Lisa Neff is a CFP-designated registered investment advisor at Cerity Partners LLC, based in Santa Barbara, CA, with 12 years of industry experience. Lisa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Athletes & Entertainers, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 19,810 clients with $120B 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 | 1.50% |
Our comprehensive wealth management service fee is negotiable based on the factors listed herein and generally would not exceed 1.50% per year of assets under advisement.
Fee Estimator
Location
1435 Anacapa Street, Santa Barbara, CA, 93101
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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 →Other Business Activities
Lisa is a board member and chair of the investment committee for the Channel Islands YMCA. She dedicates minimal time to this non-profit activity and receives no compensation.
Employment History
Current Registrations
Cerity Partners LLC
Cerity Partners Retirement Plan Consultants
Previous Registrations
West Coast Financial, LLC
Alpha Titans LLC
Partnervest Advisory Services LLC
State Registrations1 state
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