Fiduciary Financial Advisors in Culver City

 

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

 

Meet With An

Independent Financial Advisor In Culver City


Step 1:
Fill Out The Form

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

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Step 2:
A Trusted Advisor Will Reach Out To You

Feel understood. A Certified Financial Planner will have a personalized conversation listening to your financial situation and future goals.

Step 3:
Get A Custom Financial Plan

After listening to your financial situation and future goals, our advisors will put together a personalized road map for your financial success.

The Value Of A Retirement Financial Advisor in Culver City


$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.

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

Vanguard

How Can a Financial Advisor in Culver City Help You?


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.

Questions To Ask Your Culver City Financial Advisor


Are you a fiduciary?

  • Fiduciaries are financial advisors who are obligated to always act in the best interests of the client regardless of any other financial incentives.

    Non fiduciary financial advisors can receive compensation for using certain products or services that are not always in the client’s best interests.

  • What is your money management style?
  • If you are trusting someone else with your hard-earned money, you would want them to make sure they have an attitude towards investments that lines up with your own.

    This can include to the types of companies you would prefer to put your money towards or the type of financial risk you are comfortable with.

  • What is your communication style?
  • Many financial advisors keep open lines of communication to their clients.

    This allows them to maintain transparency with their investment choices and maintain the trust of clients.

    Financial advisors often meet with their clients regularly and are especially accessible via phone during normal stock trading hours.

  • Find A Fee-Only Financial Advisor Near Culver City

    Connect With a Financial Advisor

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    Now you can explore what service is best for you.
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    Top Financial Advisors Serving Culver City

    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.

    When Do You Want To Retire?


    How far away is your dream life?

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    FAQs About Certified Financial Advisors In Culver City

    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.