{
  "path": "/advisors/ca/los-angeles/flat-fee",
  "url": "https://advisorcensus.com/advisors/ca/los-angeles/flat-fee/page/4",
  "page_type": "metro_fee",
  "title": "Flat-fee financial advisors in Los Angeles, CA",
  "filters": {},
  "scope_total": 598,
  "faq": [
    {
      "q": "How many financial advisory firms are there in Los Angeles, CA?",
      "a": "AdvisorCensus lists 1,666 investment advisory firms with a principal office in the Los Angeles metro area, from Form ADV filings as of October 2026: 715 SEC-registered, 580 state-registered, and 371 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV."
    },
    {
      "q": "How many fee-only financial advisors are in Los Angeles, CA?",
      "a": "384 of the 1,666 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed."
    },
    {
      "q": "How many financial advisors in Los Angeles, CA offer financial planning?",
      "a": "632 of the 1,295 firms in Los Angeles, CA that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports."
    },
    {
      "q": "Are the financial advisors in Los Angeles, CA fiduciaries?",
      "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 384 firms that meet AdvisorCensus's fee-only test report none of those sales ties."
    },
    {
      "q": "How do I check whether a financial advisor has disciplinary disclosures?",
      "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck."
    },
    {
      "q": "Does AdvisorCensus rate, verify, or recommend these firms?",
      "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content."
    },
    {
      "q": "What does regulatory assets under management mean?",
      "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality."
    }
  ],
  "period": "2026-10-01",
  "answer_paragraph": "AdvisorCensus lists 598 investment advisory firms with a principal office in the Los Angeles metro area that report fixed fees among their Form ADV Item 5.E compensation arrangements, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below, and read the methodology block for how this page is derived.",
  "about_market": "Los Angeles has 1,666 investment advisory firms with a principal office in the metro area as of October 2026: 715 SEC-registered, 580 state-registered, and 371 exempt reporting advisers. 384 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 507 report under $100 million in regulatory assets under management. The metro area has 4,499,409 households, 872,794 of them with income of $200,000 or more, or 524 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).",
  "citation": "AdvisorCensus. Flat-fee financial advisors in Los Angeles, CA: 598 firms from Form ADV filings as of October 2026.",
  "total_firms": 598,
  "page": 4,
  "total_pages": 12,
  "sort": "name",
  "registration_types": {
    "sec": 300,
    "state": 298,
    "exempt": 0
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 195
    },
    {
      "code": "percentage_of_aum",
      "count": 524
    },
    {
      "code": "hourly",
      "count": 380
    },
    {
      "code": "subscription",
      "count": 7
    },
    {
      "code": "fixed",
      "count": 598
    },
    {
      "code": "commissions",
      "count": 11
    },
    {
      "code": "performance_based",
      "count": 94
    },
    {
      "code": "other",
      "count": 59
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 199
    },
    {
      "code": "5_to_9",
      "count": 159
    },
    {
      "code": "10_to_19",
      "count": 130
    },
    {
      "code": "20_plus",
      "count": 109
    },
    {
      "code": "not_reported",
      "count": 1
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 139
    },
    {
      "code": "25m_100m",
      "count": 115
    },
    {
      "code": "100m_500m",
      "count": 149
    },
    {
      "code": "500m_1b",
      "count": 44
    },
    {
      "code": "1b_5b",
      "count": 57
    },
    {
      "code": "over_5b",
      "count": 35
    },
    {
      "code": "not_reported",
      "count": 59
    }
  ],
  "firms": [
    {
      "crd_number": 285369,
      "name": "Digital Wealth, LLC",
      "name_as_filed": "DIGITAL WEALTH, LLC",
      "url": "https://advisorcensus.com/firm/digital-wealth-llc-marina-del-rey-ca-285369",
      "city": "Marina del Rey",
      "state": "CA",
      "years_registered": 9,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 335615,
      "name": "Diwy Financial Planning",
      "name_as_filed": "DIWY FINANCIAL PLANNING",
      "url": "https://advisorcensus.com/firm/diwy-financial-planning-los-angeles-ca-335615",
      "city": "Los Angeles",
      "state": "CA",
      "years_registered": 1,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 134089,
      "name": "Doll Capital Advisors Incorporated",
      "name_as_filed": "DOLL CAPITAL ADVISORS INCORPORATED",
      "url": "https://advisorcensus.com/firm/doll-capital-advisors-incorporated-san-juan-capistrano-ca-134089",
      "city": "San Juan Capistrano",
      "state": "CA",
      "years_registered": 30,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 158752,
      "name": "Dorsey Wealth Management, LLC",
      "name_as_filed": "DORSEY WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/dorsey-wealth-management-llc-torrance-ca-158752",
      "city": "Torrance",
      "state": "CA",
      "years_registered": 14,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 112862,
      "name": "Douglas W. Jones Associates Financial & Insurance Services, Inc.",
      "name_as_filed": "DOUGLAS W. JONES ASSOCIATES FINANCIAL & INSURANCE SERVICES, INC.",
      "url": "https://advisorcensus.com/firm/douglas-w-jones-associates-financial-and-insurance-services-inc-lake-forest-ca-112862",
      "city": "Lake Forest",
      "state": "CA",
      "years_registered": 34,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 300058,
      "name": "Dove Investment Research and Management, Inc.",
      "name_as_filed": "DOVE INVESTMENT RESEARCH AND MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/dove-investment-research-and-management-inc-irvine-ca-300058",
      "city": "Irvine",
      "state": "CA",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 289066,
      "name": "Downie Financial Group",
      "name_as_filed": "DOWNIE FINANCIAL GROUP",
      "url": "https://advisorcensus.com/firm/downie-financial-group-mission-viejo-ca-289066",
      "city": "Mission Viejo",
      "state": "CA",
      "years_registered": 9,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 308920,
      "name": "Ducenta Squared Asset Management",
      "name_as_filed": "DUCENTA SQUARED ASSET MANAGEMENT",
      "url": "https://advisorcensus.com/firm/ducenta-squared-asset-management-el-segundo-ca-308920",
      "city": "El Segundo",
      "state": "CA",
      "years_registered": 6,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 321880,
      "name": "Duckett Wealth Management",
      "name_as_filed": "DUCKETT WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/duckett-wealth-management-irvine-ca-321880",
      "city": "Irvine",
      "state": "CA",
      "years_registered": 3,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 136882,
      "name": "DW Financial Inc",
      "name_as_filed": "DW FINANCIAL INC",
      "url": "https://advisorcensus.com/firm/dw-financial-inc-anaheim-ca-136882",
      "city": "Anaheim",
      "state": "CA",
      "years_registered": 24,
      "raum_band": "25m_100m",
      "compensation_types": [
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 310563,
      "name": "East Beach Asset Management, LLC",
      "name_as_filed": "EAST BEACH ASSET MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/east-beach-asset-management-llc-los-angeles-ca-310563",
      "city": "Los Angeles",
      "state": "CA",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 341242,
      "name": "Easy Sunday Financial Planning",
      "name_as_filed": "EASY SUNDAY FINANCIAL PLANNING",
      "url": "https://advisorcensus.com/firm/easy-sunday-financial-planning-san-marino-ca-341242",
      "city": "San Marino",
      "state": "CA",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 111041,
      "name": "Eclectic Associates, Inc.",
      "name_as_filed": "ECLECTIC ASSOCIATES, INC.",
      "url": "https://advisorcensus.com/firm/eclectic-associates-inc-fullerton-ca-111041",
      "city": "Fullerton",
      "state": "CA",
      "years_registered": 42,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 290208,
      "name": "Eddy Financial, LLC",
      "name_as_filed": "EDDY FINANCIAL, LLC",
      "url": "https://advisorcensus.com/firm/eddy-financial-llc-santa-monica-ca-290208",
      "city": "Santa Monica",
      "state": "CA",
      "years_registered": 8,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 323479,
      "name": "Eden Financial",
      "name_as_filed": "EDEN FINANCIAL",
      "url": "https://advisorcensus.com/firm/eden-financial-aliso-viejo-ca-323479",
      "city": "Aliso Viejo",
      "state": "CA",
      "years_registered": 3,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 328012,
      "name": "Edward Haro Financial, LLC",
      "name_as_filed": "EDWARD HARO FINANCIAL, LLC",
      "url": "https://advisorcensus.com/firm/edward-haro-financial-llc-tustin-ca-328012",
      "city": "Tustin",
      "state": "CA",
      "years_registered": 3,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 312671,
      "name": "EFC Wealth Management Firm LLC",
      "name_as_filed": "EFC WEALTH MANAGEMENT FIRM LLC",
      "url": "https://advisorcensus.com/firm/efc-wealth-management-firm-llc-los-angeles-ca-312671",
      "city": "Los Angeles",
      "state": "CA",
      "years_registered": 5,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "subscription",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 327998,
      "name": "Effective Finance LLC",
      "name_as_filed": "EFFECTIVE FINANCE LLC",
      "url": "https://advisorcensus.com/firm/effective-finance-llc-covina-ca-327998",
      "city": "Covina",
      "state": "CA",
      "years_registered": 3,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 325595,
      "name": "Ehrlich Financial Group",
      "name_as_filed": "EHRLICH FINANCIAL GROUP",
      "url": "https://advisorcensus.com/firm/ehrlich-financial-group-laguna-niguel-ca-325595",
      "city": "Laguna Niguel",
      "state": "CA",
      "years_registered": 3,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 328401,
      "name": "Eldridge Acre Partners, LP",
      "name_as_filed": "ELDRIDGE ACRE PARTNERS, LP",
      "url": "https://advisorcensus.com/firm/eldridge-acre-partners-lp-los-angeles-ca-328401",
      "city": "Los Angeles",
      "state": "CA",
      "years_registered": 2,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 328603,
      "name": "Elyxium Wealth LLC",
      "name_as_filed": "ELYXIUM WEALTH LLC",
      "url": "https://advisorcensus.com/firm/elyxium-wealth-llc-beverly-hills-ca-328603",
      "city": "Beverly Hills",
      "state": "CA",
      "years_registered": 2,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 329285,
      "name": "Embarcadero Capital Advisors, Inc.",
      "name_as_filed": "EMBARCADERO CAPITAL ADVISORS, INC.",
      "url": "https://advisorcensus.com/firm/embarcadero-capital-advisors-inc-laguna-hills-ca-329285",
      "city": "Laguna Hills",
      "state": "CA",
      "years_registered": 2,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 300395,
      "name": "Emerald Lake Capital Management, L.P.",
      "name_as_filed": "EMERALD LAKE CAPITAL MANAGEMENT, L.P.",
      "url": "https://advisorcensus.com/firm/emerald-lake-capital-management-l-p-santa-monica-ca-300395",
      "city": "Santa Monica",
      "state": "CA",
      "years_registered": 7,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 171913,
      "name": "Emerald Wealth Management, Inc.",
      "name_as_filed": "EMERALD WEALTH MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/emerald-wealth-management-inc-newport-beach-ca-171913",
      "city": "Newport Beach",
      "state": "CA",
      "years_registered": 12,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 111147,
      "name": "EP Wealth Advisors",
      "name_as_filed": "EP WEALTH ADVISORS",
      "url": "https://advisorcensus.com/firm/ep-wealth-advisors-torrance-ca-111147",
      "city": "Torrance",
      "state": "CA",
      "years_registered": 39,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 152050,
      "name": "Equanimity Financial Partners",
      "name_as_filed": "EQUANIMITY FINANCIAL PARTNERS",
      "url": "https://advisorcensus.com/firm/equanimity-financial-partners-pasadena-ca-152050",
      "city": "Pasadena",
      "state": "CA",
      "years_registered": 16,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 334359,
      "name": "Equanimity Wealth",
      "name_as_filed": "EQUANIMITY WEALTH",
      "url": "https://advisorcensus.com/firm/equanimity-wealth-glendale-ca-334359",
      "city": "Glendale",
      "state": "CA",
      "years_registered": 1,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 334404,
      "name": "Era Financial Advisors",
      "name_as_filed": "ERA FINANCIAL ADVISORS",
      "url": "https://advisorcensus.com/firm/era-financial-advisors-covina-ca-334404",
      "city": "Covina",
      "state": "CA",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 288494,
      "name": "Eureka Wealth Management",
      "name_as_filed": "EUREKA WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/eureka-wealth-management-west-hollywood-ca-288494",
      "city": "West Hollywood",
      "state": "CA",
      "years_registered": 9,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 106830,
      "name": "Everett Harris & Co",
      "name_as_filed": "EVERETT HARRIS & CO",
      "url": "https://advisorcensus.com/firm/everett-harris-and-co-los-angeles-ca-106830",
      "city": "Los Angeles",
      "state": "CA",
      "years_registered": 85,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 168581,
      "name": "Evermont Wealth",
      "name_as_filed": "EVERMONT WEALTH",
      "url": "https://advisorcensus.com/firm/evermont-wealth-claremont-ca-168581",
      "city": "Claremont",
      "state": "CA",
      "years_registered": 6,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 130886,
      "name": "Excelsus Capital Management",
      "name_as_filed": "EXCELSUS CAPITAL MANAGEMENT",
      "url": "https://advisorcensus.com/firm/excelsus-capital-management-manhattan-beach-ca-130886",
      "city": "Manhattan Beach",
      "state": "CA",
      "years_registered": 22,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 283898,
      "name": "Executive Services, LLC",
      "name_as_filed": "EXECUTIVE SERVICES, LLC",
      "url": "https://advisorcensus.com/firm/executive-services-llc-newport-beach-ca-283898",
      "city": "Newport Beach",
      "state": "CA",
      "years_registered": 10,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 341250,
      "name": "Factory Capital LLC",
      "name_as_filed": "FACTORY CAPITAL LLC",
      "url": "https://advisorcensus.com/firm/factory-capital-llc-los-angeles-ca-341250",
      "city": "Los Angeles",
      "state": "CA",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
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  "csv": null,
  "source": {
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    "as_of": "2026-10-01",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
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}