Advice-Only Financial Advisors in Simi Valley, California
Browse verified advice-only financial advisors in Simi Valley, California. These advisors provide unbiased financial advice without managing your investments or earning commissions.
Mike Halper, CFP®, CBDA, CFP®, SE-AWMA, CDAA, CBDA
Strateon Intelligent Wealth
Monthly$500/mo
Quarterly$1,500/qtr
Annual$6,000/yr
One-time$7,500
Hourly$375/hr
Mike Halper, CFP®, CBDA, CFP®, SE-AWMA, CDAA, CBDA
Strateon Intelligent Wealth
Monthly$500/mo
Quarterly$1,500/qtr
Annual$6,000/yr
One-time$7,500
Hourly$375/hr
Flat-fee fiduciary planner. Transform your complex finances into an actionable, comprehensive strategy to achieve financial independence and wealth.
Ideal for
DIY Investors • High Earners
Specializes in
Retirement • Tax Strategies • Estate Planning