A complete list of active advisors currently associated with Billfold Budget Counseling
Warmer can help you find a great advisor at Billfold Budget Counseling or one who fits your needs even better.
Billfold Budget Counseling serves individuals, families, and charitable organizations with project-based financial planning, ongoing planning subscriptions, and standalone non-investment budgeting engagements. Its planning work covers retirement, cash flow and debt management, employee benefits, estate and college planning, and investment analysis incorporated into written plans. The firm delivers holistic, plan-centered advice and may make investment recommendations as part of a financial plan, but it does not provide portfolio management or custody of client assets. Clients who subscribe to ongoing services receive regular monitoring and plan updates while implementation of investment transactions remains the client’s responsibility. BBC operates as a fee-only adviser and does not accept commissions or percentage-of-assets fees, instead using fixed-fee, hourly, and subscription billing approaches that are uncommon among peers. As a small CFP‑credentialed solo practice with a limited client base, it emphasizes hands-on budgeting and planning engagements rather than delegated asset management.
To learn more about the advisors currently working at Billfold Budget Counseling, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Sherman Oaks, CA
| 11
|
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