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.
Showing 8 of 8 · sorted by Google rating
1.
Palm Coast Wealth Management
★★★★★★★★★★5.0(8 Google reviews)✓ Verified on Google
Financial Planning · 2625 Townsgate Rd #330, Thousand Oaks, CA 91361
2.
Michael Drews and Company
★★★★★★★★★★4.6(9 Google reviews)✓ Verified on GoogleIRS PTIN
Financial Planning · 1414 E Thousand Oaks Blvd #101, Thousand Oaks, CA 91362
3.
Fidelity Investments
★★★★★★★★★★3.9(19 Google reviews)✓ Verified on Google
Financial Planning · 111 S Westlake Blvd #1, Thousand Oaks, CA 91362
4.
TD Ameritrade
★★★★★★★★★★3.9(8 Google reviews)✓ Verified on Google
Financial Planning · The Promenade at Westlake, 650 S Westlake Blvd, Thousand Oaks, CA 91362
Services: advisory
5.
Bank of America Financial Center
★★★★★★★★★★3.2(13 Google reviews)✓ Verified on Google
Financial Planning · 1440 N Moorpark Rd, Thousand Oaks, CA 91360
Services: advisory
6.
BMO Bank N.A Branches
★★★★★★★★★★2.5(22 Google reviews)✓ Verified on Google
Financial Planning · 180 N Moorpark Rd, Thousand Oaks, CA 91360
Services: advisory
7.
Bank of America Financial Center
★★★★★★★★★★2.4(25 Google reviews)✓ Verified on Google
Financial Planning · 2012 E Avenida De Los Arboles, Thousand Oaks, CA 91362
Services: advisory
8.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★1.9(25 Google reviews)✓ Verified on Google
Financial Planning · 152 W Hillcrest Dr, Thousand Oaks, CA 91360
Services: advisory
Top financial planners in Thousand Oaks
| # | Firm | Service | Google rating | Reviews |
|---|---|---|---|---|
| 1 | Palm Coast Wealth Management | Financial Planning | 5.0 / 5 | 8 |
| 2 | Michael Drews and Company | Financial Planning | 4.6 / 5 | 9 |
| 3 | Fidelity Investments | Financial Planning | 3.9 / 5 | 19 |
| 4 | TD Ameritrade | Financial Planning | 3.9 / 5 | 8 |
| 5 | Bank of America Financial Center | Financial Planning | 3.2 / 5 | 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.