# Financial advisors for estate planning in Los Angeles, California > For estate planning in Los Angeles, talk to a fee-only planner who coordinates with your attorney. The planner works out what you want to happen and how accounts and beneficiaries line up with it, and the attorney drafts the documents. Records to start with include Al Faber of DIWY Financial Planning, Erik Helmstetter of Oder Investment Management and Uchechi Kalu of Greenlight Financial Planning. Page: https://find.wellspent.co/specialties/estate-planning/california/los-angeles/ 31 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## Which financial advisor should I talk to about estate planning in Los Angeles? For estate planning in Los Angeles, talk to a fee-only planner who coordinates with your attorney. The planner works out what you want to happen and how accounts and beneficiaries line up with it, and the attorney drafts the documents. Records to start with include Al Faber of DIWY Financial Planning, Erik Helmstetter of Oder Investment Management and Uchechi Kalu of Greenlight Financial Planning. - [Al Faber](https://find.wellspent.co/advisors/al-faber/), DIWY Financial Planning, Los Angeles City. Holds the CFP. Fees on file: one-time planning fee, hourly. - [Erik Helmstetter](https://find.wellspent.co/advisors/erik-helmstetter/), Oder Investment Management, Los Angeles City. Holds the CFP. Fees on file: percentage of assets. - [Uchechi Kalu](https://find.wellspent.co/advisors/uchechi-kalu/), Greenlight Financial Planning, Los Angeles City. Holds the CFP. Fees on file: ongoing planning fee. - [Gabriel Anderson](https://find.wellspent.co/advisors/gabriel-anderson/), Crafted Wealth Management, LLC, Los Angeles City. Holds the CFP. Fees on file: percentage of assets, ongoing planning fee. - [Patrick Yaghoobians](https://find.wellspent.co/advisors/patrick-yaghoobians/), Noor Financial Services, Los Angeles City. Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee. - [Craig Farkas](https://find.wellspent.co/advisors/craig-farkas/), Harold Davidson & Associates, Los Angeles City. Holds the CFP. Fees on file: percentage of assets, hourly. ## How many fee-only financial advisors in Los Angeles work on estate planning? The Wellspent public graph lists 31 fee-only advisors for estate planning in Los Angeles, at 19 firms. We counted every advisor record that lists this work, as of October 2026. ## How do fee-only advisors for estate planning in Los Angeles charge? The most common fee among fee-only advisors for estate planning in Los Angeles is a percentage of assets, used by 90% of the 31 with fees on file. Many use more than one: 71% charge by the hour and 65% 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. ## What credentials should a financial advisor for estate planning have? For estate planning, look for the CFP. In Los Angeles, 42% of the 31 advisors listed hold the CFP. - CFP (42% of advisors listed): The CFP includes estate planning and keeps it tied to the whole plan. ## How do Los Angeles advisors for estate planning compare with the rest of the US? 71% of fee-only advisors for estate planning in Los Angeles charge by the hour, compared with 44% of the 6,172 listed across the US. That's the largest difference in the Wellspent public graph between the two groups. ## Does California have an estate or inheritance tax? No. California has no state estate or inheritance tax, so the federal rules are the main ones to plan around. ## Is California a community property state? Yes. California is a community property state, which shapes how married couples title assets and what happens to cost basis at death. ## What should I ask a financial advisor about estate planning in Los Angeles? - Do you review my beneficiary designations and account titling? - Which estate attorneys do you work with, and how do you split the work? - How would you plan around the state rules that apply to me? - How often will we revisit the plan? - If I own property in another state, could its estate tax apply? - How would community property rules change how we title our assets? ## How current is this list of fee-only advisors for estate planning 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 | | [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 | | [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 | | [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 | | [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 | | [Noah Damsky](https://find.wellspent.co/advisors/noah-damsky.md) | Marina Wealth Advisors | Los Angeles, California | CFA | Percentage of assets, Hourly, Fixed fees | | [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 | | [Brandon Lew](https://find.wellspent.co/advisors/brandon-lew.md) | Kera Capital | Los Angeles, California | | Percentage of assets, Hourly, Fixed fees | | [Keith Crenshaw](https://find.wellspent.co/advisors/keith-crenshaw.md) | Crenshaw Capital Management | Los Angeles, California | | Percentage of assets | | [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 | | [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 | | [Stephanie Chow](https://find.wellspent.co/advisors/stephanie-chow.md) | Harold Davidson & Associates | Los Angeles, California | | Percentage of assets, Hourly, Fixed fees | | [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 | ## Related - [Tax planning in Los Angeles](https://find.wellspent.co/specialties/tax-planning/california/los-angeles.md) - [Retirement planning in Los Angeles](https://find.wellspent.co/specialties/retirement-planning/california/los-angeles.md) - [Family wealth transfer in Los Angeles](https://find.wellspent.co/specialties/family-wealth-transfer/california/los-angeles.md) ## 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).