Fee-OnlyFinder

Advisers in Sherman Oaks, CA

8 advisers in Sherman Oaks — 8 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (4)Hourly fees (4)Flat / fixed fees (6)% of assets managed (6)

All advisers

Beverly Hills Financial Planners, LLC14724 Ventura Boulevard, Suite 800 · Sherman Oaks, CA 91403 · (310) 205-9000 · Financial planningCRD 137638 · % of assets, Hourly charges, Fixed feesState registeredNo commissions reportedBillfold Budget Counseling14900 Magnolia Blvd, #55474 · Sherman Oaks, CA 91403 · (818) 522-0975 · Financial planningCRD 305073 · Hourly charges, Subscription fees, Fixed feesState registeredNo commissions reportedDavidson Kahn Capital Management, LLC14011 Ventura Blvd,, Suite 302 · Sherman Oaks, CA 91423 · (310) 928-8192 · % of assets managedCRD 290062 · % of assets · $415.5 million AUMSEC registeredNo commissions reportedHighline Wealth Partners15260 Ventura Blvd., Suite 855 · Sherman Oaks, CA 91403 · (818) 340-0157 · Financial planningCRD 284712 · % of assets, Hourly charges, Fixed fees · $867.9 million AUMSEC registeredNo commissions reportedKatam Hill LLC15233 Ventura Boulevard, Suite 535 · Sherman Oaks, CA 91403 · (747) 292-6317 · Flat / fixed feesCRD 306521 · % of assets, Fixed fees, Performance-based fees · $42.4 million AUMState registeredNo commissions reportedKb Private Wealth Management Group14945 Ventura Blvd., Suite 224 · Sherman Oaks, CA 91403 · (310) 657-8700 · % of assets managedCRD 309208 · % of assets · $8.5 million AUMState registeredNo commissions reportedMostt INC.14140 Ventura Blvd., Ste 201 · Sherman Oaks, CA 91423 · (310) 923-0363 · Flat / fixed feesCRD 332063 · Fixed fees · $254,054 AUMSEC registeredNo commissions reportedShucha Wealth Management LLC13743 Ventura Boulevard, #280 · Sherman Oaks, CA 91423 · (818) 538-9021 · Financial planningCRD 315690 · % of assets, Hourly charges, Fixed fees · $12.6 million AUMState registeredNo commissions reported
Talking to advisers in Sherman Oaks? 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.