Fiduciary advisors in Manhattan Beach, CA

14 registered advisers

Manhattan Beach is a South Bay beach city where aerospace industry wealth and entertainment industry income create a high-net-worth advisory enclave, and 14 SEC-registered fiduciary firms serve local investors. The fee-only share stands at 100%, with 14 firms declining all forms of commission-based compensation.

CAMBRIA INVESTMENT MANAGEMENT, L.P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Manhattan Beach, CaliforniaCRD #141600
Typical Fee--
AUM$2.7B
Minimum--
Clients282

CAPRICE CAPITAL PARTNERS, LLC

Fee-Only, No ConflictsClean Record
Manhattan Beach, CaliforniaCRD #307048
Typical Fee--
AUM$214M
Minimum--
Clients3

EPIC FUNDS

Fee-Only, No ConflictsClean Record
Manhattan Beach, CaliforniaCRD #311425
Typical Fee--
AUM$146M
Minimum--
Clients7

FAMILY FINANCIAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Manhattan Beach, CaliforniaCRD #316723
Typical Fee1.50%
AUM$233M
Minimum$3000M
Clients361

FIVE ARROWS MANAGERS NORTH AMERICA LLC

Fee-Only, No Conflicts
Manhattan Beach, CaliforniaCRD #136191
Typical Fee--
AUM$3.2B
Minimum--
Clients11

JEPPSON WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Manhattan Beach, CaliforniaCRD #305552
Typical Fee--
AUM$703M
Minimum--
Clients938

K1 INVESTMENT MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Manhattan Beach, CaliforniaCRD #161953
Typical Fee--
AUM$19.7B
Minimum--
Clients20

MONOGRAPH WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Manhattan Beach, CaliforniaCRD #173949
Typical Fee--
AUM$2.6B
Minimum--
Clients1,059

PACIFIC AVENUE CAPITAL PARTNERS MANAGEMENT COMPANY LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Manhattan Beach, CaliforniaCRD #311351
Typical Fee--
AUM$1.4B
Minimum--
Clients11

SECOND 50 FINANCIAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Manhattan Beach, CaliforniaCRD #318626
Typical Fee--
AUM$272M
Minimum--
Clients425

TRILINC ADVISORS, LLC

Fee-Only, No ConflictsClean Record
Manhattan Beach, CaliforniaCRD #166194
Typical Fee--
AUM$286M
Minimum--
Clients1

TRILINC GLOBAL ADVISORS, LLC

Fee-Only, No ConflictsClean Record
Manhattan Beach, CaliforniaCRD #285161
Typical Fee--
AUM$208M
Minimum--
Clients8

WALLENDER, TIMOTHY JOSEPH

Fee-Only, No ConflictsClean Record
Manhattan Beach, CaliforniaCRD #138301
Typical Fee--
AUM$115M
Minimum--
Clients295

WOMACK WEALTH MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Manhattan Beach, CaliforniaCRD #146126
Typical Fee1.20%
AUM$403M
Minimum--
Clients592
Fiduciary Advisors in Manhattan Beach, California | FiduciaryListings