What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Los Angeles, CA area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
Every Los Angeles, CA Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Deborah W. Ellis
CFP®, MBA, CRPC®
Ellis Wealth Planning
Granada Hills, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Helping clients define their relationship with money
I am a Fee-only fiduciary financial planner registered in Granada Hills, CA, and Honolulu, HI, serving high-net-worth clients locally and across the country
Eddy Jurgielewicz
CFP®
Upbeat Wealth
Los Angeles, CA
Specialties: Comprehensive Financial Planning, Commingling Finances, Family Planning, Tax Planning, Liquidity Events, Real Estate Investing
We partner with driven young families through life’s milestones, aligning money with purpose. Offices in New Orleans, LA, and Los Angeles, CA serving clients locally and across the country.
Gabriel Abraham Shahin
CFP®, AIF®, MBA
Falcon Wealth Planning, Inc.
Temecula, CA
Specialties: Tax Planning, Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning
Fee-Only Financial Planner serving the Los Angeles region with headquarters in Ontario, CA, and additional offices in Irvine, Torrance, Pasadena, Temecula, Palm Desert, Fresno, and San Jose.
Ara Oghoorian
CFP®, CFA, CPA, EA
ACap Asset Management, Inc.
Studio City, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investments & Asset Management, College & Education Planning, Estate Planning, Tax Planning & Preparation, Accounting and Business Tax Planning, 401K & Pension Plans
Fee-Only financial planner located in Studio City, CA, serving clients locally and across the country
Daniel Scott Johnson
CEPA™®
WINDFALL ADVISORS
Santa Monica, CA
Specialties: Financial Consulting, Wealth Management, Comprehensive Financial Planning, Investment Management, Estate & Legacy Planning, Protecting & Growing Financial Windfalls
AWARD WINNING, Nationally Recognized, Fee-Only Fiduciary, financial advisor and "SUDDEN" wealth management expert. Specializing with (INHERITANCE, LOTTO WINNERS, BUSINESS OWNER EXITS) Financial, Estate, Legacy Planning and Investment Management
Leyder "Aiden" Murillo
CFP®, SE-AWMA™, MBA
Wolfpack Wealth Management
Los Angeles, CA
Specialties: Ongoing Financial Planning, Hourly Financial Planning (Project-Based), Hourly Financial Consultations (For DIYers), Complete Financial Plan Creation, Retirement Income Planning, Investment Management, Cash Flow & Debt Management, College Education Planning, Real Estate Valuation & Cash Flow Analysis, Tax Planning/Optimization Strategies
Fee-Only financial planner locally serving Los Angeles, CA & Denver, CO areas and available nationwide virtually.
Elliott Servais
MBA, CFP®
EP Wealth Advisors
Los Angeles, CA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
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Gabriel Anderson
CFP®, CLU®, ChFC®
Crafted Wealth Management
Venice, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner Located in Venice, CA and Serving the Entire Westside of Los Angeles and Santa Monica Area
Arielle Bittoni
CFA®, CFP®
Good Balance Financial Planning LLC
Los Angeles, CA
Specialties: Financial Planning for Women, Comprehensive Financial Planning, Investment Management, Retirement Planning, Tax Planning
Fee-Only financial planner serving dynamic women and couples throughout the Los Angeles, CA area, and across the country.
Leighann Miko
CFP®, MST, RLP®
Equalis Financial
Los Angeles, CA
Specialties: Comprehensive Financial Planning, Values Aligned Investing, Wealth Redistribution, Tax Planning, Employee Benefits, Irregular/Unpredictable Income
Equalis Financial is an independent fee-only firm based in Los Angeles & Portland (OR) specializing in financial planning, investment management, and tax & business management services. We are here to balance the financial playing field by ensuring equal access to our services.
Adam Scott
CFP®
WellAcre Global Wealth Management
Santa Monica, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Santa Monica, CA, serving clients locally and across the country
Fernando Reyes
MBA, CFP®, ChFC®
EP Wealth Advisors
Los Angeles, CA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
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Kathy Costas
CDFA®
EP Wealth Advisors
Los Angeles, CA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
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Eric Swanson
CFP®
EP Wealth Advisors
Los Angeles, CA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
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Eric Amzalag
CFP®, RICP®
Peak Financial Planning
Canoga Park, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Social Security + Medicare
I work with individuals and couples nationwide to help you navigate the Retirement Risk Zone. We build models that help you optimize your retirement income, create spending flexibility in retirement, and help you understand your financial weaknesses.
Eric Nikssarian
CFP®
EP Wealth Advisors
Los Angeles, CA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
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Kristin Short
Ph.D., CFP®
Confide Financial Planning & Investments, LLC
Thousand Oaks, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Estate Planning and Wealth Transfers, Equity Compensation, Charitable Giving, Cash Flow and Debt Management
Full-service financial planning and investment management for families, professionals, and retirees. Located in Thousand Oaks, CA, serving clients locally and across the country
John Boyd
CFP®
MDRN Wealth
Venice , CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning and Preparation, Estate Planning
We offer advanced tax planning, investment management, and more. We serve solo business owners, individuals with equity compensation and those preparing to transition to retirement.
Pamela Chen
CPA, CFA®
Refresh Investments LLC
Santa Monica, CA
Specialties: Retirement Income Planning, Investment Strategy & Management, Legacy Planning, Tax Planning, Equity Compensation, Estate & Generational Planning Issues, Stock Options Review, Alternative Investment Strategies, Sophisticated Investing
A fee-only fiduciary financial services firm focused on women and families. We offer a virtual family office service that grows your wealth with a sound investing and tax plan and protects your wealth with appropriate risk management strategies.
David Frank
CFP®
Turning Point Planning LLC
Los Angeles, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Los Angeles, CA, serving therapists locally and across the country
Jared Tanimoto
CFP®
Sedai Wealth
Los Angeles, CA
Specialties: Crafting and executing a robust financial plan, Implementation of investments, estate planning, insurance and everything in-between
I'm Jared, a Certified Financial Planner dedicated to assisting individuals in managing and planning their finances effectively, ensuring a secure and prosperous financial future.
William Hatton
CFP®
Billfold Budget Counseling
Sherman Oaks, CA
Specialties: Comprehensive Financial Planning, Budgeting & Money Management, Debt Management, Goal Setting, Portfolio & Investment Review, Financial Coaching
Fee-Only financial planner located in LOS ANGELES, CA, serving clients all across California.
Gregory Welborn
MBA
First Financial Consulting
Pasadena, CA
Specialties: Comprehensive Financial Planning, Retirement Planning, Investment Management, Tax Planning, Generational Wealth Management
Fee Only Financial Planning and Investment Management Firm Located in Pasadena, CA and Serving Clients Nationwide
Dirk Huybrechts
CFP®
HFM Advisors
Los Angeles, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Los Angeles, CA, serving clients locally and across the country
Danny Michael
CFP®, RLP®, MSBA
Satori Wealth Management, Inc.
Los Angeles, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Tax Planning, Investment Management, Wealth Protection and Transfer
Fee-Only retirement planner located in Southern California serving clients virtually across the country
Tom Nguyen
CFP®
EP Wealth Advisors
Los Angeles, CA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
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Al Faber
CFP®, ChFC®, CLU®
Woodson Wealth Management
Reseda, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Advice, Estate Planning, Tax Planning, On-demand Modular Financial Planning, Portfolio Review, Backdoor Roth Guidance
Fee-Only financial planner serving clients across the country
Larry Koeppel
CFP®, MBA
Digital Wealth, LLC
Los Angeles, CA
Specialties: Comprehensive Financial Planning, Stock Compensation Planning (RSUs, ISOs, NQSOs, ESPPs), Digital Assets Planning, Investment Management, Retirement Income Planning, Tax Planning, Estate Planning, Risk Management
We help tech professionals manage their money so they can live the life they want. Based in Los Angeles and serving clients across the country.
Gregory Wells
CFP®
EP Wealth Advisors
Los Angeles, CA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
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Don Hance Jr.
CFP®, EA
LifeSighted
Pacific Palisades, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Pacific Palisades, CA, also serving clients in Santa Monica, West Los Angeles, and across the country
Brian Parker
CFP®
EP Wealth Advisors
Los Angeles, CA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
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Brian Fry
CFP®
Safe Landing Financial
Culver City, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Social Security Optimization, Estate Planning
I help tech professionals and households approaching retirement plan their financial future. I am located in Los Angeles and serve clients nationwide.
Shonty Spatola, CPA, CFP®
CPA/PFS, CFP®
Pacific Oak Financial Planning
Woodland Hills, CA
Specialties: Retirement Income Planning, Comprehensive Financial Planning, Small Business Tax and Accounting, Retirement Planning, Investment Management, Estate Planning, Bookkeeping Services, Asset Management
Expert financial planning and tax services for high net worth individuals and small business owners in Los Angeles.
Derek Holman
CFP®, AIF®
EP Wealth Advisors
Los Angeles, CA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
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Michael Izbotsky
CFP®
From Planning to Living LLC
Los Angeles, CA
Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning, Cash Flow Optimization, Stock Options & Equity Comp
I work primarily with motivated millennials who earn $250k+ per year. My firm's motto: "We handle the planning so you can get to living." My job is to help you spend your most valuable asset, your time, however you want.
Trevor Bush
MBA, CFP®
EP Wealth Advisors
Los Angeles, CA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
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Jason Co
CFP®
CoPlanning Financial
Los Angeles, CA
Specialties: Retirement Income Planning, Investment Management, Tax Planning, Comprehensive Financial Planning, Long Term Care Insurance Planning, Estate Planning
We offer one time plans and ongoing service on tax focused financial planning and low cost investment management far below 1% for accounts above $1M. Jason Co, CFP® primarily works with Asian Americans and is fluent in Cantonese and Mandarin.
Patrick Dinan
CFP®, CSRIC®
Impact Fiduciary
Pasadena, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner located in Los Angeles, CA and serving clients across the country using virtual meeting technology
Clint Camua
CFP®
EP Wealth Advisors
Los Angeles, CA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
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Bill Nugent
CFP®, EA
Convey Wealth Management
Sherman Oaks, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, ESG Investing, Proactive Tax Strategy, Estate and Trust Planning, Risk Management & Insurance
Personalized tax-smart financial planning and wealth management by experienced and accessible advisors.
Alfred McIntosh
CFP®
McIntosh Capital Advisors, Inc.
Los Angeles, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Cash Management & Budgeting, Personal Goal Planning
It’s not about us. It’s about you. When you work with McIntosh Capital Advisors, our sole focus is on you. Los Angeles, CA, serving clients locally and across the country.
Ryan Miyamoto
CFP®, MBA
Derive Wealth
Pasadena, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning
Derive Wealth is a Fee-Only Financial Advisor located in Pasadena, CA, serving clients locally and across the country.
Luis Rosa
CFP®, EA
Build a Better Financial Future LLC
Pasadena, CA
Specialties: Comprehensive Financial Planning, Debt Reduction Strategies, Investment Management, College Education Planning, Tax Planning & Income Tax Preparation, Se Habla Español
Fee-Only financial planner located in Pasadena, CA, serving clients locally and across the country
Ryan Serrecchia
CFP®
EP Wealth Advisors
Los Angeles, CA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Hi there, this is a test
Marie Thomasson
CFP®
Modern Assets
Los Angeles, CA
Specialties: Socially Responsible Investing, Impact Investing, Financial Planning, Money Confidence
Modern Assets helps progressive people align their wealth with their values. With values-aligned investing, straightforward fiduciary guidance, and a transparent, empathetic approach, we ensure your wealth mirrors your beliefs.
Jose Lopez
EP Wealth Advisors
Los Angeles, CA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Hi there, this is a test
Uziel Gomez
CFP®, AFC®
Primeros Financial
Los Angeles, CA
Specialties: Comprehensive Financial Planning, Investment Management, College Education Planning, Tax Planning, Cash Flow Planning, Credit Score Improvement, Generational Care, Se Habla Español , Debt Reduction Strategy, Value-Based Planning
Financial Planning for first-generation individuals and families. Working virtually with clients across the country.
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Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
