Fee-Only Financial Planners in Los Angeles, CA

A Fee-Only Financial Planner can help you in all aspects of your financial life - comprehensive financial planning, retirement planning, investment management, insurance analysis, and more. From the simple to complex, a Fee-Only Financial Planner can help you work toward your objectives.

Fee-Only Financial Planners in Los Angeles, CA:

Todd Butler

CFP®

AdvicePeriod

Los Angeles, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Advisor serving the Los Angeles and Orange County, CA area.

Dirk Huybrechts

CFP®, PFP

HFM Advisors

Los Angeles, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Los Angeles, CA, serving clients locally and across the country

Patrick Stark

CFP®

RS Crum Inc.

Los Angeles, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Planner and Director of Financial Planning in Newport Beach, CA serving clients nationwide

Jeffrey Borenstein

CPA, CFP®

Lamia Financial Group, Inc

Los Angeles, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Planning and Investment Management Firm located in Thousand Oaks, CA and serving the Los Angeles region and clients across the country.

Christopher Lamia

CFP®

Lamia Financial Group, Inc

Los Angeles, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Planning and Investment Management Firm located in Thousand Oaks, CA and serving the Los Angeles region and clients across the country.

Juan Ros

CFP®

Lamia Financial Group, Inc

Los Angeles, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Planning and Investment Management Firm located in Thousand Oaks, CA and serving the Los Angeles region and clients across the country.

John Pak

CFP®, RICP®

Otium Advisory Group

Los Angeles, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Planner located in Los Angeles and Serving Clients Across the Country

Leighann Miko

CFP®

Equalis Financial

Los Angeles, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Planner based in Los Angeles, CA serving the LGBTQ community, women and young professionals.

Patrick Dinan

CFP®

Impact Fiduciary

Los Angeles, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Planner located in Los Angeles, CA and serving clients across the country using virtual meeting technology

Larry Koeppel

CFP®, MBA

Digital Wealth, LLC

Los Angeles, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Planner serving Silicon Beach cities in California and clients across the country

Elizabeth Saghi

CFP®

Abundant Wealth Partners, LLC

Santa Barbara, CA

Specialties: Financial Planning, Retirement Planning, Investment Management, Business Planning, Estate Services, Education Planning

  • Fee-Only Financial Advisors never earn commission or sell investment products.

    Fee-Only:
    Compensated only by the client without earning commission of any kind for product sales or referrals.

    Fiduciary:
    Legally sworn and obligated to always place the interest of the client ahead of their own.

    Independent:
    Not affiliated with any brokerage firm, bank, or insurance company.


    Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)

    NAPFA Consumer Tools PDF

    Get Your Checklist

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