AdvisorCensus / Financial advisors / California / Oxnard / MFA Wealth Services
MFA Wealth Services is an SEC-registered investment advisory firm in Thousand Oaks, CA, registered since 2016, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 23, 2026.
Quick answers
From the filingHow is MFA Wealth Services compensated?
On its Form ADV (Item 5.E, October 2026), MFA Wealth Services reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
How much does MFA Wealth Services charge?
Its Form ADV Part 2A brochure dated January 16, 2026 states: Hourly rate: $350 an hour (Financial planning). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is MFA Wealth Services located?
MFA Wealth Services' principal office is in Thousand Oaks, CA, according to its Form ADV.
Is MFA Wealth Services registered with the SEC or a state?
MFA Wealth Services is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 169013.
How much does MFA Wealth Services manage?
MFA Wealth Services reports $309,972,977 in regulatory assets under management in its Form ADV filing dated July 23, 2026 (94% discretionary).
How have MFA Wealth Services' assets and staff changed since 2021?
In the Form ADV data for MFA Wealth Services: Regulatory assets under management: $183,843,913 in the October 2021 data and $309,972,977 in the October 2026 data, up 69%. Total employees: 3 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does MFA Wealth Services serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (215); high net worth individuals (9).
Does MFA Wealth Services report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/169013
What changed in MFA Wealth Services' recent Form ADV filings?
In the February 2026 filing data: Regulatory assets under management went from $248,238,257 to $293,076,230 (+18%). No longer lists an office in Indianapolis, IN. Registered or notice-filed in SC.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AHourly rate: $350 an hour (Financial planning)
The brochure's wording
Financial planning is available at the hourly fee of $350.00 or calculated on a flat fee basis. Fees for services will vary, and those charged on an hourly basis determined by the services required and are agreed upon in advance.
As stated in the firm's Form ADV Part 2A brochure dated January 16, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$309,972,977 as of October 2026, filing dated July 23, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2016 (9 years)
- Employees
- Total: 3. Performing investment advisory functions: 3.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
18 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $309,972,977 | 3 | July 23, 2026 |
| October 2025 | $248,238,257 | 3 | January 21, 2025 |
| October 2024 | $224,104,689 | 3 | February 21, 2024 |
| October 2023 | $191,458,815 | 3 | April 13, 2023 |
| October 2022 | $178,141,752 | 3 | July 18, 2022 |
| October 2021 | $183,843,913 | 3 | January 14, 2021 |
Regulatory assets under management: $183,843,913 in the October 2021 data and $309,972,977 in the October 2026 data, up 69%.
Total employees: 3 in October 2021 and 3 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- February 2026
- Regulatory assets under management went from $248,238,257 to $293,076,230 (+18%).
- No longer lists an office in Indianapolis, IN.
- Registered or notice-filed in SC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. MFA Wealth Services (CRD 169013): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/mfa-wealth-services-thousand-oaks-ca-169013