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:

Erin Nelsen

CFP®

Asset Planning Inc.

Los Alamitos, CA

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

Fee Only Financial Advisor Located in Orange County, CA and Serving the Greater Los Angeles Area

Ryan Miyamoto

CFP®, MBA

Derive Wealth

Pasadena, CA

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

Derive Wealth is a Fee-Only Financial Advisor located in Pasadena, CA, 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

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

Louis Barajas

CFP®, MBA, EA

Wealth Management LAB™

Irvine, CA

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

Fee-Only Comprehensive Financial Advisor Serving Clients in the Southern California Area

Juan Ros

CFP®

Lamia Financial Group, Inc

Los Angeles, CA

Specialties: Comprehensive Financial Planning, Tax Planning, Charitable Giving, Retirement Income Planning, Investment Management

Fee-Only Financial Planning and Investment Management Firm located in Thousand Oaks, California, serving the Los Angeles region, southern California, and clients across the country.

Christina Roberts

CFP®

Plan with Christina

El Segundo, CA

Specialties: Women's Finance, Planning for Couples & Growing Families, Comprehensive Financial Planning, Budgeting / Cash Flow, Debt Management, Investments

Fee-Only financial planner located in El Segundo, CA, and serving the greater Los Angeles area.

Gabriel Abraham Shahin

CFP®

Falcon Wealth Planning, Inc.

Ontario, CA

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

Fee-Only Financial Planner serving the Los Angeles region with offices in Ontario, CA and Torrance, CA

I can work with clients anywhere!

Patrick Dinan

CFP®

Impact Fiduciary

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 and serving clients across the country using virtual meeting technology

I can work with clients anywhere!

Anjali Jariwala

CFP®, CPA

FIT Advisors

Redondo beach, CA

Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning

Fee-Only Financial Planner serving physicians and business owners virtually in the wealth accumulation stage as their financial life coach.

Todd Butler

CFP®

AdvicePeriod

Los Angeles, CA

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

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

Jeffrey Borenstein

CPA, CFP®

Lamia Financial Group, Inc

Los Angeles, 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 Thousand Oaks, CA and serving the Los Angeles region and clients across the country.

Patrick Stark

CFP®

RS Crum Inc.

Los Angeles, CA

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

Fee-Only Financial Planner and Director of Financial Planning in Newport Beach, CA serving clients nationwide

I can work with clients anywhere!

Leighann Miko

CFP®, MST

Equalis Financial

Los Angeles, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Employee Benefits, Irregular/Unpredictable Income

Fee-Only Financial Planner based in Los Angeles, CA serving the LGBTQ community, women and young professionals.

I can work with clients anywhere!

John Pak

CFP®, RICP®, EA

Otium Advisory Group

Los Angeles, CA

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

Fee-Only Financial Planner located in Los Angeles and Serving Clients Across the Country

Christopher Lamia

CFP®

Lamia Financial Group, Inc

Los Angeles, 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 Thousand Oaks, CA and serving the Los Angeles region and clients across the country.

I can work with clients anywhere!

Larry Koeppel

CFP®, MBA

Digital Wealth, LLC

Los Angeles, CA

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

Fee-Only Financial Planner serving clients in Silicon Beach cities of Southern California and clients across the country where exempted

Chris Jackson

Lionshare Partners LLC

Los Angeles, CA

Alfred McIntosh

McIntosh Capital Advisors, Inc.

Los Angeles, CA

Marie Thomasson

Modern Assets, LLC

Los Angeles, CA

Danny Michael

CFP®, AIF®, MSBA

Satori Wealth Management, Inc.

Los Angeles, CA

Michael Glowacki

Aspiriant, LLC

Los Angeles, CA

Alex Weinberger

CFP®, CDFA®

Weinberger Asset Management, Inc.

LOS ANGELES, CA

Brittney Castro

Financially Wise Women

Los Angeles, CA

Tyler Robuck

EP Wealth Advisors

Los Angeles, CA

Lisa Margulies

Regatta Capital Group LLC

Los Angeles, CA

Jennifer Hartman

Greenleaf Financial Group

Los Angeles, CA

Thomas Donnelly

JD, CFP®

AdvicePeriod

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)

    NAPFA Consumer Tools PDF

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