Low Cost · Long Beach
Cheap Financial Advisors in Long Beach, CA — Best Prices
Compare financial advisors prices in Long Beach to find the best deal. All businesses are reviewed — cheap doesn't mean low quality.
As of May 2026, RatingsNearMe ranks 20 financial advisors in Long Beach, CA by verified customer ratings and review volume. The highest-rated is Elesie Retirement Financial Advisors with a 5.0-star rating from 37 verified reviews. Also in the top tier: Edward Jones - Financial Advisor: Sofian Haikal, CFA® and Serenity Wealth Management. The average rating across all listed financial advisors in Long Beach is 4.9 stars from 8 reviews per business on average.
Financial advisors in Long Beach typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated May 17, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
20
Businesses listed
4.9★
Avg rating
8
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Elesie Retirement Financial Advisors
444 W Ocean Blvd Suite 800 Unit A, Long Beach, CA 90802, USA
Edward Jones - Financial Advisor: Sofian Haikal, CFA®
3780 Kilroy Airport Way Suite 810, Long Beach, CA 90806, USA
Serenity Wealth Management
444 W Ocean Blvd Suite 1402, Long Beach, CA 90802, USA
Financial Advisors Rankings in Long Beach, CA
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Elesie Retirement Financial Advisors444 W Ocean Blvd Suite 800 Unit A, Long Beach, CA 90802, USA | 5.0★ | 37 |
| #2 | Edward Jones - Financial Advisor: Sofian Haikal, CFA®3780 Kilroy Airport Way Suite 810, Long Beach, CA 90806, USA | 5.0★ | 16 |
| #3 | Serenity Wealth Management444 W Ocean Blvd Suite 1402, Long Beach, CA 90802, USA | 5.0★ | 13 |
| #4 | TSG Wealth Management - Long Beach6460 E Pacific Coast Hwy Suite 223, Long Beach, CA 90803, USA | 5.0★ | 1 |
| #5 | Wealth Management Financial Advisors3701 Long Beach Blvd #100, Long Beach, CA 90807, USA | 3.3★ | 11 |
| #6 | Halbert Hargrove111 W Ocean Blvd Suite 2300, Long Beach, CA 90802, USA | 4.5★ | 16 |
| #7 | Edward Jones - Financial Advisor: Norm Cauntay, CFP®|CEPA®|AAMS®|ADPA®|CRPS™3780 Kilroy Airport Way Suite 810, Long Beach, CA 90806, USA | 4.7★ | 3 |
| #8 | Augustus Wealth3780 Kilroy Airport Way Suite 200, Long Beach, CA 90806, USA | 5.0★ | 3 |
| #9 | Pearl Financial, Inc5199 Pacific Coast Hwy, Long Beach, CA 90804, USA | 5.0★ | 1 |
| #10 | Long Beach Financial Planner5150 Pacific Coast Hwy Suite 200, Long Beach, CA 90804, USA | — | — |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Long Beach
TSG Wealth Management - Long Beach
6460 E Pacific Coast Hwy Suite 223, Long Beach, CA 90803, USA
Wealth Management Financial Advisors
3701 Long Beach Blvd #100, Long Beach, CA 90807, USA
Halbert Hargrove
111 W Ocean Blvd Suite 2300, Long Beach, CA 90802, USA
Edward Jones - Financial Advisor: Norm Cauntay, CFP®|CEPA®|AAMS®|ADPA®|CRPS™
3780 Kilroy Airport Way Suite 810, Long Beach, CA 90806, USA
Augustus Wealth
3780 Kilroy Airport Way Suite 200, Long Beach, CA 90806, USA
Pearl Financial, Inc
5199 Pacific Coast Hwy, Long Beach, CA 90804, USA
Long Beach Financial Planner
5150 Pacific Coast Hwy Suite 200, Long Beach, CA 90804, USA
Edward Jones - Financial Advisor: Nailah Khan, CRPC™
202 Argonne Ave suite a, Long Beach, CA 90803, USA
LA Wealth Management
100 W Broadway Suite #3000, Long Beach, CA 90802, USA
William Allan Investment Advisors
100 Oceangate #1200, Long Beach, CA 90802, USA
Scalco Financial
207 E Broadway UNIT 201, Long Beach, CA 90802, USA
Morgan Stanley Financial Advisors
3840 Kilroy Airport Way Ste 400, Long Beach, CA 90806, USA
Edward Jones - Financial Advisor: Cassandra Alvarez, CRPS™
3780 Kilroy Airport Way Suite 810, Long Beach, CA 90806, USA
MJ Peters Wealth Management
11 Golden Shore Suite 370, Long Beach, CA 90802, USA
Goldman Lancaster, Inc.
301 E Ocean Blvd #1150, Long Beach, CA 90802, USA
Arens Wealth Partners
444 W Ocean Blvd #800, Long Beach, CA 90802, USA
Randall Wealth Management Group
3780 Kilroy Airport Way #200, Long Beach, CA 90806, USA
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Frequently Asked Questions — Financial Advisors in Long Beach
What is a fiduciary financial advisor and why does it matter in Long Beach?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Long Beach, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Long Beach?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: May 17, 2026.
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