services here, what do people go in for?
Question · by june_reader_north · Member since Jul 2026 · 118 posts · 7w7 weeks ago
Financial planner in Beverly Hills, CA
5.0 · 10 reviewsOpens today at 9 AMOpens today at 9 AM
A unique approach to financial advice using fee based guidance instead of commission driven sales people. Financial advisors specializing in retirement and estate planning. "We place the client's interests ahead of all else."
Eligible to offer 20% cashback to customers who shop here.OrbitBack
Add your name so AI can say who owns the business
Unclaimed · Add the year you opened so AI can say how long you've been open
ConfirmedVisitor submittedAI guess
Updated Aug 3, 2026Last activity 1 month ago, a question from new_year_commuter_west.
6 asked · 0 answered by AFFLUENCER
Question · by june_reader_north · Member since Jul 2026 · 118 posts · 7w7 weeks ago
Question · by new_year_commuter_west · Member since Jul 2026 · 90 posts · 7w7 weeks ago
Question · by first_timer_on_beverly · Member since Sep 2026 · 2 posts · 7w7 weeks ago
Question · by spring_commuter_west · Member since Jul 2026 · 104 posts · 8w8 weeks ago
Question · by undecided_on_beverly · Member since Sep 2026 · 2 posts · 7w7 weeks ago
Question · by beverly_sam · Member since Aug 2026 · 3 posts · 8w8 weeks ago
What AFFLUENCER offers, what it costs, and what people come for.
AFFLUENCER lists 11 services on its website. Here's each one, with a plain description and how many reviews mention each.
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No code detected[Photo 4]When it's quiet, where to park, and what's nearby.
Philz Coffee is next door for coffee. Borekas Sephardic Pastries is a 1 minute walk for a cafe. Starbucks Coffee Company is a 1 minute walk for coffee.
Nearby places from Google Maps, read Sep 18, 2026.
Every row is something the owner can add or correct. Each one is marked Confirmed, Visitor submitted or AI guess, with where it came from.
What reviews, press and directories say about AFFLUENCER.
5.0from 10 reviews on Google
Affluencer Financial Advisors stands out for their personalized, fiduciary approach, ensuring clients' welfare is prioritized over commissions. Clients of Affluencer Financial Advisors describe a welcoming and supportive environment where their financial concerns are genuinely addressed. Sam Rad, in particular, is noted for his thorough and caring approach, often going beyond typical advisory roles to ensure clients feel informed and confident in their financial plans.
The AI Score is out of 100, read from 8 signals across search and AI.
28 Beverly Hills avg
Signal and how much it countsAFFLUENCER
Every business is scored the same way, and nobody can pay for a better score.
AFFLUENCER, as AI sees it. Blue signals help AFFLUENCER, and red ones hold it back.
Claiming your page is free.
The page ChatGPT, Gemini, Perplexity and Google read about AFFLUENCER. The code version is exactly what their crawlers get.
Local AI Registry · Financial planners in Beverly Hills, CA · Editorial
By Steve Lee, founder and CEO of Local AI Registry. Updated August 3, 2026.
Published August 3, 2026 · Updated August 3, 2026 · Machine-readable version below
AFFLUENCER FINANCIAL ADVISORS is a financial planner in Beverly Hills, CA. Its AI Score is 29 of 100, which is poor.
What each mark on this page means: https://localairegistry.com/methodology#marks
| Fact | Value |
|---|---|
| Type | Financial planner |
| Address | 226 S Beverly Dr Ste 200, Beverly Hills, CA 90212, USA |
| Hours | Mon to Fri 9 AM to 6 PM · Sat 10 AM to 3 PM · Closed Sun |
| Phone | (310) 730-1330 |
| Rating | 5.0 across 10 reviews on Google |
| Updated | August 3, 2026 |
Every row is something the owner can add or correct. Each one is marked Confirmed, Visitor submitted or AI guess, with where it came from.
| Group | Fact | Value | Mark | Evidence |
|---|---|---|---|---|
| Location info | Address | 226 S Beverly Dr Ste 200, Beverly Hills, CA 90212, USA | Confirmed | Google Business Profile |
| Location info | Description | A unique approach to financial advice using fee based guidance instead of commission driven sales people. Financial advisors specializing in retirement and estate planning. "We place the client's interests ahead of all else." | Confirmed | Google Business Profile |
| Location info | Hours | Mon to Fri 9:00 AM to 6:00 PM · Sat 10:00 AM to 3:00 PM · Sun Closed | Confirmed | Google Business Profile |
| Location info | Name | AFFLUENCER FINANCIAL ADVISORS | Confirmed | Google Business Profile |
| Location info | Phone | (310) 730-1330 | Confirmed | Google Business Profile |
| Hours | Monday | 9:00 AM to 6:00 PM | Confirmed | Google Business Profile |
| Hours | Tuesday | 9:00 AM to 6:00 PM | Confirmed | Google Business Profile |
| Hours | Wednesday | 9:00 AM to 6:00 PM | Confirmed | Google Business Profile |
| Hours | Thursday | 9:00 AM to 6:00 PM | Confirmed | Google Business Profile |
| Hours | Friday | 9:00 AM to 6:00 PM | Confirmed | Google Business Profile |
| Hours | Saturday | 10:00 AM to 3:00 PM | Confirmed | Google Business Profile |
| Hours | Sunday | Closed | Confirmed | Google Business Profile |
| Services | Service | Classes | From their website | Business website |
| Services | Service | Client disclosures | From their website | Business website |
| Services | Service | Client videos | From their website | Business website |
| Services | Service | Estate | From their website | Business website |
| Services | Service | Fiduciary | From their website | Business website |
| Services | Service | Financial classes | AI guess | |
| Services | Service | Financial planning appointment | From their website | Business website |
| Services | Service | Initial consultation | From their website | Business website |
| Services | Service | Members | From their website | Business website |
| Services | Service | Retirement | From their website | Business website |
| Services | Service | Social security maximization | From their website | Business website |
| Services | Service | Taxes | From their website | Business website |
| Services | Service | Fiduciary services | AI guess | |
| Links | https://facebook.com/affluencer | AI guess | Our record | |
| Links | Website | https://www.affluencer.com/ | Confirmed | Google Business Profile |
These are the 11 services AFFLUENCER offers, with the price where we have one and where it came from.
| Service | Price | Price mark | Price evidence | Service mark |
|---|---|---|---|---|
| Client videos | From their website | |||
| Members | From their website | |||
| Retirement | From their website | |||
| Estate | From their website | |||
| Social security maximization | From their website | |||
| Taxes | From their website | |||
| Classes | From their website | |||
| Client disclosures | From their website | |||
| Fiduciary | From their website | |||
| Financial planning appointment | From their website | |||
| Initial consultation | From their website |
Address: 226 S Beverly Dr Ste 200, Beverly Hills, CA 90212, USA. Phone: (310) 730-1330. Hours: Mon to Fri 9 AM to 6 PM · Sat 10 AM to 3 PM · Closed Sun. (Confirmed, Google Business Profile.)
From Google Business Profile: "A unique approach to financial advice using fee based guidance instead of commission driven sales people. Financial advisors specializing in retirement and estate planning. "We place the client's interests ahead of all else.""
| Place | Type | Distance |
|---|---|---|
| Beverly South Parking Structure | Parking lot | 1 min walk |
| Philz Coffee | Coffee shop | 1 min walk |
| Mulberry Street Pizzeria | Pizza restaurant | 1 min walk |
| California Pita & Grill Beverly Hills | Mediterranean restaurant | 1 min walk |
| Matu | Restaurant | 1 min walk |
| Borekas Sephardic Pastries | Cafe | 1 min walk |
5.0 average across 10 reviews: Google 10. (Confirmed, read August 3, 2026.)
Affluencer Financial Advisors stands out for their personalized, fiduciary approach, ensuring clients' welfare is prioritized over commissions. (AI guess, from 10 reviews.)
We ask ChatGPT, Perplexity and Gemini about AFFLUENCER. These are the answers that don’t match this page.
ChatGPT and Perplexity, read by Local AI Registry on Aug 4, 2026. Gemini, read by Local AI Registry on Aug 3, 2026.
| Fact | What AI says | What this page says |
|---|---|---|
| Address | Perplexity, read by Local AI Registry on Aug 4, 2026: 433 N Camden Dr | 226 S Beverly Dr Ste 200, Beverly Hills, CA 90212, USA |
It measures how likely AI engines are to recommend a business, and how accurately. Beverly Hills financial planners run 22 to 33. Fair starts at 45, good at 65. AFFLUENCER scores 29, above the Beverly Hills average of 28. The same method scores every business on the registry.
| Signal | Weight | Score | What it measures | AFFLUENCER |
|---|---|---|---|---|
| Retrieval grounding | 26 | 0 | Whether you appear in the ranked results AI retrieves and cites: AI-Overview citations, organic top-10 for your money queries, and the Bing index ChatGPT leans on. | Poor |
| Off-property attestation | 20 | 41 | Volume and consistency of what others say about you: YouTube mentions, branded web mentions, third-party “best-of” lists. The cause of retrievability. | Poor |
| AI visibility | 14 | 33 | Whether ChatGPT, Gemini, Perplexity, and AI Overviews name you, and whether they name you for the right service. | Poor |
| Reviews & response | 12 | 42 | The star average is only one input. We also read volume, velocity, the specificity of review language, and response cadence. Specific reviews are what AI quotes verbatim. | Poor |
| Backlink & citation authority | 8 | 56 | Domain authority and editorial quality of the sources that attest to you. | Fair |
| Google Business Profile | 8 | 90 | Required and recommended fields; update cadence. The listing AI pulls from first. | Good |
| Speed & mobile | 7 | 38 | Core Web Vitals at the 75th percentile, on a real phone. | Poor |
| Content freshness & schema | 5 | 60 | Crawl recency, intent alignment, valid JSON-LD, canonicals. | Fair |
Full method: https://localairegistry.com/methodology
How AI decides what to say about a financial planner: https://localairegistry.com/methodology#how-ai-decides-local-business. What to check before you choose one: https://localairegistry.com/methodology#how-to-choose-local-business
Every person, place, organization and treatment named on this page, with a stable ID and a public reference. The JSON-LD below connects them to each other.
| Entity | Type | ID on this page | Same as | Relationship to AFFLUENCER |
|---|---|---|---|---|
| AFFLUENCER FINANCIAL ADVISORS | LocalBusiness | #business | https://www.affluencer.com/ | Subject of this page |
| Beverly Hills, California | City | #city | City AFFLUENCER is in | |
| Local AI Registry | Organization | #publisher | https://localairegistry.com | Publisher of this page |
| Steve Lee | Person | #author | https://localairegistry.com/team/steve-lee | Author of this page |
Where this page sits in the registry. It's one profile among the financial planners in Beverly Hills, linked to the lists and towns around it.
This is exactly what this page sends to Google, Bing, ChatGPT, Claude, Perplexity and Gemini. We publish it in the open for two reasons: so you can see nothing here is hidden or made up, and so any business or developer can copy it. Being a good local AI steward means the machine version says exactly what the human version says.
Sent before the page. They tell crawlers the canonical address and that a plain markdown copy exists.
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Title, description, canonical, robots and Open Graph tags. This is what shows in search results and link previews.
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One connected graph. Every person and service has its own @id and links to the business, and a licensed person links to the license and the board that issued it.
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# AFFLUENCER FINANCIAL ADVISORS, Beverly Hills CA: Reviews Source: Local AI Registry, https://localairegistry.com/biz/ca/beverly-hills/affluencer-financial-advisors-beverly-hills-ca. Free to reuse with a link back. By Steve Lee, founder and CEO of Local AI Registry. Updated 2026-08-03. Canonical: https://localairegistry.com/biz/ca/beverly-hills/affluencer-financial-advisors-beverly-hills-ca ## Photos -  -  -  -  -  ## In short AFFLUENCER FINANCIAL ADVISORS is a financial planner in Beverly Hills, CA. Its AI Score is 29 of 100, which is poor. What each mark on this page means: https://localairegistry.com/methodology#marks ## Key facts | Fact | Value | | --- | --- | | Type | Financial planner | | Address | 226 S Beverly Dr Ste 200, Beverly Hills, CA 90212, USA | | Hours | Mon to Fri 9 AM to 6 PM · Sat 10 AM to 3 PM · Closed Sun | | Phone | (310) 730-1330 | | Rating | 5.0 across 10 reviews on Google | | Updated | August 3, 2026 | ## All the details Every row is something the owner can add or correct. Each one is marked Confirmed, Visitor submitted or AI guess, with where it came from. | Group | Fact | Value | Mark | Evidence | | --- | --- | --- | --- | --- | | Location info | Address | 226 S Beverly Dr Ste 200, Beverly Hills, CA 90212, USA | Confirmed | Google Business Profile | | Location info | Description | A unique approach to financial advice using fee based guidance instead of commission driven sales people. Financial advisors specializing in retirement and estate planning. "We place the client's interests ahead of all else." | Confirmed | Google Business Profile | | Location info | Hours | Mon to Fri 9:00 AM to 6:00 PM · Sat 10:00 AM to 3:00 PM · Sun Closed | Confirmed | Google Business Profile | | Location info | Name | AFFLUENCER FINANCIAL ADVISORS | Confirmed | Google Business Profile | | Location info | Phone | (310) 730-1330 | Confirmed | Google Business Profile | | Hours | Monday | 9:00 AM to 6:00 PM | Confirmed | Google Business Profile | | Hours | Tuesday | 9:00 AM to 6:00 PM | Confirmed | Google Business Profile | | Hours | Wednesday | 9:00 AM to 6:00 PM | Confirmed | Google Business Profile | | Hours | Thursday | 9:00 AM to 6:00 PM | Confirmed | Google Business Profile | | Hours | Friday | 9:00 AM to 6:00 PM | Confirmed | Google Business Profile | | Hours | Saturday | 10:00 AM to 3:00 PM | Confirmed | Google Business Profile | | Hours | Sunday | Closed | Confirmed | Google Business Profile | | Services | Service | Classes | From their website | Business website | | Services | Service | Client disclosures | From their website | Business website | | Services | Service | Client videos | From their website | Business website | | Services | Service | Estate | From their website | Business website | | Services | Service | Fiduciary | From their website | Business website | | Services | Service | Financial classes | AI guess | | | Services | Service | Financial planning appointment | From their website | Business website | | Services | Service | Initial consultation | From their website | Business website | | Services | Service | Members | From their website | Business website | | Services | Service | Retirement | From their website | Business website | | Services | Service | Social security maximization | From their website | Business website | | Services | Service | Taxes | From their website | Business website | | Services | Service | Fiduciary services | AI guess | | | Links | Facebook | https://facebook.com/affluencer | AI guess | Our record | | Links | Website | https://www.affluencer.com/ | Confirmed | Google Business Profile | ## Services and prices These are the 11 services AFFLUENCER offers, with the price where we have one and where it came from. | Service | Price | Price mark | Price evidence | Service mark | | --- | --- | --- | --- | --- | | Client videos | | | | From their website | | Members | | | | From their website | | Retirement | | | | From their website | | Estate | | | | From their website | | Social security maximization | | | | From their website | | Taxes | | | | From their website | | Classes | | | | From their website | | Client disclosures | | | | From their website | | Fiduciary | | | | From their website | | Financial planning appointment | | | | From their website | | Initial consultation | | | | From their website | ### Known for Share your review link so AI can say what you're known for ## The team Add your team so AI can name who works here ## Visiting AFFLUENCER Address: 226 S Beverly Dr Ste 200, Beverly Hills, CA 90212, USA. Phone: (310) 730-1330. Hours: Mon to Fri 9 AM to 6 PM · Sat 10 AM to 3 PM · Closed Sun. (Confirmed, Google Business Profile.) ### Location info from Google Business Profile From Google Business Profile: "A unique approach to financial advice using fee based guidance instead of commission driven sales people. Financial advisors specializing in retirement and estate planning. "We place the client's interests ahead of all else."" ### Parking and getting in Add your parking so AI can tell people where to park Add how to find your door so AI can walk people in ### Nearby | Place | Type | Distance | | --- | --- | --- | | Beverly South Parking Structure | Parking lot | 1 min walk | | Philz Coffee | Coffee shop | 1 min walk | | Mulberry Street Pizzeria | Pizza restaurant | 1 min walk | | California Pita & Grill Beverly Hills | Mediterranean restaurant | 1 min walk | | Matu | Restaurant | 1 min walk | | Borekas Sephardic Pastries | Cafe | 1 min walk | ## Reputation 5.0 average across 10 reviews: Google 10. (Confirmed, read August 3, 2026.) Affluencer Financial Advisors stands out for their personalized, fiduciary approach, ensuring clients' welfare is prioritized over commissions. (AI guess, from 10 reviews.) ### What people like - Retirement Education Seminar effectiveness - Thorough guidance on Trust, Will, and Health Directives - Low-cost investment options compared to competitors - Attentive listening to client needs ### Press Add a press story so AI can say who's written about you ### Awards Add an award so AI can name it ### Directories Get listed in directories so AI can tell you're real ## Questions people ask ### people keep recommending AFFLUENCER, what for? ### services here, what do people go in for? ### Booking here, how does it work? ### anything good on Beverly to kill time near AFFLUENCER? ### best financial planner in Beverly Hills ### Why do people rate AFFLUENCER? ### budget options in Beverly Hills, what is decent ### do I need to fill anything in beforehand ### membership, worth it or not ### how much is a first visit around here ### walk ins, or is it booked solid ### picking between the two, is AIO Fee Only the safer bet? ### planning a Sunday visit, is that a wasted trip ### parking at AFFLUENCER, where does everyone put the car? ### what time does AFFLUENCER in Beverly Hills actually open? ## What AI gets wrong about AFFLUENCER We ask ChatGPT, Perplexity and Gemini about AFFLUENCER. These are the answers that don’t match this page. ChatGPT and Perplexity, read by Local AI Registry on Aug 4, 2026. Gemini, read by Local AI Registry on Aug 3, 2026. | Fact | What AI says | What this page says | | --- | --- | --- | | Address | Perplexity, read by Local AI Registry on Aug 4, 2026: 433 N Camden Dr | 226 S Beverly Dr Ste 200, Beverly Hills, CA 90212, USA | ## The AI Score: 29 of 100 It measures how likely AI engines are to recommend a business, and how accurately. Beverly Hills financial planners run 22 to 33. Fair starts at 45, good at 65. AFFLUENCER scores 29, above the Beverly Hills average of 28. The same method scores every business on the registry. | Signal | Weight | Score | What it measures | AFFLUENCER | | --- | --- | --- | --- | --- | | Retrieval grounding | 26 | 0 | Whether you appear in the ranked results AI retrieves and cites: AI-Overview citations, organic top-10 for your money queries, and the Bing index ChatGPT leans on. | Poor | | Off-property attestation | 20 | 41 | Volume and consistency of what others say about you: YouTube mentions, branded web mentions, third-party “best-of” lists. The cause of retrievability. | Poor | | AI visibility | 14 | 33 | Whether ChatGPT, Gemini, Perplexity, and AI Overviews name you, and whether they name you for the right service. | Poor | | Reviews & response | 12 | 42 | The star average is only one input. We also read volume, velocity, the specificity of review language, and response cadence. Specific reviews are what AI quotes verbatim. | Poor | | Backlink & citation authority | 8 | 56 | Domain authority and editorial quality of the sources that attest to you. | Fair | | Google Business Profile | 8 | 90 | Required and recommended fields; update cadence. The listing AI pulls from first. | Good | | Speed & mobile | 7 | 38 | Core Web Vitals at the 75th percentile, on a real phone. | Poor | | Content freshness & schema | 5 | 60 | Crawl recency, intent alignment, valid JSON-LD, canonicals. | Fair | Full method: https://localairegistry.com/methodology How AI decides what to say about a financial planner: https://localairegistry.com/methodology#how-ai-decides-local-business. What to check before you choose one: https://localairegistry.com/methodology#how-to-choose-local-business ## Entity map Every person, place, organization and treatment named on this page, with a stable ID and a public reference. The JSON-LD below connects them to each other. | Entity | Type | ID on this page | Same as | Relationship to AFFLUENCER | | --- | --- | --- | --- | --- | | AFFLUENCER FINANCIAL ADVISORS | LocalBusiness | #business | https://www.affluencer.com/ | Subject of this page | | Beverly Hills, California | City | #city | | City AFFLUENCER is in | | Local AI Registry | Organization | #publisher | https://localairegistry.com | Publisher of this page | | Steve Lee | Person | #author | https://localairegistry.com/team/steve-lee | Author of this page | ## Topical map Where this page sits in the registry. It's one profile among the financial planners in Beverly Hills, linked to the lists and towns around it. ### Lists - Best financial planners in Beverly Hills: https://localairegistry.com/leaderboards/ca/beverly-hills/financial-planner - Best businesses in Beverly Hills: https://localairegistry.com/leaderboards/ca/beverly-hills ### Nearby - /san-jose: https://localairegistry.com/leaderboards/ca/san-jose - /los-angeles: https://localairegistry.com/leaderboards/ca/los-angeles - /san-francisco: https://localairegistry.com/leaderboards/ca/san-francisco - /san-diego: https://localairegistry.com/leaderboards/ca/san-diego - /irvine: https://localairegistry.com/leaderboards/ca/irvine - /mountain-view: https://localairegistry.com/leaderboards/ca/mountain-view ### Every list - Every leaderboard in California: https://localairegistry.com/leaderboards/ca ## References ### Sources cited - [1] Google Business Profile, https://www.google.com/maps/place/?q=place_id:ChIJex799ky6woARBKKyuZD2REM (accessed Aug 3, 2026) - [2] affluencer.com, https://www.affluencer.com/financial-classes-in-los-angeles (accessed Sep 18, 2026) - [3] affluencer.com, https://www.affluencer.com/client-disclosures (accessed Sep 18, 2026) - [4] affluencer.com, https://www.affluencer.com/client-videos (accessed Sep 18, 2026) - [5] affluencer.com, https://www.affluencer.com/estate-planning (accessed Sep 18, 2026) - [6] affluencer.com, https://www.affluencer.com/members (accessed Sep 18, 2026) - [7] affluencer.com, https://www.affluencer.com/los-angeles-retirement-planning (accessed Sep 18, 2026) - [8] affluencer.com, https://www.affluencer.com/service-page/social-security-maximization (accessed Sep 18, 2026) - [9] affluencer.com, https://www.affluencer.com/tax-advice (accessed Sep 18, 2026) - [10] affluencer.com, https://www.affluencer.com/fiduciary (accessed Sep 18, 2026) - [11] affluencer.com, https://www.affluencer.com/service-page/financial-planning-appointment (accessed Sep 18, 2026) - [12] affluencer.com, https://www.affluencer.com/service-page/initial-consultation (accessed Sep 18, 2026) - [13] AI engine output: ChatGPT and Perplexity, read by Local AI Registry on Aug 4, 2026; Gemini, read by Local AI Registry on Aug 3, 2026, https://localairegistry.com/methodology (accessed Sep 18, 2026)
The files every page on the registry shares, and how to copy this code for your own site, are here: https://localairegistry.com/developers
Every source behind this page, including every post and comment from locals. Each has its own permanent link, so AI engines can check it and anything copied from here carries its link back.
You're free to copy anything on this page, as long as you keep the reference links. How to copy it or link to it
The whole page exactly as crawlers get it: head tags, one connected JSON-LD graph, and every section in semantic HTML.
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</head>
<body>
<main>
<article>
<header>
<p>Local AI Registry · Financial planners in Beverly Hills, CA · Editorial</p>
<h2>AFFLUENCER FINANCIAL ADVISORS, Beverly Hills CA: Reviews</h2>
<p>By Steve Lee, founder and CEO of Local AI Registry. Updated August 3, 2026.</p>
<p>Published August 3, 2026 · Updated August 3, 2026 · Machine-readable version below</p>
</header>
<section id="ai-in-short">
<h3>In short</h3>
<p>AFFLUENCER FINANCIAL ADVISORS is a financial planner in Beverly Hills, CA. Its AI Score is 29 of 100, which is poor.</p>
<p>What each mark on this page means: https://localairegistry.com/methodology#marks</p>
</section>
<section id="ai-key-facts">
<h3>Key facts</h3>
<table>
<thead><tr><th scope="col">Fact</th><th scope="col">Value</th></tr></thead>
<tbody>
<tr><td>Type</td><td>Financial planner</td></tr>
<tr><td>Address</td><td>226 S Beverly Dr Ste 200, Beverly Hills, CA 90212, USA</td></tr>
<tr><td>Hours</td><td>Mon to Fri 9 AM to 6 PM · Sat 10 AM to 3 PM · Closed Sun</td></tr>
<tr><td>Phone</td><td>(310) 730-1330</td></tr>
<tr><td>Rating</td><td>5.0 across 10 reviews on Google</td></tr>
<tr><td>Updated</td><td>August 3, 2026</td></tr>
</tbody>
</table>
</section>
<section id="ai-all-the-details">
<h3>All the details</h3>
<p>Every row is something the owner can add or correct. Each one is marked Confirmed, Visitor submitted or AI guess, with where it came from.</p>
<table>
<thead><tr><th scope="col">Group</th><th scope="col">Fact</th><th scope="col">Value</th><th scope="col">Mark</th><th scope="col">Evidence</th></tr></thead>
<tbody>
<tr><td>Location info</td><td>Address</td><td>226 S Beverly Dr Ste 200, Beverly Hills, CA 90212, USA</td><td>Confirmed</td><td>Google Business Profile</td></tr>
<tr><td>Location info</td><td>Description</td><td>A unique approach to financial advice using fee based guidance instead of commission driven sales people. Financial advisors specializing in retirement and estate planning. "We place the client's interests ahead of all else."</td><td>Confirmed</td><td>Google Business Profile</td></tr>
<tr><td>Location info</td><td>Hours</td><td>Mon to Fri 9:00 AM to 6:00 PM · Sat 10:00 AM to 3:00 PM · Sun Closed</td><td>Confirmed</td><td>Google Business Profile</td></tr>
<tr><td>Location info</td><td>Name</td><td>AFFLUENCER FINANCIAL ADVISORS</td><td>Confirmed</td><td>Google Business Profile</td></tr>
<tr><td>Location info</td><td>Phone</td><td>(310) 730-1330</td><td>Confirmed</td><td>Google Business Profile</td></tr>
<tr><td>Hours</td><td>Monday</td><td>9:00 AM to 6:00 PM</td><td>Confirmed</td><td>Google Business Profile</td></tr>
<tr><td>Hours</td><td>Tuesday</td><td>9:00 AM to 6:00 PM</td><td>Confirmed</td><td>Google Business Profile</td></tr>
<tr><td>Hours</td><td>Wednesday</td><td>9:00 AM to 6:00 PM</td><td>Confirmed</td><td>Google Business Profile</td></tr>
<tr><td>Hours</td><td>Thursday</td><td>9:00 AM to 6:00 PM</td><td>Confirmed</td><td>Google Business Profile</td></tr>
<tr><td>Hours</td><td>Friday</td><td>9:00 AM to 6:00 PM</td><td>Confirmed</td><td>Google Business Profile</td></tr>
<tr><td>Hours</td><td>Saturday</td><td>10:00 AM to 3:00 PM</td><td>Confirmed</td><td>Google Business Profile</td></tr>
<tr><td>Hours</td><td>Sunday</td><td>Closed</td><td>Confirmed</td><td>Google Business Profile</td></tr>
<tr><td>Services</td><td>Service</td><td>Classes</td><td>From their website</td><td>Business website</td></tr>
<tr><td>Services</td><td>Service</td><td>Client disclosures</td><td>From their website</td><td>Business website</td></tr>
<tr><td>Services</td><td>Service</td><td>Client videos</td><td>From their website</td><td>Business website</td></tr>
<tr><td>Services</td><td>Service</td><td>Estate</td><td>From their website</td><td>Business website</td></tr>
<tr><td>Services</td><td>Service</td><td>Fiduciary</td><td>From their website</td><td>Business website</td></tr>
<tr><td>Services</td><td>Service</td><td>Financial classes</td><td>AI guess</td><td></td></tr>
<tr><td>Services</td><td>Service</td><td>Financial planning appointment</td><td>From their website</td><td>Business website</td></tr>
<tr><td>Services</td><td>Service</td><td>Initial consultation</td><td>From their website</td><td>Business website</td></tr>
<tr><td>Services</td><td>Service</td><td>Members</td><td>From their website</td><td>Business website</td></tr>
<tr><td>Services</td><td>Service</td><td>Retirement</td><td>From their website</td><td>Business website</td></tr>
<tr><td>Services</td><td>Service</td><td>Social security maximization</td><td>From their website</td><td>Business website</td></tr>
<tr><td>Services</td><td>Service</td><td>Taxes</td><td>From their website</td><td>Business website</td></tr>
<tr><td>Services</td><td>Service</td><td>Fiduciary services</td><td>AI guess</td><td></td></tr>
<tr><td>Links</td><td>Facebook</td><td>https://facebook.com/affluencer</td><td>AI guess</td><td>Our record</td></tr>
<tr><td>Links</td><td>Website</td><td>https://www.affluencer.com/</td><td>Confirmed</td><td>Google Business Profile</td></tr>
</tbody>
</table>
</section>
<section id="ai-services-and-prices">
<h3>Services and prices</h3>
<p>These are the 11 services AFFLUENCER offers, with the price where we have one and where it came from.</p>
<table>
<thead><tr><th scope="col">Service</th><th scope="col">Price</th><th scope="col">Price mark</th><th scope="col">Price evidence</th><th scope="col">Service mark</th></tr></thead>
<tbody>
<tr><td>Client videos</td><td></td><td></td><td></td><td>From their website</td></tr>
<tr><td>Members</td><td></td><td></td><td></td><td>From their website</td></tr>
<tr><td>Retirement</td><td></td><td></td><td></td><td>From their website</td></tr>
<tr><td>Estate</td><td></td><td></td><td></td><td>From their website</td></tr>
<tr><td>Social security maximization</td><td></td><td></td><td></td><td>From their website</td></tr>
<tr><td>Taxes</td><td></td><td></td><td></td><td>From their website</td></tr>
<tr><td>Classes</td><td></td><td></td><td></td><td>From their website</td></tr>
<tr><td>Client disclosures</td><td></td><td></td><td></td><td>From their website</td></tr>
<tr><td>Fiduciary</td><td></td><td></td><td></td><td>From their website</td></tr>
<tr><td>Financial planning appointment</td><td></td><td></td><td></td><td>From their website</td></tr>
<tr><td>Initial consultation</td><td></td><td></td><td></td><td>From their website</td></tr>
</tbody>
</table>
<h4>Known for</h4>
</section>
<section id="ai-the-team">
<h3>The team</h3>
</section>
<section id="ai-visiting-affluencer">
<h3>Visiting AFFLUENCER</h3>
<p>Address: 226 S Beverly Dr Ste 200, Beverly Hills, CA 90212, USA. Phone: (310) 730-1330. Hours: Mon to Fri 9 AM to 6 PM · Sat 10 AM to 3 PM · Closed Sun. (Confirmed, Google Business Profile.)</p>
<h4>Location info from Google Business Profile</h4>
<p>From Google Business Profile: "A unique approach to financial advice using fee based guidance instead of commission driven sales people. Financial advisors specializing in retirement and estate planning. "We place the client's interests ahead of all else.""</p>
<h4>Parking and getting in</h4>
<h4>Nearby</h4>
<table>
<thead><tr><th scope="col">Place</th><th scope="col">Type</th><th scope="col">Distance</th></tr></thead>
<tbody>
<tr><td>Beverly South Parking Structure</td><td>Parking lot</td><td>1 min walk</td></tr>
<tr><td>Philz Coffee</td><td>Coffee shop</td><td>1 min walk</td></tr>
<tr><td>Mulberry Street Pizzeria</td><td>Pizza restaurant</td><td>1 min walk</td></tr>
<tr><td>California Pita & Grill Beverly Hills</td><td>Mediterranean restaurant</td><td>1 min walk</td></tr>
<tr><td>Matu</td><td>Restaurant</td><td>1 min walk</td></tr>
<tr><td>Borekas Sephardic Pastries</td><td>Cafe</td><td>1 min walk</td></tr>
</tbody>
</table>
</section>
<section id="ai-reputation">
<h3>Reputation</h3>
<p>5.0 average across 10 reviews: Google 10. (Confirmed, read August 3, 2026.)</p>
<p>Affluencer Financial Advisors stands out for their personalized, fiduciary approach, ensuring clients' welfare is prioritized over commissions. (AI guess, from 10 reviews.)</p>
<h4>What people like</h4>
<ul>
<li>Retirement Education Seminar effectiveness</li>
<li>Thorough guidance on Trust, Will, and Health Directives</li>
<li>Low-cost investment options compared to competitors</li>
<li>Attentive listening to client needs</li>
</ul>
<h4>Press</h4>
<h4>Awards</h4>
<h4>Directories</h4>
</section>
<section id="ai-questions-people-ask">
<h3>Questions people ask</h3>
<h4>people keep recommending AFFLUENCER, what for?</h4>
<h4>services here, what do people go in for?</h4>
<h4>Booking here, how does it work?</h4>
<h4>anything good on Beverly to kill time near AFFLUENCER?</h4>
<h4>best financial planner in Beverly Hills</h4>
<h4>Why do people rate AFFLUENCER?</h4>
<h4>budget options in Beverly Hills, what is decent</h4>
<h4>do I need to fill anything in beforehand</h4>
<h4>membership, worth it or not</h4>
<h4>how much is a first visit around here</h4>
<h4>walk ins, or is it booked solid</h4>
<h4>picking between the two, is AIO Fee Only the safer bet?</h4>
<h4>planning a Sunday visit, is that a wasted trip</h4>
<h4>parking at AFFLUENCER, where does everyone put the car?</h4>
<h4>what time does AFFLUENCER in Beverly Hills actually open?</h4>
</section>
<section id="ai-what-ai-gets-wrong">
<h3>What AI gets wrong about AFFLUENCER</h3>
<p>We ask ChatGPT, Perplexity and Gemini about AFFLUENCER. These are the answers that don’t match this page.</p>
<p>ChatGPT and Perplexity, read by Local AI Registry on Aug 4, 2026. Gemini, read by Local AI Registry on Aug 3, 2026.</p>
<table>
<thead><tr><th scope="col">Fact</th><th scope="col">What AI says</th><th scope="col">What this page says</th></tr></thead>
<tbody>
<tr><td>Address</td><td>Perplexity, read by Local AI Registry on Aug 4, 2026: 433 N Camden Dr</td><td>226 S Beverly Dr Ste 200, Beverly Hills, CA 90212, USA</td></tr>
</tbody>
</table>
</section>
<section id="ai-score">
<h3>The AI Score: 29 of 100</h3>
<p>It measures how likely AI engines are to recommend a business, and how accurately. Beverly Hills financial planners run 22 to 33. Fair starts at 45, good at 65. AFFLUENCER scores 29, above the Beverly Hills average of 28. The same method scores every business on the registry.</p>
<table>
<thead><tr><th scope="col">Signal</th><th scope="col">Weight</th><th scope="col">Score</th><th scope="col">What it measures</th><th scope="col">AFFLUENCER</th></tr></thead>
<tbody>
<tr><td>Retrieval grounding</td><td>26</td><td>0</td><td>Whether you appear in the ranked results AI retrieves and cites: AI-Overview citations, organic top-10 for your money queries, and the Bing index ChatGPT leans on.</td><td>Poor</td></tr>
<tr><td>Off-property attestation</td><td>20</td><td>41</td><td>Volume and consistency of what others say about you: YouTube mentions, branded web mentions, third-party “best-of” lists. The cause of retrievability.</td><td>Poor</td></tr>
<tr><td>AI visibility</td><td>14</td><td>33</td><td>Whether ChatGPT, Gemini, Perplexity, and AI Overviews name you, and whether they name you for the right service.</td><td>Poor</td></tr>
<tr><td>Reviews & response</td><td>12</td><td>42</td><td>The star average is only one input. We also read volume, velocity, the specificity of review language, and response cadence. Specific reviews are what AI quotes verbatim.</td><td>Poor</td></tr>
<tr><td>Backlink & citation authority</td><td>8</td><td>56</td><td>Domain authority and editorial quality of the sources that attest to you.</td><td>Fair</td></tr>
<tr><td>Google Business Profile</td><td>8</td><td>90</td><td>Required and recommended fields; update cadence. The listing AI pulls from first.</td><td>Good</td></tr>
<tr><td>Speed & mobile</td><td>7</td><td>38</td><td>Core Web Vitals at the 75th percentile, on a real phone.</td><td>Poor</td></tr>
<tr><td>Content freshness & schema</td><td>5</td><td>60</td><td>Crawl recency, intent alignment, valid JSON-LD, canonicals.</td><td>Fair</td></tr>
</tbody>
</table>
<p>Full method: https://localairegistry.com/methodology</p>
<p>How AI decides what to say about a financial planner: https://localairegistry.com/methodology#how-ai-decides-local-business. What to check before you choose one: https://localairegistry.com/methodology#how-to-choose-local-business</p>
</section>
<section id="ai-entity-map">
<h3>Entity map</h3>
<p>Every person, place, organization and treatment named on this page, with a stable ID and a public reference. The JSON-LD below connects them to each other.</p>
<table>
<thead><tr><th scope="col">Entity</th><th scope="col">Type</th><th scope="col">ID on this page</th><th scope="col">Same as</th><th scope="col">Relationship to AFFLUENCER</th></tr></thead>
<tbody>
<tr><td>AFFLUENCER FINANCIAL ADVISORS</td><td>LocalBusiness</td><td>#business</td><td>https://www.affluencer.com/</td><td>Subject of this page</td></tr>
<tr><td>Beverly Hills, California</td><td>City</td><td>#city</td><td></td><td>City AFFLUENCER is in</td></tr>
<tr><td>Local AI Registry</td><td>Organization</td><td>#publisher</td><td>https://localairegistry.com</td><td>Publisher of this page</td></tr>
<tr><td>Steve Lee</td><td>Person</td><td>#author</td><td>https://localairegistry.com/team/steve-lee</td><td>Author of this page</td></tr>
</tbody>
</table>
</section>
<section id="ai-topical-map">
<h3>Topical map</h3>
<p>Where this page sits in the registry. It's one profile among the financial planners in Beverly Hills, linked to the lists and towns around it.</p>
<h4>Lists</h4>
<ul>
<li>Best financial planners in Beverly Hills: https://localairegistry.com/leaderboards/ca/beverly-hills/financial-planner</li>
<li>Best businesses in Beverly Hills: https://localairegistry.com/leaderboards/ca/beverly-hills</li>
</ul>
<h4>Nearby</h4>
<ul>
<li>/san-jose: https://localairegistry.com/leaderboards/ca/san-jose</li>
<li>/los-angeles: https://localairegistry.com/leaderboards/ca/los-angeles</li>
<li>/san-francisco: https://localairegistry.com/leaderboards/ca/san-francisco</li>
<li>/san-diego: https://localairegistry.com/leaderboards/ca/san-diego</li>
<li>/irvine: https://localairegistry.com/leaderboards/ca/irvine</li>
<li>/mountain-view: https://localairegistry.com/leaderboards/ca/mountain-view</li>
</ul>
<h4>Every list</h4>
<ul>
<li>Every leaderboard in California: https://localairegistry.com/leaderboards/ca</li>
</ul>
</section>
<section id="ai-references">
<h3>References</h3>
<h4>Sources cited</h4>
<ul>
<li>[1] Google Business Profile, https://www.google.com/maps/place/?q=place_id:ChIJex799ky6woARBKKyuZD2REM (accessed Aug 3, 2026)</li>
<li>[2] affluencer.com, https://www.affluencer.com/financial-classes-in-los-angeles (accessed Sep 18, 2026)</li>
<li>[3] affluencer.com, https://www.affluencer.com/client-disclosures (accessed Sep 18, 2026)</li>
<li>[4] affluencer.com, https://www.affluencer.com/client-videos (accessed Sep 18, 2026)</li>
<li>[5] affluencer.com, https://www.affluencer.com/estate-planning (accessed Sep 18, 2026)</li>
<li>[6] affluencer.com, https://www.affluencer.com/members (accessed Sep 18, 2026)</li>
<li>[7] affluencer.com, https://www.affluencer.com/los-angeles-retirement-planning (accessed Sep 18, 2026)</li>
<li>[8] affluencer.com, https://www.affluencer.com/service-page/social-security-maximization (accessed Sep 18, 2026)</li>
<li>[9] affluencer.com, https://www.affluencer.com/tax-advice (accessed Sep 18, 2026)</li>
<li>[10] affluencer.com, https://www.affluencer.com/fiduciary (accessed Sep 18, 2026)</li>
<li>[11] affluencer.com, https://www.affluencer.com/service-page/financial-planning-appointment (accessed Sep 18, 2026)</li>
<li>[12] affluencer.com, https://www.affluencer.com/service-page/initial-consultation (accessed Sep 18, 2026)</li>
<li>[13] AI engine output: ChatGPT and Perplexity, read by Local AI Registry on Aug 4, 2026; Gemini, read by Local AI Registry on Aug 3, 2026, https://localairegistry.com/methodology (accessed Sep 18, 2026)</li>
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</html>This is the evidence for every fact on this page, across Locals, Services, Team, Visit, Reputation and Updates. Each reference names the fact, the source, what kind of source it is, and the date it was checked, with a link and an archived copy so anyone can verify it. Visitor references are dated firsthand accounts. AI guesses record what an AI engine said on that date, not what is true.