12100 Wilshire Blvd,
Los Angeles, CA 90025
(310) 806-9454
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What is the difference between a Fee-Only Financial Planner and a Fee-Based Financial Advisor?

We are fee-only financial planners in Los Angeles and Orange County, California. We receive a fixed fee directly from our clients in exchange for a financial plan or investment portfolio management. No commissions nor referral kick-backs play a part in our compensation. Whereas a fee based financial advisor may charge commissions in addition to fees, which may lead to conflicts of interest.