WINDFALL FINANCIAL ADVISORS, Fee-Only, Fiduciary

About

Windfall Financial Advisors is a fee-only, fiduciary financial advisory firm based in Santa Monica serving clients seeking independent, conflict-free investment and financial planning guidance. The firm operates on a transparent fee structure with no commissions, ensuring advice is aligned solely with client interests rather than product sales.

Hours

• Monday: Open 24 hours
• Tuesday: Open 24 hours
• Wednesday: Open 24 hours
• Thursday: Open 24 hours
• Friday: Open 24 hours
• Saturday: Open 24 hours
• Sunday: Open 24 hours

Reviews

Daniel has been outstanding! I feel he’s truly looking out for my best interests. He’s consistently delivered results that have exceeded my expectations, and he does it with a level of clarity that makes complex decisions feel simple. He lays out pros and cons, never pushes an agenda, and makes sure I understand exactly why we’re taking a given approach. He’s also responsive, detailed, patient wi… — michael mazor

Windfall Financial Advisors has been an invaluable source of knowledge, guidance and support in building my wealth. Daniel and his team have been active in managing the account and helping make decisions that have saved me from downturns in the market and actually GROWN my wealth in an unstable time. I have multiple financial advisors and I can honestly say that Daniel has taken the most active i… — Sean Lashley

Daniel Scott Johnson is an invaluable resource. After inheriting a large sum and undergoing an extremely messy probate process, I can’t recommend his service enough. He is impressively responsive and truly passionate about helping his clients. Daniel’s attentive listening allows him to create highly personalized financial strategies. He also takes the initiative to follow up periodically, ensurin… — Sherri Norris

Very happy with Daniel's help so far. He's extremely responsive and knowledgeable and provides everything we need to make the right decisions. He provides updates and data that I, frankly, didn't know financial planners provided because I never received it from my prior planner. No hesitation to recommend Windfall Financial Advisors. — travis siegel

In a word- Daniel is a Godsend. When I found him with a Google search, and called his number out of the blue with a situation that I had been stressing about for months, he answered himself and took more time with me than I ever would have expected. He asked me many thoughtful questions about my situation, and then offered some direction without insisting I become a client first. To me, this spea… — Lisa Pulido