Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial Advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should you have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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Find The Best Financial Advisors in Calabasas, California

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Calabasas is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Calabasas & pick the one as per your needs

How To Find The Best Financial Advisors in Calabasas, California
Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Calabasas, California, FinancialAdvisor.net is a useful resource. We've compiled a list of the 16 vetted financial advisors and 12 non-vetted financial advisors in Calabasas, California, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Calabasas, California have an average of 24 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Calabasas, California

Dash Investments - CFP

469-915-4786

Address

21600 Oxnard Street Ste 1755,
Woodland Hills, CA 91367 See Details

Pure Financial Advisors LLC

Pure Financial Advisors, LLC

818-805-5500

Address

6320 Canoga Ave #920,
Woodland Hills, CA 91367 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

Alano Massi

Palm Capital Management

805-727-2700

Address

23622 Calabasas Road, Suite 102,
Calabasas, CA 91302 See Details

Ira Zito

Financial Peak

818-639-9278

Address

30700 Russell Ranch Rd,
Suite 250,
Westlake Village, CA 91362 See Details

X Advisors, LLC

661-505-6311

Address

6345 Balboa Blvd,
Building 1, Suite 100,
Encino, CA 91406 See Details

Andrew Eddy

Eddy Financial, LLC

310-451-3339

Address

100 Wilshire Blvd,
Suite 700,
Santa Monica, CA 90401 See Details

Jeff Kritzberg

Prudential

818-832-3652

Address

11145 Tampa Avenue, 17a,,
Porter Ranch, CA 91326 See Details

Guillermo Saade

Prudential

213-884-1724

Address

3530 Wilshire Blvd Suite 1360,
Los Angeles, CA 90010 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

1960 E Grand Avenue,
Suite 710,
El Segundo, CA 90245 See Details

Michael DeSantis

Farther Finance LLC

310-742-9633

Address

24049 Stratus Street,
Santa Clarita, CA 91350 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

225 South Lake Avenue,
Suite 1185,
Pasadena, CA 91101 See Details

Jarret Rodriguez-Conklin

Homestead Wealth Management

909-667-0587

Address

413 East Foothill Boulevard, Suite 100,
San Dimas, CA 91773 See Details

Mission Wealth Management, LP

805-882-2360

Address

1111 Chapala St.,
3rd Floor,
Santa Barbara, CA 93101 See Details

Top Financial Advisor Firms in Calabasas, California (Ranked by AUM)

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
LINDBROOK CAPITAL, LLC 23975 Park Sorrento, Suite 230 Calabasas, CA, 91302	155812	$3,501,183,718	2420	A percentage of AUM, Fixed fees
MORTON WEALTH 27200 Agoura Road, Suite 200 Calabasas, CA, 91301	141250	$2,645,038,579	3523	A percentage of AUM, Fixed fees
HEARTHSTONE INC., A CALIFORNIA CORPORATION 23975 Park Sorrento, Suite #220, Calabasas, CA, 91302	112226	$1,791,963,000	12	A percentage of AUM, Fixed fees, Performance Based
TRIAGEN WEALTH MANAGEMENT LLC 23801 Calabasas Road, Suite 1010 Calabasas, CA, 91302	308457	$473,557,825	1422	A percentage of AUM, Fixed fees
PRIVATE WEALTH SOLUTIONS, LLC 26050 Mureau Road, Suite 103 Calabasas, CA, 91302	289437	$403,302,552	1077	A percentage of AUM, Hourly charges, Fixed fees
PLANNED ASSET MANAGEMENT 27001 Agoura Road, Suite 150, Calabasas, CA, 91301-5104	105986	$320,337,000	279	A percentage of AUM, Hourly charges, Fixed fees
ATALA FINANCIAL INC 23912 Aspen Way, Calabasas, CA, 91302	318371	$318,643,483	255	A percentage of AUM, Hourly charges
KRANE FINANCIAL SOLUTIONS 24007 Ventura Blvd, Suite 250 Calabasas, CA, 91302	153594	$220,604,779	517	A percentage of AUM, Hourly charges, Fixed fees
ARES FINANCIAL CONSULTING LLC 4500 Park Granada, Suite 202 Calabasas, CA, 91302	282852	$193,324,292	780	A percentage of AUM, Hourly charges, Fixed fees
QUANTITATIVE STRATEGIES, INC. 27001 Agoura Road, Suite 150, Calabasas, CA, 91301-5104	117908	$172,075,000	205	A percentage of AUM
M83 INVESTMENT GROUP, LLC 27200 Agoura Road, Suite 200 Calabasas, CA, 91301	332416	$112,362,328	1	A percentage of AUM
PACIFIC COAST FIDUCIARY LLC 4500 Park Granada, Suite 202, Calabasas, CA, 91302	330334	$0	0	A percentage of AUM, Fixed fees

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Find The Best Financial Advisors in Calabasas, California

How To Find The Best Financial Advisors in Calabasas, CaliforniaLast Updated - 13-Jun-2023

List of Qualified Financial Advisors in Calabasas, California

Address

Pure Financial Advisors, LLC

Address

Address

Palm Capital Management

Address

Financial Peak

Address

Address

Eddy Financial, LLC

Address

Prudential

Address

Prudential

Address

Address

Farther Finance LLC

Address

Address

Homestead Wealth Management

Address

Address

Top Financial Advisor Firms in Calabasas, California (Ranked by AUM)

Select other cities around Calabasas, California to broaden your search for a financial advisor

Frequently Asked Questions

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How To Find The Best Financial Advisors in Calabasas, California
Last Updated - 13-Jun-2023

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