Beverly Hills Financial Planners, LLC

Overview

Beverly Hills Financial Planners, LLC is a California-registered limited liability company that combines financial planning with insurance brokerage. The firm is individually owned and offers advisory work centered on financial planning while also acting as an insurance broker and maintaining an affiliation with an insurance company. Its fee arrangements are flexible—clients can be billed as a percentage of assets under management, on an hourly basis, or via fixed fees. The firm does not present itself as an ESG investor and appears to serve clients within California rather than operating as a multistate adviser.

Investments & Alternatives