Fee-OnlyFinder

Advisers in Torrance, CA

17 advisers in Torrance — 17 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (12)Hourly fees (13)Flat / fixed fees (12)% of assets managed (16)Retirement plan consulting (3)

All advisers

Advanced Portfolio Strategies3625 Del Amo Blvd, Suite 190 · Torrance, CA 90503 · (310) 776-6549 · Financial planningCRD 284697 · % of assets, Hourly charges, Fixed fees · $217.4 million AUMSEC registeredNo commissions reportedAihara Wealth Management LLC2390 Crenshaw Blvd, Suite E508 · Torrance, CA 90501 · (310) 796-6731 · Financial planningCRD 332749 · % of assets, Hourly charges, Fixed fees · $1.4 million AUMState registeredNo commissions reportedAlbitz/miloe and Associates, INC.23133 Hawthorne Blvd., Ste 305 · Torrance, CA 90505 · (310) 373-8861 · Hourly feesCRD 104777 · % of assets, Hourly charges, Fixed fees · $820.6 million AUMSEC registeredNo commissions reportedAlessandra Capital Management, LLC23670 Hawthorne Boulevard, Suite 207 · Torrance, CA 90505 · (310) 377-9220 · Financial planningCRD 123305 · % of assets, Hourly charges, Fixed fees · $153.5 million AUMSEC registeredNo commissions reportedBanyan Tree Asset Management, LLC21250 Hawthorne Blvd, Suite 550 · Torrance, CA 90503 · (310) 477-0111 · % of assets managedCRD 168384 · % of assets, Other · $1.0 billion AUMSEC registeredNo commissions reportedDorsey Wealth Management, LLC21250 Hawthorne Blvd., Suite 500 · Torrance, CA 90503 · (310) 370-7776 · Financial planningCRD 158752 · % of assets, Hourly charges, Fixed fees · $58.4 million AUMState registeredNo commissions reportedEp Wealth Advisors21535 Hawthorne Blvd, Suite 400 · Torrance, CA 90503 · (310) 543-4559 · Financial planningCRD 111147 · % of assets, Hourly charges, Fixed fees · $45.1 billion AUMSEC registeredNo commissions reportedHighland Mb Wealth LLC24050 Madison St, Ste 210 · Torrance, CA 90505 · (424) 966-8379 · Financial planningCRD 299209 · % of assets, Hourly charges · $10.7 million AUMState registeredNo commissions reportedLegacy Financial Group19191 South Vermont, Suite 100 · Torrance, CA 90502 · (310) 756-1700 · Financial planningCRD 115901 · % of assets, Hourly charges, Fixed fees · $20.1 million AUMState registeredNo commissions reportedMq Private Wealth3838 W Carson St., Suite 370 · Torrance, CA 90503 · (310) 269-0869 · Financial planningCRD 341042 · % of assets, Hourly charges, Fixed fees · $86.9 million AUMSEC registeredNo commissions reported
O'Brien Investment Management, LLC24594 Hawthorne Blvd. · Torrance, CA 90505 · (310) 363-2360 · % of assets managedCRD 284057 · % of assets · $254.3 million AUMSEC registeredNo commissions reportedPacific Haven Financial, LLC370 Amapola Avenue, Suite 209 · Torrance, CA 90501 · (310) 212-6699 · % of assets managedCRD 173457 · % of assets · $45.0 million AUMState registeredNo commissions reportedPutman Capital Management, INC.3625 Del Amo Blvd, Suite 120 · Torrance, CA 90503 · (310) 792-9999 · Financial planningCRD 135995 · % of assets, Hourly charges, Fixed fees · $15.9 million AUMState registeredNo commissions reportedSouth Bay Financial Partners21515 Hawthorne Blvd, Suite 200 · Torrance, CA 90503 · (310) 792-4189 · Financial planningCRD 175015 · % of assets, Hourly charges, Fixed fees · $114.8 million AUMSEC registeredNo commissions reportedTaylor Wealth Management, LLC3655 Torrance Blvd., Suite 347 · Torrance, CA 90503 · (310) 540-8000 · Financial planningCRD 132955 · Hourly charges, Fixed fees · $170.5 million AUMSEC registeredNo commissions reportedTortuga Wealth Management1957 Carson Street, Suite 100 · Torrance, CA 90501 · (310) 935-0275 · Financial planningCRD 153737 · % of assets, Hourly charges, Fixed fees · $222.9 million AUMSEC registeredNo commissions reportedVerdant Capital Management3838 Carson Street Suite #218 · Torrance, CA 90503 · (310) 540-2818 · % of assets managedCRD 123688 · % of assets · $99.4 million AUMState registeredNo commissions reported
Talking to advisers in Torrance? 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.