Fee-OnlyFinder

Advisers in Beverly Hills, CA

22 advisers in Beverly Hills — 22 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (11)Hourly fees (9)Flat / fixed fees (9)% of assets managed (19)Retirement plan consulting (6)

All advisers

Aire Advisors, LLC9350 Wilshire Blvd, Suite 200 · Beverly Hills, CA 90212 · (310) 277-2473 · Financial planningCRD 307450 · % of assets, Hourly charges · $1.0 billion AUMSEC registeredNo commissions reportedAudent Global Asset Management, LLC150 S. Rodeo Dr, Suite 100 · Beverly Hills, CA 90212 · (310) 388-3818 · Financial planningCRD 308166 · % of assets, Fixed fees, Performance-based fees · $452.3 million AUMSEC registeredNo commissions reportedBeverly Hills Private Wealth, LLC350 S. Beverly Drive, Suite 360 · Beverly Hills, CA 90212 · (310) 388-3800 · Financial planningCRD 321132 · % of assets, Hourly charges, Fixed fees · $912.2 million AUMSEC registeredNo commissions reportedCalvin S Mazlumyan, Attorney8383 Wilshire Blvd Ste 800 · Beverly Hills, CA 90211 · (424) 466-3566 · Hourly feesCRD 331551 · Hourly charges, OtherState registeredNo commissions reportedChecchi Capital Advisers, LLC9720 Wilshire Blvd, Suite 400 · Beverly Hills, CA 90212 · (310) 432-0010 · % of assets managedCRD 143478 · % of assets · $2.6 billion AUMSEC registeredNo commissions reportedCheviot Value Management, LLC433 North Camden Drive, Suite 800 · Beverly Hills, CA 90210 · (310) 451-8600 · Financial planningCRD 166291 · % of assets, Hourly charges, Fixed fees · $1.2 billion AUMSEC registeredNo commissions reportedEliot Finkel Investment Counsel, LLC9401 Wilshire Boulevard, Suite 830 · Beverly Hills, CA 90212 · (310) 271-2521 · Financial planningCRD 104695 · % of assets · $187.0 million AUMSEC registeredNo commissions reportedElyxium Wealth LLC400 S. Beverly Dr., Penthouse · Beverly Hills, CA 90212 · Financial planningCRD 328603 · % of assets, Hourly charges, Fixed fees · $1.4 billion AUMSEC registeredNo commissions reportedGalliott Capital Advisors, LLC9401 Wilshire Blvd., Ste 705 · Beverly Hills, CA 90212 · (310) 362-3320 · Financial planningCRD 313094 · % of assets, Hourly charges, Fixed fees · $249.0 million AUMSEC registeredNo commissions reportedGrant Tani Barash & Altman, LLC9100 Wilshire Blvd, Suite 1000 West · Beverly Hills, CA 90212 · (310) 288-6267CRD 319128 · Other · $2.3 billion AUMSEC registeredNo commissions reported
Great Gable Wealth Management, LLC315 S. Beverly Dr Suite 406 · Beverly Hills, CA 90212 · (415) 986-1116 · Financial planningCRD 297501 · % of assets · $220.5 million AUMSEC registeredNo commissions reportedJaffe Asset Management LLC9454 Wilshire Blvd, Ste M-1 · Beverly Hills, CA 90212 · (310) 858-0700 · % of assets managedCRD 108082 · % of assets · $116.2 million AUMSEC registeredNo commissions reportedJoel R. Mogy Investment Counsel INC.315 South Beverly Drive, Suite 400 · Beverly Hills, CA 90212 · (310) 552-0529 · Flat / fixed feesCRD 111622 · % of assets, Fixed fees, Other · $2.2 billion AUMSEC registeredNo commissions reportedJs Alan, LLC468 N. Camden Dr., Suite 200 · Beverly Hills, CA 90210 · (310) 858-5533 · % of assets managedCRD 148163 · % of assets · $19.6 million AUMState registeredNo commissions reportedLewis Capital Management9454 Wilshire Blvd., Suite M1 · Beverly Hills, CA 90212 · (310) 276-1262 · Hourly feesCRD 133619 · % of assets, Hourly charges · $180.2 million AUMSEC registeredNo commissions reportedLife Line Wealth Management LLC8447 Wilshire Boulevard, Suite 200 · Beverly Hills, CA 90211 · (323) 452-9548 · Financial planningCRD 171051 · % of assets · $557.6 million AUMSEC registeredNo commissions reportedMfa Global Consulting Group LLC9350 Wilshire Blvd, Suite 203 · Beverly Hills, CA 90212 · (310) 579-9503 · % of assets managedCRD 171944 · % of assets · $500,000 AUMState registeredNo commissions reportedMozaic, LLC350 South Beverly Drive, Suite 340 · Beverly Hills, CA 90212 · (310) 247-9657 · Financial planningCRD 145777 · % of assets, Hourly charges, Fixed fees · $3.6 billion AUMSEC registeredNo commissions reportedO'Boyle Wealth Management, INC.9701 Wilshire Boulevard, 10th Floor · Beverly Hills, CA 90212 · (310) 601-7075 · Financial planningCRD 292849 · % of assets, Hourly charges, Fixed fees · $443.9 million AUMSEC registeredNo commissions reportedSagewater Wealth Management LLC9461 Charleville Blvd #1048 · Beverly Hills, CA 90212 · (310) 574-2866 · % of assets managedCRD 332662 · % of assets, Performance-based fees · $14.3 million AUMState registeredNo commissions reportedTiller Partners, LLC9444 Santa Monica Blvd, Suite 301 · Beverly Hills, CA 90210 · (657) 215-1684 · Flat / fixed feesCRD 170429 · Fixed fees, Performance-based fees · $261.5 million AUMSEC registeredNo commissions reportedUnited Global Advisors, LLC9701 Wilshire Boulevard, Suite 1000 · Beverly Hills, CA 90212 · (424) 278-1798 · % of assets managedCRD 167809 · % of assets · $45.4 million AUMState registeredNo commissions reported
Talking to advisers in Beverly Hills? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.