Advisor at HCR Wealth Advisors
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Firm
HCR Wealth Advisors
Location
Los Angeles, CA 90024
Credentials
Series 63, Series 65
Industry experience
26 years
Steven Weinberger is a financial advisor at HCR Wealth Advisors in Los Angeles, CA, with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with HCR Wealth Advisors since 1999 and Investment Security Corporation since 2002. HCR Wealth Advisors provides discretionary investment supervisory services, financial planning, and consulting to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a mix of fundamental, technical, and charting analysis across diversified portfolios, managing roughly $1.68 billion with a focus on both long- and short-term strategies.
Based on HCR Wealth Advisors
Fixed fee up to $10,000 for development of entire financial plan.
0.25% to 2.00% annually (tiered/graduated range)
Management personnel may receive commissions from separate implementation of product transactions; not advisory fees.
Up to $750 per hour for financial consultations.
Account minimum: $500,000 Minimum fee: Minimum annual fee of $2,500 for financial planning and consulting services; may be waived if client has assets under management with HCR. Fee-only: Financial planning fees typically range from $500 to $10,000; up to $750 per hour for consultations; fixed fee up to $10,000 for entire financial plan.
10866 Wilshire Blvd., Suite 1600
Los Angeles, CA 90024
California
Investment Security Corporation
2002 - Present (24 years)
HCR Wealth Advisors
1999 - Present (27 years)
Heller Capital Resources Financial Insurance Services, Inc.
1999 - 2018 (19 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
CFP®
Calabasas, CA
Greenup Wealth
Aaron Kirsch is a CERTIFIED FINANCIAL PLANNER™ professional and founding partner of GreenUp Wealth Management. He works primarily with individuals and couples who are approaching or living in retirement, helping them design financial plans that support both long-term security and a fulfilling retirement lifestyle. Aaron began his career in financial services in 2001 at a major Wall Street firm and has since worked with clients across a wide range of life stages, both at large institutions and through his own independent wealth management firm. This experience informs his comprehensive approach to financial planning, which integrates retirement income planning, investment management, tax-aware strategies, risk management, and estate planning considerations. He is the co-author of The Rewarding Retirement Workbook, a resource designed to help people think beyond the mechanics of retirement and focus on how they want to live during this stage of life. Aaron’s work emphasizes aligning financial decisions with personal values, priorities, and legacy goals. Aaron holds himself to fiduciary standards and takes a client-centered approach to planning, helping individuals and families navigate financial decisions with clarity and confidence as they transition into and through retirement.
Series 63, Series 65
Los Angeles, CA
Solomon Investment Consulting, Inc.
CFP®, Series 66
Playa Del Rey, CA
Pashman Financial LLC
Series 65
Los Angeles, CA
MDW Capital Management Corp.
Series 63
Los Angeles, CA
Haleakala Investment Advisors
Series 65
Santa Monica, CA
Joseph C. Longo, Attorney At Law
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