Financial Planners in Thousand Oaks, CA — 8 Firms (2026)
8 financial planners in Thousand Oaks, California meet our listing bar — a website plus a public review record. They average 3.42★ across 8 rated firms, and 2 are rated 4.5★ or higher. The highest-rated is Palm Coast Wealth Management at 5.0★ across 8 Google reviews.
✦Add your firm →
For accounting professionals
Own an accounting firm? Add it to this directory.
Get found by clients searching for accountants in your city. Listing is free.
PC
Palm Coast Wealth Management✓ Verified
Financial PlanningThousand Oaks, CA
Financial Planning in Thousand Oaks, California offering financial planning. Rated 5.0★ across 8 Google reviews.
MD
Financial PlanningThousand Oaks, CA
Financial Planning in Thousand Oaks, California offering financial planning. Rated 4.6★ across 9 Google reviews.
FI
Fidelity Investments✓ Verified
Financial PlanningThousand Oaks, CA
Financial Planning in Thousand Oaks, California offering financial planning. Rated 3.9★ across 19 Google reviews.
TA
TD Ameritrade✓ Verified
Financial PlanningThousand Oaks, CA
Financial Planning in Thousand Oaks, California offering financial planning, and advisory. Rated 3.9★ across 8 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningThousand Oaks, CA
Financial Planning in Thousand Oaks, California offering financial planning, and advisory. Rated 3.2★ across 13 Google reviews.
BB
BMO Bank N.A Branches✓ Verified
Financial PlanningThousand Oaks, CA
Financial Planning in Thousand Oaks, California offering advisory. Rated 2.5★ across 22 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningThousand Oaks, CA
Financial Planning in Thousand Oaks, California offering financial planning, and advisory. Rated 2.4★ across 25 Google reviews.
BO
Bank of America (with Drive-thru ATM)✓ Verified
Financial PlanningThousand Oaks, CA
Financial Planning in Thousand Oaks, California offering financial planning, and advisory. Rated 1.9★ across 25 Google reviews.
Top financial planners in Thousand Oaks
| # | Firm | Service | Rating | Reviews |
|---|---|---|---|---|
| 1 | Palm Coast Wealth Management✓ | Financial Planning | ★ 5.0 | 8 |
| 2 | Michael Drews and Company✓ | Financial Planning | ★ 4.6 | 9 |
| 3 | Fidelity Investments✓ | Financial Planning | ★ 3.9 | 19 |
| 4 | TD Ameritrade✓ | Financial Planning | ★ 3.9 | 8 |
| 5 | Bank of America Financial Center✓ | Financial Planning | ★ 3.2 | 13 |
Financial planners and accountants
Financial planners focus on investments, retirement, and long-term wealth strategy, while accountants focus on tax and compliance. The roles overlap for business owners and high earners. Look for fiduciary advisors (legally required to act in your interest) and understand how they're paid — fee-only, commission, or a mix.