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Financial planning in Sherman Oaks, CA

4 advisers in Sherman Oaks offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 4

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 reported Billfold Budget Counseling14900 Magnolia Blvd, #55474 · Sherman Oaks, CA 91403 · (818) 522-0975 · Financial planningCRD 305073 · Hourly charges, Subscription fees, Fixed feesState registeredNo commissions reported Highline 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 reported Shucha 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