Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
1,110 clients
Average Client Portfolio
$250K average
Assets Under Management
$277.4M

Fee Structure

Minimum Investment:None
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Location

2310 E Ponderosa Dr., Suite 2, Camarillo, CA, 93010

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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 Activities

Blake operates Behunin Wealth Management as a DBA for his LPL business and provides administrative services through Householder Group Estate & Retirement Specialists, LLC, spending nearly full-time on these activities. Blake also has Sunset Wealth Management as a business entity for tax/investment purposes, dedicating about a quarter of his time.

Employment History
Current Registrations
Householder Group Estate & Retirement Specialists
March 2024 - Present · 1 yr 11 mos
LPL Financial LLCBroker
March 2018 - Present · 7 yrs 11 mos
State Registrations1 state
CA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Blake Steven Behunin - Financial Advisor | TrueAdvisor