Financial advisors for retirement planning in Los Angeles, California
Which financial advisor should I talk to about retirement planning in Los Angeles?
For retirement planning in Los Angeles, talk to a fee-only planner who builds a withdrawal plan, not only an investment portfolio. Look for someone who works out where your income comes from each year, in what order, and what tax it triggers. Records to start with include Kathleen Connors Dowdy of EP Wealth Advisors, Patrick Whalen of Whalen Financial Planning and Gabriel Anderson of Crafted Wealth Management, LLC.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Kathleen Connors Dowdy EP Wealth Advisors, Los Angeles City Holds the CFP and EA. Fees on file: percentage of assets, hourly.
- Patrick Whalen Whalen Financial Planning, Los Angeles City Holds the CFP. Fees on file: hourly, one-time planning fee.
- Gabriel Anderson Crafted Wealth Management, LLC, Los Angeles City Holds the CFP. Fees on file: percentage of assets, ongoing planning fee.
- Al Faber DIWY Financial Planning, Los Angeles City Holds the CFP. Fees on file: one-time planning fee, hourly.
- Greg Vojtanek Fade In Financial, Los Angeles City Holds the CFP. Fees on file: ongoing planning fee, hourly.
- Patrick Yaghoobians Noor Financial Services, Los Angeles City Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee.
How many fee-only financial advisors in Los Angeles work on retirement planning?
The Wellspent public graph lists 32 fee-only advisors for retirement planning in Los Angeles, at 23 firms. We counted every advisor record that lists this work, as of October 2026.
How do fee-only advisors for retirement planning in Los Angeles charge?
The most common fee among fee-only advisors for retirement planning in Los Angeles is a percentage of assets, used by 81% of the 32 with fees on file. Many use more than one: 63% charge by the hour and 44% 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 retirement planning have?
For retirement planning, look for the CFP and EA. In Los Angeles, 50% of the 32 advisors listed hold the CFP.
- CFP50% in Los Angeles
- The CFP covers income, tax, insurance, and estate decisions together.
- EA3% in Los Angeles
- Enrolled agents help with Roth conversions and withdrawal order.
How do Los Angeles advisors for retirement planning compare with the rest of the US?
63% of fee-only advisors for retirement planning in Los Angeles charge by the hour, compared with 45% of the 7,304 listed across the US. That's the largest difference in the Wellspent public graph between the two groups.
Dark bars are Los Angeles. Light bars are all US advisors for retirement planning.
Does California tax Social Security?
No. California doesn't tax Social Security. Its treatment of IRA withdrawals and pensions has its own rules, so ask to see them in your plan.
What should I ask a financial advisor about retirement planning in Los Angeles?
- How do you decide which accounts I draw from first?
- When would you have me claim Social Security, and why?
- How do you handle a bad market in my first years of retirement?
- Will you run Roth conversion scenarios for me each year?
- How does California tax each source of my retirement income?
How current is this list of fee-only advisors for retirement 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.
All 32 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Al Faber Collaborative, do-it-with-you hourly or flat-fee planning for people who want to stay in control, with no product sales or ongoing fees. | DIWY Financial Planning | Los Angeles | CFP, ChFC, CLU, MBA | One-time planning fee, Hourly |
| Kathleen Connors Dowdy | EP Wealth Advisors | Los Angeles | CFP, EA, CLU, MS | Percentage of assets, Hourly |
| Patrick Yaghoobians | Noor Financial Services | Los Angeles | CFP | Flat fee or retainer, Ongoing planning fee |
| David Frank | Turning Point Planning LLC | Los Angeles | CFP | Percentage of assets, Ongoing planning fee |
| Gabriel Anderson | Crafted Wealth Management, LLC | Los Angeles | CFP, ChFC, CLU | Percentage of assets, Ongoing planning fee |
| Arielle Bittoni | Good Balance Financial Planning | Los Angeles | BA, CFA, CFP | Percentage of assets, Ongoing planning fee |
| Greg Vojtanek | Fade In Financial | Los Angeles | BA, CFP | Ongoing planning fee, Hourly |
| Patrick Whalen | Whalen Financial Planning | Los Angeles | CFP, CTFA | Hourly, One-time planning fee |
| Alfred McIntosh | McIntosh Capital Advisors, Inc. | Los Angeles | CFP | Percentage of assets, Flat fee or retainer |
| Bill Holliday | AIO Financial, LLC | Los Angeles | Not listed | Percentage of assets, Ongoing planning fee |
| Dirk Huybrechts | HFM Advisors | Los Angeles | CFP | One-time planning fee, Hourly |
| Alexander Collins | HCR Wealth Advisors | Los Angeles | CFP | Percentage of assets, Hourly |
| Shawn Landis | HCR Wealth Advisors | Los Angeles | CFP | Percentage of assets, Hourly |
| Stacey Panenhanouvong | HCR Wealth Advisors | Los Angeles | CFP | Percentage of assets, Hourly |
| Erik Helmstetter | Oder Investment Management | Los Angeles | CFP | Percentage of assets |
| Craig Farkas | Harold Davidson & Associates | Los Angeles | CFP | Percentage of assets, Hourly |
| Jordan Kahn | HCR Wealth Advisors | Los Angeles | CFA | Percentage of assets, Hourly |
| Li-Wei Chang | 7Summit Advisors | Los Angeles | CFP | Percentage of assets |
| Noah Damsky | Marina Wealth Advisors | Los Angeles | CFA | Percentage of assets, Hourly |
| Gregory Legorreta | Loam Advisory | Los Angeles | Not listed | One-time planning fee, Flat fee or retainer |
| Matthew Heller | HCR Wealth Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Steven Campeas | HCR Wealth Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Keith Crenshaw | Crenshaw Capital Management | Los Angeles | Not listed | Percentage of assets |
| Mitra Shahi | Wealth Management Partners | Los Angeles | Not listed | Percentage of assets |
| Pasha Shemirani | Wealth Management Partners | Los Angeles | Not listed | Percentage of assets |
| Harold Davidson | Harold Davidson & Associates | Los Angeles | Not listed | Percentage of assets, Hourly |
| Jivko Velev | Velev Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Matthew Murawski | Murawski Wealth Management | Los Angeles | Not listed | Percentage of assets |
| Stephanie Chow | Harold Davidson & Associates | Los Angeles | Not listed | Percentage of assets, Hourly |
| Steven Singer | Retirement Solutions | Los Angeles | Not listed | Percentage of assets, One-time planning fee |
| Tayeb Ayat | Fenul Wealth Management | Los Angeles | Not listed | Percentage of assets, Hourly |
| Vick Khoboyan | Harold Davidson & Associates | Los Angeles | Not listed | Percentage of assets, Hourly |
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