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Ariana Justine Mcdonald

7 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningEducation PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)
Firm Size
3 advisors
Number of Clients
486 clients
Average Client Portfolio
$374K average
Assets Under Management
$181.7M

Fee Structure

Minimum Investment:None
AUM-Based Fees (Flat)
Assets Under ManagementAnnual Fee
$0+1.00%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

223 E. Thousand Oaks Blvd., Suite 403, Thousand Oaks, CA, 91360

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Ariana works part-time as a billing administrator at a chiropractic office. She is also an independent health/insurance agent working part-time.

Employment History
Current Registrations
Pacific Financial Strategies, INC
April 2023 - Present · 2 yrs 10 mos
Previous Registrations
C 3 Financial Strategies
June 2017 - May 2022 · 4 yrs 11 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.