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Financial planning in Santa Monica, CA

19 advisers in Santa Monica offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 19

Abacus Wealth Partners429 Santa Monica Blvd., Suite 500 · Santa Monica, CA 90401 · (888) 422-2287 · Financial planningCRD 128590 · % of assets, Fixed fees, Performance-based fees · $3.6 billion AUMSEC registeredNo commissions reportedAngeles Family Office429 Santa Monica Blvd, Suite 650 · Santa Monica, CA 90401 · (310) 393-6300 · Financial planningCRD 338266 · % of assets, Fixed fees · $182.0 million AUMSEC registeredNo commissions reportedAngeles Wealth Management, LLC429 Santa Monica Blvd, Suite 650 · Santa Monica, CA 90401 · (310) 393-6300 · Financial planningCRD 159952 · % of assets, Performance-based fees · $2.8 billion AUMSEC registeredNo commissions reportedDirigo Investment Advisors, LLC2001 Wilshire Blvd Ste 401 · Santa Monica, CA 90403 · (310) 721-3335 · Financial planningCRD 285497 · % of assets · $4.0 million AUMState registeredNo commissions reportedEddy Financial, LLC100 Wilshire Boulevard, Suite 700 · Santa Monica, CA 90401 · (310) 451-3339 · Financial planningCRD 290208 · % of assets, Hourly charges, Fixed fees · $61.9 million AUMState registeredNo commissions reportedGerber Kawasaki Wealth & Investment Management2437 Main Street · Santa Monica, CA 90405 · (310) 399-6397 · Financial planningCRD 153649 · % of assets, Hourly charges, Fixed fees · $4.1 billion AUMSEC registeredNo commissions reportedHarbor Road Capital Management LLC2118 Wilshire Blvd, Suite 315 · Santa Monica, CA 90403 · (917) 770-2001 · Financial planningCRD 161364 · % of assets · $500,000 AUMState registeredNo commissions reportedLight Capital LLC520 Broadway,, 2nd Floor · Santa Monica, CA 90401 · (424) 625-2065 · Financial planningCRD 323373 · % of assets, Hourly charges, Fixed fees · $135.3 million AUMSEC registeredNo commissions reportedMatrix Planning INC3015 Main Street, Suite 403 · Santa Monica, CA 90405 · (310) 399-0457 · Financial planningCRD 110812 · Hourly charges, Fixed fees, Other · $121.4 million AUMSEC registeredNo commissions reportedMb Blue Gp LLC100 Wilshire Blvd, Suite 700 · Santa Monica, CA 90401 · (800) 691-8596 · Financial planningCRD 300176 · % of assets · $2.6 million AUMState registeredNo commissions reported
McDonald Hartman Wealth Advisors1541 Ocean Avenue, Suite 200 · Santa Monica, CA 90401 · (310) 499-2443 · Financial planningCRD 316031 · % of assets, Hourly charges, Fixed fees · $26.3 million AUMState registeredNo commissions reportedMuse Capital Management LLC100 Wilshire Blvd., Suite 700 · Santa Monica, CA 90401 · (908) 752-1002 · Financial planningCRD 304463 · % of assets, Hourly charges, Fixed fees · $107.0 million AUMSEC registeredNo commissions reportedQuantum Financial Advisors, LLC530 Wilshire Blvd, Ste 206 · Santa Monica, CA 90401 · (424) 447-8268 · Financial planningCRD 317386 · % of assets, Hourly charges, Fixed fees · $1.5 billion AUMSEC registeredNo commissions reportedRefresh Investments401 Wilshire Blvd., 12th Floor · Santa Monica, CA 90401 · (424) 625-7260 · Financial planningCRD 297146 · % of assets, Hourly charges, Fixed fees · $61.5 million AUMState registeredNo commissions reportedSerenus Wealth Advisors, LLC1299 Ocean Ave, Suite 710 · Santa Monica, CA 90401 · (917) 539-2411 · Financial planningCRD 332034 · % of assets, Fixed fees · $1.5 billion AUMSEC registeredNo commissions reportedSierra Investment Management, LLC3420 Ocean Park Blvd, Ste 3060 · Santa Monica, CA 90405 · (310) 452-1887 · Financial planningCRD 106615 · % of assets · $360.9 million AUMSEC registeredNo commissions reportedVictus Capital Wealth1327 Ocean Avenue, Suite K · Santa Monica, CA 90401 · (310) 622-1280 · Financial planningCRD 154899 · % of assets, Hourly charges, Fixed fees · $280.1 million AUMSEC registeredNo commissions reportedWellacre Global Wealth Advisors520 Broadway, Suite 200 · Santa Monica, CA 90401 · (310) 220-4946 · Financial planningCRD 306770 · % of assets, Fixed fees · $104.3 million AUMSEC registeredNo commissions reportedWestside Investment Management, LLC2444 Wilshire Blvd, Suite 303 · Santa Monica, CA 90403 · (310) 315-9400 · Financial planningCRD 154522 · % of assets, Hourly charges, Fixed fees · $888.8 million AUMSEC registeredNo commissions reported