Educated Solutions
29yrs
Top 15% by experience in Calabasas
Educated Solutions
Location not listed. Legal name: Education Based Solutions, LLC
About the firm
A registered investment advisory firm. It manages about $51 million for roughly 83 individual clients. Services include investment management for individuals and small businesses, educational seminars and workshops.
How they work
How they’re paid ?A percentage of the assets they manage
Typical client size ?$614,458
Assets under management ?$51 million
Individual clients83
Median years of experience29
FoundedNot stated
Services
Investment management for individuals and small businessesEducational seminars and workshops
Advisors at Educated Solutions
1Advisors
29Median years of experience
1States with offices
–Offices
Also known as
Malibu Wealth Planning · Education Based Solutions, LLC
About Educated Solutions
How do I contact Educated Solutions?
Call the main office at (805) 896-7558. The main office is at , .
How is Educated Solutions paid?
The firm reports being paid by a percentage of the assets they manage. Ask for your total yearly cost in dollars.
What services does Educated Solutions offer?
Investment management for individuals and small businesses, Educational seminars and workshops.
How many advisors work at Educated Solutions?
We list 1 advisor currently registered with the firm.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.