Valley Center Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Valley Center Advisors provides investment management and financial planning services to individuals, high‑net‑worth individuals, and corporations, offering ongoing and project-based planning alongside continuous investment advice. The firm is fee‑only and generally implements investment recommendations on a non‑discretionary basis, leaving final transaction approval to clients.
VCA develops client investment policies and asset‑allocation targets and constructs portfolios using stocks, bonds, mutual funds, and ETFs, applying both passive and active strategies consistent with modern portfolio theory. The firm also conducts periodic reviews, considers tax and risk factors in planning, and may use third‑party custodians and investment vehicles as part of its implementation process.
Compared with many peers, VCA explicitly recommends, selects, and reviews outside investment managers and assists clients with manager selection and investor profile documentation — a practice that is relatively uncommon among investment‑manager firms. The firm also offers project‑based hourly financial planning on a limited basis and reported $0 in discretionary and non‑discretionary assets under management and no clients as of December 31, 2025, consistent with an early‑stage or small‑scale practice.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Retirement income strategy
Fee options
Fixed fees for project-based financial planning range between $500 and $10,000; ongoing financial planning fees range from $99 to $2,000 per month
0.75% annually
$350 per hour for project-based financial planning, negotiable
Ongoing financial planning fees paid monthly in arrears at $99 to $2,000 per month, negotiable
Minimum fee: Initial fee for ongoing financial planning up to $2,500, negotiable and may be waived Fee-only: Firm is fee-only, compensated solely by clients, no commissions or sales-related compensation
Main office location
Valley Center Advisors
Thousand Oaks CA, United States
Number of offices
1
Most active in
Valley Center Advisors has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Discover
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")