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Financial Advisors

Coast Mortgage

Financial Advisor serving Ventura, California · 1 of 9 financial advisors in the area

📍 334, Court Avenue, Ventura, CA, 93003
📞 +1-805-320-••••
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📍 334, Court Avenue, Ventura, CA, 93003

About Coast Mortgage

Coast Mortgage is a financial advisor located in Ventura, California. As a local financial advisor, they serve Ventura and surrounding communities in California. You can reach them through ProHorizon. Contact them through ProHorizon for a free quote.

Financial professionals in Ventura should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the California securities regulator before sharing any financial information.

💰 What Financial Advisors Cost in Ventura

Budget
$0.5
% of assets/year
Average
$1
% of assets/year
Premium
$2
% of assets/year

Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales. Prices in Ventura may vary based on the scope of work and provider.

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✅ Tips for Hiring Financial Advisors in Ventura

Check online reviews and ratings before hiring
Get multiple quotes to compare pricing
Verify licensing and insurance
Ask for references from recent customers

Frequently Asked Questions

How much does a financial advisor cost in Ventura?
Financial Advisors in Ventura typically charge $0.5–$2 % of assets/year. Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales.
How do I choose the best financial advisor in Ventura?
Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 9 financial advisors in Ventura to choose from.
Does Coast Mortgage offer free quotes?
Contact Coast Mortgage directly to ask about free estimates. You can also request a quote through ProHorizon.

Other Financial Advisors in Ventura

Primerica Financial Services

1695, Mesa Verde Avenue, Ventura, CA, 93003

Edward Jones Investments

3140, Telegraph Road, Ventura, CA, 93003

Gavenman, Scott / Primerica

3875, Telegraph Road, Ventura, CA, 93003

Warriner Financial Services

1068, East Main Street, Ventura, CA, 93001

Legacy One Financial

965, East Main Street, Ventura, CA, 93001

SHERMAN ASSET MANAGEMENT, INC.

1500 PALMA DR., VENTURA, CA 93003