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MATRIX PLANNING INC

Financial Advisor serving Santa Monica, California · 1 of 66 financial advisors in the area

📍 3015 MAIN STREET, SANTA MONICA, CA 90405
📞 (310) 399-••••
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📍 3015 MAIN STREET, SANTA MONICA, CA 90405

About MATRIX PLANNING INC

MATRIX PLANNING INC is a financial advisor located in Santa Monica, California. As a local financial advisor, they serve Santa Monica and surrounding communities in California. You can reach them through ProHorizon. Contact them through ProHorizon for a free quote.

Financial professionals in Santa Monica should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the California securities regulator before sharing any financial information.

💰 What Financial Advisors Cost in Santa Monica

Budget
$0.5
% of assets/year
Average
$1
% of assets/year
Premium
$2
% of assets/year

Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales. Prices in Santa Monica may vary based on the scope of work and provider.

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✅ Tips for Hiring Financial Advisors in Santa Monica

Check online reviews and ratings before hiring
Get multiple quotes to compare pricing
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Ask for references from recent customers

Frequently Asked Questions

How much does a financial advisor cost in Santa Monica?
Financial Advisors in Santa Monica typically charge $0.5–$2 % of assets/year. Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales.
How do I choose the best financial advisor in Santa Monica?
Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 66 financial advisors in Santa Monica to choose from.
Does MATRIX PLANNING INC offer free quotes?
Contact MATRIX PLANNING INC directly to ask about free estimates. You can also request a quote through ProHorizon.

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