Financial advisors · California
Fee-only financial advisors in Manhattan Beach, CA
16 fee-only investment advisers have offices in Manhattan Beach, California, according to their Form ADV filings with the SEC and state regulators. 7 offer hourly or flat-fee arrangements, 9 charge only a percentage of the assets they manage, and 8 provide financial planning. 10 are SEC-registered, which generally means at least $100 million under management; the rest are smaller state-registered practices. None reports disciplinary history.
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.
Jeppson Wealth Management, LLC
1230 Rosecrans Avenue Suite 300, Manhattan Beach, CA 90266 · (424) 456-3111
- Assets managed
- $763M
- Individual clients
- 975
- Advisory staff
- 6
- Registered with
- SEC
Profile · Website · SEC record
Wallender, Timothy Joseph
1129 Highland Ave #203, Manhattan Beach, CA 90266 · (310) 318-3255
- Assets managed
- $137M
- Individual clients
- 289
- Advisory staff
- 1
- Registered with
- SEC
Monograph Wealth Advisors, LLC
1230 Rosecrans Avenue Suite 425, Manhattan Beach, CA 90266 · (310) 496-7377
- Assets managed
- $3.2B
- Individual clients
- 206
- Advisory staff
- 10
- Registered with
- SEC
Profile · Website · SEC record
Womack Wealth Management, Inc.
904 Manhattan Ave, Suite 9, Manhattan Beach, CA 90266 · (310) 684-3868
- Assets managed
- $407M
- Individual clients
- 198
- Advisory staff
- 7
- Registered with
- SEC
Profile · Website · SEC record
Second 50 Financial
111 N. Sepulveda Blvd Suite 350, Manhattan Beach, CA 90266 · (424) 260-1551
- Assets managed
- $342M
- Individual clients
- 156
- Advisory staff
- 3
- Registered with
- SEC
Profile · Website · SEC record
Family Financial
1601 N. Sepulveda Blvd 722, Manhattan Beach, CA 90266 · (310) 598-8481
- Assets managed
- $280M
- Individual clients
- 88
- Advisory staff
- 2
- Registered with
- SEC
Profile · Website · SEC record
Excelsus Capital Management
111 N. Sepulveda Blvd., Suite 250, Manhattan Beach, CA 90266 · (310) 376-1367
- Assets managed
- $52M
- Individual clients
- 67
- Advisory staff
- 1
- Registered with
- CA
Profile · Website · SEC record
Harris & Associates
505 N. Sepulveda Blvd. Suite 5, Manhattan Beach, CA 90266 · (310) 318-3700
- Assets managed
- $38M
- Individual clients
- 61
- Advisory staff
- 1
- Registered with
- CA
Profile · Website · SEC record
Ocean Path Advisors, LLC
115 21st ST., Manhattan Beach, CA 90266 · (310) 302-7685
- Assets managed
- $560M
- Individual clients
- 190
- Advisory staff
- 6
- Registered with
- SEC
Profile · Website · SEC record
Cambria Investment Management, L.P.
3300 Highland Avenue, Manhattan Beach, CA 90266 · (310) 683-5500
- Assets managed
- $3.6B
- Individual clients
- 183
- Advisory staff
- 4
- Registered with
- SEC
Profile · Website · SEC record
Holt Investment Advisors
111 N. Sepulveda Blvd., Suite 250, Manhattan Beach, CA 90266 · (310) 937-1561
- Assets managed
- $21M
- Individual clients
- 22
- Advisory staff
- 1
- Registered with
- CA
Profile · Website · SEC record
Kilimanjaro Capital, LLC
1230 Rosencrans Ave Suite 300, Manhattan Beach, CA 90266 · (650) 251-4180
- Assets managed
- $9.6M
- Individual clients
- 13
- Advisory staff
- 1
- Registered with
- CA
Profile · Website · SEC record
Sila Value Advisors, LLC
1710 8th Street, Manhattan Beach, CA 90266 · (310) 937-9301
- Assets managed
- $2.2M
- Individual clients
- 4
- Advisory staff
- 1
- Registered with
- CA
Kubence
Manhattan Beach, CA (office address not published) · (650) 308-8398
- Assets managed
- $570K
- Individual clients
- 1
- Advisory staff
- 2
- Registered with
- SEC
Profile · Website · SEC record
KMT Wealth Management, LLC
746 27th ST., Manhattan Beach, CA 90266 · (213) 600-6741
- Assets managed
- $222M
- Individual clients
- Under 5
- Advisory staff
- 1
- Registered with
- SEC
Profile · Website · SEC record
Tusker Capital, LLC
217 36th ST Suite B, Manhattan Beach, CA 90266 · (310) 804-5772
- Assets managed
- $2.0M
- Individual clients
- Under 5
- Advisory staff
- 1
- Registered with
- CA
Profile · Website · SEC record
Not sure which Manhattan Beach firm fits?
Tell us what you need. We will suggest up to three fee-only firms that fit, and with your permission introduce you. Free, no obligation.
Fee-only advisers near Manhattan Beach
Another 85 fee-only firms have offices within 30 miles.
- El Segundo 18 firms · 2 mi
- Hermosa Beach 6 firms · 2 mi
- Redondo Beach 4 firms · 4 mi
- Torrance 15 firms · 5 mi
- Marina Del Rey 6 firms · 6 mi
- Culver City 1 firm · 7 mi
- Palos Verdes Estates 2 firms · 8 mi
- Rolling Hills 1 firm · 8 mi
- Rolling Hills Estates 6 firms · 8 mi
- Venice 1 firm · 8 mi
- Carson 1 firm · 9 mi
- Santa Monica 24 firms · 10 mi
How to choose between them
- 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.
- 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.
- 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.
- 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.
- 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 Manhattan Beach?
Form ADV records how firms charge, not what they charge. Of the 16 firms listed here, 7 offer hourly or flat fees and 16 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 Manhattan Beach advisers selected?
Every registered investment adviser with an office in Manhattan Beach 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.