Firm
Guttman Financial Planning
Santa Monica, California
Fee-only
Guttman Financial Planning at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 11 individual clients, 11 of them high net worth.
- Its average account is about $561,000 (assets it manages divided by its 3 accounts).
- Its website says it's taking new clients.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Santa Monica, California |
|---|---|
| Website | guttmanfinancialplanning.com |
| [email protected] | |
| Phone | (310) 394-0400 |
Guttman Financial Planning fees
Guttman Financial Planning doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: hourly, one-time plans or projects. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $2 million |
| High-net-worth clients | 11 |
| Accounts managed | 3 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | March 24, 2026 |
| SEC record | CRD 283061 |