Expertise.com

Best Financial Advisors in Carson

Laurels
Laurels

We did the research for you!

Learn more
  • checkboxLicensing
  • checkboxUser Reviews
  • checkboxMystery Shopping Calls

Financial Advisors FAQs

Learn more
SmartAdvisor by SmartAsset logo
FEATURED
Free consultation

SmartAdvisor by SmartAsset

Carson, CA
  • Estate Planning
  • Investment Management
  • Financial Planning
  • Retirement Planning

Business Description

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0
Yelp
4.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free consultation

Angeles logo
Visit WebsiteWebsite

Angeles

429 Santa Monica Blvd, Suite 650, Santa Monica, CA 90401
Visit WebsiteWebsite
  • Private Wealth Advisor
  • Investment Management
  • Investment Advisor

Business Description

Angeles is a multi-asset investment firm that offers financial advising services to institutional and private wealth investors in Carson. It works with clients in identifying their goals and needs, such as near-term liquidity, longer-term investment goals, tax considerations, family dynamics, and generational planning. It creates investment programs to help clients achieve their goals. It uses an array of proprietary and third-party risk management tools in constructing different portfolios. This employee-owned firm is composed of investment officers who have an average investment experience of 27 years.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Applied Financial Planning logo
Visit WebsiteWebsite

Applied Financial Planning

100 Pacifica Suite 400, Irvine, CA 92618
Visit WebsiteWebsite
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Wealth Management
  • Chartered Financial Analyst (CFA)

Business Description

Applied Financial Planning serves families and businesses in Carson and nearby areas. The firm provides financial advice in retirement planning, estate planning, investment management, and tax planning. It also creates wealth plans tailored based on risk tolerance and coaches clients in a range of topics that involves finance, including career changes and divorce. One of its principal advisors, William O’Connor, is a Certified Financial Planner that has been in the financial planning industry since 1967.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.4
Google
4.4 / 5 (7)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Bel Air Investment Advisors logo
Visit WebsiteWebsite

Bel Air Investment Advisors

1999 Avenue of the Stars, Suite 3200, Los Angeles, CA 90067
Visit WebsiteWebsite
  • Certified Financial Planner (CFP)
  • Chartered Financial Analyst (CFA)

Business Description

Bel Air Investment Advisors assists families, individuals, and foundations in Carson and the neighboring areas. It provides financial advising and wealth management services including philanthropic strategy and consulting, tax planning, pre-liquidity planning, and lines of credit, mortgages, and portfolio lending. The firm also helps clients with investment management, next-generation preparation and education, and trust and estate planning. Founder Todd Morgan has been in the industry since 1970. He is also a member of the Investment Committee of the Cedars-Sinai Medical Center.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Confidence Wealth Management logo
Visit WebsiteWebsite

Confidence Wealth Management

21250 Hawthorne Blvd Ste 500, Torrance, CA 90503
Visit WebsiteWebsite
  • Financial Planning

Business Description

Confidence Wealth Management is a private firm that caters to the financial planning needs of the Carson metro. With a business model focused on sustainability, the firm helps clients in the long term by developing financial plans and advanced strategies through its proprietary Money Confidence System. Its team of professionals assists in estate and legacy planning, mitigating health expenses, and wealth preservation. Confidence Wealth Management has been featured in media outlets such as Entrepreneur, NBC, and CBS News.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Graves Financial logo
Visit WebsiteWebsite

Graves Financial

180 N. Pennsylvania Ave, Glendora, CA 91741
Visit WebsiteWebsite
  • Estate Planning
  • Tax Planning
  • Financial Planning

Business Description

Graves Financial has been providing wealth management, financial, retirement, and tax planning services to clients in the Carson metro since 1987. Focused on helping individuals and families achieve their financial goals, its team of advisors works with them in developing plans that meet their needs. They also offer estate and risk management planning services. The company has been featured in Forbes and InvestmentNews. Its wealth advisor, Chris Koning, has been in the industry for more than two decades.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Greenline Associates logo
Visit WebsiteWebsite

Greenline Associates

2377 Crenshaw Blvd, #201, Torrance, CA 90501
Visit WebsiteWebsite
  • Retirement Planning

Business Description

Greenline Associates provides its financial advising services to Carson and its surrounding areas. It offers professional services for individuals, families, and businesses needing strategies and solutions for retirement, Social Security optimization, and tax planning. With a Retirement Income Certified Professional onboard, the company provides services geared toward retirement, including income planning and maximization, insurance strategies and solutions, and tax planning. Additionally, the firm collaborates with a network of professional associates—counting a real estate specialist, an accountant, an attorney, and a Certified Financial Planner among them—to strengthen its services.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)
Lido Advisors logo
Visit WebsiteWebsite

Lido Advisors

1875 Century Park East, Suite 950, Los Angeles, CA 90067
Visit WebsiteWebsite
  • Certified Financial Planner (CFP)

Business Description

Lido Advisors serves high-net-worth individuals, families, and charitable institutions in Carson. It handles various financial matters, such as establishing a portfolio for retirement, hedging against market volatility, creating wealth transfer and estate management plans, setting up a family foundation, and funding education for beneficiaries. For over two decades, Lido Advisors has managed $10 billion in assets. The company has 27 offices nationwide and is composed of financial planners, CPAs, attorneys, and analysts. Founder Gregory Kushner is a member of the Forbes Finance Council.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.2
Google
4.2 / 5 (5)
Facebook
5.0 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Morris Financial Advisors, Inc. logo
Visit WebsiteWebsite

Morris Financial Advisors, Inc.

617 W 7th St. Suite 300, Los Angeles, CA 90017
Visit WebsiteWebsite
  • Tax Preparation

Business Description

Morris Financial Advisors, Inc., serves individuals and businesses in Carson and nearby areas. It offers an array of financial services that emphasize strategic planning, goal setting, performance tracking, and operational efficiency. These services include cash flow management, tax preparation, and financial statement preparation. The firm has been providing financial advisory services for startups, small businesses, and S-corporations since 2013. Founder Stephen Morris is a CPA and a real estate salesperson, who is a member of the CCIM Institute.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Yelp
5.0 / 5 (42)
Regal Wealth Group logo
Visit WebsiteWebsite

Regal Wealth Group

12501 Seal Beach Blvd, Suite 280,, Seal Beach, CA 90740
Visit WebsiteWebsite
  • CFA Charterholder

Business Description

Regal Wealth Group is a privately owned and independent firm that offers financial planning and consulting services to clients in Carson. It offers advice regarding investment strategies, estate planning, and tax management. It also helps individuals in understanding 401(k) distribution and preparing for retirement. The firm has been providing individuals and families with wealth management services for over two decades. Its financial team prepares integrated solutions for each client's financial needs and objectives. Its professionals also serve as fiduciaries.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)
Facebook
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Samul Rad logo
Visit WebsiteWebsite

Samul Rad

226 S Beverly Drive, Beverly Hills, CA 90212
Visit WebsiteWebsite
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Financial Planning

Business Description

Samul Rad helps guide individuals in Carson to achieve their wealth objectives. His agency works with clients to identify their goals such as retiring at a certain age, getting married, starting a business, or buying a house. Its advisors analyze the clients' situation and develop a strategy that individuals may implement. In addition, they extend their assistance by reviewing their clients' progress and determining possible needs to update their financial plans. His company especially offers financial planning assistance to women and celebrities.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.8
Yelp
5.0 / 5 (48)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Signature Estate & Investment Advisors, LLC logo
Visit WebsiteWebsite

Signature Estate & Investment Advisors, LLC

2121 Avenue Of The Stars Suite 1600, Los Angeles, CA 90067
Visit WebsiteWebsite
  • Certified Financial Planner (CFP)
  • Retirement Planning

Business Description

Since 1997, Signature Estate & Investment Advisors, LLC, has been providing wealth management services to affluent individuals in Carson. The financial planning and investment advisory firm also offers risk and investment management, as well as tax, trust, and estate planning. Leading the team is president and CEO Brian D. Holmes, a Certified Financial Planner and an Accredited Investment Fiduciary. The firm and its affiliates manage $15.6 billion in assets. It has offices throughout California and in Oregon, Colorado, Texas, and New York.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.5
Google
4.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
TSG Wealth Management logo
Visit WebsiteWebsite

TSG Wealth Management

6460 East Pacific Coast Hwy Suite 223, Long Beach, CA 90803
Visit WebsiteWebsite
  • Certified Financial Planner (CFP)

Business Description

TSG Wealth Management is a company that offers financial planning services to families and individuals in Carson and the surrounding areas. Its services include business advisory, investment and retirement planning, and estate planning. It also provides insurance plans and annuities, access to lending services, and wealth management solutions for sports and entertainment professionals. Warren Schulten, the founder of TSG Wealth Management, has been in the financial consulting field for more than five decades. He volunteers for several charitable organizations.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Urban Wealth Management logo
Visit WebsiteWebsite

Urban Wealth Management

841 Apollo St #320, El Segundo, CA 90245
Visit WebsiteWebsite
  • Financial Planning

Business Description

Urban Wealth Management is an all-woman firm that serves clients in Carson. Since 2012, it has been offering tailored financial solutions to individuals, families, non-profit organizations, and businesses. The firm's financial advisors provide income planning, investment portfolio management, retirement preparation, and debt management solutions. They also prepare cash flows, balance sheets, net worth reports, risk assessments, and charitable giving strategies. The firm's founder and CEO, Rene Nourse, is a member of the Association of African-American Financial Advisors.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (26)
Google
5.0 / 5 (6)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Back to Providers

Frequently Asked Questions

Introduction

There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

  • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
  • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
  • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
  • An investment advisor offers investment advice and recommendations to individuals or organizations.
There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

Are financial advisors worth it?

Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.

What does a financial advisor do?

Financial advisors can have many types of specialties. Generally, a financial advisor advises on or helps to execute a financial plan. Some examples include assisting people with getting out of debt, building out an investment portfolio, and handling taxes.

How much money do I need to work with a financial advisor?

There’s no specific income level you need in order to work with a financial advisor, but there may be a minimum investment amount for certain types of services. Some financial advisors won’t manage your money unless you have $100,000 or more to invest, but this isn’t the case with financial coaches or robo-advisors.

What does a financial coach do?

Financial coaches focus on improving your financial literacy and money management skills. For example, they can help you figure out how to pay down your student loans or decide how much money to put away for retirement. They usually charge by the hour and don’t offer asset management services or investment advice.

When should I use a financial advisor vs. doing it myself?

Smart money management can give you freedom and comfort. Being responsible with your money makes it possible to meet goals and pay for major expenses. A financial advisor is trained and can offer you expertise that would otherwise take years to learn. They know how to save you money and make it go further.

How do I know if my financial advisor is trustworthy?

Because financial advisors aren’t licensed or regulated, it’s up to the client to make that determination for themselves. However, if your advisor is a fiduciary, that means they’re legally bound to act in your best interest. Some types of advisors, including Certified Financial Professionals (CFPs), are held to fiduciary standards.

What\'s the difference between a financial advisor and a financial planner?

The term financial advisor is a broad phrase that encapsulates many specialties, including financial planner. It's similar to how doctor applies to different physicians, while a cardiologist is a specialty doctor. A financial planner helps their client plan to achieve long-term financial goals, such as saving for a house or retirement.

Are financial advisor fees tax deductible?

Until 2018, financial advisor fees were tax deductible as a miscellaneous expense. However, the Tax Cuts and Jobs Act elimited that deduction until at least 2025.

What is a financial consultant?

A financial consultant and a financial advisor are essentially the same. In recent years, financial consultant has become a less popular term, with financial advisor being much more common. Sometimes, the financial professional may opt for the term consultant when offering services to a business rather than an individual.

What is a robo-advisor?

A robo-advisor is essentially an algorithm that manages your investment portfolio for you. Because their services are automated, you’ll pay less than you would for a human advisor — often between 0.25% and 0.50%. They don’t require large initial investments either, making them a popular choice for entry-level investors. However, you won’t get the same level of advice that you would get from a personal financial advisor.

What makes someone a fiduciary?

Fiduciary is a legal term for a person who has a legal or ethical responsibility to act in your best interests. For example, a trustee and a beneficiary. A financial advisor may have a fiduciary obligation to make financial choices that are best for you, even if it means they earn less in commissions or fees.

How often should I meet with my financial advisor?

After your initial meeting, you may only need to check in with your financial advisor on a quarterly or annual basis. Ask them in advance how often you can expect to hear from them, and whether they offer in-person, phone, or virtual meetings.

Should your financial advisor be a fiduciary?

It’s important to understand that only some — not all — financial advisors have a fiduciary obligation to their clients. Always ask your financial advisor if they’re bound by fiduciary duty. If not, it’s possible that they’ll push products or services that earn them the highest commission, not necessarily what’s best for you. Opt for a financial advisor bound by fiduciary duty whenever possible.

Can my financial planner help with taxes?

Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

Do I need a financial advisor?

Ask yourself if a financial advisor can fill a need or solve a problem you can’t easily handle on your own. They can be helpful in a wide variety of ways, such as building budgets or financial plans, finding ways to save money on taxes, creating an investment portfolio, or offering investment advice.

How do financial advisors get paid?

Clients pay to work with a financial advisor whether it’s through fees, commissions, or salaries. If they’re paid by client fees or commissions, their salary is tied to how much business they bring in. The harder they work, the more they make. In comparison, a salaried employee is guaranteed their wage no matter how many clients they have.

What experience should I look for in a financial advisor?

 If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.

How much does a financial advisor cost?

A financial advisor’s costs depend on their fee structure. Some advisors charge a fee — either hourly or a percentage of the client assets under management. Another common option is to charge a commission on the products sold or investments made.

Should I hire a financial advisor before buying a house?

While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.

How many financial advisors are there in the U.S.?

According to the U.S. Bureau of Labor Statistics, it’s estimated that there are 218,050 financial advisors. California is the state with the highest employment of financial advisors across the nation.

Do banks offer financial advisors?

Yes, many banks have financial advisors on staff. Your bank may also offer incentives to work with their financial advisors, such as lower fees or free accounts. However, it's important to note that many of the bank's financial advisors don't have a fiduciary obligation and might prioritize the bank's products above all else. There is a cost when working with your bank's financial advisor.

Should I hire a wealth manager?

A wealth manager can help offer complex financial planning services, including tax guidance, estate planning, and legal assistance. While you don't have to be a high-income earner to benefit from a financial advisor, a wealth manager is typically for those that have a high net worth. However, many people build wealth and need a wealth manager later on in life.

Is wealth management worth it?

Wealth management is typically worth it for those who need help with multiple endeavors or comprehensive financial situations, such as charitable contributions or investment portfolio management, or want to protect their assets. A wealth manager can also offer you guidance if you’ve been neglecting your finances or making poor judgements.

How can you tell if a financial advisor is bad?

Your relationship with your financial advisor is a very personal one, as you’re trusting them with your wealth and future. Some general signs that your financial advisor is bad include:

  • They can’t answer your financial questions
  • You have worked with them for a while but haven’t seen a financial improvement
  • They don’t provide you with progress reports
  • They don’t check in with you

What do you need to be a financial advisor?

As mentioned, there are over 100 types of certifications for financial advisors. The training or experience you need will depend on which specialty you want to pursue. Generally, financial advisors need to have:

  • A Bachelor’s degree
  • A General Securities Representative license (Series 7 license)
  • A Certified Financial Planner (CFP) certification isn’t mandatory but is often preferred

Where do financial advisors work?

Where a financial advisor works will depend on what type of financial advisor they are. Financial advisors can work at a variety of places, including:

  • Securities and commodity brokers
  • A bank
  • A credit union
  • Independently
  • Insurance companies
  • Financial investment firms
  • Small investment advisory firms

How much do financial advisors make?

In 2019, the national average salary for a financial advisor was $87,850. However, it’s important to note the average salary varies from state to state and the different focus areas — an investment advisor may make a lot more than a financial planner. Lastly, salary can depend on how the individual is getting paid. Financial advisors can be paid by client fees, commissions, or salaries.

Read all FAQs