George Guttman is a CFP-designated registered investment advisor at Guttman Financial Planning, based in Santa Monica, CA, with 21 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, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 11 clients with $1.7M 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% |
Fees may be discounted based on unique circumstances or preexisting relationships. Accounts for the same individual or family members may be aggregated to determine the fee tier.
Fee Estimator
Contact
George Guttman
Location
Santa Monica, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
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.
Exams
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