Fee-Only Financial Advisors in Los Angeles, CA

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

I can work with clients anywhere!

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.

I can work with clients anywhere!

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

I can work with clients anywhere!

Jared Tanimoto

CFP®

Sedai Wealth

Irvine, CA

Specialties: Retirement Planning, Investment Management, Tax Planning, Cash flow planning, Estate Planning, Planning out financial roadmap

Top 100 Advisor by Investopedia, InvestmentNews 40 Under 40 Recipient, Financial Planning Association of Orange County Past President

I can work with clients anywhere!

Derek Holman

CFP®, AIF®

EP Wealth Advisors

Los Angeles, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

I can work with clients anywhere!

Kathy Costas

CDFA®

EP Wealth Advisors

Los Angeles, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

I can work with clients anywhere!

Eric Swanson

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

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

I can work with clients anywhere!

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 dynamic women and couples throughout the Los Angeles, CA area, and across the country.

I can work with clients anywhere!

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.

I can work with clients anywhere!

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.

I can work with clients anywhere!

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

I can work with clients anywhere!

Leyder "Aiden" Murillo

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

Fee-Only financial planner locally serving Los Angeles, CA & Denver, CO areas and available nationwide virtually.

I can work with clients anywhere!

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

I can work with clients anywhere!

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

Focused on empowering women, Pam provides a smart, practical, no-nonsense approach that delivers results. Experience true investing and planning customization rather than cookie-cutter strategies. Fee-only boutique firm serving clients nationwide.

I can work with clients anywhere!

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.

I can work with clients anywhere!

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

I can work with clients anywhere!

Ryan Serrecchia

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

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

I can work with clients anywhere!

Jeremy E. Portnoff

MSFS, CFP®, CIMA®, CMT®

Tempus Wealth Planning

Irvine, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, IRA Tax Planning, Roth Conversion, Risk Managed Tactical Investment Strategy

Because you deserve an Educated Advisor. Offices in Irvine, CA and Metuchen, NJ.

I can work with clients anywhere!

Gregory Wells

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

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

I can work with clients anywhere!

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.

I can work with clients anywhere!

Daniel Scott Johnson

CRPC®

WINDFALL ADVISORS

Santa Monica, CA

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

Fee-Only Fiduciary financial advisor located in Santa Monica, CA, serving clients locally and across the country

I can work with clients anywhere!

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

I can work with clients anywhere!

Shonty Spatola

CPA/PFS, CFP®

Pacific Oak Financial Planning

Woodland Hills, CA

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.

I can work with clients anywhere!

Marie Thomasson

CFP®

Modern Assets

Los Angeles, CA

Specialties: Socially Responsible Investing, Impact Investing, Financial Planning

Modern Assets helps progressives align their wealth with their deepest values. With values-aligned investing, straightforward fiduciary guidance, and a transparent, empathetic approach, we ensure your wealth mirrors your beliefs.

I can work with clients anywhere!

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

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

I can work with clients anywhere!

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. My firm's motto: "We handle the planning so you can get to living." My job is to help you spend your most valuable asset, your time, however you want.

I can work with clients anywhere!

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

I can work with clients anywhere!

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

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

I can work with clients anywhere!

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

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

Al Faber

CFP®, ChFC®, CLU®

Woodson Wealth Management

Reseda, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Estate Planning, Tax Planning

Fee-Only financial planner serving clients across the country

I can work with clients anywhere!

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

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

I can work with clients anywhere!

Clint Camua

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

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

I can work with clients anywhere!

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

I can work with clients anywhere!

Ara Oghoorian

CFP®, CFA, CPA, EA

ACap Asset Management, Inc.

Studio City, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investments & Asset Management, College & Education Planning, Estate Planning, Tax Planning & Preparation, Accounting and Business Tax Planning, 401K & Pension Plans

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

I can work with clients anywhere!

Brian Parker

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

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

I can work with clients anywhere!

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.

I can work with clients anywhere!

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

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

Darius Gagne

PhD, CFP®, CFA®

Quantum Financial Advisors, LLC

Los Angeles, CA

Patrick Whalen

CFP®, CTFA

Whalen Financial Planning

Culver City, CA

Cynthia Jabr

CFP®

Brand New Day Wealth Planning

Los Angeles, CA

Kristin Short

PhD, CFP®

Confide Financial Planning & Investments, LLC

Thousand Oaks, CA

Alfred McIntosh

McIntosh Capital Advisors, Inc.

Los Angeles, CA

Anjali Jariwala

CFP®, CPA

FIT Advisors

Redondo beach, CA

John Pak

CFP®, RICP®, EA

Otium Advisory Group

El Segundo, CA

Bill Toner

CFP® AIF®

Plains Coastal

Montecito, CA

Alex Weinberger

CFP®, CDFA®

Weinberger Asset Management

Los Angeles, CA

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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)

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