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Financial Advisors in Santa Paula, CA: 2026 rankings

90 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Santa Paula: New Era Debt Solutions, RFA Score 76/100; 4.9★ from 255 Google reviews; open Saturdays until 5 PM.

  2. 2

    Most-reviewed: Legacy Financial Group, 79 Google reviews at 5.0★, the most of 90 ranked after New Era Debt Solutions; ranked #2.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

90 Santa Paula financial advisors are ranked here by RFA Score, from eight published factors. 18 open Saturdays and 3 open Sundays, based on posted hours. The median Google rating is 5.0★ across 90 rated firms.

Most of this list also appears on the Financial advisors in Oxnard ranking. See Financial advisors in Oxnard

Top 10 financial advisors in Santa Paula at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial advisors in Santa Paula at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1New Era Debt Solutions764.9★ (255)Camarillo, 10 mi awaySat · EveningsTop score
2Legacy Financial Group685.0★ (79)Agoura Hills, 23 mi away—Most reviews
3Probate Services Inc.674.5★ (44)Camarillo, 10 mi away——
4Legacy One Financial, LPL Financial - Gaea Rae Dawn675.0★ (35)Ventura, 14 mi away——
5Cost Segregation Initiatives, LLC675.0★ (29)Camarillo, 11 mi away——
6Mona Payment Solutions665.0★ (36)Thousand Oaks, 17 mi away——
7Strategic Path Financial Group, LLC665.0★ (23)Oxnard, 11 mi away——
8Card Service Guy655.0★ (23)Camarillo, 13 mi away——
9Teresita Espinoza CFG Insurance Agency655.0★ (33)Agoura Hills, 22 mi away——
10Nora Adel Dogom: Primerica - Financial Services655.0★ (24)Simi Valley, 17 mi away——

All 90 financial advisors in Santa Paula, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  1. Ranked #1 in Santa Paula

    #1 New Era Debt Solutions

    Based in Camarillo, 10 mi away

    76/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 4.9★ from 255 Google reviews, listed on Google as “Financial advisor”.

    • 4.9★ from 255 Google reviews
    Hours
    Mon–Fri 7 AM–8 PM · Sat 7 AM–5 PM · Sun closed
    Address
    330 N Wood Rd Ste B, Camarillo, CA 93010
    View profile for New Era Debt Solutions(800) 527-4421

  2. #2 Legacy Financial Group

    Based in Agoura Hills, 23 mi away

    68/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 5.0★ from 79 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 79 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    28720 Roadside Dr Ste 315, Agoura Hills, CA 91301
    View profile for Legacy Financial Group(818) 993-3311

  3. #3 Probate Services Inc.

    Based in Camarillo, 10 mi away

    67/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 4.5★ from 44 Google reviews, listed on Google as “Financial planner”.

    • 4.5★ from 44 Google reviews
    Hours
    Mon–Fri 8 AM–4:30 PM · Sat–Sun closed
    Address
    232 Village Commons Blvd Unit 11, Camarillo, CA 93012
    View profile for Probate Services Inc.(805) 604-1998

  6. #6 Mona Payment Solutions

    Based in Thousand Oaks, 17 mi away

    66/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 5.0★ from 36 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 36 Google reviews
    Hours
    Mon–Fri 5:30 AM–4 PM · Sat–Sun closed
    Address
    1325 E Thousand Oaks Blvd, Thousand Oaks, CA 91362
    View profile for Mona Payment Solutions(805) 418-7595

  8. #8 Card Service Guy

    Based in Camarillo, 13 mi away

    65/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 5.0★ from 23 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 23 Google reviews
    Address
    4908 Via Estrella, Newbury Park, CA 91320
    View profile for Card Service Guy(805) 217-5561

  11. #11 Premier Tax & Finance, Inc.

    Based in Thousand Oaks, 16 mi away

    64/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 4.4★ from 27 Google reviews, listed on Google as “Financial planner”.

    • 4.4★ from 27 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat 11 AM–5 PM · Sun closed
    Address
    223 E Thousand Oaks Blvd #405, Thousand Oaks, CA 91360
    View profile for Premier Tax & Finance, Inc.(805) 880-4202

  14. #14 Flux Credit

    Based in Ventura, 12 mi away

    63/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 3.8★ from 26 Google reviews, listed on Google as “Financial consultant”.

    • 3.8★ from 26 Google reviews
    Hours
    Mon–Thu 7 AM–6 PM · Fri 7 AM–4 PM · Sat–Sun 9 AM–5 PM
    Address
    4732 Telephone Rd Suite #E, Ventura, CA 93003
    View profile for Flux Credit(866) 358-9218

  16. #16 Morton Wealth

    Based in Calabasas, 25 mi away

    63/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 5.0★ from 25 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 25 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–3 PM · Sat–Sun closed
    Address
    27200 Agoura Rd #200, Calabasas, CA 91301
    View profile for Morton Wealth(818) 222-4727

  17. #17 Menne Financial

    Based in Simi Valley, 16 mi away

    62/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 5.0★ from 13 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 13 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    40 W Cochran St #110, Simi Valley, CA 93065
    View profile for Menne Financial(805) 522-4160

  19. #19 BMO Bank N.A Branches

    Based in Oxnard, 11 mi away

    62/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 3.4★ from 22 Google reviews, listed on Google as “Financial planner”.

    • 3.4★ from 22 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat 9 AM–12 PM · Sun closed
    Address
    371 W Esplanade Dr, Oxnard, CA 93036
    View profile for BMO Bank N.A Branches(805) 981-8781

  22. #22 Best CPA Services

    Based in Moorpark, 11 mi away

    61/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 4.0★ from 8 Google reviews, listed on Google as “Financial planner”.

    • 4.0★ from 8 Google reviews
    Hours
    Mon–Sun 9 AM–5 PM
    Address
    530 Moorpark Ave Ste 220, Moorpark, CA 93021
    View profile for Best CPA Services(805) 664-1888

  23. #23 WinGroup Financial

    Based in Simi Valley, 17 mi away

    61/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 5.0★ from 9 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 9 Google reviews
    Hours
    Mon–Fri 8 AM–6 PM · Sat 9 AM–3 PM · Sun closed
    Address
    2655 First St UNIT 250, Simi Valley, CA 93063
    View profile for WinGroup Financial(805) 915-4767

  24. #24 Fidelity Investments

    Based in Thousand Oaks, 19 mi away

    61/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 4.0★ from 20 Google reviews, listed on Google as “Financial planner”.

    • 4.0★ from 20 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    111 Westlake Blvd #1, Thousand Oaks, CA 91362
    View profile for Fidelity Investments(800) 381-6154

  25. #25 Charles Schwab

    Based in Oxnard, 11 mi away

    61/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 4.3★ from 6 Google reviews, listed on Google as “Financial consultant”.

    • 4.3★ from 6 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    300 E Esplanade Dr #2000, Oxnard, CA 93036
    View profile for Charles Schwab(800) 646-4710

How we ranked Santa Paula financial advisors

We scored 90 Santa Paula financial advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Santa Paula data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial advisor

  1. Confirm the financial advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial advisors in Santa Paula: frequently asked questions

Which financial advisor has the highest RFA Score in Santa Paula?

By RFA Score, the highest-ranked financial advisor in Santa Paula, CA is New Era Debt Solutions with an RFA Score of 76/100. It has 4.9★ from 255 Google reviews. It is open Saturdays until 5 PM. Legacy Financial Group (#2) and Probate Services Inc. (#3) follow. We ranked 90 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Santa Paula?

RankedFinancialAdvisors ranks 90 financial advisors serving Santa Paula, CA. 1 of them is based in Santa Paula; the rest serve it from nearby towns. Counts are as of November 2026.

Which financial advisors in Santa Paula work on weekends?

18 of 90 ranked financial advisors post Saturday hours and 3 post Sunday hours. The highest-ranked open Saturdays are New Era Debt Solutions (#1), Premier Tax & Finance, Inc. (#11) and Flux Credit (#14). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Santa Paula financial advisors have?

The median Google rating among 90 rated financial advisors in Santa Paula is 5.0★, with a median of 9 reviews. New Era Debt Solutions has the most, 255 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial advisors?

Each financial advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial advisors outside Santa Paula count in this ranking?

Yes, if they are within 25 mi of the Santa Paula city center, our service radius for financial advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial advisor do?

Financial advisors help clients plan and manage their money, from budgeting and saving to investing, retirement and estate questions. In the US they work as registered investment adviser representatives, as broker-dealer representatives, or both.

How are financial advisors in Santa Paula ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial advisor in Santa Paula a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Santa Paula

  1. November 2026: RFA Scores recalculated for 90 financial advisors serving Santa Paula.
  2. November 2026: 4 duplicate listings merged.

More financial advisors and Santa Paula pages