Ogden Wealth Management & Planning Services, LLC

Ogden Wealth Management & Planning Services, LLC (CRD# 166164) is a financial advisory firm headquartered in Santa Maria, CA. They manage $71,756,051 in 348 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    72
    MILLION
  • Total Number of Accounts
    348
    ACCOUNTS
  • Average Account Value
    $206,196
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Ogden Wealth Management & Planning Services, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Robert A. Ogden
CRD#: 1317619
411 East Betteravia Road, Suite 101, Santa Maria, CA 93454
96
Wealthminder
score

Robert Ogden (CRD# 1317619) is an Investment Advisor Representative working at Ogden Wealth Management & Planning Services, LLC in Santa Maria, CA and has over 19 years of experience in the finance industry. Robert Ogden has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Lisa M. Reynolds
CRD#: 5049085
411 East Betteravia Road, Suite 101, Santa Maria, CA 93454
93
Wealthminder
score

Lisa Reynolds (CRD# 5049085) is an Investment Advisor Representative working at Ogden Wealth Management & Planning Services, LLC in Santa Maria, CA and has over 8 years of experience in the finance industry.

3
Steven R. McCone
CRD#: 6014767
411 East Betteravia Road, Suite 101, Santa Maria, CA 93454
87
Wealthminder
score

Steven McCone (CRD# 6014767) is an Investment Advisor Representative working at Ogden Wealth Management & Planning Services, LLC in Santa Maria, CA and has over 2 years of experience in the finance industry.

4
David M. Ogden
CRD#: 4357215
411 East Betteravia Road, Suite 101, Santa Maria, CA 93454
75
Wealthminder
score

David Ogden (CRD# 4357215) is an Investment Advisor Representative working at Ogden Wealth Management & Planning Services, LLC in Santa Maria, CA and has 1 year of experience in the finance industry.

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