Find a Financial Advisor in Culver City, CA

 

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We did the hard work of finding trustworthy partners in Culver City, CA.

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We Only Work With The Best Culver City Financial Advisors


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

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Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Culver City, CA


  • Financial Advisor Close to Culver City, 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

The Value of Working With the Best Financial Planners in Culver City, 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 Planner Near Culver City, CA

We evaluated over 13,000 RIA firms to bring you the best of the best Culver City financial advisors.
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How Retirement-Friendly is Culver City, CA?

  • Population: 39,169
  • % of Population 62 Years and Over: 20.7%
  • Average Home Value: $931,700
  • Average Monthly Housing Cost: $1,947
  • Average Household Income: $131,424
  • California Total Tax Burden: 9.48% (10th Highest in U.S.)
  • California Property Tax: 2.64% (19th Lowest in U.S.)
  • California Individual Income Tax: 3.78% (4th Highest in U.S.)
  • California Sales and Excise Tax: 3.06% (17th Lowest in U.S.)



The Top Financial Advisor Firms in Culver City, CA

 

FORTRESS WEALTH MANAGEMENT, INC.

Website

(310) 899-0606

9696 Culver Blvd
Suite 107
Culver City, CA 90232

SEC#: 801-113280
Years in Business: 3 years

JEFFREY CHARLES LLOYD WOLMAN

Website

(310) 234-1992

4208 Overland Avenue

Culver City, CA 90230

SEC#: 801-119043
Years in Business: 1 years

ALBERT INVESTMENTS, LLC

Website

(844) 891-9309

3534 Hayden Ave

Culver City, CA 90232

SEC#: 801-114361
Years in Business: 2 years

THE INVESTMENT HOUSE LLC

Website

(310) 873-3021

300 Corporate Pointe
Suite 380
Culver City, CA 90230

SEC#: 801-76547
Years in Business: 9 years

MILLENNIUM MANAGEMENT LLC

Website

(301) 321-9008

10100 Venice Blvd
Suites 102 & 434
Culver City, CA 90232

SEC#: 801-73884
Years in Business: 9 years

ARES MANAGEMENT LLC

Website

(310) 921-7200

800 Corporate Pointe
Suite 300
Culver City, CA 90320

SEC#: 801-63800
Years in Business: 16 years

MJM401K, LLC

Website

(310) 899-3942

9696 Culver Blvd
Suite 107
Culver City, CA 90232

SEC#: 801-66591
Years in Business: 15 years

ABEL NOSER SOLUTIONS, LLC

Website

(310) 222-5728

600 Corporate Pointe
Suite 370
Culver City, CA 90230

SEC#: 801-114534
Years in Business: 2 years

ARES CAPITAL MANAGEMENT LLC

Website

(310) 921-7200

800 Corporate Pointe
Suite 300
Culver City, CA 90230

SEC#: 801-63168
Years in Business: 17 years

 


Culver City, CA Financial Advisor FAQs

A financial advisor helps clients assess their financial health and manage their savings in a variety of ways. They can offer general financial advice or a variety of services, including investment portfolio management and estate planning. Many clients enlist financial advisors looking for help to reach long term savings goals. Examples of such goals include saving for retirement or paying off a mortgage. Many financial advisors live and work in the same communities as their clients. This allows them to build and cultivate the trust needed to grow their client base. Some financial advisors in recent years have opted to conduct their business online to reach more clients while some financial advisors exist completely online. These are called robo-advisors, computer algorithms which generate investment advice based on data that the client inputs.
Located near west Los Angeles, Culver City is a major hub of entertainment and media. Major studios such as CBS, Sony Pictures and NFL Media are headquartered either inside or very close to the Culver City limits, and many TV shows and movies have been filmed in the area over the years. More recently, Culver City has birthed an appealing upscale commercial district to serve the professional class in its area. The city also has several local landmarks showcasing its long history with the entertainment industry, such as the old MGM studios site. Check out the other locations that our advisors serve in the area: Santa Monica, Downtown LA, Pasadena, Burbank, Encino, Brentwood, Beverly Hills, Playa Del Rey, Venice Beach, Woodland Hills, Thousand Oaks, Calabasas, Studio City, and Los Angeles.