Find a Financial Planner in West Hollywood, CA

 

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We Only Work With The Best West Hollywood Financial Advisors


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 West Hollywood, CA


  • Financial Advisor Close to West Hollywood, 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 CFP® in West Hollywood Help You?

Wealth management is a comprehensive financial service that focuses on building well-rounded wealth for clients. Typically used by high-net-worth individuals and organizations in the West Hollywood area, wealth managers seek to attend to each client's individual needs while creating their comprehensive management plans. Wealth management may be performed by an individual, but is often performed by a small team.
Personal financial planning is a financial advisory service focused on helping individuals navigate the correct path to achieve their financial goals. Personal financial planning can look different from client to client, but in West Hollywood, it typically provides counsel on investing, retirement savings, taxes, estate planning, and risk management.
17.9% of West Hollywood's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the West Hollywood area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning involves much more than just setting up a will. In the West Hollywood area, it may involve setting up a trust and naming an executor, complying with estate tax law, updating insurance and retirement accounts, making funeral arrangements, and more. There are many ways to divy your estate, from directly giving to beneficiaries to funding future education accounts.
Business financial planning is the task of mapping out a path to achieving a business's financial goals. These goals are often expanded and reevaluated as the company grows, making financial planning for businesses in the West Hollywood area an ongoing effort.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. In the West Hollywood area, tax planning is often included with other services like asset management, estate planning, and retirement planning. Tax planning strategies will differ depending on depending on where you live. California has unique laws defining which actions trigger a taxable event and has the 10th highest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse involves working with an attorney or financial advisor in the West Hollywood area to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. It typically includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management typically involves rolling several loans into a single loan with better financing terms, such as a lower monthly payment or interest rate. Debt consolidation is a popular strategy for advisors in the West Hollywood area when dealing with high-interest credit card debt and private student loans.

 

The Value of Working With the Best Financial Planners in West Hollywood, 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 West Hollywood, CA

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

  • Population: 36,450
  • % of Population 62 Years and Over: 17.9%
  • Average Home Value: $748,200
  • Average Monthly Housing Cost: $1,724
  • Average Household Income: $104,915
  • 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 West Hollywood, CA


AR ASSET MANAGEMENT, INC.

Website

(310) 859-7644

9229 Sunset Boulevard
Suite 425
West Hollywood, CA 90069

SEC#: 801-16930
Years in Business: 39 years

GLEAN MANAGEMENT LP

Website

(323) 745-5009

8285 W Sunset Blvd Suite 7A

West Hollywood, CA 90046

SEC#: 801-116736
Years in Business: 1 years