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2024

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Best Financial Advisors in Lakewood, CA

Our Recommended Top 7

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

Our goal is to connect people with the best local professionals. We scored Lakewood Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

25Reviewed

17Curated

7Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

Lakewood, CA
Free Consultation

Expertise.com Rating

Why choose this provider?

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.

  • Estate Planning
  • Retirement Planning
  • Financial Planning
  • Investment Management

Lakewood, CA

Expertise.com Rating

Why choose this provider?

Need help contacting a Financial Advisor in Lakewood? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

5900 Wilshire Blvd Suite #400, Los Angeles, CA 90036

Expertise.com Rating

Why choose this provider?

Churchill Management Group is an investment management and financial planning firm serving Lakewood. The company works with clients to develop financial plans that fit their needs. As part of its wealth management services, it offers tactical, fully invested, and fixed-income investments. In addition, the firm provides trust and estate planning review, risk analysis, retirement planning, and 401(k) planning. Fred A. Fern founded the company in 1963. He is a Chartered Investment Counselor designated by the Investment Counsel Association of America.

  • Business Formation

1101 Dove Street, #100, Newport Beach, CA 92660

Expertise.com Rating

Why choose this provider?

Hicok Financial Solutions serves clients in the Lakewood area. Its advisors create a personalized roadmap to financial freedom that considers clients' assets. They offer tailored investment portfolio management, a thorough retirement blueprint, a deep-dive legacy strategy, transparent insurance options, and customized debt analysis. David Hicok, the firm's founder, is a Chartered Financial Consultant and has over 20 years of financial experience. He is a member of the Financial Planning Association and is the chapter president and chairman of the Board of San Gabriel Valley.

  • Tax Planning
  • Insurance Products
  • Investment Advisor

1999 Avenue of the Stars, Suite 3200, Los Angeles, CA 90067

Expertise.com Rating

Review Sources

Google
5.0 (2)

Why choose this provider?

Bel Air Investment Advisors is a firm serving the Lakewood community. It utilizes the independent wealth management model to assist individuals, families, and foundations with their financial planning needs. Its team of professionals handles pre-liquidity planning, tax planning and coordination, trust and estate planning strategy. The firm's chairman, Todd Morgan, has been cited by various publications such as The Associated Press, The Wall Street Journal, and Bloomberg Business Week. He has served in charitable organizations like the Coalition to Free Soviet Jews and Los Angeles Jewish Federation.

  • Certified Financial Planner (CFP)

841 Apollo Street, Suite 320, El Segundo, CA 90245

Expertise.com Rating

Why choose this provider?

Urban Wealth Management is a woman-led and operated company that offers financial advice to those living in Lakewood. Its founder, René Nourse, spent 25 years as part of a corporate financial advisor before establishing her own practice. She leads a team of four women, composed of public accountants and financial planners. They help clients establish key financial goals for their portfolio, such as retirement funding and family support savings. The company helps them find deductible expenses and social benefits to help their income.

  • Certified Financial Planner (CFP)
  • Financial Planning

2030 Main Street, Suite 1300, Irvine, CA 92614

Expertise.com Rating

Review Sources

Yelp
3.8 (4)
Google
5.0 (1)

Why choose this provider?

John Stokes Financial provides Lakewood residents with wealth management services. Its financial professionals work with clients to develop and maintain financial plans tailored towards short-term and long-term goals. They also handle investment portfolio management, utilizing stress-tested investment strategies based on the client's information like their cash flow needs and risk tolerance. Retirement and estate planning services are also available. CEO and founder John Stokes has over 15 years of industry experience and is an active member of the Financial Services Institute.

  • Certified Financial Planner (CFP)

Compare our Top Financial Advisors

NameExpertise RatingAddressPromotionsLearn more
SmartAdvisor by SmartAsset
Lakewood, CAFree Consultation
Churchill Management Group
5900 Wilshire Blvd Suite #400, Los Angeles, CA 90036
Hicok Financial Solutions
1101 Dove Street, #100, Newport Beach, CA 92660
Bel Air Investment Advisors
1999 Avenue of the Stars, Suite 3200, Los Angeles, CA 90067
Urban Wealth Management
841 Apollo Street, Suite 320, El Segundo, CA 90245
John Stokes Financial
2030 Main Street, Suite 1300, Irvine, CA 92614

FAQs

  • 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.

  • How much does it cost to hire a financial advisor in Lakewood?

    Financial advisors in Lakewood generally charge hourly rates ranging from $120 to $400. Some financial advisors may charge flat fees that range from $2,000 to $55,000 per year. Additionally, they may charge based on the percentage of assets under management. Their rates can vary depending on the level of financial advice required, the type of advisor you choose, and their fee structures.

  • What are the common services offered by Lakewood financial advisors?

    Financial advisors in Lakewood provide services like investment management, retirement planning, and estate planning. They can help you choose from insurance products and manage your finances, debts, assets, and expenses. Additionally, they can assist you in determining the asset allocation or investment mix for your portfolio based on your financial situation.

  • What should you prepare before your initial consultation with a financial advisor in Lakewood?

    Before your first meeting with your financial advisor, it is advisable to prepare a list of assets and liabilities and organize your financial documents. You should also outline your income and expenses and write down your financial goals considering the needs of your family. Additionally, it is necessary to prepare a list of questions you want to ask your Lakewood financial advisor.

  • What questions should you ask a financial advisor in Lakewood?

    Generally, you should ask your financial advisor in Lakewood some questions involving fee structure, services, professional experience, investment philosophy, and methods of communication. You must also inquire about the types of clients the financial advisor works with and how to track investment performance. Additionally, you may seek advice based on your financial circumstances.

  • Should you tell your financial advisor in Lakewood everything about your finances?

    In most circumstances, your financial advisor in Lakewood may need to know about your financial situation. Thus, you may have to be open about your financial condition so your advisor can provide advice based on your current circumstances and future goals. Although you only have to share relevant information, it is advisable to let your advisor know your risk tolerance, long-term goals, and complete financial picture.

  • 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.