Michelet Financial brings Fortune-500 financial discipline to Los Angeles families and business owners - investment advisory, wealth management, tax planning, and retirement strategy under one roof, with transparent flat fees.
Los Angeles entrepreneurs, creatives, and high earners face steep California taxes and benefit most from integrated tax-and-investment planning.
Portfolio strategy aligned to your goals and risk - diversified, low-cost, reviewed regularly. Serving Los Angeles investors and Los Angeles County.
Comprehensive planning for Los Angeles households and business owners: cash flow, estate coordination, and tax-efficient growth.
Year-round tax strategy - loss harvesting, entity structure, retirement contributions - coordinated with your investments.
401(k), IRA, and exit/valuation planning for Los Angeles professionals and owners preparing for the next chapter.
From Santa Monica founders to Pasadena families, LA clients get fee-transparent advice coordinated with their tax picture.
Yes - we work with clients throughout Los Angeles and the surrounding Greater Los Angeles, in person and virtually.
We put transparency first - clear, flat-fee pricing with no hidden commissions, so advice stays aligned with your interests.
Call (225) 396-5511 for a free consultation. We will review your situation and map a plan.
Call (225) 396-5511 today.
Michelet Financial serves clients nationwide — financial advisor & wealth management in:
Local Insight
Los Angeles spans entertainment, tech, trade, and a vast small-business and creative economy across the metro. Creatives and business owners with variable income need cash-flow and tax planning built around irregular earnings.
California's high state income tax makes tax-efficient investing and retirement strategy essential for LA earners. That is exactly why a one-size-fits-all approach falls short here. We combine investment management with year-round tax strategy under one roof — led directly by Brandt Michelet — so every decision for our Los Angeles, CA clients is made with its tax impact in view, not as an afterthought at filing time.
Whether you are an employee with equity compensation, a business owner planning an exit, or a household building toward retirement, we map a clear, fee-transparent plan and revisit it as your situation changes. Your first consultation is free.
Living and working in Los Angeles presents a unique set of financial planning challenges that demand a specialized approach. From the volatility of the entertainment and tech sectors to the high cost of real estate and the complexities of California's progressive tax structure, Angelenos face pressures that generic financial advice simply cannot address. Whether you're a creative professional with lumpy income, a small business owner navigating city and state regulations, or a dual-income family trying to afford a home in a competitive market, the need for clear, conflict-free guidance has never been greater. At Michelet Financial (Big Ass Tax Returns), we understand that your financial life is as dynamic as the city itself—and that's exactly why our fee-transparent model is built to cut through the noise and deliver real results.
You might wonder how a financial advisor can serve you effectively without a corner office in Century City. The answer is simple: virtual and remote advisory removes the friction from financial planning while increasing your access to expertise. Through secure video consultations, encrypted document sharing, and real-time portfolio dashboards, we meet you where you are—whether that's your home in Silver Lake, your office in Santa Monica, or a coffee shop in Pasadena. This model isn't just convenient; it's more effective. Without the overhead of a physical office, we pass those savings directly to you through our transparent fee structure. You get more face time, faster responses, and a dedicated advisor who knows your goals intimately—without the traffic, the parking headaches, or the billable-hour anxiety.
Our services are specifically tailored to the realities of Los Angeles life. For tax strategy, we go beyond simple preparation to proactively structure your income, deductions, and investments to minimize California's high state tax burden—whether you're dealing with RSUs from a tech employer, 1099 income from multiple gigs, or rental property income from a duplex in Echo Park. Our wealth management approach focuses on growth and preservation in a high-cost, high-opportunity environment, helping you balance short-term liquidity needs with long-term compounding. And for retirement planning, we tackle the unique challenges of funding a comfortable lifestyle in a city where the cost of living continues to rise, ensuring your nest egg is built to last through market cycles and life changes. Every recommendation is made with full fee transparency—no hidden commissions, no proprietary products, just clear advice aligned with your best interests.
Your financial future in Los Angeles deserves a partner who understands the local landscape and operates with absolute clarity. Don't let complexity or confusion hold you back. Take the first step toward a plan that works for your life, your career, and your city. Call Michelet Financial today at (225) 396-5511 to schedule your no-obligation consultation.