George Guttman
Guttman Financial Planning · Santa Monica, California
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.
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Specialties
Facts
| Firm | Guttman Financial Planning |
|---|---|
| Based in | Santa Monica, California |
| Fee model | Hourly · One-time planning fee |
| Accepting new clients | Yes |
| Assets under management | $1.7M across 3 accounts |
| Credentials | CFP · MBA |
| SEC registration | Investment adviser representative in CA, TX · CRD 4703622 |
| Exams passed | Series 66 (2003) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | guttmanfinancialplanning.com |
How George's firm compares
- Guttman Financial Planning's average account is about $561,000, from its Form ADV (assets managed divided by 3 accounts).
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Questions about George
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Guttman Financial Planning website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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