MONOGRAPH WEALTH ADVISORS, LLC
Manhattan Beach, CA
AUM
$3.25B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
10 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
310-496-7377
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in CA, MANHATTAN BEACH
11 advisers found
JEPPSON WEALTH MANAGEMENT, LLC
Manhattan Beach, CA
AUM
$763.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
424-456-3111
WOMACK WEALTH MANAGEMENT, INC.
Manhattan Beach, CA
AUM
$406.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
310-684-3868
SECOND 50 FINANCIAL
Manhattan Beach, CA
AUM
$341.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
424-260-1551
FAMILY FINANCIAL
Manhattan Beach, CA
AUM
$280.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(310) 598-8481
MADRID RETIREMENT ADVISORS
Manhattan Beach, CA
AUM
$184.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
714-465-2537
WALLENDER, TIMOTHY JOSEPH
Manhattan Beach, CA
AUM
$137.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM
310-318-3255
MOGUL WEALTH MANAGEMENT, INC.
Manhattan Beach, CA
AUM
$59.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
310-545-6700
VITA WEALTH ADVISORS, LLC
Manhattan Beach, CA
AUM
$54.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
310-243-6442
EXCELSUS CAPITAL MANAGEMENT
Manhattan Beach, CA
AUM
$52.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
310-376-1367
HARRIS & ASSOCIATES
Manhattan Beach, CA
AUM
$38.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
310-318-3700