# George Guttman

> George Guttman is a fee-only financial advisor at Guttman Financial Planning in Santa Monica, California, who holds the CFP and MBA credentials. George charges hourly fees and a one-time planning fee and focuses on retirement planning and tax planning.

Page: https://find.wellspent.co/advisors/george-guttman/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Guttman Financial Planning
- **Based in:** Santa Monica, California
- **Fee model:** Hourly; One-time planning fee
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $1.7M across 3 accounts
- **Credentials:** CFP, MBA
- **Specialties:** Retirement planning, Tax planning
- **CRD:** 4703622 (https://adviserinfo.sec.gov/individual/summary/4703622)
- **SEC registration:** Investment adviser representative in CA, TX
- **Exams passed:** Series 66 (2003)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://guttmanfinancialplanning.com

## Frequently asked questions

### Is George Guttman a fee-only financial advisor?

Yes. George Guttman is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by George's firm.

### How does George charge for financial advice?

George charges hourly fees and a one-time planning fee.

### Where is George Guttman based?

George Guttman is based in Santa Monica, California.

### What does George specialize in?

George's specialties include retirement planning and tax planning.

### What credentials does George Guttman hold?

George Guttman holds the CFP and MBA credentials.

### Is George Guttman registered with the SEC?

Yes. George Guttman is registered as an investment adviser representative in CA and TX (CRD 4703622), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Guttman Financial Planning manage?

Guttman Financial Planning reports $1.7M across 3 accounts in assets under management.

### How do I contact George Guttman?

Through George's website, guttmanfinancialplanning.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/49745): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://guttmanfinancialplanning.com/): specialties, clients served, and fees, checked October 28, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.