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Find The Best Financial Advisors in Long Beach, California

Q: 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.

Q: 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.

Q: 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.

Q: 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.

Q: 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.

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 Long Beach is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Long Beach & pick the one as per your needs

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

If you’re looking for qualified financial advisors in Long Beach, California, FinancialAdvisor.net is a useful resource. We've compiled a list of the 11 vetted financial advisors and 8 non-vetted financial advisors in Long Beach, California, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Long Beach, California have an average of 27 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 Long Beach, California

Matthew Pixa

My Portfolio Guide, LLC

562-799-5595

Address

3020 Old Ranch Parkway,
Suite 300,
Seal Beach, CA 90740 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

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

Edelman Financial Engines, LLC

877-208-7414

Address

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

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

X Advisors, LLC

661-505-6311

Address

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

Dash Investments

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

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

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
HALBERT HARGROVE 111 West Ocean Boulevard, Suite 2300 Long Beach, CA, 90802-7908	105515	$3,162,314,796	4434	A percentage of AUM, Fixed fees
CLG LLC 4821 E 2nd Street, Long Beach, CA, 90803	282605	$953,822,025	2539	A percentage of AUM, Hourly charges, Fixed fees, Other (RECURRING FEE)
WEALTHSPRING 5000 Airport Plaza Drive, Suite 245, Long Beach, CA, 90815	322756	$300,055,562	932	A percentage of AUM, Hourly charges, Fixed fees
GOLDMAN LANCASTER, INC. 301 East Ocean Blvd., Suite 1150 Long Beach, CA, 90802	136134	$298,438,973	412	A percentage of AUM, Hourly charges, Fixed fees
CRUX WEALTH ADVISORS 3444 E. Anaheim Street, Long Beach, CA, 90804	330731	$250,845,143	659	A percentage of AUM, Hourly charges, Fixed fees
KENSINGTON INVESTMENT COUNSEL 5580 E. 2nd Street, Suite 209 Long Beach, CA, 90803	108012	$250,268,379	235	A percentage of AUM
LEDERER & ASSOCIATES INVESTMENT COUNSEL 5305 East 2nd Street, Suite 201 Long Beach, CA, 90803-5317	110376	$242,779,116	71	A percentage of AUM, Fixed fees
THE CHARTIST 6621 E. Pacific Coast Hwy. #240, Long Beach, CA, 90803	105072	$179,132,160	479	A percentage of AUM, Subscription fees

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Find The Best Financial Advisors in Long Beach, California

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

List of Qualified Financial Advisors in Long Beach, California

My Portfolio Guide, LLC

Address

Address

Address

Prudential

Address

Address

Homestead Wealth Management

Address

Address

Address

Pure Financial Advisors, LLC

Address

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

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

Frequently Asked Questions

Find an AdvisorIt's Fast, Free & Easy

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

Find an Advisor
It's Fast, Free & Easy