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Financial planning in Torrance, CA

12 advisers in Torrance offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 12

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 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 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 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 reported
Taylor 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 reported