Financial advisors for estate planning in Los Angeles, California

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.

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.

See every fee-only advisor fee in California

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.

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?

1. Do you review my beneficiary designations and account titling?
2. Which estate attorneys do you work with, and how do you split the work?
3. How would you plan around the state rules that apply to me?
4. How often will we revisit the plan?
5. If I own property in another state, could its estate tax apply?
6. 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.