Build Your Future with a Fiduciary Financial Planner in Los Angeles
We provide fee-only financial planning and investment management in Los Angeles, built entirely around your goals. Our fiduciary advisors offer unbiased guidance that inspires lasting financial confidence and growth.
What We Offer
Comprehensive Financial Services Planning for Every Stage of Life
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Retirement Planning
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Investment Strategy
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Tax Planning
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Estate Planning
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Risk Management / Insurance Review
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Online Financial Planning Tools
What Sets Our Los Angeles Financial Advisors Apart
Our fiduciary financial advisors in Los Angeles are dedicated to building trust through clarity, accountability, and personalized guidance. With local expertise and a fee-only approach, we create transparent strategies to help you grow, protect, and preserve your wealth at every stage of life.
Fiduciary Commitment: Independent, client-first guidance from trusted Los Angeles financial planners who always act in your best interest.
Transparent, Fee-Only Planning: 100% objective financial advice with no commissions, sales quotas, or hidden incentives.
Comprehensive Wealth Management: Integrated strategies covering investments, retirement income, tax planning, and estate coordination.
Adaptive Financial Strategies: Flexible plans that evolve with your goals, lifestyle, and market conditions to keep your financial future on track.
Financial Planning for Every Stage of Life
Our fiduciary financial advisors in Los Angeles provide trusted, fee-only guidance for professionals, families, retirees, and business owners. Wherever you are in life, our personalized approach ensures your financial plan evolves with your goals, helping you create balance, confidence, and lasting success.
Young Professionals: Build a strong financial foundation with transparent Los Angeles wealth strategies designed for career growth, smart investing, and long-term savings.
Families: Protect your loved ones with comprehensive planning that supports education goals, tax efficiency, and generational wealth preservation.
Retirees & Pre-Retirees: Enjoy a secure retirement with income strategies tailored to your lifestyle, healthcare needs, and financial independence.
Entrepreneurs & Business Owners: Simplify your complex finances with strategic planning, tax optimization, and exit readiness guided by experienced Los Angeles fiduciary planners.
Our Proven Fiduciary Planning Process
Complimentary Consultation – Discover how our Los Angeles fiduciary advisors can help you clarify your goals and create a financial plan that fits your lifestyle.
Discovery & Goal Alignment – Define your short- and long-term priorities, from retirement and investments to tax efficiency and legacy planning.
Custom Plan Development – Receive a personalized strategy tailored to your career stage, income goals, and family needs.
Implementation with Guidance – Put your plan into action with transparent, fee-only support and ongoing expert direction.
Ongoing Reviews & Adjustments – Track your progress, adapt to life changes, and keep your plan aligned with your evolving goals through proactive financial oversight.
Why Clients Love Us
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“I’ve been working with Jon for the last year or so. He has helped my wife and me get our financial house in order and determine where we stand for retirement. He’s recommended people to help with estate planning, is helping us invest more wisely, has provided great advice regarding the difficult decisions to purchase additional life insurance and long-term care insurance, and has already helped us reduce our tax burden significantly. I’ve referred multiple people to him and will continue to do so. My only regret is that I did not hire him years earlier.”
Relationship to Financial Advisor: Client as of Apr 2, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest. -
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"My wife and I have first met Ron Sanders nearly 15 years ago. He and his company have managed our retirement assets since that time. We have always been impressed with the service received and the financial performance achieved."
Relationship to Financial Advisor:Client as of Jun 1, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest. -
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“Dan Miller has helped us a lot to navigate our finances. His experience has made a big difference in helping us understand money management. We trust the way that he manages our investments. He has always provided answers to our questions and has given us much needed guidance with major money decisions. Dan is professional but yet very friendly and approachable. We have recommended him in the past and wouldn't hesitate to do so in the future.”
Relationship to Financial Advisor: Client as of Apr 10, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interes
Meet Your Advisors
At ONE Advisory Partners, our mission is to bring clarity and confidence to your journey from career success into a fulfilling retirement. Founded on the belief that every client deserves personalized attention and truly unbiased advice, we’ve dedicated our practice to helping successful professionals and families navigate one of life’s most important transitions—retirement.
Our Philosophy
Our founding principle is simple: put the client’s interests first, always. As a fiduciary and fee-only firm, we are committed to objectivity and transparency at every step. Our distinctive, predominately flat-fee structure means you receive advice that’s truly aligned with your goals, not driven by commissions or sales quotas. At ONE Advisory Partners, you’ll find a team passionate about education, empowerment, and delivering measurable value through every phase of your financial life.
FAQs
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A fiduciary advisor is legally required to act only in your best interest. Our Los Angeles team provides clear, conflict-free guidance focused on helping you reach your financial goals with transparency and care.
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Our advisory services are fee-only, which means you pay for professional advice rather than product sales. Pricing depends on your specific needs, and every relationship begins with a complimentary consultation to outline clear costs upfront.
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We build reliable income strategies using 401(k)s, IRAs, and other investments to help retirees maintain security in a high-cost city like San Francisco.
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We design retirement income plans that reflect California living costs, lifestyle goals, and tax considerations. From managing 401(k) rollovers to structuring income sources, our approach helps you retire with confidence and stability.
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Yes. We use personalized, tax-smart investment strategies that include asset placement, harvesting opportunities, and collaboration with your CPA to help you keep more of what you earn.
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Yes. Our advisors work closely with estate professionals to create trusts, wills, and multi-generational wealth plans that protect your assets and preserve your legacy for loved ones.
Ready to start planning your future? Let’s talk.
Take the first step to feeling confident you finally have a solid plan of action to achieve both your financial and lifestyle objectives. Schedule an introductory call today.
