Fee-only financial advisors in Beverly Hills, California
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Peter Finkel Eliot Finkel Investment Counsel Holds the CFA. Fees on file: percentage of assets.
- Lameck Lukanga Life Line Wealth Management Holds the CFP. Fees on file: percentage of assets.
- Bradley Hammerman Beverly Hills Private Wealth Holds the CFP. Fees on file: percentage of assets, hourly.
- James Whiting Cheviot Value Management Holds the CFP. Fees on file: percentage of assets, hourly.
- Neil Unger AIRE Advisors Holds the CFP. Fees on file: percentage of assets, hourly.
- Christopher Jarrous Galliott Capital Advisors Holds the CFA. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 44
- Firms
- 12
- Hold the CFP
- 23%
- Other credentials: CFA 7% · ChFC 2%
- How they charge (of 44 with fees on file): percentage of assets 100% · hourly 80% · fixed fees 59% · performance-based fees 20%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Find an advisor in Beverly Hills by what you need
Find an advisor in California by fee, assets, or credential
- Hourly financial advisors
- Flat-fee financial advisors
- One-time financial plans
- Financial advisors with no minimum
- Advisors for under $500,000
- Advisors for $500,000 to $1 million
- Advisors for $1 million to $3 million
- Advisors for over $3 million
- CFP financial advisors
- CFA financial advisors
- ChFC financial advisors
- Virtual financial advisors
Questions about fee-only advisors in Beverly Hills
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.
All 44 advisors in Beverly Hills
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Neil Unger | AIRE Advisors | Beverly Hills | CFP | Percentage of assets, Hourly |
| Sharon Nassirzadeh | AIRE Advisors | Beverly Hills | CFP | Percentage of assets, Hourly |
| Daniel Mavraides | Rebalance | Beverly Hills | Not listed | Percentage of assets |
| Amir Monsefi | AIRE Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Balfoure Brenes | AIRE Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Daniel Ebert | AIRE Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| James Naify | AIRE Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Kristina Downing | AIRE Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Lily Mossayi | AIRE Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Maryam Khoshreza | AIRE Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Nathan Mescobi | AIRE Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Philip Fessler | AIRE Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Simone Liu | AIRE Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Sam Namiri | Ridgewood Investments | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Christopher Jarrous | Galliott Capital Advisors | Beverly Hills | CFA | Percentage of assets, Hourly |
| Ahsoo Ahn | Galliott Capital Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Antoine Souma | Galliott Capital Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Azelia Betancourt | Galliott Capital Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Daniel Hennig | Audent Global Asset Management | Beverly Hills | Not listed | Percentage of assets, Fixed fees |
| Jonathan Caprilli | Audent Global Asset Management | Beverly Hills | Not listed | Percentage of assets, Fixed fees |
| Paul Feinstein | Audent Global Asset Management | Beverly Hills | Not listed | Percentage of assets, Fixed fees |
| Zenia Delgado | Galliott Capital Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Bradley Hammerman | Beverly Hills Private Wealth | Beverly Hills | CFP | Percentage of assets, Hourly |
| Carol O'Boyle | O'boyle Wealth Management | Beverly Hills | CFP | Percentage of assets, Hourly |
| David Horvitz | Cheviot Value Management | Beverly Hills | CFP | Percentage of assets, Hourly |
| James Whiting | Cheviot Value Management | Beverly Hills | CFP | Percentage of assets, Hourly |
| Joseph O'Boyle | O'boyle Wealth Management | Beverly Hills | CFP | Percentage of assets, Hourly |
| Lameck Lukanga | Life Line Wealth Management | Beverly Hills | CFP | Percentage of assets |
| Scott Shagrin | Beverly Hills Private Wealth | Beverly Hills | CFP | Percentage of assets, Hourly |
| Sebastian Eccles | Life Line Wealth Management | Beverly Hills | CFP | Percentage of assets |
| Lisa Westermark | Beverly Hills Private Wealth | Beverly Hills | ChFC | Percentage of assets, Hourly |
| Nick Nejad | Beverly Hills Private Wealth | Beverly Hills | CFA | Percentage of assets, Hourly |
| Peter Finkel | Eliot Finkel Investment Counsel | Beverly Hills | CFA | Percentage of assets |
| Amanda Leger | Cheviot Value Management | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Amir Navab | Great Gable Wealth Management | Beverly Hills | Not listed | Percentage of assets |
| Andrew Fuller | Beverly Hills Private Wealth | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Catherine Siphron | Cheviot Value Management | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Colm Oboyle | O'boyle Wealth Management | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Damion Smith | Great Gable Wealth Management | Beverly Hills | Not listed | Percentage of assets |
| Ira Ravitz | Beverly Hills Private Wealth | Beverly Hills | Not listed | Percentage of assets, Hourly |
| James McClure | O'boyle Wealth Management | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Martin Irani | Cheviot Value Management | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Martin Rosenzveig | Martin W. Rosenzveig & | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Shayan Lankarani | O'boyle Wealth Management | Beverly Hills | Not listed | Percentage of assets, Hourly |
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