Fiduciary Financial Advisors in Brentwood, CA

 

Connect With a Financial Advisor

We did the hard work of finding trustworthy partners.
Now you can explore what service is best for you.

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We Only Work With The Best Financial Advisor Firms


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Brentwood, CA


  • Financial Advisor Close to Brentwood, CA

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

 

How Can a Financial Advisor in Brentwood, CA Help You?

Financial advisors provide personal, uniquely tailored financial assistance to help clients reach their savings goals. 

Often, clients have long term financial goals in mind such as paying off a mortgage or sending a child to college, and come to a financial advisor for aid. 

Financial advisors can qualify themselves to help clients in a bunch of different areas beyond just financial advice including estate planning and direct investment portfolio management. 

Traditional financial advisors often live and work in the same areas as their client base does. 

This helps them foster and maintain trust over time, as many relationships between advisors and clients last over the course of several years. 

Some advisors conduct most or all of their business online to reach additional clients. 

There are also robo-advisors, computer algorithms which generate basic investment advice depending on the information given to them by the client.

 

The Value Of A Retirement Financial Advisor in Brentwood, CA


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find A Fee-Only Financial Advisor Near Brentwood, CA

Connect With a Financial Advisor

We did the hard work of finding trustworthy partners.
Now you can explore what service is best for you.
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Nearest Partner: 11400 W. Olympic Blvd., Suite 170, Los Angeles, CA 90064


Top Financial Advisors Serving Brentwood, CA

Brentwood is an upscale neighborhood in West Los Angeles known for its prime location between the Malibu hills to the north, the beach to the west and downtown LA to the east. It is home to many celebrities and its main businesses are personal services, including wealth management firms. FOX Sports also has its west coast headquarters in Brentwood. Arnold Schwarzenegger, LeBron James and Reese Witherspoon are a few of the many famous figures who maintain homes in Brentwood. Celebrities who have lived there in the past include Marilyn Monroe and O.J. Simpson.

When Do You Want To Retire?


How far away is your dream life?

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FAQs About Certified Financial Advisors In Brentwood, CA

Financial advisors usually charge fee-only packages based on a small percentage of a client’s total assets under the advisor’s management.
Financial advisors help clients improve their financial health and make progress towards their savings goals.
It depends on how much you have in savings and how much you can put towards savings every month.
Research not just what other clients say about advisors in your area but also what their qualifications are.