Fee-Only Financial Planners in Santa Monica, 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 Santa Monica, CA:

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.

George Guttman

CFP® and MBA

Guttman Financial Planning

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!

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!

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.

Kari Jean Glosser

Abacus Wealth Partners, LLC

Santa Monica, CA

Neela Hummel

CFP®

Abacus Wealth Partners, LLC

Santa Monica, CA

Barrett Porter

Abacus Wealth Partners, LLC

Santa Monica, CA

Barbara Wolf

Abacus Wealth Partners, LLC

Santa Monica, CA

Thomas Donnelly

JD, CFP®

Gerber Kawasaki Wealth & Investment Management

Santa Monica, CA

Roberta Jean Smith

Matrix Planning, Inc.

Santa Monica, CA

Jana Davis

Abacus Wealth Partners, LLC

Santa Monica, 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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