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:

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

John Stephens

MD, CFA, CFP®, MBA

TCI Wealth Advisors, Inc.

Santa Monica, CA

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

Fee-Only Financial Planner partnering with clients on their journey toward financial clarity, prosperity, and overall well-being.

Marc Campbell

CFP®

TCI Wealth Advisors, Inc.

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!

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

David DeWolf

Abacus Wealth Partners, LLC

Santa Monica, CA

Alan Moore

Abacus Wealth Partners, LLC

Santa Monica, CA

Shonty Spatola

CPA, CFP®

Pacific Oak Wealth Management LLC

Santa Monica, CA

Kari Jean Glosser

Abacus Wealth Partners, LLC

Santa Monica, CA

Spencer Sherman

Abacus Wealth Partners, LLC

Santa Monica, CA

Roberta Jean Smith

Matrix Planning, Inc.

Santa Monica, CA

Neela Hummel

Abacus Wealth Partners, LLC

Santa Monica, CA

Jessica Lu

Abacus Wealth Partners, LLC

Santa Monica, CA

Barrett Porter

Abacus Wealth Partners, LLC

Santa Monica, CA

Brent Kessel

Abacus Wealth Partners, LLC

Santa Monica, CA

Darius Gagne

Abacus Wealth Partners, LLC

Santa Monica, CA

Jana Davis

Abacus Wealth Partners, LLC

Santa Monica, CA

Wende Headley

Abacus Wealth Partners, LLC

Santa Monica, CA

Barbara Wolf

Abacus Wealth Partners, LLC

Santa Monica, CA

J.D. Bruce

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)

    NAPFA Consumer Tools PDF

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