Fee-OnlyFinder

Advisers in Encino, CA

9 advisers in Encino — 9 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (6)Hourly fees (5)Flat / fixed fees (5)% of assets managed (8)Retirement plan consulting (4)

All advisers

Financial Planning for Generations, INC.15760 Ventura Blvd, Suite 840 · Encino, CA 91436 · (855) 374-9174 · Financial planningCRD 130582 · Hourly chargesState registeredNo commissions reportedGoodstein Wealth Management LLC15760 Ventura Blvd., Suite 1520 · Encino, CA 91436 · (818) 995-3500 · Financial planningCRD 282910 · % of assets, Hourly charges, Fixed fees · $114.2 million AUMSEC registeredNo commissions reportedHeyman Wealth Management, LLC16133 Ventura Blvd., Suite #640 · Encino, CA 91436 · (310) 773-9496 · Financial planningCRD 154971 · % of assets, Hourly charges, Fixed fees · $115.4 million AUMState registeredNo commissions reportedMarest Capital, LLC16255 Ventura Blvd, Suite 505 · Encino, CA 91436 · (818) 216-4900 · Financial planningCRD 315958 · % of assets · $239.8 million AUMSEC registeredNo commissions reportedNavalign, LLC15910 Ventura Blvd, Suite 1605 · Encino, CA 91436 · (818) 728-4500 · Financial planningCRD 119919 · % of assets, Hourly charges, Fixed fees · $731.9 million AUMSEC registeredNo commissions reportedPortfolio Design Labs, LLC15760 Ventura Blvd, Suite 1700 · Encino, CA 91436 · (310) 755-0411 · % of assets managedCRD 318127 · % of assets, Performance-based fees · $624.9 million AUMSEC registeredNo commissions reportedS&f Investment Advisors16633 Ventura Blvd., 540 · Encino, CA 91436 · (310) 481-9320 · Flat / fixed feesCRD 129367 · % of assets, Fixed fees, Performance-based fees · $106.4 million AUMSEC registeredNo commissions reportedWealth Management Partners of Los Angeles15760 Ventura Boulevard, Suite 700 · Encino, CA 91436 · (844) 242-0073 · Financial planningCRD 306780 · % of assets, Hourly charges, Fixed fees · $25.1 million AUMState registeredNo commissions reportedWillner & Heller LLC15760 Ventura Blvd, Suite 2026 · Encino, CA 91436 · (818) 501-7590 · % of assets managedCRD 135406 · % of assets · $193.1 million AUMSEC registeredNo commissions reported
Talking to advisers in Encino? 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.