Fiduciary advisors in Woodland Hills, CA
10 registered advisers
Woodland Hills is a San Fernando Valley community where entertainment industry and healthcare executive wealth concentrate, and 10 SEC-registered fiduciary firms serve local investors. Among them, 9 operate strictly fee-only, meaning they collect no commissions or product-based revenue.
CHELSEA MANAGEMENT COMPANY
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$497M
Minimum--
Clients223
DASH INVESTMENTS
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$620M
Minimum--
Clients1,214
GOLDEN K PLANS AND WEALTH MANAGEMENT A DBA OF GOLDEN K WEALTH MG
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$159M
Minimum--
Clients195
HESEN & HASLAM
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$250M
Minimum--
Clients664
LAZARI CAPITAL MANAGEMENT, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$615M
Minimum--
Clients1,068
ODER INVESTMENT MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$367M
Minimum--
Clients584
PARAGON FINANCIAL PARTNERS
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$337M
Minimum--
Clients523
PROVIDENCE FINANCIAL AND INSURANCES, INC.
Clean RecordAlso Compensated via Product SalesTypical Fee--
AUM$190M
Minimum--
Clients1,362
STEELPEAK WEALTH, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee1.00%
AUM$3.4B
Minimum--
Clients8,369
TAMAR SECURITIES, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee2.25%
AUM$1.3B
Minimum--
Clients6,262