Fiduciary Financial Advisors in
Los Angeles | Advice-Only™ Planning

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At Advice-Only™, we specialize in providing fiduciary financial planning for individuals and families in Los Angeles and across California. Our Advice-Only™ Financial Advisors in Los Angeles deliver objective, deconflicted advice — separating financial planning from sales, commissions, and asset-based fees — to help you make confident decisions about your financial future.

Fiduciary Financial Planning for Los Angeles Clients

Whether you’re planning for retirement, managing investments, or aligning long-term goals with tax and estate strategies, our Los Angeles fiduciary advisors provide transparent, methodical guidance. Each plan is built on the Advice-Only™ methodology — a four-step process designed to ensure every recommendation serves your best interests, not sales incentives.

Why Choose a Fiduciary Financial Advisor in Los Angeles?

Unlike traditional firms that rely on commissions or asset-based compensation (AUM) fees, our fiduciary planners are paid solely for advice. This structure removes conflicts of interest and ensures you receive honest, evidence-based recommendations. Using our four-step Advice-Only™ financial planning framework, we maintain the highest standards of independence and transparency.

Serving Los Angeles and Clients Across the U.S.

Based in California and serving clients nationwide, Advice-Only™ offers more than 40 specialized planning services — from retirement income design and portfolio strategy to tax coordination and estate planning. Whether you live in Los Angeles County or work with us virtually, you’ll experience a fiduciary process that’s objective, verifiable, and doubt-free. To learn more about our approach and how it differs from sales-based advice, visit Learn from Us or Contact Us.

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Learn from practicing financial advisors.

At Your Service

Needs are different and will shift multiple times throughout life. Below are a few generalized life stages common among clients utilizing our services.

To learn more about all the features and benefits, visit Learn from us and Plan with us.

Going through a major life change

Major life events, like marriage, divorce, and retirement, can affect finances. They can also create new planning opportunities. Financial education and a financial advisor can help. They can navigate these changes, provide mediation, and save time. Plus, avoid costly mistakes.

Developing a “complete” strategy

Most everyone can benefit from being financially tactical. They should parse sensitive, subjective matters, gain exposure to key planning topics and the occasional changes to the law. Multiple income streams, insurance, Social Security, and taxes can be complex, and it’s likely everyone requires objective guidance.

Needing experienced advice

Most people have done just one financial plan – their own. A financial advisor’s main value is their experience having worked with many clients. They have seen how strategies play out and they bring that knowledge to the discussion. A client uses a professional’s insights and experiences to make informed decisions on important financial matters.

When assessing risk

We assess risk by combining multiple tests. Diversifying asset allocation and avoiding overlap. Optimizing a portfolio for growth while simultaneously minimizing risk. The goal is to align laws, preferences, and time horizons into one cohesive strategy.

A voice of reason

Clients sometimes benefit from an advisor’s outsider view, acting as a neutral observer or mediator. Our advisors are trained to act as a qualified “go-between” and can help confirm a strategy, inspire a new one, or settle disputes among family.

Fiduciary Financial Advisors in Los Angeles | Advice-Only™ Planning