Beverly Hills Financial Planners, LLC

Beverly Hills Financial Planners is a registered investment adviser that provides financial planning, consulting, and non‑discretionary investment management services to individuals, high‑net‑worth clients, trusts, estates and charitable organizations, and offers corporate‑oriented services such as tax planning, corporate structure analysis and cost segregation studies. The firm’s brochure also describes work with private placements, annuity products and other alternative investments alongside more common equity and fixed‑income recommendations.

Advisory services are delivered on a non‑discretionary basis with recommendations communicated to clients for approval; typical investment recommendations include equities, mutual funds, ETFs, fixed income and, where appropriate, private placements or foreign securities, and account reviews are performed at least quarterly. Financial planning engagements are available on an hourly or fixed‑fee basis and the firm refers clients to attorneys or accountants as needed, leaving implementation decisions to the client.

Distinctive aspects in the firm’s disclosure include that the firm’s principals are licensed insurance agents who sell fixed insurance products and may receive commissions from those sales, an outside business activity that the brochure says consumes a material portion of time and creates potential conflicts of interest. The brochure also discloses an extended history of customer disputes, settlements and a regulatory suspension involving the firm’s principal, and the firm reports no assets under management as of the filing date; prospective clients are directed to review the public disciplinary disclosures for more detail.