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:

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

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.

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

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

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

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.

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

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

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.

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

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

Jennifer Hartman

Greenleaf Financial Group

Los Angeles, CA

John Pak

CFP®, RICP®, EA

Otium Advisory Group

Los Angeles, CA

Michael Glowacki

Aspiriant, LLC

Los Angeles, CA

Patrick Whalen

CFP®, CTFA

Whalen Financial Planning

Culver City, CA

Lisa Margulies

Regatta Capital Group LLC

Los Angeles, CA

Bill Toner

CFP® AIF®

Plains Coastal

Montecito, CA

Darius Gagne

PhD, CFP®, CFA®

Quantum Financial Advisors, LLC

Los Angeles, CA

Michael Izbotsky

CFP®

From Planning to Living LLC

North Hills, CA

Alex Weinberger

CFP®, CDFA®

Weinberger Asset Management

Los Angeles, CA

Alfred McIntosh

McIntosh Capital Advisors, Inc.

Los Angeles, CA

Anjali Jariwala

CFP®, CPA

FIT Advisors

Redondo beach, 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)

    NAPFA Consumer Tools PDF

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