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:
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
Jared Tanimoto
CFP®
Ascent Wealth Advisors
Irvine, CA
Specialties: Retirement Planning, Tax Planning, Estate Planning, Investment Management
InvestmentNews 40 Under 40 Recipient, Financial Planning Association of OC Past President, Advisorpedia Contributor
Leighann Miko
CFP®, MST, RLP®
Equalis Financial
Los Angeles, CA
Specialties: Comprehensive Financial Planning, Values Aligned Investing, Wealth Redistribution, Tax Planning, Employee Benefits, Irregular/Unpredictable Income
Equalis Financial is an independent fee-only firm based in Los Angeles & Portland (OR) specializing in financial planning, investment management, and tax & business management services. We are here to balance the financial playing field by ensuring equal access to our services.
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.
Brian Parker
CFP®
EP Wealth Advisors
Los Angeles, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
JOIN US FOR A WEBINAR: "The Informed Investor Market Outlook Webinar" REGISTER NOW or access all previous webinars
Fernando Reyes
MBA, CFP®, ChFC®
EP Wealth Advisors
Los Angeles, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
JOIN US FOR A WEBINAR: "The Informed Investor Market Outlook Webinar" REGISTER NOW or access all previous webinars
Eric Swanson
CFP®
EP Wealth Advisors
Los Angeles, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
JOIN US FOR A WEBINAR: "The Informed Investor Market Outlook Webinar" REGISTER NOW or access all previous webinars
Deborah W. Ellis
CFP®, MBA, CRPC®
Cogent Independent Advisors, Inc.
Granada Hills, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Helping clients define their relationship with money
Fee-Only financial planner registered in Granada Hills, CA, Honolulu, HI, and Parker, CO serving clients locally and across the country
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
Ryan Serrecchia
CFP®
EP Wealth Advisors
Los Angeles, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
JOIN US FOR A WEBINAR: "The Informed Investor Market Outlook Webinar" REGISTER NOW or access all previous webinars
Mike Halper
MPAS®, CRPC®, AWMA®, APMA®, CDAA, CSRIC®, SE-AWMA™,
Escient Financial
Simi Valley, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Business Planning, Cash Flow & Budgeting, Debt Management, Emergency Fund Planning, Employee Benefits Optimization, Estate Planning, Insurance Review, Risk Management, Social Security Planning
Fee-Only financial planner & investment advisor located in Simi Valley, CA, serving clients locally and across the country.
Eric Nikssarian
CFP®
EP Wealth Advisors
Los Angeles, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
JOIN US FOR A WEBINAR: "The Informed Investor Market Outlook Webinar" REGISTER NOW or access all previous webinars
Gabriel Anderson
CFP®, CLU®, ChFC®
Crafted Wealth Management
Venice, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner Located in Venice, CA and Serving the Entire Westside of Los Angeles and Santa Monica Area
Matthew Theal
CFP®
RPA Wealth Management
Los Angeles, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning
Fee-only financial planner located in Rancho Cucamonga, CA, serving clients throughout the Inland Empire and Southern California.
Clint Camua
CFP®
EP Wealth Advisors
Los Angeles, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
JOIN US FOR A WEBINAR: "The Informed Investor Market Outlook Webinar" REGISTER NOW or access all previous webinars
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
Fee-Only Financial Planner serving clients in Silicon Beach cities of Southern California and clients across the country where exempted.
Shonty Spatola
CPA/PFS, CFP®
Pacific Oak Wealth Management LLC
Woodland Hills, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning,
Fee-Only Financial Planner and CPA serving clients in Woodland Hills, Sherman Oaks, Encino, West Los Angeles, Santa Monica, Hollywood, surrounding areas of Los Angeles and throughout the country.
Brian Fry
CFP®
Safe Landing Financial
Culver City, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Social Security Optimization, Estate Planning
I help tech professionals and households approaching retirement plan their financial future. I am located in Los Angeles and serve clients nationwide.
Marie Thomasson
CFP®
Modern Assets
Culver City, CA
Specialties: Socially Responsible Investing, Values Based Investing, Impact Investing, Holistic Financial Planning
I serve women with progressive values in the greater Los Angeles area and across the country.
David Reinders
CFP®
David S Reinders, Inc.
Valencia, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Valencia, CA, serving clients locally and across the country
Patrick Dinan
CFP®, CSRIC®
Impact Fiduciary
Glendale, 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
Gregory Welborn
MBA
First Financial Consulting
Pasadena, 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 Pasadena, CA and Serving Clients Nationwide
Luis Rosa
CFP®, EA
Build a Better Financial Future LLC
Pasadena, CA
Specialties: Comprehensive Financial Planning, Debt Reduction Strategies, Investment Management, College Education Planning, Tax Planning & Income Tax Preparation, Se Habla Español
Fee-Only financial planner located in Pasadena, CA, serving clients locally and across the country
Jeremy E. Portnoff
MSFS, CFP®, CIMA®
Tempus Wealth Planning
Irvine, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Because you deserve an Educated Advisor. Offices in Irvine, CA and Metuchen, NJ.
Gabriel Abraham Shahin
CFP®, AIF®, MBA
Falcon Wealth Planning, Inc.
Pasadena, CA
Specialties: Tax Planning, Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning
Fee-Only Financial Planner serving the Los Angeles region with headquarters in Ontario, CA, and additional offices in Irvine, Torrance, Pasadena, Temecula, Palm Desert, Fresno, and San Jose.
Gregory Wells
CFP®
EP Wealth Advisors
Los Angeles, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
JOIN US FOR A WEBINAR: "The Informed Investor Market Outlook Webinar" REGISTER NOW or access all previous webinars
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
Fee-Only investment management firm located in Los Angeles, CA, serving clients throughout the Los Angeles area and across the country
Daniel Johnson
CRPC®
Bestria
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
Trevor Bush
MBA, CFP®
EP Wealth Advisors
Los Angeles, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
JOIN US FOR A WEBINAR: "The Informed Investor Market Outlook Webinar" REGISTER NOW or access all previous webinars
Derek Holman
CFP®, AIF®
EP Wealth Advisors
Los Angeles, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
JOIN US FOR A WEBINAR: "The Informed Investor Market Outlook Webinar" REGISTER NOW or access all previous webinars
Elliott Servais
MBA, CFP®
EP Wealth Advisors
Los Angeles, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
JOIN US FOR A WEBINAR: "The Informed Investor Market Outlook Webinar" REGISTER NOW or access all previous webinars
Joshua Winterswyk
CFP®
RPA Wealth Management
Los Angeles, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning
Fee-only financial planner located in Rancho Cucamonga, CA, serving clients throughout the Inland Empire and Southern California.
Arielle Bittoni
CFA®, CFP®
Refresh Investments LLC
Santa Monica, CA
Specialties: Financial Planning for Women, Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning
Fee-Only financial planner serving professional women and families in Santa Monica, CA, throughout the Los Angeles area, and across the country.
Leyder "Aiden" Murillo
MBA
Wolfpack Investment Management
Los Angeles, CA
Specialties: Ongoing Financial Planning, Project-Based Financial Planning (Hourly), Complete Financial Plan Creation, Retirement Income Planning, Investment Management, College Education Planning, Real Estate Valuation & Cash Flow Analysis
Fee-Only financial planner located in Los Angeles, CA, serving clients locally and across the country
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.
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
Tom Nguyen
CFP®
EP Wealth Advisors
Los Angeles, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
JOIN US FOR A WEBINAR: "The Informed Investor Market Outlook Webinar" REGISTER NOW or access all previous webinars
Refine Your Search
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)
