George Guttman is a CFP-designated registered investment advisor at Guttman Financial Planning, based in Santa Monica, CA, with 20 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 10 clients with $1.6M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $500K | 1.00% |
| $500K+ | 0.80% |
For the benefit of discounting your asset-based fee, we will attempt to aggregate accounts for the same individual or two or more accounts within the same family, or accounts where a family member has power of attorney over another family member’s account.
Fee Estimator
Contact
George Guttman
Location
Santa Monica, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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George is a manager of financial analysis at LAACO LTD, which operates self-storage facilities and athletic clubs. He spends about half his time on budgeting, audits, and special reports for the company.
Employment History
Current Registrations
Guttman Financial Planning
Previous Registrations
Centaurus Financial, INC.
Cadaret Grant & CO INC
Afa Advisor Services LLC
AXA Advisors, LLC
Morgan Stanley
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.