Fiduciary Financial Advisors in Santa Monica, 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 Santa Monica, CA


  • Financial Advisor Close to Santa Monica, 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 Santa Monica, CA Help You?

A financial advisor helps clients manage their finances through a variety of different services. 

These can include anything from simple financial advice to long-term investment portfolio management, tax strategy and estate planning. 

Prospective clients often seek out financial advisors for help in reaching long-term investment goals, such as saving for retirement or paying their childrens’ college tuition. 

Advisors will often cultivate years-long relationships with their clients in order to build and maintain trust. 

Some advisors in recent years have opted conduct their business exclusively online in order to reach more clients, while other advisors are not even human. 

Robo-advisors are computer algorithms that give clients investment advice depending on what the client tells them about their investment preferences.

 

The Value Of A Retirement Financial Advisor in Santa Monica, 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 Santa Monica, 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 Santa Monica, CA

One of the most recognizable spots in the Los Angeles area, Santa Monica is known for its vibrant arts and culture scene and iconic landmarks, along with its wide, sandy beaches. The most famous of these landmarks is the Santa Monica Pier, which features one of the oldest ferris wheels in the country. Its downtown commercial district also features the popular Third Street Promenade outdoor shopping area, and its public parks offer breathtaking ocean views. Additionally, Santa Monica is home to several popular art museums and a film festival.

Our financial advisors also serve in these locations around Santa Monica:

When Do You Want To Retire?


How far away is your dream life?

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FAQs About Certified Financial Advisors In Santa Monica, 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.