# Fee-only financial advisors in Beverly Hills, California > Start with a fee-only advisor in Beverly Hills whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Peter Finkel of Eliot Finkel Investment Counsel, Lameck Lukanga of Life Line Wealth Management and Bradley Hammerman of Beverly Hills Private Wealth, chosen for their credentials and fees on file. Page: https://find.wellspent.co/locations/us/california/beverly-hills/ 44 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## Which fee-only financial advisor should I talk to in Beverly Hills? Start with a fee-only advisor in Beverly Hills whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Peter Finkel of Eliot Finkel Investment Counsel, Lameck Lukanga of Life Line Wealth Management and Bradley Hammerman of Beverly Hills Private Wealth, chosen for their credentials and fees on file. ## How many fee-only advisors in Beverly Hills are there? The Wellspent public graph lists 44 fee-only advisors in Beverly Hills, at 12 firms. We counted every advisor record that fits, as of October 2026. ## What do fee-only advisors in Beverly Hills focus on? The most common focus among fee-only advisors in Beverly Hills is founders (20), followed by family wealth transfer (18) and ultra-high-net-worth families (17). Advisors can list more than one. ## How do fee-only advisors in Beverly Hills charge? All 44 fee-only advisors in Beverly Hills with fees on file charge a percentage of assets. Many use more than one: 80% charge by the hour and 59% charge fixed fees. ## How much do fee-only financial advisors charge in California? Fee-only financial advisors in California charge a median of $6,000 a year for ongoing planning. We found this across the published prices of 112 California firms. ## How many fee-only advisors in Beverly Hills hold the CFP? 23% of the 44 fee-only advisors in Beverly Hills hold the CFP certification, based on the credentials listed on each record. ## Does California tax income on top of federal tax? Yes. California has a state income tax, so a financial plan for a California resident should project it alongside federal tax. ## How current is this list of fee-only advisors in Beverly Hills? Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Neil Unger](https://find.wellspent.co/advisors/neil-unger.md) | AIRE Advisors | Beverly Hills, California | CFP | Percentage of assets, Hourly | | [Sharon Nassirzadeh](https://find.wellspent.co/advisors/sharon-nassirzadeh.md) | AIRE Advisors | Beverly Hills, California | CFP | Percentage of assets, Hourly | | [Daniel Mavraides](https://find.wellspent.co/advisors/daniel-mavraides.md) | Rebalance | Beverly Hills, California | | Percentage of assets | | [Amir Monsefi](https://find.wellspent.co/advisors/amir-monsefi.md) | AIRE Advisors | Beverly Hills, California | | Percentage of assets, Hourly | | [Balfoure Brenes](https://find.wellspent.co/advisors/balfoure-brenes.md) | AIRE Advisors | Beverly Hills, California | | Percentage of assets, Hourly | | [Daniel Ebert](https://find.wellspent.co/advisors/daniel-ebert.md) | AIRE Advisors | Beverly Hills, California | | Percentage of assets, Hourly | | [James Naify](https://find.wellspent.co/advisors/james-naify.md) | AIRE Advisors | Beverly Hills, California | | Percentage of assets, Hourly | | [Kristina Downing](https://find.wellspent.co/advisors/kristina-downing.md) | AIRE Advisors | Beverly Hills, California | | Percentage of assets, Hourly | | [Lily Mossayi](https://find.wellspent.co/advisors/lily-mossayi.md) | AIRE Advisors | Beverly Hills, California | | Percentage of assets, Hourly | | [Maryam Khoshreza](https://find.wellspent.co/advisors/maryam-khoshreza.md) | AIRE Advisors | Beverly Hills, California | | Percentage of assets, Hourly | | [Nathan Mescobi](https://find.wellspent.co/advisors/nathan-mescobi.md) | AIRE Advisors | Beverly Hills, California | | Percentage of assets, Hourly | | [Philip Fessler](https://find.wellspent.co/advisors/philip-fessler.md) | AIRE Advisors | Beverly Hills, California | | Percentage of assets, Hourly | | [Simone Liu](https://find.wellspent.co/advisors/simone-liu.md) | AIRE Advisors | Beverly Hills, California | | Percentage of assets, Hourly | | [Sam Namiri](https://find.wellspent.co/advisors/sam-namiri.md) | Ridgewood Investments | Beverly Hills, California | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Christopher Jarrous](https://find.wellspent.co/advisors/christopher-jarrous.md) | Galliott Capital Advisors | Beverly Hills, California | CFA | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Ahsoo Ahn](https://find.wellspent.co/advisors/ahsoo-ahn.md) | Galliott Capital Advisors | Beverly Hills, California | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Antoine Souma](https://find.wellspent.co/advisors/antoine-souma.md) | Galliott Capital Advisors | Beverly Hills, California | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Azelia Betancourt](https://find.wellspent.co/advisors/azelia-betancourt.md) | Galliott Capital Advisors | Beverly Hills, California | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Daniel Hennig](https://find.wellspent.co/advisors/daniel-hennig.md) | Audent Global Asset Management | Beverly Hills, California | | Percentage of assets, Fixed fees, Performance-based fees | | [Jonathan Caprilli](https://find.wellspent.co/advisors/jonathan-caprilli.md) | Audent Global Asset Management | Beverly Hills, California | | Percentage of assets, Fixed fees, Performance-based fees | | [Paul Feinstein](https://find.wellspent.co/advisors/paul-feinstein.md) | Audent Global Asset Management | Beverly Hills, California | | Percentage of assets, Fixed fees, Performance-based fees | | [Zenia Delgado](https://find.wellspent.co/advisors/zenia-delgado.md) | Galliott Capital Advisors | Beverly Hills, California | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Bradley Hammerman](https://find.wellspent.co/advisors/bradley-hammerman.md) | Beverly Hills Private Wealth | Beverly Hills, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Carol O'Boyle](https://find.wellspent.co/advisors/carol-o-boyle.md) | O'boyle Wealth Management | Beverly Hills, California | CFP | Percentage of assets, Hourly, Fixed fees | | [David Horvitz](https://find.wellspent.co/advisors/david-horvitz.md) | Cheviot Value Management | Beverly Hills, California | CFP | Percentage of assets, Hourly, Fixed fees | | [James Whiting](https://find.wellspent.co/advisors/james-whiting.md) | Cheviot Value Management | Beverly Hills, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Joseph O'Boyle](https://find.wellspent.co/advisors/joseph-o-boyle.md) | O'boyle Wealth Management | Beverly Hills, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Lameck Lukanga](https://find.wellspent.co/advisors/lameck-lukanga.md) | Life Line Wealth Management | Beverly Hills, California | CFP | Percentage of assets | | [Scott Shagrin](https://find.wellspent.co/advisors/scott-shagrin.md) | Beverly Hills Private Wealth | Beverly Hills, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Sebastian Eccles](https://find.wellspent.co/advisors/sebastian-eccles.md) | Life Line Wealth Management | Beverly Hills, California | CFP | Percentage of assets | | [Lisa Westermark](https://find.wellspent.co/advisors/lisa-westermark.md) | Beverly Hills Private Wealth | Beverly Hills, California | ChFC | Percentage of assets, Hourly, Fixed fees | | [Nick Nejad](https://find.wellspent.co/advisors/nick-nejad.md) | Beverly Hills Private Wealth | Beverly Hills, California | CFA | Percentage of assets, Hourly, Fixed fees | | [Peter Finkel](https://find.wellspent.co/advisors/peter-finkel.md) | Eliot Finkel Investment Counsel | Beverly Hills, California | CFA | Percentage of assets | | [Amanda Leger](https://find.wellspent.co/advisors/amanda-leger.md) | Cheviot Value Management | Beverly Hills, California | | Percentage of assets, Hourly, Fixed fees | | [Amir Navab](https://find.wellspent.co/advisors/amir-navab.md) | Great Gable Wealth Management | Beverly Hills, California | | Percentage of assets | | [Andrew Fuller](https://find.wellspent.co/advisors/andrew-fuller.md) | Beverly Hills Private Wealth | Beverly Hills, California | | Percentage of assets, Hourly, Fixed fees | | [Catherine Siphron](https://find.wellspent.co/advisors/catherine-siphron.md) | Cheviot Value Management | Beverly Hills, California | | Percentage of assets, Hourly, Fixed fees | | [Colm Oboyle](https://find.wellspent.co/advisors/colm-oboyle.md) | O'boyle Wealth Management | Beverly Hills, California | | Percentage of assets, Hourly, Fixed fees | | [Damion Smith](https://find.wellspent.co/advisors/damion-smith.md) | Great Gable Wealth Management | Beverly Hills, California | | Percentage of assets | | [Ira Ravitz](https://find.wellspent.co/advisors/ira-ravitz.md) | Beverly Hills Private Wealth | Beverly Hills, California | | Percentage of assets, Hourly, Fixed fees | | [James McClure](https://find.wellspent.co/advisors/james-mcclure.md) | O'boyle Wealth Management | Beverly Hills, California | | Percentage of assets, Hourly, Fixed fees | | [Martin Irani](https://find.wellspent.co/advisors/martin-irani.md) | Cheviot Value Management | Beverly Hills, California | | Percentage of assets, Hourly, Fixed fees | | [Martin Rosenzveig](https://find.wellspent.co/advisors/martin-rosenzveig.md) | Martin W. Rosenzveig & | Beverly Hills, California | | Percentage of assets, Hourly, Fixed fees | | [Shayan Lankarani](https://find.wellspent.co/advisors/shayan-lankarani.md) | O'boyle Wealth Management | Beverly Hills, California | | Percentage of assets, Hourly, Fixed fees | ## About this data Sources and verification: https://find.wellspent.co/methodology/ Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).