BEVERLY HILLS FINANCIAL PLANNERS, LLC

BEVERLY HILLS FINANCIAL PLANNERS, LLC of SHERMAN OAKS, CA is an SEC-registered investment adviser (CRD 137638).

Registration

• CRD: 137638
• Type: Registered investment adviser
• Location: 14724 VENTURA BOULEVARD, SHERMAN OAKS, CA, 91403
• Phone: 310-205-9000
• Latest filing: 2026-06-10
• Clients: 1

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 137638 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search