2022 Reviews

Top Financial Planners in Los Angeles - 2022

LAST UPDATED 3 Oct, 2022
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List of the Top Financial Planners in Los Angeles

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Samuel Rad, Certified Financial Planner

Service Focus
1% Financial Planning
17% Asset Management
0% Financial Advisory
27% Budget Management
17% Retirement
37% Other
Service Focus
1% Financial Planning
17% Asset Management
0% Financial Advisory
27% Budget Management
17% Retirement
37% Other
Samuel Rad is an award winning fee-based Financial Planner with Affluencer Financial in Los Angeles, California. Mr. Rad has multiple licenses in the financial, real estate and insurance fields. He has spent a considerable amount of his career lecturing at universities and companies, on financial topics such as financial planning, retirement planning, and estate planning.

Financially Wise Women

Service Focus
17% Financial Planning
23% Asset Management
16% Financial Advisory
18% Budget Management
22% Retirement
4% Other
Service Focus
17% Financial Planning
23% Asset Management
16% Financial Advisory
18% Budget Management
22% Retirement
4% Other
Financially Wise is a boutique, holistic financial planning firm specializing in fee-only, comPrehensive financial and investment planning for individuals, couples, and businesses. They’re in the business of serving successful and ambitious individuals who are ready to take action and create a financial plan, budget, and investment portfolio in order to achieve the life of their dreams. They are based in Los Angeles.

Whalen Financial Planning

Service Focus
26% Financial Planning
23% Asset Management
17% Financial Advisory
1% Budget Management
7% Retirement
26% Other
Service Focus
26% Financial Planning
23% Asset Management
17% Financial Advisory
1% Budget Management
7% Retirement
26% Other
Whelen interest in financial planning began over 25 years ago and he was the driver for his study of finance at USC. Because Whalen Financial Planning is a fee-only firm, he does not accept commissions. His focus is on Providing independent and objective financial advice on an hourly basis that you can follow with confidence. He has held the CFP (Certified Financial Planner) designation since 2005 and he has spent over 20 years Providing financial services and analysis.

Frequently Asked Questions About Financial Planners

The particular cost tends to depend on the range of services your chosen financial planner offers you, as well as their experience. Nevertheless, thorough financial planning can cost anything from $2100 to $11,000 each year.

Financial Advisors come in 3 basic flavours:
Transactional Advisors/Brokers/Insurance Agents charge clients a percentage or fixed amount for each purchase (and, in the case of stocks, bonds, or options, each sale, as well).
Financial Advisors who charge a fixed dollar amount to provide advice: for example, a financial or retirement plan, an asset allocation or an inheritance, tax, or succession plan. These Advisors have no asset minimum.
Investment Advisors (aka, Wrap-fee advisors, Fiduciary Advisors, Asset Fee-Based Advisors) both Advise and also Invest the money. They charge a fee that is a percentage of the assets under management. Typically, minimums are $100–200k, but maybe as high as $500k or a Million.

Given that there are over 100 certifications available to those in the financial industry, the CFP certification certainly stands out. For one, to be a CFP, one must be a fiduciary. This means that every CFP must put the needs of their clients ahead of their own. It can be surprising to learn that the majority of financial professionals are not required by law to do this and it is for this reason that the CFP and the CFP board unique and important entities where consumer protections are mentioned.

It means that your financial planner follows the fiduciary standard. This is a standard that means your financial planner puts your best interests ahead of their own. For example, if your financial planner has two similar investment products with varying fees, your financial planner that is also a fiduciary would have no choice but to recommend the investment product that has the lower cost to you, even if that means they would make less money from it. It is a standard that is great for you, the client and not necessarily for the financial planner.

What it simply means is that:

  • They must act in your best interest
  • They must provide information pertaining to any conflict of interest that may arise
  • They must clearly define how their money is made (commissions, asset-based fees, upfront fees, and more).

Generally, any professional that is able to help you take care of your money is to be considered a financial advisor. However, a financial planner is a financial advisor working within a specific niche known as financial planning. If your goal is to have a program that helps you achieve your long-term financial goals, then a financial planner would be the go-to professional.

The role of a financial planner is to provide expert assistance and advice in order to help you reach any financial goals you have set for yourself. These goals typically depend on your needs and your situation. A financial planner is able to help you with saving and budgeting, investing, debt reduction, estate planning, insurance, retirement, and tax optimisation.

Accreditation and certification
When talking to someone about your money and financial future, it is imperative that you know the person you aim to work with is actually qualified for the job. It is important to note that whilst accreditation is a wonderful sign, it does not guarantee that the individual is a great financial planner. This is why you ask for referrals and references.

Pay structure
Every financial planner comes with their own unique pay structure, so you have to select the one that helps determine if an investment was smart as it was intended to be. Generally, you want to avoid working with financial planners on a commission basis. They are likely to think more about their commission than meeting your needs.

Listen out for questions
A great way to ascertain the ethics of your chosen financial planner is to just listen to them while they speak. Additionally, you will want to pay attention to how many questions they ask you. Given that all financial situations and goals are different, there isn’t a cookie-cutter option. It is best to steer clear of financial planners that say otherwise.

Conduct a background check
Given the peculiarity of the relationship, there will have to be a fair amount of trust and transparency for your relationship with the financial planner to be successful. This is where you will want to learn more about their background. Find out if they have ever been investigated by an investment regulatory body or have been convicted for a crime.

There are quite a number of questions to ask a financial planner when you first meet them, however, the most important question is one that you pose to yourself; you have to know what you want in an advisor. Try to discover the type of services you will require and how much you are willing to pay for those services. Thinking about these questions will help you determine what questions to ask before hiring a financial planner. Below are the questions you should ask when hiring a financial planner:

  • What are your credentials?
  • Are you a fiduciary?
  • How do you get paid?
  • What services do you offer?
  • What is your investment philosophy?
  • How will investments be picked for me?
  • What benchmarks are used?
  • Who is your custodian?
  • What are your typical clients like?
  • How much contact will we have?
  • Do you have anyone else that works with you?
  • What is your succession plan?
  • Is it possible to view a sample financial plan?
  • Why should I choose you?

HCR Wealth Advisors

Service Focus
15% Financial Planning
22% Asset Management
15% Financial Advisory
13% Budget Management
21% Retirement
13% Other
Service Focus
15% Financial Planning
22% Asset Management
15% Financial Advisory
13% Budget Management
21% Retirement
13% Other
Established in 1988, their firm has spent decades earning a reputation for objectivity and empathy in the financial planning and investment management space. By Providing truly independent comPrehensive services, underpinned by extensive experience and a commitment to cultivating lifelong relationships with clients, HCR has Proven itself as an exceptional advisor in both life and wealth. They are located at Los Angeles.

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Satori Wealth Management

Service Focus
17% Financial Planning
2% Asset Management
26% Financial Advisory
17% Budget Management
10% Retirement
27% Other
Service Focus
17% Financial Planning
2% Asset Management
26% Financial Advisory
17% Budget Management
10% Retirement
27% Other
Satori Wealth Management is a fee-only financial planning firm that specializes in Providing highly personalized and Proactive financial planning and investment management services to business owners, Professionals, individuals, and families. Based in Southern California, they leverage the latest technology available to ensure that they can work with clients no matter where they are located.

Northwestern Mutual

Service Focus
26% Financial Planning
8% Asset Management
26% Financial Advisory
25% Budget Management
0% Retirement
15% Other
Service Focus
26% Financial Planning
8% Asset Management
26% Financial Advisory
25% Budget Management
0% Retirement
15% Other
At Northwestern Mutual their advisors will design a personalized financial plan with the right insurance and investment strategies, so you can do all the things that matter most, with the people who matter most, now and years from now. Their version of financial planning helps you live your best life, your whole life. They are serving the whole county of LA.

Andrew J Manier, CFP

Service Focus
24% Financial Planning
8% Asset Management
13% Financial Advisory
24% Budget Management
24% Retirement
8% Other
Service Focus
24% Financial Planning
8% Asset Management
13% Financial Advisory
24% Budget Management
24% Retirement
8% Other
At Manier Financial and Insurance Services, they understand that long-term financial success doesn't happen by chance. With years of experience and the extensive resources of the Northwestern Mutual Wealth Management Company, they partner with medical Professionals, business owners, affluent families and CPAs to help them achieve financial confidence. Backed by the strength of Northwestern Mutual, they Provide their clients exclusive access to a comPrehensive variety of Products and services.

Jsf Financial

Service Focus
25% Financial Planning
20% Asset Management
10% Financial Advisory
7% Budget Management
15% Retirement
23% Other
Service Focus
25% Financial Planning
20% Asset Management
10% Financial Advisory
7% Budget Management
15% Retirement
23% Other
JSF Financial was founded in 1995 by Jeff Fishman, J.D., a former lawyer with a passion for helping people and a keen interest in financial services. Based in fast-paced, sunny Los Angeles, the JSF Financial team has a passion for helping their clients achieve their financial goals. They focus on listening to what is important and Provide innovative wealth management and planning solutions now and for the future.

Miracle Mile Advisors

Service Focus
36% Financial Planning
6% Asset Management
30% Financial Advisory
15% Budget Management
3% Retirement
10% Other
Service Focus
36% Financial Planning
6% Asset Management
30% Financial Advisory
15% Budget Management
3% Retirement
10% Other
Miracle Mile Advisors is an independent, registered investment advisory firm founded by experienced, ex-Wall Street advisors who wanted to create something better. They specialize in Providing sophisticated financial planning using low-cost, custom investment strategies backed by a fiduciary standard. Their investment apProach is tailored to each client’s specific objectives. They are serving The whole County of LA.

Mc Intosh Capital Advisors

Service Focus
8% Financial Planning
7% Asset Management
22% Financial Advisory
19% Budget Management
22% Retirement
23% Other
Service Focus
8% Financial Planning
7% Asset Management
22% Financial Advisory
19% Budget Management
22% Retirement
23% Other
At McIntosh Capital Advisors, their goal is to Provide you with a solid foundation for your financial future: clarity of your needs and goals, understanding of your situation and options, and a distinct plan for moving forward. They believe that a comPrehensive understanding of your financial situation coupled with knowledgeable, unbiased Professional advice is vital to making Prudent decisions about your financial future.

Castle Wealth Advisors

Service Focus
20% Financial Planning
22% Asset Management
22% Financial Advisory
9% Budget Management
12% Retirement
14% Other
Service Focus
20% Financial Planning
22% Asset Management
22% Financial Advisory
9% Budget Management
12% Retirement
14% Other
Heather was in the financial services industry for nine years Prior to starting Castle Wealth Advisors. She started Castle Wealth Advisors because she wanted to Provide ethical and apProachable financial planning and investment management to individuals and business owners, concerned with their financial futures, regardless of age, sex, or net worth. She is a graduate of the University of Alabama with a B.S. in Finance, they are serving LA.

Retirement Choices Of California

Service Focus
34% Financial Planning
8% Asset Management
1% Financial Advisory
8% Budget Management
44% Retirement
4% Other
Service Focus
34% Financial Planning
8% Asset Management
1% Financial Advisory
8% Budget Management
44% Retirement
4% Other
At Retirement Choices of California, they offer wealth management and financial services with a focus on pursuing today’s and tomorrow’s goals. Largely working with Educators, Employees of Public Agencies and Small Business Owners, our serviceslude: Tax Efficiency, Risk Management, Retirement Planning, Financial Planning, Estate and Charitable Planning and more. They are serving 714 W Olympic Blvd, Suite 745, Los Angeles, California 90015.

Massmutual Greater Pacific

Service Focus
19% Financial Planning
14% Asset Management
23% Financial Advisory
16% Budget Management
0% Retirement
28% Other
Service Focus
19% Financial Planning
14% Asset Management
23% Financial Advisory
16% Budget Management
0% Retirement
28% Other
At MassMutual Greater Pacific, they help you get your financial world in order and aligned with your life. They guide you through a series of stepsluding discovery, planning, delivery and implementation and monitoring of your financial strategy. They also offer an array of Products and services that will help you build a sound financial future.

AmeriPrise Financial: Molinski Geoffrey

Service Focus
21% Financial Planning
8% Asset Management
19% Financial Advisory
18% Budget Management
25% Retirement
9% Other
Service Focus
21% Financial Planning
8% Asset Management
19% Financial Advisory
18% Budget Management
25% Retirement
9% Other
Since 1894, AmeriPrise Financial have been helping millions of clients invest towards their financial goals and dreams. Integrity has been a core value since they were founded by John Tappan in 1894. They have more than $875 billion in assets under management and administration. They maintain leadership positions in each of our core business segments: Advice and Wealth Management, Asset Management, Annuities and Protection.

Gnp Capital Advisors

Service Focus
29% Financial Planning
2% Asset Management
27% Financial Advisory
22% Budget Management
13% Retirement
7% Other
Service Focus
29% Financial Planning
2% Asset Management
27% Financial Advisory
22% Budget Management
13% Retirement
7% Other
Amarjit founded GNP Capital Advisors in 2011 with an eye on helping retail, institutional, and family office investors make sound real estate investment choices. Amarjit spent 8 years as a senior advisor at Deloitte. He’s been an active real estate investor for himself and his clients for 17 years. GNP Capital Advisors Prides itself on Providing unmatched commercial real estate advisory services and guidance.

Lido Advisors

Service Focus
16% Financial Planning
24% Asset Management
5% Financial Advisory
19% Budget Management
28% Retirement
7% Other
Service Focus
16% Financial Planning
24% Asset Management
5% Financial Advisory
19% Budget Management
28% Retirement
7% Other
Lido Advisors is a national wealth advisory firm headquartered in Los Angeles, California with offices throughout the United States. They utilize experience, creativity, and independence to grow, maximize and Protect our clients’ assets and legacy. They dedicate their resources to the development of coordinated wealth planning to offer innovative, creative, and cutting-edge solutions to high net worth and ultra-high net worth individuals, families, and charitable organizations across the U.S.

ICG Advisors

Service Focus
12% Financial Planning
20% Asset Management
24% Financial Advisory
17% Budget Management
22% Retirement
4% Other
Service Focus
12% Financial Planning
20% Asset Management
24% Financial Advisory
17% Budget Management
22% Retirement
4% Other
ICG Advisors offering investment consulting, Outsourced Chief Investment Officer (OCIO), and ProPrietary multi-manager strategies, ICG Advisors oversees over $4 billion in assets for institutions and high net worth families. ICG’s senior Professionals have as much as 30 years of experience formulating policies, identifying market opportunities, assessing traditional and alternative asset managers, Providing custom portfolio allocations, and analyzing investment performance and risk. Located at 11111 Santa Monica Blvd | Suite 2100, Los Angeles, CA 90025.

NWF Advisory Group

Service Focus
34% Financial Planning
3% Asset Management
19% Financial Advisory
17% Budget Management
17% Retirement
11% Other
Service Focus
34% Financial Planning
3% Asset Management
19% Financial Advisory
17% Budget Management
17% Retirement
11% Other
At NWF Advisory, they Provide Professional, comPrehensive wealth management services designed to benefit their clients in an ever-changing financial landscape. It is their belief that through their expertise, personal care and concern, their commitment to developing meaningful relationships they can have a positive impact on the lives of their clients. Located at 11835 W. Olympic Boulevard | Suite #1155 East | Los Angeles, CA 90064.

Perennial Financial Services

Service Focus
1% Financial Planning
0% Asset Management
43% Financial Advisory
18% Budget Management
13% Retirement
24% Other
Service Focus
1% Financial Planning
0% Asset Management
43% Financial Advisory
18% Budget Management
13% Retirement
24% Other
Perennial Financial Services distinguishes itself by offering a specialized apProach to total wealth management by adhering to the belief that no single advisor can specialize in all facets of financial planning. Their highly specialized advisors are committed to maintaining a superior level of personal understanding within their field by remaining at the forefront of their ever-evolving industry. Located at 11620 Wilshire Boulevard, Suite 400, Los Angeles, CA 90025.

Darrow Wealth Management

Service Focus
11% Financial Planning
28% Asset Management
13% Financial Advisory
24% Budget Management
8% Retirement
16% Other
Service Focus
11% Financial Planning
28% Asset Management
13% Financial Advisory
24% Budget Management
8% Retirement
16% Other
Darrow aims to Provide honest and thoughtful personal financial advice unique to your situation. Through a disciplined and transparent apProach to investing, they wish to simplify your life so you can go out and live it. Unlike many other advisory firms, Darrow is a full-time fiduciary. located at 1800 Century Park East, Suite 600, Los Angeles, CA 90067.

EP Wealth Advisors

Service Focus
24% Financial Planning
5% Asset Management
12% Financial Advisory
26% Budget Management
25% Retirement
7% Other
Service Focus
24% Financial Planning
5% Asset Management
12% Financial Advisory
26% Budget Management
25% Retirement
7% Other
At EP Wealth Advisors, you will have the support of a certified financial planner for your financial planning and multiple Chartered Financial Analysts managing your investment portfolio. Their Certified financial planners have gone through extensive training and are tested on 8 general financial planning areasluding: Investment Planning, Tax Planning, Retirement Savings andome Planning and more.