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Find The Best Financial Advisors in Manhattan 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 Manhattan Beach is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Manhattan Beach & pick the one as per your needs

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

If you’re looking for qualified financial advisors in Manhattan Beach, California, FinancialAdvisor.net is a useful resource. We've compiled a list of the 9 vetted financial advisors and 12 non-vetted financial advisors in Manhattan Beach, California, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Manhattan Beach, California have an average of 29 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 Manhattan Beach , California

Edelman Financial Engines, LLC

877-208-7414

Address

Andrew Eddy

Eddy Financial, LLC

310-451-3339

Address

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

Dash Investments

800-549-3227

Address

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

Pure Financial Advisors, LLC

818-805-5500

Address

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

Ira Zito

Financial Peak

818-639-9278

Address

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

Trilogy Financial

844-356-4934

Address

2601 Main Street,
Suite 100,
Irvine, CA 92614 See Details

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

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
K1 INVESTMENT MANAGEMENT LLC 875 Manhattan Beach Blvd, Manhattan Beach, CA, 90266-4911	161953	$14,991,437,927	16	A percentage of AUM, Performance Based
CAMBRIA INVESTMENT MANAGEMENT, L.P. 3300 Highland Avenue, Manhattan Beach, CA, 90266	141600	$2,229,769,888	300	A percentage of AUM
MONOGRAPH WEALTH ADVISORS, LLC 1230 Rosecrans Avenue, Suite 425 Manhattan Beach, CA, 90266	173949	$2,228,031,447	954	A percentage of AUM, Fixed fees, Other (CUSTOM WEALTH PLANNING SERVICES)
PACIFIC AVENUE CAPITAL PARTNERS MANAGEMENT COMPANY LLC 1230 Rosecrans Avenue, Suite 520 Manhattan Beach, CA, 90266	311351	$1,082,883,362	8	A percentage of AUM, Performance Based, Other (PORTFOLIO COMPANY SERVICE LEVEL FEES AND TRANSACTION FEES)
JEPPSON WEALTH MANAGEMENT, LLC 1230 Rosecrans Avenue, Suite 300 Manhattan Beach, CA, 90266	305552	$642,242,998	870	A percentage of AUM, Fixed fees
CAPRICE CAPITAL PARTNERS, LLC 1230 Rosecrans Avenue, Suite 425, Manhattan Beach, CA, 90266	307048	$330,657,463	3	A percentage of AUM, Performance Based, Other (LOAN ADMINISTRATION FEES/LEAD ARRANGER FEES)
WOMACK WEALTH MANAGEMENT, INC. 904 Manhattan Ave, Suite 9, Manhattan Beach, CA, 90266	146126	$329,765,024	559	A percentage of AUM, Hourly charges, Fixed fees
TRILINC ADVISORS, LLC 1230 Rosecrans Avenue, Suite 605 Manhattan Beach, CA, 90266	166194	$278,757,339	1	A percentage of AUM, Performance Based
SECOND 50 FINANCIAL 111 N. Sepulveda Blvd, Suite 300 Manhattan Beach, CA, 90266	318626	$271,505,294	425	A percentage of AUM, Fixed fees
TRILINC GLOBAL ADVISORS, LLC 1230 Rosecrans Ave, Suite 605 Manhattan Beach, CA, 90266	285161	$219,832,709	9	A percentage of AUM, Performance Based
FAMILY FINANCIAL 1601 N. Sepulveda Blvd, 722 Manhattan Beach, CA, 90266	316723	$184,911,143	111	A percentage of AUM, Fixed fees
WALLENDER, TIMOTHY JOSEPH 1129 Highland Ave #203, Manhattan Beach, CA, 90266	138301	$114,880,000	295	A percentage of AUM

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Find The Best Financial Advisors in Manhattan Beach, California

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

List of Qualified Financial Advisors in Manhattan Beach , California

Edelman Financial Engines, LLC

Address

Andrew Eddy

Eddy Financial, LLC

Address

Dash Investments

Address

Pure Financial Advisors, LLC

Address

Ira Zito

Financial Peak

Address

Trilogy Financial

Address

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

Select other cities around Manhattan 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 Manhattan Beach , California
Last Updated - 13-Jun-2023

Find an Advisor
It's Fast, Free & Easy