Todd Butler

CFP®

AdvicePeriod

Financial Advisor

Todd Butler

CFP®

AdvicePeriod

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Todd Butler, CFP®

(424) 355-0232

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

Todd Butler is a Los Angeles, CA fee-only financial planner. AdvicePeriod provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Todd Butler is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Todd Butler, CFP® is a Partner with AdvicePeriod. For nearly 20 years he has delivered customized and creative financial strategies and exceptional client service.  His select group of clients includes individuals, families, unmarried and same sex couples. He counts among his loyal clients a former NASA astronaut, a lead actor on the most-watched television series in the world, and numerous educators, doctors, attorneys, entrepreneurs, and corporate and studio executives.

Prior to joining AdvicePeriod, Todd worked for a decade with WESCAP Group. As a member of the firm’s Investment Committee, he was a vocal advocate for the use of low cost, tax-efficient investments in the firm’s strategy.

Todd earned his Bachelor of Science (BS) degree in Communications from Towson University. He has appeared on the Bravo® and Lifetime® television networks as an on-camera featured financial expert. Todd resides in Hermosa Beach with his wife Britton and son Knox. He enjoys SUP surfing, traveling and spending free time with family and friends.

Todd Butler is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

Think of us as advisors with a loftier goal

Twenty years ago, our thinking was unique — put clients first and deliver institutional-quality advice to high net worth families. Today every banker, broker and advisor claims to offer the same level of service, leaving clients wondering where to turn. In all this sameness, AdvicePeriod offers a new direction. Our thinking has led us to start-up a wealth management practice that focuses on providing clients actionable advice with tangible impact.

Our efforts as complex planners and qualified fiduciaries deliver a better view of the big picture, and enable you to keep more of your wealth to provide for future generations. Working with top industry professionals, including your existing trusted advisors, we ensure follow-through on decisions that impact your wealth.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Todd Butler is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Todd Butler is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • CRPC - Chartered Retirement Planning Counselor
    Todd Butler is a Chartered Retirement Planning Counselor℠ (Learn More)

    The Chartered Retirement Planning Counselor℠ or CRPC® designation is the nation’s premier retirement planning credential. The CRPC® program covers all aspects of the retirement process in a single comprehensive program with no product or advising biases.

  • CRPC - Chartered Retirement Planning Counselor
    Todd Butler is a Chartered Retirement Planning Counselor℠ (Learn More)

    The Chartered Retirement Planning Counselor℠ or CRPC® designation is the nation’s premier retirement planning credential. The CRPC® program covers all aspects of the retirement process in a single comprehensive program with no product or advising biases.

Contact Todd Butler

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Office Locations:

  • 2121 Avenue of the Stars
    Los Angeles, CA 90067

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