Jovita Honor is a CFP-designated registered investment advisor at Honor Family Office, LLC, based in Santa Barbara, CA, with 21 years of industry experience. Jovita operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 6 clients with $48M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.25% |
Investment Management is offered in addition to Ongoing Comprehensive Financial Planning. The annual fees are negotiable.
Fee Estimator
Location
2166 Mission Ridge Rd., Santa Barbara, CA, 93103
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Honor Family Office, LLC
Previous Registrations
Buckingham Strategic Wealth, LLC
Founders Financial Network, LLC
Prialta Advisors, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.