What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Los Angeles, CA area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
Every Los Angeles, CA Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Taylor Bell
Aequitas Financial
West Hollywood, CA
Specialties: LGBTQ+ Financial Planning, Comprehensive Financial Planning, Family Building (IVF, Surrogacy, Adoption), Estate Planning for LGBTQ+ Families, Retirement Income Planning, Investment Management, Tax Planning, Expat & International Living Abroad Planning, Cash Flow & Budgeting, Equity Compensation (ISO, NSO, RSU, RSA, Etc.), Charitable Giving & Activism, Business Owners / Small Business Planning
We specialize in working with LGBTQ+ individuals and couples who are planning for children, building long-term wealth, or exploring life abroad. We provides inclusive, values-based planning with no investment minimums.
Bryan Curry
CFP®
Bridge The Gap Retirement Planners LLC
Simi Valley, CA
Specialties: Comprehensive Financial Planning, Gifting Strategies, Investment Management, Retirement Income Planning, Tax Planning, Social Security, Estate Planning
Retiree Focused Financial Planner located in Simi Valley, CA. We serve clients both locally and virtually across the country and specialize in navigating the intricacies of a successful retirement plan.
Andy Gerhartz
CFP®, MSPFP
Bridge The Gap Retirement Planners LLC
Simi Valley, CA
Specialties: Detailed Financial Planning, Retirement Income Planning, Investment Management, Comprehensive Tax Planning, Social Security Decisions, Estate Planning
Retirement Planner and Fiduciary, located in Phoenix, AZ serving retirees and near retirees both locally and across the country. Specializing in retirement planning, comprehensive tax planning, and portfolio management.
Daniel Scott Johnson
CEPA®™®
WINDFALL ADVISORS
Santa Monica, CA
Specialties: Financial Consulting, Wealth Management, Comprehensive Financial Planning, Investment Management, Estate & Legacy Planning, Protecting & Growing Financial Windfalls
AWARD WINNING, Nationally Recognized, Fee-Only Fiduciary, financial advisor and SUDDEN wealth management expert. Specializing with (INHERITANCE, LOTTO WINNERS, BUSINESS OWNER EXITS) Financial, Estate, Legacy Planning and Investment Management
Patrick Dinan
CFP®, CSRIC®
Impact Fiduciary
Pasadena, 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
Ryan Miyamoto
CFP®, MBA
Derive Wealth
Pasadena, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning
Derive Wealth is a Fee-Only Financial Advisor located in Pasadena, CA, serving clients locally and across the country.
Eric Nikssarian
CFP®
EP Wealth Advisors
Los Angeles, CA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
Arielle Bittoni
CFA®, CFP®
Good Balance Financial Planning LLC
Los Angeles, CA
Specialties: Financial Planning for Women, Comprehensive Financial Planning, Investment Management, Retirement Planning, Tax Planning
Fee-Only financial planner serving professional women throughout the Los Angeles, CA area and across the country.
Adam Scott
CFP®
WellAcre Global Wealth Management
Santa Monica, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Santa Monica, CA, serving clients locally and across the country
Danny Michael
CFP®, RLP®, MSBA
Satori Wealth Management, Inc.
Los Angeles, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Tax Planning, Investment Management, Wealth Protection and Transfer
Fee-Only retirement planner located in Southern California serving clients virtually across the country
Michael Izbotsky
CFP®
From Planning to Living LLC
Los Angeles, CA
Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning, Cash Flow Optimization, Stock Options & Equity Comp
I work primarily with motivated millennials who earn $300k+ per year. I help my clients grow and protect their wealth, while focusing on tax-smart strategies.
Annette Di Bello
CPA/PFS, CFP®
Di Bello Financial
Los Angeles, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning
Providing tax-smart wealth management through customized investment portfolios, proactive tax planning, retirement planning, and comprehensive financial planning. CPA/PFS & CFP®.
Larry Koeppel
CFP®, MBA
Digital Wealth, LLC
Los Angeles, CA
Specialties: Comprehensive Financial Planning, Stock Compensation Planning (RSUs, ISOs, NQSOs, ESPPs), Digital Assets Planning, Investment Management, Retirement Income Planning, Tax Planning, Estate Planning, Risk Management
We help tech professionals manage their money so they can live the life they want. Based in Los Angeles and serving clients across the country.
Theresa Pablos
CFP®
Equalis Financial
Culver City, CA
Specialties: Equity Compensation, Comprehensive Financial Planning, Values Aligned Investing, Tax Planning, Employee Benefits, Irregular/Unpredictable Income
Helping progressive tech professionals and their families turn equity into optionality. I create values-aligned plans that convert RSUs, ISOs, and complex taxes into real financial freedom.
Bill Nugent
CFP®, EA
Convey Wealth Management
Burbank, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, ESG Investing, Proactive Tax Strategy, Estate and Trust Planning, Risk Management & Insurance
Personalized tax-smart financial planning and wealth management by experienced and accessible advisors.
Jason Co
CFP®
CoPlanning Financial
Los Angeles, CA
Specialties: Retirement Income Planning, Investment Management, Tax Planning, Comprehensive Financial Planning, Long Term Care Insurance Planning, Estate Planning
Helping Asian American families retiring in their 40's and 50's and want help on ACA premium subsides, investment, tax, and income planning. Our client base is 73% Asian Americans and 27% non-Asian. Service also available in Cantonese and Mandarin.
Gabriel Anderson
CFP®, CLU®, ChFC®
CRAFTED Wealth
Venice, CA
Specialties: Comprehensive Financial Planning, Tax Aware Investment Management and Service, Tax Planning, Investment Analysis, Planning, and Advice, Retirement Income Planning, Estate Plan Review, Advice, Document Creation
For over 10 years, Gabe has worked with client families looking to simplify their financial life. Working with households between $3–30M, Gabe typically works on multigenerational planning, retirement preparation, and complex tax situations.
Leyder 'Aiden' Murillo
CFP®, AWMA™, SE-AWMA™, MBA
Wolfpack Wealth Management
Los Angeles, CA
Specialties: Ongoing Financial Planning, Hourly Financial Planning (Project-Based), Hourly Financial Consultations (For DIYers), Complete Financial Plan Creation, Retirement Income Planning, Investment Management, Cash Flow & Debt Management, College Education Planning, Real Estate Valuation & Cash Flow Analysis, Tax Planning/Optimization Strategies
Fee-only fiduciary financial planner offering a flat-fee model for personalized financial planning and wealth management in Los Angeles and Denver, available virtually nationwide.
Anna Sergunina
CFP®
MainStreet Financial Planning
Westlake Village, CA
Specialties: Financial Planning, Retirement Planning, Business Planning, Estate Services, Education Planning
We Help Busy Families Make Smart Financial Decisions. Comprehensive Financial Planning, Income Tax Planning & Preparation, and Estate Plan Creation All Under One Roof. Offices nation wide and remote services.
Pamela Chen
CPA, CFA®
Refresh Investments LLC
Santa Monica, CA
Specialties: Retirement Income Planning, Investment Strategy & Management, Legacy Planning, Tax Planning, Equity Compensation, Estate & Generational Planning Issues, Stock Options Review, Alternative Investment Strategies, Sophisticated Investing
A fee-only fiduciary financial services firm focused on women and families. We offer a virtual family office service that grows your wealth with a sound investing and tax plan and protects your wealth with appropriate risk management strategies.
Leighann Miko
CFP®, MST, RLP®
Equalis Financial
Culver City, CA
Specialties: Comprehensive Financial Planning, Values Aligned Investing, Wealth Redistribution, Tax Planning, Employee Benefits, Irregular/Unpredictable Income
We’re a nationwide firm with roots in Los Angeles and Portland, offering values-aligned financial planning and investment management for progressive individuals and families.
Uziel Gomez
CFP®, AFC®
Primeros Financial
Culver City, CA
Specialties: Comprehensive Financial Planning, Investment Management, College Education Planning, Tax Planning, Cash Flow Planning, Credit Score Improvement, Generational Care, Se Habla Español , Debt Reduction Strategy, Value-Based Planning
Financial Planning for first-generation individuals and families. Working virtually with clients across the country.
Trevor Bush
MBA, CFP®
EP Wealth Advisors
Los Angeles, CA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
Eric Amzalag
CFP®, RICP®
Peak Financial Planning
Canoga Park, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Social Security + Medicare
I work with individuals and couples nationwide to help you navigate the Retirement Risk Zone. We build models that help you optimize your retirement income, create spending flexibility in retirement, and help you understand your financial weaknesses.
Gregory Welborn
MBA
First Financial Consulting
Pasadena, CA
Specialties: Comprehensive Financial Planning, Retirement Planning, Investment Management, Tax Planning, Generational Wealth Management
Fee Only Financial Planning and Investment Management Firm Located in Pasadena, CA and Serving Clients Nationwide
Fernando Reyes
MBA, CFP®, ChFC®
EP Wealth Advisors
Los Angeles, CA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
Tom Nguyen
CFP®
EP Wealth Advisors
Los Angeles, CA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
Gabriel Abraham Shahin
CFP®, AIF®, MBA
Falcon Wealth Planning, Inc.
Temecula, CA
Specialties: Tax Planning, Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning
Falcon Wealth Planning: Tax-Centric Wealth Management Designed to Help You Keep More of What You Earn. We Build, Manage, and Protect Your Legacy Through Every Stage of Life.
John Boyd
CFP®
MDRN Wealth
Venice , CA
Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning and Preparation, Estate Planning, ACA Subsidy Planning Before Medicare , 72(t) Distributions , Retirement Income Design, Roth Conversions in Early Retirement
Early retirement before 65 requires more than savings. We specialize in tax planning, income strategies, and investment design to help you retire early with confidence before Medicare and Social Security kick in.
Jose Lopez
EP Wealth Advisors
Los Angeles, CA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
Uchechi Kalu
CFP®
Greenlight Financial Planning
Los Angeles, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Strategy, Cross-Border Planning, College Education Planning, Tax Planning, Insurance Analysis, Business Planning
Financial Planning in Los Angeles for women professionals, creatives, & business owners
Dirk Huybrechts
CFP®
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
Marie Thomasson
CFP®
Mothered
El Segundo, CA
Specialties: Money Confidence, Judgement-free Financial Planning, Values-aligned Investing, Women's Finances
Let me care for your finances like a mother would. Wild, worldly matriarchs and childless cat ladies, please apply.
William Hatton
CFP®
Billfold Budget Counseling
Sherman Oaks, CA
Specialties: Comprehensive Financial Planning, Budgeting & Money Management, Debt Management, Goal Setting, Portfolio & Investment Review, Financial Coaching
Fee-Only financial planner located in LOS ANGELES, CA, serving clients all across California.
Shonty Spatola
CPA/PFS, CFP®
Pacific Oak Financial Planning
Woodland Hills, CA
Specialties: Retirement Income Planning, Comprehensive Financial Planning, Small Business Tax and Accounting, Retirement Planning, Investment Management, Estate Planning, Bookkeeping Services, Asset Management
Expert financial planning and tax services for high net worth individuals and small business owners in Los Angeles.
Elliott Servais
MBA, CFP®
EP Wealth Advisors
Los Angeles, CA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
Alfred McIntosh
CFP®
McIntosh Capital Advisors, Inc.
Los Angeles, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Cash Management & Budgeting, Personal Goal Planning
It’s not about us. It’s about you. When you work with McIntosh Capital Advisors, our sole focus is on you. Los Angeles, CA, serving clients locally and across the country.
Al Faber
CFP®, ChFC®, CLU®
DIWY Financial Planning
Los Angeles, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Advice, Estate Planning, Tax Planning, On-demand Modular Financial Planning, Portfolio Review, Backdoor Roth Guidance
A modern advice-only approach to financial planning that helps you navigate ever-changing conditions and complexity, so you can achieve your goals with confidence. Serving clients across the nation.
Don Hance Jr.
CFP®, EA
LifeSighted
Pacific Palisades, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Pacific Palisades, CA, also serving clients in Santa Monica, West Los Angeles, and across the country
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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)
