Beverly Hills Financial Planners, LLC

Beverly Hills Financial Planners serves individuals, high‑net‑worth clients, trusts, estates and charitable organizations with financial planning, consulting and investment advice. The firm’s brochure describes both written financial plans and ongoing advisory services, delivered through fee arrangements for planning and by providing investment recommendations to client accounts.

The firm typically provides non‑discretionary investment advice and outlines recommendations across equities, ETFs, fixed income and private placements, while noting it does not take custody of client assets and clients may select their own custodians. It also refers clients to specialists for legal or tax implementation and discloses that its advisors are licensed to sell fixed insurance contracts and may receive commission compensation when insurance products are recommended.

Noteworthy features in the brochure that distinguish the firm from many small independent advisers include a substantive insurance affiliation and outside‑business activity as a licensed insurance agent, the inclusion of corporate‑oriented services (such as corporate tax, cost‑segregation studies and corporate structure analysis), and an explicit disclosure of an extensive disciplinary and client‑complaint history involving settled matters and a regulatory suspension for the firm’s principal. The firm also reports no assets under management in the brochure and emphasizes planning and advisory recommendations without accepting custody or discretionary trading authority.