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Financial Planners in Oxnard, CA: 2026 rankings

57 financial planners ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Oxnard: Legacy Financial Group, RFA Score 69/100; 5.0★ from 79 Google reviews.

  2. 12

    Most-reviewed: Bank of America (with Drive-thru ATM), 67 Google reviews at 2.6★, the most of 57 ranked after Legacy Financial Group; ranked #12.

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

57 Oxnard financial planners are ranked here by RFA Score, from eight published factors. 13 open Saturdays and 2 open Sundays, based on posted hours. The median Google rating is 4.7★ across 57 rated firms.

Top 10 financial planners in Oxnard 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 planners in Oxnard at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Legacy Financial Group695.0★ (79)Agoura Hills, 25 mi away—Top score
2Strategic Path Financial Group, LLC695.0★ (23)Oxnard——
3Frans Visser Insurance695.0★ (21)OxnardSat—
4Probate Services Inc.684.5★ (44)Camarillo, 9 mi away——
5Cost Segregation Initiatives, LLC675.0★ (29)Camarillo, 11 mi away——
6Bank of America Financial Center652.9★ (63)OxnardSat—
7BMO Bank N.A Branches653.4★ (22)OxnardSat—
8Bank of America Financial Center642.6★ (50)OxnardSat—
9Premier Tax & Finance, Inc.644.4★ (27)Thousand Oaks, 17 mi awaySat—
10Bank of America Financial Center642.6★ (40)Oxnard——

All 57 financial planners in Oxnard, 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 Oxnard

    #1 Legacy Financial Group

    Based in Agoura Hills, 25 mi away

    69/100RFA Score

    Ranked #1 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

  4. #4 Probate Services Inc.

    Based in Camarillo, 9 mi away

    68/100RFA Score

    Ranked #4 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

  7. #7 BMO Bank N.A Branches

    Based in Oxnard

    65/100RFA Score

    Ranked #7 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

  14. #14 Build Wealth Pro

    Based in Oxnard

    62/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 5.0★ from 4 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 4 Google reviews
    Hours
    Mon–Sun 12 AM–12 AM
    View profile for Build Wealth Pro

  18. #18 Fidelity Investments

    Based in Thousand Oaks, 20 mi away

    61/100RFA Score

    Ranked #18 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

  21. #21 Mission Realty

    Based in Oxnard

    60/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 3.7★ from 3 Google reviews, listed on Google as “Financial planner”.

    • 3.7★ from 3 Google reviews
    Address
    Postal Office Box 51308, Oxnard, CA 93030
    View profile for Mission Realty(805) 889-7218

  23. #23 Menne Financial

    Based in Simi Valley, 23 mi away

    60/100RFA Score

    Ranked #23 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

Financial planners ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 57 ranked financial planners here; the rest are on their profiles.

financial planners in Oxnard, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Maranantha Financial605.0★ (4)7 mi
27Lifetime Planning, Inc605.0★ (4)7 mi
28Palm Coast Wealth Management605.0★ (10)20 mi
29Mitchell & Associates, APC604.3★ (4)7 mi
30The Lynd Group605.0★ (3)5 mi
31Swan Retirement Planning595.0★ (4)9 mi
32Bank of America (with Drive-thru ATM)592.4★ (28)13 mi
33Bank of America Financial Center593.3★ (16)18 mi
34Michael Drews and Company594.6★ (9)19 mi
35Bank of America Financial Center593.0★ (23)18 mi
36Legacy One Financial, LPL Financial - Gaea Rae Dawn595.0★ (35)9 mi
37Folino Tax & Financial Network593.5★ (4)7 mi
38Amodio Wealth Advisors595.0★ (8)20 mi
39WinGroup Financial595.0★ (9)24 mi
40Best CPA Services584.0★ (8)18 mi
41Bank of America Financial Center583.9★ (12)22 mi
42College Funding Experts585.0★ (8)22 mi
43Confide Financial Planning & Investments585.0★ (8)In Oxnard
44BMO Bank N.A Branches582.5★ (22)17 mi
45DaVinci Capital Partners585.0★ (7)22 mi
46Bank of America (with Drive-thru ATM)572.7★ (37)24 mi
47Bank of America (with Drive-thru ATM)572.6★ (30)24 mi
48Flam Financial Services575.0★ (5)22 mi
49Assessment Counselling Services575.0★ (4)20 mi
50Lexi Capital564.2★ (5)21 mi

Also serving Oxnard

20 more financial planners within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial planners serving Oxnard
BusinessGoogle ratingDistance
123CreditFixedIn Oxnard
Ameriprise FinancialIn Oxnard
Aztec Financial Services5.0★ (2)In Oxnard
Charles Morrison - Morgan StanleyIn Oxnard
Charles Schwab4.3★ (6)In Oxnard
David A. Soter - Morgan StanleyIn Oxnard
Del Prado FinancialIn Oxnard
Edward Jones - Financial Advisor: Miguel Noriega, CFP®|CEPA®5.0★ (1)In Oxnard
Financial institutionIn Oxnard
Financial West GroupIn Oxnard
Jason Lloyd - Morgan Stanley Financial AdvisorIn Oxnard
LFA Ventura5.0★ (1)In Oxnard
Morgan Stanley Financial Advisors4.3★ (6)In Oxnard
Notary PublicIn Oxnard
Stifel5.0★ (1)In Oxnard
The Burke Team - Morgan Stanley5.0★ (1)In Oxnard
Wells Fargo Advisors3.0★ (2)In Oxnard
Wells Fargo Advisors5.0★ (1)In Oxnard
Wells Fargo Advisors1.0★ (1)In Oxnard
Wells Fargo Advisors5.0★ (1)In Oxnard

How we ranked Oxnard financial planners

We scored 57 Oxnard financial planners 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 Oxnard 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 planner

  1. Confirm the financial planner 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 planner

  • 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 planner?
  • 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 planners in Oxnard: frequently asked questions

Which financial planner has the highest RFA Score in Oxnard?

By RFA Score, the highest-ranked financial planner in Oxnard, CA is Legacy Financial Group with an RFA Score of 69/100. It has 5.0★ from 79 Google reviews. Strategic Path Financial Group, LLC (#2) and Frans Visser Insurance (#3) follow. We ranked 57 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Oxnard?

RankedFinancialAdvisors ranks 57 financial planners serving Oxnard, CA. 11 of them are based in Oxnard; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial planners in Oxnard work on weekends?

13 of 57 ranked financial planners post Saturday hours and 2 post Sunday hours. The highest-ranked open Saturdays are Frans Visser Insurance (#3), Bank of America Financial Center (#6) and BMO Bank N.A Branches (#7). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Oxnard financial planners have?

The median Google rating among 57 rated financial planners in Oxnard is 4.7★, with a median of 9 reviews. Legacy Financial Group has the most, 79 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 planners?

Each financial planner 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 planners outside Oxnard count in this ranking?

Yes, if they are within 25 mi of the Oxnard city center, our service radius for financial planners. 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 planners 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 planner do?

Financial planners build a written plan across a client’s goals: cash flow, savings, investments, insurance needs, taxes, retirement and estate. Many charge a flat or hourly fee for the plan, an ongoing retainer, or a share of the assets they manage.

How are financial planners in Oxnard ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial planning 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 planner’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 planner in Oxnard 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 planners 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 Oxnard

  1. November 2026: RFA Scores recalculated for 57 financial planners serving Oxnard.

More financial planners and Oxnard pages