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Financial advisors · California

Fee-only financial advisors in Los Angeles, CA

From SEC and state Form ADV filingsUpdated 2026-11-07

91 fee-only investment advisers have offices in Los Angeles, California, according to their Form ADV filings with the SEC and state regulators. 48 offer hourly or flat-fee arrangements, 38 charge only a percentage of the assets they manage, and 43 provide financial planning. 53 are SEC-registered, which generally means at least $100 million under management; the rest are smaller state-registered practices. 3 firms report disciplinary history and are listed last.

Data from Form ADV filings as of November 6, 2026. Listings are factual and unpaid. Default order puts firms offering financial planning first and high-volume platforms after advice practices; how ordering works.

Paid partly in stock? Los Angeles is home to large offices of Netflix, Google, ByteDance and TikTok. Before you meet an adviser, read our plain-English guides to Netflix, Google, ByteDance and TikTok, and run your numbers in the RSU tax calculator and the vesting schedule calculator. Ask each firm how many clients it advises on RSUs, ESPPs and concentrated stock, and how it charges for that work.

Showing 91 of 91

Aspiriant, LLC

11100 Santa Monica Blvd Suite 500, Los Angeles, CA 90025 · (310) 806-4000

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$18.0B
Individual clients
2,310
Advisory staff
105
Registered with
SEC

Profile · Website · SEC record

Westmount Partners, LLC

2049 Century Park East Suite 2500, Los Angeles, CA 90067 · (310) 556-2502

  • Percentage of assets
  • Financial planning
Assets managed
$5.9B
Individual clients
1,418
Advisory staff
18
Registered with
SEC

Profile · Website · SEC record

L & S Advisors, Inc

11766 Wilshire Blvd Suite 845, Los Angeles, CA 90025 · (310) 893-6060

  • Percentage of assets
  • Hourly
  • Financial planning
Assets managed
$1.2B
Individual clients
1,054
Advisory staff
9
Registered with
SEC

Profile · Website · SEC record

HCR Wealth Advisors

10866 Wilshire Blvd. Suite 1600, Los Angeles, CA 90024 · (310) 473-5445

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$2.0B
Individual clients
937
Advisory staff
9
Registered with
SEC

Profile · Website · SEC record

JSF Financial, LLC

6300 Wilshire Blvd. Suite 2100, Los Angeles, CA 90048 · (323) 866-0833

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$2.0B
Individual clients
791
Advisory staff
13
Registered with
SEC

Profile · Website · SEC record

Ifc Advisors LLC

11601 Wilshire Blvd Suite 1725, Los Angeles, CA 90025 · (310) 596-1250

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$2.3B
Individual clients
344
Advisory staff
9
Registered with
SEC

Profile · Website · SEC record

Private Financial Counseling

1901 Avenue of the Stars 11th Floor, Los Angeles, CA 90067 · (310) 556-2055

  • Percentage of assets
  • Financial planning
Assets managed
$297M
Individual clients
249
Advisory staff
3
Registered with
SEC

Profile · SEC record

Avise Financial

7080 Hollywood Blvd. Suite 700, Los Angeles, CA 90028 · (310) 807-5778

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$169M
Individual clients
170
Advisory staff
6
Registered with
SEC

Profile · Website · SEC record

Shrier Wealth Management, LLC

1925 Century Park East Suite 2020, Los Angeles, CA 90067 · (310) 201-0200

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$391M
Individual clients
158
Advisory staff
3
Registered with
SEC

Profile · Website · SEC record

Atlas Legacy Advisors LLC

1999 Avenue of the Stars Suite 3350, Los Angeles, CA 90067 · (310) 707-1275

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$715M
Individual clients
131
Advisory staff
4
Registered with
SEC

Profile · Website · SEC record

Oakmont Corporation

515 S. Flower Street Suite 4150, Los Angeles, CA 90071 · (213) 891-6300

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$2.2B
Individual clients
63
Advisory staff
6
Registered with
SEC

Profile · SEC record

HFM Advisors

Los Angeles, CA (office address not published) · (310) 479-7958

  • Percentage of assets
  • Hourly
  • Financial planning
Assets managed
$70M
Individual clients
63
Advisory staff
1
Registered with
CA

Profile · Website · SEC record

Trace Wealth Advisors

Los Angeles, CA (office address not published) · (310) 569-4534

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$295M
Individual clients
62
Advisory staff
1
Registered with
SEC

Profile · Website · SEC record

Aqua Capital Advisors

1901 Avenue of the Stars Suite 1005, Los Angeles, CA 90067 · (310) 492-9680

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$144M
Individual clients
44
Advisory staff
2
Registered with
SEC

Profile · Website · SEC record

Seneca Private Wealth, LLC

1999 Avenue of the Stars Suite 3350, Los Angeles, CA 90067 · (310) 984-1347

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$30M
Individual clients
37
Advisory staff
5
Registered with
SEC

Profile · Website · SEC record

Retirement Solutions LLC

12100 Wilshire Boulevard Suite 800, Los Angeles, CA 90025 · (310) 526-3210

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$28M
Individual clients
26
Advisory staff
1
Registered with
CA

Profile · Website · SEC record

7SUMMIT Advisors, LLC

6080 Center Drive Suite 600, Los Angeles, CA 90045 · (310) 684-3650

  • Percentage of assets
  • Financial planning
Assets managed
$26M
Individual clients
25
Advisory staff
1
Registered with
CA

Profile · Website · SEC record

Otium Advisory Group, LLC

Los Angeles, CA (office address not published) · (310) 737-8266

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$19M
Individual clients
25
Advisory staff
1
Registered with
CA

Profile · Website · SEC record

Ninepointtwo Capital LLC

1901 Avenue of the Stars Ste 1100, Los Angeles, CA 90067 · (323) 486-3600

  • Percentage of assets
  • Financial planning
Assets managed
$315M
Individual clients
24
Advisory staff
2
Registered with
SEC

Profile · Website · SEC record

Factory Capital LLC

5431 W 104th Street, Los Angeles, CA 90045 · (954) 803-9987

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$103M
Individual clients
23
Advisory staff
4
Registered with
SEC

Profile · Website · SEC record

Good Balance FP LLC

500 S Sepulveda Boulevard Suite 400, Los Angeles, CA 90049 · (310) 881-6650

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$34M
Individual clients
23
Advisory staff
1
Registered with
CA

Profile · Website · SEC record

Fenul Wealth Management LLC

10880 Wilshire Blvd Suite 1101, Los Angeles, CA 90024 · (888) 336-8586

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$898K
Individual clients
8
Advisory staff
1
Registered with
CA

Profile · Website · SEC record

Crenshaw Capital Management

2121 Avenue of the Stars, Suite 800 PMB 8064, Los Angeles, CA 90067 · (713) 568-2377

  • Percentage of assets
  • Financial planning
Assets managed
$3K
Individual clients
1
Advisory staff
1
Registered with
CA, TX

Profile · Website · SEC record

Whalen Financial Planning

13101 W. Washington Blvd Suite 237, Los Angeles, CA 90066 · (424) 258-4398

  • Percentage of assets
  • Hourly
  • Financial planning
Assets managed
$999K
Individual clients
Under 5
Advisory staff
1
Registered with
CA

Profile · Website · SEC record

Gamble Capital Strategies

11301 W Olympic Blvd #563, Los Angeles, CA 90064 · (310) 984-9710

  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
Not reported
Individual clients
Under 5
Advisory staff
1
Registered with
CA

Profile · SEC record

Everett Harris & Co

801 South Figueroa Street Suite 2050, Los Angeles, CA 90017 · (213) 625-2677

  • Percentage of assets
  • Fixed fee
Assets managed
$11.5B
Individual clients
718
Advisory staff
13
Registered with
SEC

Profile · Website · SEC record

Genter Advisors LLC

11601 Wilshire Blvd., 25th FL., Los Angeles, CA 90025 · (310) 477-6543

  • Percentage of assets
Assets managed
$183M
Individual clients
544
Advisory staff
4
Registered with
SEC

Profile · Website · SEC record

Allstreet Capital LLC

707 Wilshire Blvd Suite 4000, Los Angeles, CA 90017 · (213) 443-6791

  • Percentage of assets
  • Fixed fee
Assets managed
$218M
Individual clients
120
Advisory staff
2
Registered with
SEC

Profile · Website · SEC record

Hayden Capital

6565 W Sunset Blvd Suite 420, Los Angeles, CA 90028 · (513) 304-3313

  • Percentage of assets
Assets managed
$57M
Individual clients
100
Advisory staff
1
Registered with
CA, FL, NY

Profile · Website · SEC record

Icg Advisors, LLC

11111 Santa Monica Boulevard Ste. 2100, Los Angeles, CA 90025 · (424) 270-8900

  • Percentage of assets
Assets managed
$7.9B
Individual clients
55
Advisory staff
24
Registered with
SEC

Profile · Website · SEC record

BMB Advisers LLC

11100 Santa Monica Blvd. Suite 750, Los Angeles, CA 90025 · (310) 734-1234

  • Percentage of assets
  • Fixed fee
Assets managed
$656M
Individual clients
30
Advisory staff
3
Registered with
SEC

Profile · SEC record

Alphanext, LLC

2121 Avenue of the Stars Suite 800, Los Angeles, CA 90067 · (310) 553-5396

  • Percentage of assets
Assets managed
$68M
Individual clients
27
Advisory staff
1
Registered with
CA

Profile · Website · SEC record

Heights LLC

11111 Santa Monica Blvd Suite 2100, Los Angeles, CA 90025 · (310) 640-7647

  • Percentage of assets
Assets managed
$239M
Individual clients
11
Advisory staff
2
Registered with
SEC

Profile · SEC record

Gesar Capital Management

Los Angeles, CA (office address not published) · (310) 800-3414

  • Percentage of assets
  • Hourly
Assets managed
$76M
Individual clients
3
Advisory staff
1
Registered with
CA

Profile · SEC record

Trinity Asset Management Co.

545 So. Figueroa Street Suite 1233, Los Angeles, CA 90071 · (213) 623-2770

  • Percentage of assets
Assets managed
$109M
Individual clients
131
Advisory staff
1
Registered with
CA

Profile · SEC record

Reports disciplinary history. Read the details on the SEC record before engaging.

Crawford Capital, LLC

824 South Los Angeles Street, Suite 205, Los Angeles, CA 90014 · (310) 466-3303

  • Percentage of assets
Assets managed
$5.4M
Individual clients
8
Advisory staff
1
Registered with
CA

Profile · SEC record

Reports disciplinary history. Read the details on the SEC record before engaging.

Opes Capital Group, LLC

1530 East 25th Street, Los Angeles, CA 90011 · (310) 963-4944

  • Percentage of assets
Assets managed
$5.0M
Individual clients
7
Advisory staff
2
Registered with
CA

Profile · Website · SEC record

Reports disciplinary history. Read the details on the SEC record before engaging.

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Fee-only advisers near Los Angeles

Another 80 fee-only firms have offices within 30 miles.

How to choose between them

  1. Decide how you want to pay. Hourly and flat-fee planners suit people who want a plan and will implement it themselves. A percentage-of-assets fee buys ongoing investment management; on $1 million at 1% that is $10,000 a year, every year.
  2. Check the SEC record. Each listing links to the firm’s page on the SEC’s Investment Adviser Public Disclosure site, where you can read the Form ADV Part 2 brochure (fees, minimums, conflicts) and any disciplinary history.
  3. Ask who you will actually work with and what credentials they hold. The advisor versus consultant guide explains which titles are regulated and which are marketing.
  4. Ask about minimums. Form ADV Part 1 does not record account minimums, so they are not shown here. Many asset-based firms require $500,000 or more; hourly planners usually have none.
  5. Get the fee in writing before you sign, including fund expenses and any platform or custody charges on top.

Frequently asked questions

What does fee-only mean?

A fee-only adviser is paid only by its clients, through hourly charges, flat fees, subscriptions or a percentage of the assets it manages. It does not earn commissions on products it recommends. In this directory the label is applied from each firm’s own Form ADV: the firm reports no commission compensation, is not a broker-dealer or registered representative of one, does not act as an insurance agent, and reports no related broker-dealer or insurance agency.

How much does a fee-only financial adviser cost in Los Angeles?

Form ADV records how firms charge, not what they charge. Of the 91 firms listed here, 48 offer hourly or flat fees and 89 charge a percentage of assets. Each firm’s Form ADV Part 2 brochure, linked from its profile, gives its actual fee schedule. Nationally, asset-based fees commonly run around 1% a year on the first $1 million and fall above that.

How were these Los Angeles advisers selected?

Every registered investment adviser with an office in Los Angeles that serves individuals, offers financial planning or portfolio management, and reports no commission or insurance compensation on its Form ADV is listed. Inclusion is free and automatic; no firm pays to appear. The methodology page has the full rules.

Are these advisers fiduciaries?

Registered investment advisers owe their clients a fiduciary duty under the Investment Advisers Act of 1940 for the advice they give. Ask any firm to confirm in writing that it acts as a fiduciary at all times and for all of your accounts.