# Fee-only financial advisors in Los Angeles, California > Start with a fee-only advisor in Los Angeles whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Arielle Bittoni of Good Balance Financial Planning, Kathleen Connors Dowdy of EP Wealth Advisors and Katerina Minevich of Forward Wealth Management, chosen for their credentials and fees on file. Page: https://find.wellspent.co/locations/us/california/los-angeles/ 123 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 Los Angeles? Start with a fee-only advisor in Los Angeles whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Arielle Bittoni of Good Balance Financial Planning, Kathleen Connors Dowdy of EP Wealth Advisors and Katerina Minevich of Forward Wealth Management, chosen for their credentials and fees on file. ## How many fee-only advisors in Los Angeles are there? The Wellspent public graph lists 123 fee-only advisors in Los Angeles, at 64 firms. We counted every advisor record that fits, as of October 2026. ## What do fee-only advisors in Los Angeles focus on? The most common focus among fee-only advisors in Los Angeles is tax planning (33), followed by retirement planning (32) and estate planning (31). Advisors can list more than one. ## How do fee-only advisors in Los Angeles charge? The most common fee among fee-only advisors in Los Angeles is a percentage of assets, used by 93% of the 122 with fees on file. Many use more than one: 70% charge by the hour and 58% charge fixed fees. ## How much do fee-only financial advisors charge in Los Angeles? Fee-only financial advisors in Los Angeles charge a median of $7,800 a year for ongoing planning. We found this across the published prices of 5 Los Angeles firms. ## How much does a one-time financial plan cost in Los Angeles? A one-time financial plan from a fee-only firm in Los Angeles has a median price of $1,025. We found this across the published prices of 8 Los Angeles firms. ## How many fee-only advisors in Los Angeles hold the CFP? 35% of the 123 fee-only advisors in Los Angeles 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 Los Angeles? 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 | |---|---|---|---|---| | [Al Faber](https://find.wellspent.co/advisors/al-faber.md) | DIWY Financial Planning | Los Angeles, California | CFP, ChFC, CLU, MBA | One-time planning fee, Hourly | | [Kathleen Connors Dowdy](https://find.wellspent.co/advisors/kathleen-connors-dowdy.md) | EP Wealth Advisors | Los Angeles, California | CFP, EA, CLU, MS, MBA, AIF, MA, ChFC | Percentage of assets, Hourly, Fixed fees | | [Patrick Yaghoobians](https://find.wellspent.co/advisors/patrick-yaghoobians.md) | Noor Financial Services | Los Angeles, California | CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [David Frank](https://find.wellspent.co/advisors/david-frank.md) | Turning Point Planning LLC | Los Angeles, California | CFP | Percentage of assets, Ongoing planning fee | | [Gabriel Anderson](https://find.wellspent.co/advisors/gabriel-anderson.md) | Crafted Wealth Management, LLC | Los Angeles, California | CFP, ChFC, CLU | Percentage of assets, Ongoing planning fee | | [Arielle Bittoni](https://find.wellspent.co/advisors/arielle-bittoni.md) | Good Balance Financial Planning | Los Angeles, California | BA, CFA, CFP | Percentage of assets, Ongoing planning fee | | [Cynthia Jabr](https://find.wellspent.co/advisors/cynthia-jabr.md) | Brand New Day Wealth Planning | Los Angeles, California | CFP | Flat fee or retainer, Hourly, One-time planning fee | | [Leighann Miko](https://find.wellspent.co/advisors/leighann-miko.md) | Equalis Financial | Los Angeles, California | CFP, MST, RLP, BA, MA | Percentage of assets, Ongoing planning fee, One-time planning fee | | [Catherine Hawley](https://find.wellspent.co/advisors/catherine-hawley.md) | Hawley Personal Finance | Los Angeles, California | CFP | Hourly, Flat fee or retainer, One-time planning fee, Ongoing planning fee | | [Greg Vojtanek](https://find.wellspent.co/advisors/greg-vojtanek.md) | Fade In Financial | Los Angeles, California | BA, CFP | Ongoing planning fee, Hourly | | [Patrick Whalen](https://find.wellspent.co/advisors/patrick-whalen.md) | Whalen Financial Planning | Los Angeles, California | CFP, CTFA | Hourly, One-time planning fee | | [Alfred McIntosh](https://find.wellspent.co/advisors/alfred-mcintosh.md) | McIntosh Capital Advisors, Inc. | Los Angeles, California | CFP | Percentage of assets, Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee | | [Bill Holliday](https://find.wellspent.co/advisors/bill-holliday.md) | AIO Financial, LLC | Los Angeles, California | | Percentage of assets, Ongoing planning fee, Hourly | | [Uchechi Kalu](https://find.wellspent.co/advisors/uchechi-kalu.md) | Greenlight Financial Planning | Los Angeles, California | CFP | Ongoing planning fee | | [Dirk Huybrechts](https://find.wellspent.co/advisors/dirk-huybrechts.md) | HFM Advisors | Los Angeles, California | CFP | One-time planning fee, Hourly | | [Katerina Minevich](https://find.wellspent.co/advisors/katerina-minevich.md) | Forward Wealth Management | Los Angeles, California | CDFA, CFP, CFA, PhD | Percentage of assets, Hourly, Fixed fees | | [Alexander Collins](https://find.wellspent.co/advisors/alexander-collins.md) | HCR Wealth Advisors | Los Angeles, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Shawn Landis](https://find.wellspent.co/advisors/shawn-landis.md) | HCR Wealth Advisors | Los Angeles, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Stacey Panenhanouvong](https://find.wellspent.co/advisors/stacey-panenhanouvong.md) | HCR Wealth Advisors | Los Angeles, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Erik Helmstetter](https://find.wellspent.co/advisors/erik-helmstetter.md) | Oder Investment Management | Los Angeles, California | CFP | Percentage of assets | | [Gloria Garcia Cisneros](https://find.wellspent.co/advisors/gloria-garcia-cisneros.md) | LourdMurray | Los Angeles, California | CFP | Percentage of assets, Flat fee or retainer | | [Bryan Molinar](https://find.wellspent.co/advisors/bryan-molinar.md) | Atlas Legacy Advisors | Los Angeles, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Craig Farkas](https://find.wellspent.co/advisors/craig-farkas.md) | Harold Davidson & Associates | Los Angeles, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Jordan Kahn](https://find.wellspent.co/advisors/jordan-kahn.md) | HCR Wealth Advisors | Los Angeles, California | CFA | Percentage of assets, Hourly, Fixed fees | | [Li-Wei Chang](https://find.wellspent.co/advisors/li-wei-chang.md) | 7Summit Advisors | Los Angeles, California | CFP | Percentage of assets | | [Matthew Fulton](https://find.wellspent.co/advisors/matthew-fulton.md) | Atlas Legacy Advisors | Los Angeles, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Melanie Perry](https://find.wellspent.co/advisors/melanie-perry.md) | Sustainable Wealth Advisory Group | Los Angeles, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Noah Damsky](https://find.wellspent.co/advisors/noah-damsky.md) | Marina Wealth Advisors | Los Angeles, California | CFA | Percentage of assets, Hourly, Fixed fees | | [Gregory Legorreta](https://find.wellspent.co/advisors/gregory-legorreta.md) | Loam Advisory | Los Angeles, California | | One-time planning fee, Flat fee or retainer | | [Matthew Heller](https://find.wellspent.co/advisors/matthew-heller.md) | HCR Wealth Advisors | Los Angeles, California | | Percentage of assets, Hourly, Fixed fees | | [Steven Campeas](https://find.wellspent.co/advisors/steven-campeas.md) | HCR Wealth Advisors | Los Angeles, California | | Percentage of assets, Hourly, Fixed fees | | [Alyssa Crews](https://find.wellspent.co/advisors/alyssa-crews.md) | Silver Oak Wealth Advisors | Los Angeles, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Andrew Bernell](https://find.wellspent.co/advisors/andrew-bernell.md) | Century Park Wealth Management | Los Angeles, California | CFP, CPA, JD | | | [Brandon Lew](https://find.wellspent.co/advisors/brandon-lew.md) | Kera Capital | Los Angeles, California | | Percentage of assets, Hourly, Fixed fees | | [David Rae](https://find.wellspent.co/advisors/david-rae.md) | DRM Wealth Management LLC | Los Angeles, California | CFP | Percentage of assets, Hourly, Fixed fees | | [David Zuckerman](https://find.wellspent.co/advisors/david-zuckerman.md) | Zuckerman Capital Management | Los Angeles, California | CFP | Percentage of assets | | [Keith Crenshaw](https://find.wellspent.co/advisors/keith-crenshaw.md) | Crenshaw Capital Management | Los Angeles, California | | Percentage of assets | | [Laura Robayo](https://find.wellspent.co/advisors/laura-robayo.md) | Silver Oak Wealth Advisors | Los Angeles, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Marie Thomasson](https://find.wellspent.co/advisors/marie-thomasson.md) | Modern Assets | Los Angeles, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Max Pashman](https://find.wellspent.co/advisors/max-pashman.md) | Pashman Financial LLC | Los Angeles, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Mitra Shahi](https://find.wellspent.co/advisors/mitra-shahi.md) | Wealth Management Partners | Los Angeles, California | | Percentage of assets | | [Pasha Shemirani](https://find.wellspent.co/advisors/pasha-shemirani.md) | Wealth Management Partners | Los Angeles, California | | Percentage of assets | | [Shufan Cao](https://find.wellspent.co/advisors/shufan-cao.md) | Silver Oak Wealth Advisors | Los Angeles, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Geert Criel](https://find.wellspent.co/advisors/geert-criel.md) | Pasadena Private Wealth | Los Angeles, California | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Harold Davidson](https://find.wellspent.co/advisors/harold-davidson.md) | Harold Davidson & Associates | Los Angeles, California | | Percentage of assets, Hourly, Fixed fees | | [Jivko Velev](https://find.wellspent.co/advisors/jivko-velev.md) | Velev Advisors | Los Angeles, California | | Percentage of assets, Hourly, Fixed fees | | [Kyle Fulton](https://find.wellspent.co/advisors/kyle-fulton.md) | Seneca Private Wealth | Los Angeles, California | | Percentage of assets, Hourly, Fixed fees | | [Marc Rosenbach](https://find.wellspent.co/advisors/marc-rosenbach.md) | Atlas Legacy Advisors | Los Angeles, California | | Percentage of assets, Hourly, Fixed fees | | [Matthew Murawski](https://find.wellspent.co/advisors/matthew-murawski.md) | Murawski Wealth Management | Los Angeles, California | | Percentage of assets | | [Scott Shlecter](https://find.wellspent.co/advisors/scott-shlecter.md) | Pasadena Private Wealth | Los Angeles, California | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Stephanie Chow](https://find.wellspent.co/advisors/stephanie-chow.md) | Harold Davidson & Associates | Los Angeles, California | | Percentage of assets, Hourly, Fixed fees | | [Steven Singer](https://find.wellspent.co/advisors/steven-singer.md) | Retirement Solutions | Los Angeles, California | | Percentage of assets, One-time planning fee | | [Susan Maxey](https://find.wellspent.co/advisors/susan-maxey.md) | Atlas Legacy Advisors | Los Angeles, California | | Percentage of assets, Hourly, Fixed fees | | [Tayeb Ayat](https://find.wellspent.co/advisors/tayeb-ayat.md) | Fenul Wealth Management | Los Angeles, California | | Percentage of assets, Hourly, Fixed fees | | [Vick Khoboyan](https://find.wellspent.co/advisors/vick-khoboyan.md) | Harold Davidson & Associates | Los Angeles, California | | Percentage of assets, Hourly, Fixed fees | | [Stephen Seo](https://find.wellspent.co/advisors/stephen-seo.md) | L&S Advisors | Los Angeles, California | CFA | Percentage of assets, Hourly | | [Tiffany Hong](https://find.wellspent.co/advisors/tiffany-hong.md) | Ades Investment Counsel | Los Angeles, California | CFA | Percentage of assets, Hourly, Fixed fees | | [Darrach Mc Carthy](https://find.wellspent.co/advisors/darrach-mc-carthy.md) | Victus Capital Wealth | Los Angeles, California | | Percentage of assets, Hourly, Fixed fees | | [David Feinman](https://find.wellspent.co/advisors/david-feinman.md) | Silverlake Portfolio Advisors | Los Angeles, California | | Percentage of assets, Hourly | | [Larry Fernandez](https://find.wellspent.co/advisors/larry-fernandez.md) | Victus Capital Wealth | Los Angeles, California | | Percentage of assets, Hourly, Fixed fees | | [Craig Weston](https://find.wellspent.co/advisors/craig-weston.md) | L&S Advisors | Los Angeles, California | | Percentage of assets, Hourly | | [Edlyn Ruiz](https://find.wellspent.co/advisors/edlyn-ruiz.md) | L&S Advisors | Los Angeles, California | | Percentage of assets, Hourly | | [Ian Manongdo](https://find.wellspent.co/advisors/ian-manongdo.md) | L&S Advisors | Los Angeles, California | | Percentage of assets, Hourly | | [Jade Chien](https://find.wellspent.co/advisors/jade-chien.md) | Zuckerman Capital Management | Los Angeles, California | | Percentage of assets | | [Jason Scott](https://find.wellspent.co/advisors/jason-scott.md) | L&S Advisors | Los Angeles, California | | Percentage of assets, Hourly | | [Khanh Nguyen](https://find.wellspent.co/advisors/khanh-nguyen.md) | Ayla Capital | Los Angeles, California | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Leanne Sindell](https://find.wellspent.co/advisors/leanne-sindell.md) | L&S Advisors | Los Angeles, California | | Percentage of assets, Hourly | | [Lin-Chun Liu](https://find.wellspent.co/advisors/lin-chun-liu.md) | L&S Advisors | Los Angeles, California | | Percentage of assets, Hourly | | [Ralph Scott](https://find.wellspent.co/advisors/ralph-scott.md) | L&S Advisors | Los Angeles, California | | Percentage of assets, Hourly | | [Robert Ades](https://find.wellspent.co/advisors/robert-ades.md) | Ades Investment Counsel | Los Angeles, California | | Percentage of assets, Hourly, Fixed fees | | [Ryan Brouillette](https://find.wellspent.co/advisors/ryan-brouillette.md) | L&S Advisors | Los Angeles, California | | Percentage of assets, Hourly | | [Sy Lippman](https://find.wellspent.co/advisors/sy-lippman.md) | L&S Advisors | Los Angeles, California | | Percentage of assets, Hourly | | [Travis Henry](https://find.wellspent.co/advisors/travis-henry.md) | Factory | Los Angeles, California | | Percentage of assets, Hourly, Fixed fees | | [Trenton Bryde](https://find.wellspent.co/advisors/trenton-bryde.md) | Factory | Los Angeles, California | | Percentage of assets, Hourly, Fixed fees | | [Aaron Clark](https://find.wellspent.co/advisors/aaron-clark.md) | Monarch Wealth Strategies | Los Angeles, California | CFP | Percentage of assets, Hourly | | [Amy Marietta](https://find.wellspent.co/advisors/amy-marietta.md) | Avise Financial | Los Angeles, California | CFP | Percentage of assets, Hourly, Fixed fees | | [David Tassone](https://find.wellspent.co/advisors/david-tassone.md) | Avise Financial | Los Angeles, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Eric Zurbrugg](https://find.wellspent.co/advisors/eric-zurbrugg.md) | IFC Advisors | Los Angeles, California | CFP | Percentage of assets, Fixed fees | | [Jeff Fang](https://find.wellspent.co/advisors/jeff-fang.md) | Aqua Capital Advisors | Los Angeles, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Jinfeng Su](https://find.wellspent.co/advisors/jinfeng-su.md) | Mcintosh Capital Advisors | Los Angeles, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Katrina Soelter](https://find.wellspent.co/advisors/katrina-soelter.md) | Avise Financial | Los Angeles, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Kenneth Cornutt](https://find.wellspent.co/advisors/kenneth-cornutt.md) | Westside Financial Advisors | Los Angeles, California | CFP, PFS | Percentage of assets, Hourly, Fixed fees | | [Theresa Pablos](https://find.wellspent.co/advisors/theresa-pablos.md) | Avise Financial | Los Angeles, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Uziel Gomez](https://find.wellspent.co/advisors/uziel-gomez.md) | Avise Financial | Los Angeles, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Devin Weinstein](https://find.wellspent.co/advisors/devin-weinstein.md) | Coast Bridge Capital | Los Angeles, California | CFA | Percentage of assets | | [John Defonso](https://find.wellspent.co/advisors/john-defonso.md) | Aqua Capital Advisors | Los Angeles, California | CFA | Percentage of assets, Hourly, Fixed fees | | [Peter Heilbron](https://find.wellspent.co/advisors/peter-heilbron.md) | Trace Wealth Advisors | Los Angeles, California | CFA | Percentage of assets, Fixed fees | | [Cassidy Plair](https://find.wellspent.co/advisors/cassidy-plair.md) | Sustainable Advisors Alliance | Los Angeles, California | | Percentage of assets, Hourly, Fixed fees | | [Christopher Ridout](https://find.wellspent.co/advisors/christopher-ridout.md) | Westside Financial Advisors | Los Angeles, California | | Percentage of assets, Hourly, Fixed fees | | [Darren Pollock](https://find.wellspent.co/advisors/darren-pollock.md) | Cheviot Value Management | Los Angeles, California | | Percentage of assets, Hourly, Fixed fees | | [Fatemeh Ashouri](https://find.wellspent.co/advisors/fatemeh-ashouri.md) | Monarch Wealth Strategies | Los Angeles, California | | Percentage of assets, Hourly | | [Francois Viljoen](https://find.wellspent.co/advisors/francois-viljoen.md) | IFC Advisors | Los Angeles, California | | Percentage of assets, Fixed fees | | [Gahng Choi](https://find.wellspent.co/advisors/gahng-choi.md) | Westside Financial Advisors | Los Angeles, California | | Percentage of assets, Hourly, Fixed fees | | [Grant Colin](https://find.wellspent.co/advisors/grant-colin.md) | Monarch Wealth Strategies | Los Angeles, California | | Percentage of assets, Hourly | | [Hui-Chiung Tseng](https://find.wellspent.co/advisors/hui-chiung-tseng.md) | Halcyon Investment Advisor | Los Angeles, California | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [I-Jung Hsiao](https://find.wellspent.co/advisors/i-jung-hsiao.md) | Halcyon Investment Advisor | Los Angeles, California | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Ivan Illan](https://find.wellspent.co/advisors/ivan-illan.md) | Aligne Wealth Advisors Investment Management (awaim) | Los Angeles, California | | Percentage of assets | | [Jacob Weston](https://find.wellspent.co/advisors/jacob-weston.md) | Aligne Wealth Advisors Investment Management (awaim) | Los Angeles, California | | Percentage of assets | | [Jennifer Mulder](https://find.wellspent.co/advisors/jennifer-mulder.md) | Pathway Financial Services | Los Angeles, California | | Percentage of assets, Hourly, Fixed fees | | [Jon Dennis](https://find.wellspent.co/advisors/jon-dennis.md) | Westside Financial Advisors | Los Angeles, California | | Percentage of assets, Hourly, Fixed fees | | [Jonas Lee](https://find.wellspent.co/advisors/jonas-lee.md) | Aligne Wealth Advisors Investment Management (awaim) | Los Angeles, California | | Percentage of assets | | [Joo Hong Kim](https://find.wellspent.co/advisors/joo-hong-kim.md) | Solomon Investment Consulting | Los Angeles, California | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Joseph Malhas](https://find.wellspent.co/advisors/joseph-malhas.md) | Private Financial Counseling | Los Angeles, California | | Percentage of assets | | [Kennedy Reardon](https://find.wellspent.co/advisors/kennedy-reardon.md) | IFC Advisors | Los Angeles, California | | Percentage of assets, Fixed fees | | [Marc Ackerman](https://find.wellspent.co/advisors/marc-ackerman.md) | IFC Advisors | Los Angeles, California | | Percentage of assets, Fixed fees | | [Marco Mendoza](https://find.wellspent.co/advisors/marco-mendoza.md) | IFC Advisors | Los Angeles, California | | Percentage of assets, Fixed fees | | [Margy Lin](https://find.wellspent.co/advisors/margy-lin.md) | Halcyon Investment Advisor | Los Angeles, California | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Michael Meylor](https://find.wellspent.co/advisors/michael-meylor.md) | IFC Advisors | Los Angeles, California | | Percentage of assets, Fixed fees | | [Michael Setlich](https://find.wellspent.co/advisors/michael-setlich.md) | Westside Financial Advisors | Los Angeles, California | | Percentage of assets, Hourly, Fixed fees | | [Nga Ho](https://find.wellspent.co/advisors/nga-ho.md) | Monarch Wealth Strategies | Los Angeles, California | | Percentage of assets, Hourly | | [Nhaman Pelphrey](https://find.wellspent.co/advisors/nhaman-pelphrey.md) | IFC Advisors | Los Angeles, California | | Percentage of assets, Fixed fees | | [Paul Matheson](https://find.wellspent.co/advisors/paul-matheson.md) | Cheviot Value Management | Los Angeles, California | | Percentage of assets, Hourly, Fixed fees | | [Rex Jones](https://find.wellspent.co/advisors/rex-jones.md) | IFC Advisors | Los Angeles, California | | Percentage of assets, Fixed fees | | [Ronald Lederkramer](https://find.wellspent.co/advisors/ronald-lederkramer.md) | Ronald A. Lederkramer, CPA, CFP | Los Angeles, California | | Percentage of assets | | [Roque Wicker](https://find.wellspent.co/advisors/roque-wicker.md) | Westside Financial Advisors | Los Angeles, California | | Percentage of assets, Hourly, Fixed fees | | [Samuel Landman](https://find.wellspent.co/advisors/samuel-landman.md) | Westside Financial Advisors | Los Angeles, California | | Percentage of assets, Hourly, Fixed fees | | [Sarah Gatens](https://find.wellspent.co/advisors/sarah-gatens.md) | Gatens Financial | Los Angeles, California | | Percentage of assets, Hourly | | [Shauket Sherali](https://find.wellspent.co/advisors/shauket-sherali.md) | Spondeo Capital | Los Angeles, California | | Percentage of assets | | [Stephen Scherer](https://find.wellspent.co/advisors/stephen-scherer.md) | Private Financial Counseling | Los Angeles, California | | Percentage of assets | | [Timothy Streufert](https://find.wellspent.co/advisors/timothy-streufert.md) | Private Financial Counseling | Los Angeles, California | | Percentage of assets | | [Turkessa Ferrer-Babich](https://find.wellspent.co/advisors/turkessa-ferrer-babich.md) | Westside Financial Advisors | Los Angeles, California | | Percentage of assets, Hourly, Fixed fees | | [Wendy Atlin](https://find.wellspent.co/advisors/wendy-atlin.md) | Westside Financial Advisors | Los Angeles, California | | Percentage of assets, Hourly, Fixed fees | | [Xi Zhang](https://find.wellspent.co/advisors/xi-zhang.md) | Aligne Wealth Advisors Investment Management (awaim) | Los Angeles, California | | Percentage of assets | ## 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).