Fee-OnlyFinder

Advisers in Manhattan Beach, CA

18 advisers in Manhattan Beach — 18 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (11)Hourly fees (7)Flat / fixed fees (9)Retirement plan consulting (3)

All advisers

Cambria Investment Management, L.P.3300 Highland Avenue · Manhattan Beach, CA 90266 · (310) 683-5500 · % of assets managedCRD 141600 · % of assets · $3.6 billion AUMSEC registeredNo commissions reportedExcelsus Capital Management111 N. Sepulveda Blvd., Suite 250 · Manhattan Beach, CA 90266 · (310) 376-1367 · Financial planningCRD 130886 · % of assets, Hourly charges, Fixed fees · $52.3 million AUMState registeredNo commissions reportedFamily Financial1601 N. Sepulveda Blvd, 722 · Manhattan Beach, CA 90266 · (310) 598-8481 · Financial planningCRD 316723 · % of assets, Fixed fees · $280.3 million AUMSEC registeredNo commissions reportedHarris & Associates505 N. Sepulveda Blvd., Suite 5 · Manhattan Beach, CA 90266 · (310) 318-3700 · Financial planningCRD 134066 · % of assets, Hourly charges, Fixed fees · $38.1 million AUMState registeredNo commissions reportedHolt Investment Advisors111 N. Sepulveda Blvd., Suite 250 · Manhattan Beach, CA 90266 · (310) 937-1561 · % of assets managedCRD 135659 · % of assets, Performance-based fees · $20.6 million AUMState registeredNo commissions reportedJeppson Wealth Management, LLC1230 Rosecrans Avenue, Suite 300 · Manhattan Beach, CA 90266 · (424) 456-3111 · Financial planningCRD 305552 · % of assets, Fixed fees · $763.2 million AUMSEC registeredNo commissions reportedKilimanjaro Capital, LLC1230 Rosencrans Ave, Suite 300 · Manhattan Beach, CA 90266 · (650) 251-4180 · % of assets managedCRD 152262 · % of assets · $9.6 million AUMState registeredNo commissions reportedMadrid Retirement Advisors111 N. Sepulveda Blvd., Suite 250 · Manhattan Beach, CA 90266 · (714) 465-2537 · Financial planningCRD 172464 · % of assets, Hourly charges, Fixed fees · $184.2 million AUMSEC registeredNo commissions reportedMogul Wealth Management, INC.818 Manhattan Beach Boulevard, Suite 200 · Manhattan Beach, CA 90266 · (310) 545-6700 · Financial planningCRD 144711 · % of assets, Hourly charges · $59.4 million AUMState registeredNo commissions reportedMonograph Wealth Advisors, LLC1230 Rosecrans Avenue, Suite 425 · Manhattan Beach, CA 90266 · (310) 496-7377 · Financial planningCRD 173949 · % of assets, Hourly charges, Fixed fees · $3.2 billion AUMSEC registeredNo commissions reported
Ocean Path Advisors, LLC115 21st St. · Manhattan Beach, CA 90266 · (310) 302-7685 · % of assets managedCRD 338933 · % of assets · $559.5 million AUMSEC registeredNo commissions reportedPointone Family Office919 Manhattan Avenue, Suite 101 · Manhattan Beach, CA 90266 · (310) 737-2637 · % of assets managedCRD 338563 · % of assets · $327.1 million AUMSEC registeredNo commissions reportedSecond 50 Financial111 N. Sepulveda Blvd, Suite 350 · Manhattan Beach, CA 90266 · (424) 260-1551 · Financial planningCRD 318626 · % of assets, Fixed fees · $341.6 million AUMSEC registeredNo commissions reportedSila Value Advisors, LLC1710 8th Street · Manhattan Beach, CA 90266 · (310) 937-9301 · % of assets managedCRD 150760 · % of assets · $2.2 million AUMState registeredNo commissions reportedTusker Capital, LLC217 36th St, Suite B · Manhattan Beach, CA 90266 · (310) 804-5772 · % of assets managedCRD 158300 · % of assets, Performance-based fees · $2.0 million AUMState registeredNo commissions reportedVita Wealth Advisors, LLC24 Westport, FL 2 · Manhattan Beach, CA 90266 · (310) 921-8736 · Financial planningCRD 331838 · % of assets, Hourly charges, Fixed fees · $54.5 million AUMState registeredNo commissions reportedWallender, Timothy Joseph1129 Highland Ave #203 · Manhattan Beach, CA 90266 · (310) 318-3255 · Financial planningCRD 138301 · % of assets · $137.3 million AUMSEC registeredNo commissions reportedWomack Wealth Management, INC.904 Manhattan Ave, Suite 9 · Manhattan Beach, CA 90266 · (310) 684-3868 · Financial planningCRD 146126 · % of assets, Hourly charges, Fixed fees · $406.9 million AUMSEC registeredNo commissions reported
Talking to advisers in Manhattan Beach? 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.