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

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

If you’re looking for qualified financial advisors in Torrance, California, FinancialAdvisor.net is a useful resource. We've compiled a list of the 14 vetted financial advisors and 9 non-vetted financial advisors in Torrance, California, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Torrance, California have an average of 25 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 Torrance , California

Frank Ro

Stratos Weath Partners

310-594-5952

Address

29 Montecillo Dr,
Palos Verdes Peninsula, CA 90274 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

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

Matthew Pixa

My Portfolio Guide, LLC

562-799-5595

Address

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

Weaver Consulting Group

714-536-4065

Address

101 Main Street,
Suite 220,
Huntington Beach, CA 92648 See Details

Nancy Listiawan

Vera Wealth

626-219-0288

Address

1055 E. Colorado Blvd 5th Floor,
Pasadena, CA 91106 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

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

Edelman Financial Engines, LLC

877-208-7414

Address

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

818-805-5500

Address

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

Trilogy Financial

844-356-4934

Address

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

Jarret Rodriguez-Conklin

Homestead Wealth Management

909-667-0587

Address

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

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

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
EP WEALTH ADVISORS 21535 Hawthorne Blvd, Suite 400 Torrance, CA, 90503	111147	$22,321,000,000	13185	A percentage of AUM, Hourly charges, Fixed fees
BANYAN TREE ASSET MANAGEMENT, LLC 21250 Hawthorne Blvd, Suite 550 Torrance, CA, 90503-5517	168384	$1,059,168,309	94	A percentage of AUM, Other (PERCENTAGE OF PAR/FACE AMOUNT)
CATALINA CAPITAL GROUP, LLC 2601 Airport Drive, Suite 375 Torrance, CA, 90505	172556	$766,877,957	740	A percentage of AUM, Fixed fees
ALBITZ/MILOE AND ASSOCIATES, INC. 23133 Hawthorne Blvd., Ste 305, Torrance, CA, 90505	104777	$605,514,625	1212	A percentage of AUM, Hourly charges, Fixed fees
O'BRIEN INVESTMENT MANAGEMENT, LLC 24594 Hawthorne Blvd., Torrance, CA, 90505	284057	$192,679,790	250	A percentage of AUM
TORTUGA WEALTH MANAGEMENT 1957 Carson Street, Suite 100 Torrance, CA, 90501	153737	$156,006,704	507	A percentage of AUM, Hourly charges, Fixed fees
TAYLOR WEALTH MANAGEMENT, LLC 3655 Torrance Blvd., Suite 347 Torrance, CA, 90503	132955	$150,735,290	218	Hourly charges, Fixed fees
ADVANCED PORTFOLIO STRATEGIES 3625 Del Amo Blvd, Suite 190 Torrance, CA, 90503	284697	$127,745,322	320	A percentage of AUM, Hourly charges, Fixed fees
SOUTH BAY FINANCIAL PARTNERS 21515 Hawthorne Blvd, Suite 200 Torrance, CA, 90503	175015	$111,647,470	155	A percentage of AUM, Hourly charges, Fixed fees

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Find The Best Financial Advisors in Torrance, California

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

List of Qualified Financial Advisors in Torrance , California

Stratos Weath Partners

Address

Address

My Portfolio Guide, LLC

Address

Address

Vera Wealth

Address

Address

Address

Address

Address

Address

Address

Homestead Wealth Management

Address

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

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

Frequently Asked Questions

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

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