Ways to browse Flat-fee advisors serving Long Beach, CA

Pick a specialty to browse more Flat-fee advisors serving Long Beach, CA.

Browse by specialty

Find advisors serving Long Beach, CA who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty	Advisors
Founder/Business Owner	4,157
Retired	2,686
Wealth management	2,539
Executive	2,087
Tax-loss harvesting	1,883
Retirement plans for business owners (SEP, solo 401k)	1,667
Private / alternative investments	1,480
Options & derivatives strategies	1,023
HENRY (High Earners, Not Rich Yet)	793
College savings (529s, UTMA, etc.)	662
ESG / Sustainable investing	660
Charitable giving & philanthropy	558
Real estate investing	524
Approaching retirement	472
General retirement planning	464
Concentrated stock management	448
Active portfolio management	432
Established Professionals	420
Annuities	406
Retirement income strategy	354
Business exit / sale strategy	353
Passive / index investing	280
Equity compensation tax strategy	241
Cash flow / budgeting	196
Self-Employed	177
Financial Professional	138
General estate planning guidance	132
General tax planning	106
Business ownership considerations	86
Business succession planning	86
Long-term care insurance	85
Mid-Career Professionals	81
Income planning	72
Retirement withdrawal strategies	64
Values-based investing	63
Debt management	56
Social Security optimization	56
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	52
Tax strategies for small businesses	50
Women Professionals	33
Divorce financial planning	29
Factor investing / smart beta	25
Multi-generational wealth transfer	21
Life insurance needs analysis	18
Family Business	16
Business sale tax planning	14
Doctor or Medical Professional	14
Charitable giving tax strategies	9
Entertainment Industry	9
Christian Faith Based	8
Educators, Teachers, and Academics	8
Roth conversion strategy	8
Young Professionals	7
Retired	6
Equity Recipients (RS/RSU, SOP, ESPP)	5
Business Financial Management	4
Parents	4
Sandwich Generation	4
Technology Professional	4
Medicare planning	3

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