Financial advisors for tax planning in Los Angeles, California
Which financial advisor should I talk to about tax planning in Los Angeles?
For tax planning in Los Angeles, talk to a fee-only planner who plans tax across years, not one who only looks back at last year's return. Ask whether they prepare returns or work alongside your preparer, because that changes who does what. Records to start with include Kathleen Connors Dowdy of EP Wealth Advisors, Erik Helmstetter of Oder Investment Management 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 EA and CFP. Fees on file: percentage of assets, hourly.
- Erik Helmstetter Oder Investment Management, Los Angeles City Holds the CFP. Fees on file: percentage of assets.
- Gabriel Anderson Crafted Wealth Management, LLC, Los Angeles City Holds the CFP. Fees on file: percentage of assets, ongoing planning fee.
- Uchechi Kalu Greenlight Financial Planning, Los Angeles City Holds the CFP. Fees on file: ongoing planning fee.
- Greg Vojtanek Fade In Financial, Los Angeles City Holds the CFP. Fees on file: ongoing planning fee, hourly.
- Cynthia Jabr Brand New Day Wealth Planning, Los Angeles City Holds the CFP. Fees on file: flat fee or retainer, hourly.
How many fee-only financial advisors in Los Angeles work on tax planning?
The Wellspent public graph lists 33 fee-only advisors for tax planning in Los Angeles, at 21 firms. We counted every advisor record that lists this work, as of October 2026.
How do fee-only advisors for tax planning in Los Angeles charge?
The most common fee among fee-only advisors for tax planning in Los Angeles is a percentage of assets, used by 82% of the 33 with fees on file. Many use more than one: 76% charge by the hour and 64% 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 tax planning have?
For tax planning, look for the EA and CFP. In Los Angeles, 52% of the 33 advisors listed hold the CFP.
- EA3% in Los Angeles
- Enrolled agents are licensed by the IRS and focus on tax.
- CFP52% in Los Angeles
- The CFP connects tax decisions to the rest of the plan.
How do Los Angeles advisors for tax planning compare with the rest of the US?
76% of fee-only advisors for tax planning in Los Angeles charge by the hour, compared with 41% of the 5,860 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 tax planning.
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.
What should I ask a financial advisor about tax planning in Los Angeles?
- Do you prepare my return, or coordinate with my preparer?
- Will you give me a written multi-year tax projection?
- What tax decisions would you want to make with me before year end?
- How do you weigh tax savings against investment risk?
- How will you plan for California tax alongside federal tax?
How current is this list of fee-only advisors for tax 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 33 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 |
| Cynthia Jabr | Brand New Day Wealth Planning | Los Angeles | CFP | Flat fee or retainer, Hourly |
| Greg Vojtanek | Fade In Financial | Los Angeles | BA, CFP | Ongoing planning fee, Hourly |
| Bill Holliday | AIO Financial, LLC | Los Angeles | Not listed | Percentage of assets, Ongoing planning fee |
| Uchechi Kalu | Greenlight Financial Planning | Los Angeles | CFP | Ongoing planning fee |
| Katerina Minevich | Forward Wealth Management | Los Angeles | CDFA, CFP, CFA, PhD | Percentage of assets, 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 |
| Bryan Molinar | Atlas Legacy Advisors | Los Angeles | CFP | Percentage of assets, Hourly |
| Craig Farkas | Harold Davidson & Associates | Los Angeles | CFP | Percentage of assets, Hourly |
| Jordan Kahn | HCR Wealth Advisors | Los Angeles | CFA | Percentage of assets, Hourly |
| Matthew Fulton | Atlas Legacy Advisors | Los Angeles | CFP | Percentage of assets, Hourly |
| 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 |
| Harold Davidson | Harold Davidson & Associates | Los Angeles | Not listed | Percentage of assets, Hourly |
| Kyle Fulton | Seneca Private Wealth | Los Angeles | Not listed | Percentage of assets, Hourly |
| Marc Rosenbach | Atlas Legacy 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 |
| Susan Maxey | Atlas Legacy Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| 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 |
| Darrach Mc Carthy | Victus Capital Wealth | Los Angeles | Not listed | Percentage of assets, Hourly |
| Larry Fernandez | Victus Capital Wealth | Los Angeles | Not listed | Percentage of assets, Hourly |
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