Fiduciary Financial Advisors in Los Angeles, 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 Los Angeles, CA


  • Financial Advisor Close to Los Angeles, 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 Los Angeles, CA Help You?

writeFinancial advisors are like doctors for your finances. Like doctors, they can specialize in different areas of (financial) health, helping clients leverage their savings through these many different methods. These areas of speciality can range from general financial advice to direct investment portfolio management and also include things like estate planning and tax strategy. Clients often come to financial advisors with certain savings goals in mind such as buying a car or sending a child to college.

Though more and more are conducting their business online, traditional financial advisors usually serve clients in their areas. This is key to establishing trust over the long term because most relationships between advisors and clients span the course of several years. For those just starting out in investing, there are also robo-advisors, which are computer algorithms that generate investment advice and a sample portfolio based on information given by the client.

 

The Value Of A Retirement Financial Advisor in Los Angeles, 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 Los Angeles, 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 Los Angeles, CA

WriteThe second-largest city in the United States of America, Los Angeles is considered the capital of the entertainment world. Its Hollywood district is home to most of the major television and movie studios in existence. Los Angeles is also a hub of finance and commerce in its relatively small but mighty downtown area. Additionally, it is a blend of culture with strong Hispanic roots as well as a large population of immigrants from places such as Mexico, Korea and Japan. Los Angeles is also famous for the world-renowned beaches it sits just inland from. Its sprawling suburbs are home to over 10 million people, one of the biggest population concentrations in America.

When Do You Want To Retire?


How far away is your dream life?

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FAQs About Certified Financial Advisors In Los Angeles, 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.