Fee-OnlyFinder

Financial planning in Los Angeles, CA

64 advisers in Los Angeles offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 64

7summit Advisors, LLC6080 Center Drive, Suite 600 · Los Angeles, CA 90045 · (310) 684-3650 · Financial planningCRD 171409 · % of assets · $25.7 million AUMState registeredNo commissions reportedAg Asset Advisory, LLC1901 Avenue of the Stars, Suite 200 · Los Angeles, CA 90067 · (310) 907-8656 · Financial planningCRD 154406 · % of assets, Fixed fees, Performance-based fees · $440.5 million AUMSEC registeredNo commissions reportedAligne Wealth Advisors Investment Management (Awaim)1801 Century Park East, Suite 1440 · Los Angeles, CA 90067 · (310) 795-0622 · Financial planningCRD 321735 · % of assets · $224.4 million AUMSEC registeredNo commissions reportedAqua Capital Advisors1901 Avenue of the Stars, Suite 1005 · Los Angeles, CA 90067 · (310) 492-9680 · Financial planningCRD 151887 · % of assets, Hourly charges, Fixed fees · $143.8 million AUMSEC registeredNo commissions reportedAspiriant, LLC11100 Santa Monica Blvd, Suite 500 · Los Angeles, CA 90025 · (310) 806-4000 · Financial planningCRD 146720 · % of assets, Hourly charges, Fixed fees · $18.0 billion AUMSEC registeredNo commissions reportedAtlas Legacy Advisors LLC1999 Avenue of the Stars, Suite 3350 · Los Angeles, CA 90067 · (310) 707-1275 · Financial planningCRD 329888 · % of assets, Hourly charges, Fixed fees · $715.0 million AUMSEC registeredNo commissions reportedAvise Financial7080 Hollywood Blvd., Suite 700 · Los Angeles, CA 90028 · (310) 807-5778 · Financial planningCRD 328790 · % of assets, Hourly charges, Fixed fees · $169.4 million AUMSEC registeredNo commissions reportedBardi CO. LLC633 5th Street, 28 Floor · Los Angeles, CA 90071 · (323) 977-9960 · Financial planningCRD 166134 · % of assets, Hourly charges, Performance-based fees · $275,000 AUMState registeredNo commissions reportedBarnes & Company Investment Counsel, LLC1901 Avenue of the Stars, Suite 200 · Los Angeles, CA 90067 · (310) 789-2242 · Financial planningCRD 282136 · % of assets, Hourly charges, Fixed fees · $44.1 million AUMState registeredNo commissions reportedBlacklines Financial515 S Flower St, 18th Floor · Los Angeles, CA 90071 · (213) 789-6950 · Financial planningCRD 323340 · % of assets, Fixed fees · $53.0 million AUMState registeredNo commissions reported
Blue Zone Wealth Advisors, LLC11812 San Vicente Blvd., Ste. 250 · Los Angeles, CA 90049 · (310) 310-2789 · Financial planningCRD 305943 · % of assets, Fixed fees · $770.0 million AUMSEC registeredNo commissions reportedComposition Wealth, LLC11300 West Olympic Blvd, Suite 800 · Los Angeles, CA 90064 · (310) 246-1243 · Financial planningCRD 143483 · % of assets, Fixed fees · $9.5 billion AUMSEC registeredNo commissions reportedConfidence Wealth Management, INC.10940 Wilshire Blvd, Suite 600 · Los Angeles, CA 90024 · (310) 824-1000 · Financial planningCRD 127383 · % of assets, Hourly charges, Fixed fees · $454.1 million AUMSEC registeredNo commissions reportedCouillard Capital LLC515 South Flower St.,, Suite 1800 · Los Angeles, CA 90071 · (916) 751-6010 · Financial planningCRD 333709 · % of assets, Hourly charges, Fixed fees · $500,000 AUMState registeredNo commissions reportedCrenshaw Capital Management2121 Avenue of the Stars, Suite 800 Pmb 8064 · Los Angeles, CA 90067 · (713) 568-2377 · Financial planningCRD 153427 · % of assets · $3,100 AUMState registeredNo commissions reportedDew Point Capital7080 Hollywood Blvd., 7th Floor · Los Angeles, CA 90028 · (410) 258-2174 · Financial planningCRD 305010 · % of assets, Hourly charges, Fixed fees · $513.2 million AUMSEC registeredNo commissions reportedEfc Wealth Management Firm LLC5901 W Century Blvd, Suite 1516 · Los Angeles, CA 90045 · (310) 645-0001 · Financial planningCRD 312671 · % of assets, Hourly charges, Subscription fees · $57.7 million AUMState registeredNo commissions reportedEvolve Private Wealth, LLC10877 Wilshire Boulevard, Suite 1406 · Los Angeles, CA 90024 · (424) 500-4601 · Financial planningCRD 333932 · % of assets, Performance-based fees · $2.1 billion AUMSEC registeredNo commissions reportedFactory Capital LLC5431 W 104th Street · Los Angeles, CA 90045 · (954) 803-9987 · Financial planningCRD 341250 · % of assets, Hourly charges, Fixed fees · $102.5 million AUMSEC registeredNo commissions reportedFenul Wealth Management LLC10880 Wilshire Blvd, Suite 1101 · Los Angeles, CA 90024 · (888) 336-8586 · Financial planningCRD 311474 · % of assets, Hourly charges, Fixed fees · $898,000 AUMState registeredNo commissions reportedGood Balance Fp LLC500 S Sepulveda Boulevard, Suite 400 · Los Angeles, CA 90049 · (310) 881-6650 · Financial planningCRD 324354 · % of assets, Hourly charges, Fixed fees · $33.9 million AUMState registeredNo commissions reportedGt Investment Management, LLC12130 Millennium Drive, Suite 300 · Los Angeles, CA 90094 · (310) 954-2013 · Financial planningCRD 325619 · % of assets, Hourly charges · $5.5 million AUMState registeredNo commissions reportedHamilton Wealth, LLC10960 Wilshire Blvd, Suite 820 · Los Angeles, CA 90024 · (747) 208-4300 · Financial planningCRD 289462 · % of assets · $697.8 million AUMSEC registeredNo commissions reportedHarold Davidson & Associates, INC1801 Century Park East, #2150 · Los Angeles, CA 90067 · (310) 553-5551 · Financial planningCRD 110994 · % of assets, Hourly charges, Fixed fees · $390.5 million AUMSEC registeredNo commissions reportedHcr Wealth Advisors10866 Wilshire Blvd., Suite 1600 · Los Angeles, CA 90024 · (310) 473-5445 · Financial planningCRD 108676 · % of assets, Hourly charges, Fixed fees · $2.0 billion AUMSEC registeredNo commissions reportedIfc Advisors LLC11601 Wilshire Blvd, Suite 1725 · Los Angeles, CA 90025 · (310) 596-1250 · Financial planningCRD 332157 · % of assets, Fixed fees · $2.3 billion AUMSEC registeredNo commissions reportedIgw Advisory Investment Management LLC1801 Century Park East, Suite 1910 · Los Angeles, CA 90067 · (737) 710-6061 · Financial planningCRD 333479 · % of assets, Performance-based fees · $170.5 million AUMSEC registeredNo commissions reportedJsf Financial, LLC6300 Wilshire Blvd., Suite 2100 · Los Angeles, CA 90048 · (323) 866-0833 · Financial planningCRD 114025 · % of assets, Hourly charges, Fixed fees · $2.0 billion AUMSEC registeredNo commissions reportedKayne Anderson Rudnick Investment Management, LLC2000 Avenue of the Stars, Suite 1110 · Los Angeles, CA 90067 · (310) 556-2721 · Financial planningCRD 104599 · % of assets, Fixed fees, Performance-based fees · $39.4 billion AUMSEC registeredNo commissions reportedKinetic Investment Management, INC.633 W 5th Street, Suite 1050 · Los Angeles, CA 90071 · (800) 711-4818 · Financial planningCRD 283034 · % of assets, Hourly charges, Fixed fees · $450.9 million AUMSEC registeredNo commissions reportedL & S Advisors, INC11766 Wilshire Blvd, Suite 845 · Los Angeles, CA 90025 · (310) 893-6060 · Financial planningCRD 140923 · % of assets, Hourly charges · $1.2 billion AUMSEC registeredNo commissions reportedLido1875 Century Park East, Suite 950 · Los Angeles, CA 90067 · (800) 301-5436 · Financial planningCRD 269866 · % of assets, Hourly charges, Fixed fees · $42.5 billion AUMSEC registeredNo commissions reportedMainstream Capital Management3435 Wilshire Blvd, 1100 · Los Angeles, CA 90010 · (213) 365-6773 · Financial planningCRD 297145 · % of assets, Fixed fees · $224.0 million AUMSEC registeredNo commissions reportedManhattan West Asset Management, LLC1999 Avenue of the Stars, Suite 2500 · Los Angeles, CA 90067 · (310) 341-4585 · Financial planningCRD 283630 · % of assets, Fixed fees, Performance-based fees · $1.2 billion AUMSEC registeredNo commissions reportedMason & Associates, INC.7474 North Figueroa Street, Suite 100 · Los Angeles, CA 90041 · (323) 254-3072 · Financial planningCRD 141303 · % of assets, Hourly charges, Fixed fees · $828.7 million AUMSEC registeredNo commissions reportedMcIntosh Capital Advisors, INC.2566 Overland Ave., Suite 695 · Los Angeles, CA 90064 · (310) 470-4056 · Financial planningCRD 131188 · % of assets, Hourly charges, Fixed fees · $56.6 million AUMState registeredNo commissions reportedMurawski Wealth Management1801 Century Park E., 24th Floor · Los Angeles, CA 90067 · (310) 962-6958 · Financial planningCRD 332094 · % of assets · $74.5 million AUMState registeredNo commissions reportedNinepointtwo Capital LLC1901 Avenue of the Stars, Ste 1100 · Los Angeles, CA 90067 · (323) 486-3600 · Financial planningCRD 297270 · % of assets, Performance-based fees · $314.8 million AUMSEC registeredNo commissions reportedNwf Advisory Services INC11835 W Olympic Blvd, Ste 1155 E. · Los Angeles, CA 90064 · (310) 475-5854 · Financial planningCRD 110410 · % of assets, Hourly charges, Fixed fees · $6.4 billion AUMSEC registeredNo commissions reportedOakmont Corporation515 S. Flower Street, Suite 4150 · Los Angeles, CA 90071 · (213) 891-6300 · Financial planningCRD 112337 · % of assets, Fixed fees, Performance-based fees · $2.2 billion AUMSEC registeredNo commissions reportedPathfinder Wealth Advisors, LLC2029 Century Park East, Ste 400n · Los Angeles, CA 90067 · (310) 945-5490 · Financial planningCRD 305910 · % of assets, Hourly charges, Fixed fees · $20.8 million AUMState registeredNo commissions reportedPathway Financial Services, LLC13101 W. Washington Blvd, Suite 241 · Los Angeles, CA 90066 · (310) 432-6067 · Financial planningCRD 170424 · % of assets, Hourly charges, Fixed fees · $59.1 million AUMState registeredNo commissions reportedPerennial Financial Services11620 Wilshire Boulevard, Suite 400 · Los Angeles, CA 90025 · (310) 445-2504 · Financial planningCRD 286477 · % of assets, Hourly charges, Fixed fees · $2.5 billion AUMSEC registeredNo commissions reportedPrivate Financial Counseling1901 Avenue of the Stars, 11th Floor · Los Angeles, CA 90067 · (310) 556-2055 · Financial planningCRD 110648 · % of assets · $262.5 million AUMSEC registeredNo commissions reportedProsperity Planning and Advisory, LLC21255 Burbank Boulevard, Suite 120 · Los Angeles, CA 91367 · (888) 427-5240 · Financial planningCRD 336302 · Hourly charges, Fixed feesState registeredNo commissions reportedRbc Securities, INC.555 South Flower Street, 11th Floor · Los Angeles, CA 90071 · (310) 888-6400 · Financial planningCRD 103705 · % of assets, Other · $1.5 billion AUMSEC registeredNo commissions reportedRetirement Solutions LLC12100 Wilshire Boulevard, Suite 800 · Los Angeles, CA 90025 · (310) 526-3210 · Financial planningCRD 287820 · % of assets, Hourly charges, Fixed fees · $27.6 million AUMState registeredNo commissions reportedRvw Wealth LLC1880 Century Park East, Ste. 200 · Los Angeles, CA 90067 · (310) 945-4000 · Financial planningCRD 140451 · % of assets · $1.9 billion AUMSEC registeredNo commissions reportedSalem Partners Wealth Management, LLC11111 Santa Monica Blvd, Suite 2250 · Los Angeles, CA 90025 · (310) 806-4200 · Financial planningCRD 131359 · % of assets · $1.5 billion AUMSEC registeredNo commissions reportedSeia2121 Avenue of the Stars, Suite 1600 · Los Angeles, CA 90067 · (310) 712-2323 · Financial planningCRD 108163 · % of assets, Hourly charges, Fixed fees · $22.5 billion AUMSEC registeredNo commissions reportedSeneca Private Wealth, LLC1999 Avenue of the Stars, Suite 3350 · Los Angeles, CA 90067 · (310) 984-1347 · Financial planningCRD 334161 · % of assets, Hourly charges, Fixed fees · $29.9 million AUMSEC registeredNo commissions reportedShifting the Culture Wealth Partners LLC3680 Wilshire Blvd, Suite P04-1181 · Los Angeles, CA 90010 · (323) 405-3855 · Financial planningCRD 309408 · % of assets, Fixed fees · $2.0 million AUMState registeredNo commissions reportedShrier Wealth Management, LLC1925 Century Park East, Suite 2020 · Los Angeles, CA 90067 · (310) 201-0200 · Financial planningCRD 332673 · % of assets, Hourly charges, Fixed fees · $390.6 million AUMSEC registeredNo commissions reportedSilver Oak Wealth Advisors Services, LLC10940 Wilshire Blvd, Suite 975 · Los Angeles, CA 90024 · (310) 207-4800 · Financial planningCRD 291645 · % of assets, Hourly charges, Fixed fees · $300.0 million AUMSEC registeredNo commissions reportedSolomon Investment Consulting, INC.691 Irolo Street, #504 · Los Angeles, CA 90005 · (213) 365-6780 · Financial planningCRD 281606 · % of assets, Hourly charges, Fixed fees · $27.8 million AUMState registeredNo commissions reportedSteelpeak Wealth, LLC1880 Century Park East, Suite 1017 · Los Angeles, CA 90067 · (818) 835-8720 · Financial planningCRD 165168 · % of assets, Fixed fees, Performance-based fees · $4.1 billion AUMSEC registeredNo commissions reportedSustainable Wealth Advisory Group3415 S Sepulveda Blvd., Ste 1100 · Los Angeles, CA 90034 · (855) 275-7924 · Financial planningCRD 336574 · % of assets, Hourly charges, Fixed fees · $4.0 million AUMState registeredNo commissions reportedThe Wealth Collective, LLC360 E 2nd Street, 8th Floor · Los Angeles, CA 90012 · (310) 906-0313 · Financial planningCRD 310389 · % of assets, Hourly charges, Fixed fees · $42.5 million AUMState registeredNo commissions reportedWestmount Partners, LLC2049 Century Park East, Suite 2500 · Los Angeles, CA 90067 · (310) 556-2502 · Financial planningCRD 158857 · % of assets · $5.9 billion AUMSEC registeredNo commissions reportedWestpark Capital, INC.1800 Century Park East, Suite 220 · Los Angeles, CA 90067 · (310) 843-9300 · Financial planningCRD 39914 · % of assets, Fixed fees · $53.1 million AUMSEC registeredNo commissions reportedWestside Financial Advisors LLC814 South Westgate Ave, Suite 270 · Los Angeles, CA 90049 · (310) 777-1120 · Financial planningCRD 308953 · % of assets, Hourly charges, Fixed fees · $6.2 million AUMState registeredNo commissions reportedWhalen Financial Planning13101 W. Washington Blvd, Suite 237 · Los Angeles, CA 90066 · (424) 258-4398 · Financial planningCRD 289431 · % of assets, Hourly charges · $998,825 AUMState registeredNo commissions reportedWilliams Wealth Management, INC.1000 Wilshire Blvd, Suite 1650 · Los Angeles, CA 90017 · (213) 488-0300 · Financial planningCRD 133335 · % of assets · $80.9 million AUMState registeredNo commissions reportedZuckerman Capital Management, LLC2029 Century Park East, Suite 400 · Los Angeles, CA 90067 · (310) 867-2778 · Financial planningCRD 148549 · % of assets · $123.5 million AUMSEC registeredNo commissions reported