 2 (7%); Not reported 3 (10%)
- Years registered: Under 5 years 6 (21%); 5 to 9 years 9 (31%); 10 to 19 years 10 (34%); 20 years or more 4 (14%)

## Firms (page 1 of 1, 1 to 29 of 29, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [15 Equity](https://advisorcensus.com/firm/15-equity-santa-barbara-ca-310628) ([md](https://advisorcensus.com/firm/15-equity-santa-barbara-ca-310628.md)) | 310628 | Santa Barbara, CA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Abundant Wealth Partners, LLC](https://advisorcensus.com/firm/abundant-wealth-partners-llc-santa-barbara-ca-317221) ([md](https://advisorcensus.com/firm/abundant-wealth-partners-llc-santa-barbara-ca-317221.md)) | 317221 | Santa Barbara, CA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Alamar Capital Management, LLC](https://advisorcensus.com/firm/alamar-capital-management-llc-santa-barbara-ca-154413) ([md](https://advisorcensus.com/firm/alamar-capital-management-llc-santa-barbara-ca-154413.md)) | 154413 | Santa Barbara, CA | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets |
| [Albert Investments, LLC](https://advisorcensus.com/firm/albert-investments-llc-santa-barbara-ca-298006) ([md](https://advisorcensus.com/firm/albert-investments-llc-santa-barbara-ca-298006.md)) | 298006 | Santa Barbara, CA | SEC-registered investment adviser | Under $25 million | 7 | Fixed fee |
| [Avalan, LLC](https://advisorcensus.com/firm/avalan-llc-santa-barbara-ca-156109) ([md](https://advisorcensus.com/firm/avalan-llc-santa-barbara-ca-156109.md)) | 156109 | Santa Barbara, CA | SEC-registered investment adviser | $500 million to $1 billion | 10 | % of assets, Hourly, Fixed fee |
| [Benedetti Financial, Inc.](https://advisorcensus.com/firm/benedetti-financial-inc-santa-maria-ca-134598) ([md](https://advisorcensus.com/firm/benedetti-financial-inc-santa-maria-ca-134598.md)) | 134598 | Santa Maria, CA | State-registered investment adviser | $100 million to $500 million | 25 | % of assets, Hourly, Fixed fee |
| [Blue Marble Investments](https://advisorcensus.com/firm/blue-marble-investments-santa-barbara-ca-141354) ([md](https://advisorcensus.com/firm/blue-marble-investments-santa-barbara-ca-141354.md)) | 141354 | Santa Barbara, CA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets |
| [Castle Wealth Planning](https://advisorcensus.com/firm/castle-wealth-planning-santa-barbara-ca-141601) ([md](https://advisorcensus.com/firm/castle-wealth-planning-santa-barbara-ca-141601.md)) | 141601 | Santa Barbara, CA | SEC-registered investment adviser | $100 million to $500 million | 11 | % of assets, Hourly, Fixed fee |
| [Channel Wealth, LLC](https://advisorcensus.com/firm/channel-wealth-llc-santa-barbara-ca-323461) ([md](https://advisorcensus.com/firm/channel-wealth-llc-santa-barbara-ca-323461.md)) | 323461 | Santa Barbara, CA | SEC-registered investment adviser | $500 million to $1 billion | 3 | % of assets, Hourly, Fixed fee, Other |
| [Curtis Advisory Group, LLC](https://advisorcensus.com/firm/curtis-advisory-group-llc-santa-barbara-ca-151695) ([md](https://advisorcensus.com/firm/curtis-advisory-group-llc-santa-barbara-ca-151695.md)) | 151695 | Santa Barbara, CA | SEC-registered investment adviser | $500 million to $1 billion | 11 | % of assets, Hourly, Fixed fee |
| [Daniel Investment Associates, LLC](https://advisorcensus.com/firm/daniel-investment-associates-llc-santa-barbara-ca-157284) ([md](https://advisorcensus.com/firm/daniel-investment-associates-llc-santa-barbara-ca-157284.md)) | 157284 | Santa Barbara, CA | SEC-registered investment adviser | $100 million to $500 million | 13 | % of assets |
| [Duran Capital Management, LLC](https://advisorcensus.com/firm/duran-capital-management-llc-santa-barbara-ca-321779) ([md](https://advisorcensus.com/firm/duran-capital-management-llc-santa-barbara-ca-321779.md)) | 321779 | Santa Barbara, CA | State-registered investment adviser | $25 million to $100 million | 3 | % of assets, Hourly, Fixed fee |
| [Filippini Investment Advisory](https://advisorcensus.com/firm/filippini-investment-advisory-santa-barbara-ca-165943) ([md](https://advisorcensus.com/firm/filippini-investment-advisory-santa-barbara-ca-165943.md)) | 165943 | Santa Barbara, CA | State-registered investment adviser | Under $25 million | 13 | % of assets, Hourly, Fixed fee |
| [Finances for Real Life](https://advisorcensus.com/firm/finances-for-real-life-lompoc-ca-324090) ([md](https://advisorcensus.com/firm/finances-for-real-life-lompoc-ca-324090.md)) | 324090 | Lompoc, CA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly |
| [Financial Telesis Company](https://advisorcensus.com/firm/financial-telesis-company-solvang-ca-112804) ([md](https://advisorcensus.com/firm/financial-telesis-company-solvang-ca-112804.md)) | 112804 | Solvang, CA | State-registered investment adviser | Under $25 million | 27 | % of assets, Hourly |
| [Laguna Capital Management, Inc.](https://advisorcensus.com/firm/laguna-capital-management-inc-santa-barbara-ca-269869) ([md](https://advisorcensus.com/firm/laguna-capital-management-inc-santa-barbara-ca-269869.md)) | 269869 | Santa Barbara, CA | State-registered investment adviser | $25 million to $100 million | 11 | % of assets, Hourly, Fixed fee |
| [Lucent Wealth Planning, LLC](https://advisorcensus.com/firm/lucent-wealth-planning-llc-santa-barbara-ca-297447) ([md](https://advisorcensus.com/firm/lucent-wealth-planning-llc-santa-barbara-ca-297447.md)) | 297447 | Santa Barbara, CA | State-registered investment adviser | $100 million to $500 million | 8 | % of assets, Fixed fee |
| [Merus Advisors, LLC](https://advisorcensus.com/firm/merus-advisors-llc-santa-barbara-ca-284725) ([md](https://advisorcensus.com/firm/merus-advisors-llc-santa-barbara-ca-284725.md)) | 284725 | Santa Barbara, CA | State-registered investment adviser | Not reported | 10 | % of assets, Fixed fee |
| [Mission Wealth Management, LP](https://advisorcensus.com/firm/mission-wealth-management-lp-santa-barbara-ca-113057) ([md](https://advisorcensus.com/firm/mission-wealth-management-lp-santa-barbara-ca-113057.md)) | 113057 | Santa Barbara, CA | SEC-registered investment adviser | Over $5 billion | 24 | % of assets, Hourly, Fixed fee |
| [Monarch Wealth Strategies](https://advisorcensus.com/firm/monarch-wealth-strategies-santa-barbara-ca-136029) ([md](https://advisorcensus.com/firm/monarch-wealth-strategies-santa-barbara-ca-136029.md)) | 136029 | Santa Barbara, CA | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly |
| [Omega Financial Group, LLC](https://advisorcensus.com/firm/omega-financial-group-llc-santa-barbara-ca-164147) ([md](https://advisorcensus.com/firm/omega-financial-group-llc-santa-barbara-ca-164147.md)) | 164147 | Santa Barbara, CA | SEC-registered investment adviser | $500 million to $1 billion | 13 | % of assets, Hourly, Fixed fee |
| [Pacific Wealth Strategies Group, Inc.](https://advisorcensus.com/firm/pacific-wealth-strategies-group-inc-santa-barbara-ca-144789) ([md](https://advisorcensus.com/firm/pacific-wealth-strategies-group-inc-santa-barbara-ca-144789.md)) | 144789 | Santa Barbara, CA | SEC-registered investment adviser | $100 million to $500 million | 19 | % of assets, Hourly, Fixed fee |
| [Planmember Asset Management Corporation](https://advisorcensus.com/firm/planmember-asset-management-corporation-carpinteria-ca-289591) ([md](https://advisorcensus.com/firm/planmember-asset-management-corporation-carpinteria-ca-289591.md)) | 289591 | Carpinteria, CA | SEC-registered investment adviser | Not reported | 9 | % of assets |
| [Planmember Securities Corporation](https://advisorcensus.com/firm/planmember-securities-corporation-carpinteria-ca-11869) ([md](https://advisorcensus.com/firm/planmember-securities-corporation-carpinteria-ca-11869.md)) | 11869 | Carpinteria, CA | SEC-registered investment adviser | Over $5 billion | 35 | % of assets, Hourly, Fixed fee, Commissions |
| [Santafino Wealth Management LLC](https://advisorcensus.com/firm/santafino-wealth-management-llc-santa-barbara-ca-333407) ([md](https://advisorcensus.com/firm/santafino-wealth-management-llc-santa-barbara-ca-333407.md)) | 333407 | Santa Barbara, CA | State-registered investment adviser | Not reported | 1 | % of assets, Hourly, Fixed fee |
| [The J R Baker Group](https://advisorcensus.com/firm/the-j-r-baker-group-buellton-ca-132931) ([md](https://advisorcensus.com/firm/the-j-r-baker-group-buellton-ca-132931.md)) | 132931 | Buellton, CA | State-registered investment adviser | $25 million to $100 million | 9 | % of assets, Fixed fee |
| [Thryve Wealth Management](https://advisorcensus.com/firm/thryve-wealth-management-santa-barbara-ca-335920) ([md](https://advisorcensus.com/firm/thryve-wealth-management-santa-barbara-ca-335920.md)) | 335920 | Santa Barbara, CA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets |
| [Trinity Capital Management, LLC](https://advisorcensus.com/firm/trinity-capital-management-llc-santa-barbara-ca-143097) ([md](https://advisorcensus.com/firm/trinity-capital-management-llc-santa-barbara-ca-143097.md)) | 143097 | Santa Barbara, CA | SEC-registered investment adviser | $500 million to $1 billion | 19 | % of assets, Hourly, Fixed fee |
| [Wang Financial, LLC](https://advisorcensus.com/firm/wang-financial-llc-santa-barbara-ca-167570) ([md](https://advisorcensus.com/firm/wang-financial-llc-santa-barbara-ca-167570.md)) | 167570 | Santa Barbara, CA | State-registered investment adviser | $25 million to $100 million | 5 | % of assets, Hourly, Fixed fee, Other |

## Questions people ask

**Which financial advisors in Santa Maria, CA work with charitable organizations?**
29 investment advisory firms with a principal office in the Santa Maria 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 Santa Maria, CA?**
AdvisorCensus lists 77 investment advisory firms with a principal office in the Santa Maria metro area, from Form ADV filings as of October 2026: 33 SEC-registered, 30 state-registered, and 14 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 Santa Maria, CA?**
29 of the 77 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 Santa Maria, CA offer financial planning?**
41 of the 63 firms in Santa Maria, 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 Santa Maria, 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 29 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

- [Financial advisors in California](https://advisorcensus.com/advisors/ca) (https://advisorcensus.com/advisors/ca.md)
- [Financial advisors in Santa Maria, CA](https://advisorcensus.com/advisors/ca/santa-maria) (https://advisorcensus.com/advisors/ca/santa-maria.md)
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Cite as: AdvisorCensus. Financial advisors for charitable organizations in Santa Maria, CA: 29 firms from Form ADV filings as of October 2026.