Financial Advisors Los Angeles, CA

Financial Advisor Reviews Los Angeles, CA

Financially Wise advisors assist clients in person in the Los Angeles area, or you can set up a virtual meeting. The first meeting is a Discovery Call, where you discuss your general finances, get to know what Financially Wise can offer and decide if you want to proceed by working with a financial advisor. After Discovery the financial planning consists of three sessions for gathering data, going over the resulting plan and implementing the plan. After those meetings, clients get two follow-up phone calls with the financial advisor to check-in and stay motivated. Regular financial planning fees start at under $2,800 and include access to your financial advisor for three months when you can ask questions. Alternatively, you can sign up for Financially Wise Power Sessions, which include a two-hour virtual session covering one or two money management topics, a budgeting tool, emailed financial recommendations and 30 days of access to a financial planner to answer questions.

Financially Wise also offers group workshops with short follow-up meetings with group participants. All fees are quoted upfront. The Discovery Session costs $100 and can be applied to the cost of future services. Power Sessions start at $900, and monthly financial planning consulting after receiving the initial 90 days run from $150 to $500. Hourly consulting fees are $350 and higher, depending on the complexity of finances.

Financial advisors at SEIA offer four types of financial planning: Modular, Comprehensive, Ongoing and Life Care Affordability Planning. Modular financial planning involves covering a specific money management concern, such as retirement, debt management or other goals. Financial advisors either prepare a financial plan for Modular clients or provide consultations in person or over the phone. Comprehensive planning considers the client’s detailed financial picture and includes secure access to an online wealth management tool for monitoring accounts, net worth, financial goals and investments. Ongoing financial planning is available to SEIA investment supervisory clients and entails meetings throughout the year to discuss aspects of the financial plan and update goals annually. The Life Care Affordability Planning is available to those who wish to plan for housing and care later in life.

Signature Estate & Investment Advisors offers several wealth and investment management services with either flat fees or a percentage of assets. Financial planning fees start at $10,000, although a monthly $1,200 retainer is an option. Ongoing financial planning clients pay a small percentage of managed assets.

Churchill Management Group provides financial planning and investment management services for clients. Churchill financial advisors also assist retirement planning clients by helping them choose investment options that meet their personal and economic goals. The firm uses top-down investment strategies using technical, fundamental and sentiment market indicators to make decisions about the asset allocation in each client’s portfolio. After completing the asset allocation, investment managers parse out investments from a bottom-up perspective to fine-tune the portfolio. Financial planning at Churchill Management Group is comprehensive, and the final plan reflects the client’s goals and concerns. However, the firm does not provide legal, insurance, employee benefits, estate planning, tax or accounting advice.

Churchill Management Group employs a few different fee structures based on a percentage of assets each quarter. These structures depend on the investment management program the client enrolls into. Churchill may also charge a wrap fee for a bundle of services. Out of 43 advisors at the company, six are certified financial planners.

Miracle Mile Advisors provides comprehensive financial planning as a fiduciary and uses low-cost investment strategies. MMA was founded by experienced Wall Street advisors to offer objective, customized investment advice with no surprises for the client. The firm often utilizes low-cost ETFs to deal with market volatility. Financial advisors at Miracle Mile create a comprehensive financial analysis which goes beyond liquid assets to determine a client’s ideal asset allocation. The financial plan can reduce or eliminate the client’s liabilities, including some taxes. MMA can craft a tailored financial advisory and investment management for those who want or need specialized services. The firm also assists clients with business, tax and estate planning, and risk management.

Miracle Mile Advisors primarily bills for a percentage of assets not to exceed 1.25% of managed assets. If the firm and client agree to include other advisory firms to create the investment portfolio, a fee-only structure applies.

The financial advisors at HCR Wealth are independent and sell no financial instruments. Clients pay for advice and strategies to grow and protect their assets after discussing all available options with a financial advisor or investment specialist. The firm works with clients through a seven-step process to develop a financial plan and investment strategy. This program also includes income and needs projections to analyze current and future finances. Clients have 24/7 access to a secure online portal that shows their assets, liabilities and net worth. Investment advisors frequently review goal progress and investment strategy and assist with optimizing the client’s financial picture for years to come.

Although you’ll need a minimum $100,000 to participate in HCR’s investment supervisor services, the firm charges a flat fee for financial advisory services running from $500 to $10,000.

Each financial planning option at NWF Advisor Group helps the client grow and protect finances now and into the future. Financial advisors create an initial plan covering assets, liabilities, insurance, savings, investments and retirement or other employee benefits. From there, the advisor helps the client choose from three financial plan designs, from fundamental to very detailed. The Basic plan focuses on savings, asset accumulation and risk management in the early or mid-growth personal economic cycle. The Intermediate program includes more extensive analysis and covers estate, insurance, tax and investment planning. The Advanced design is best for the most complex money-management circumstances and builds on the intermediate level to include high-income investment and tax planning, and business planning when appropriate.

There is no minimum asset account requirement for financial or retirement planning at NWF Advisory Group. Wealth management account minimums are from $25,000 to $150,000 depending on which of several programs the client is eligible for. Financial planning fees start at $500 for Basic, $1,500 for Intermediate, and $3,000 for Advanced. You can also work with an NWF financial advisor for $150 to $350 per hour, depending on how complicated your case is.

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