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Financial planning in Manhattan Beach, CA

11 advisers in Manhattan Beach offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 11

Excelsus 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 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 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 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 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