# 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

- ![Photo 1](https://localairegistry.com/api/photo?src=https%3A%2F%2Fseoaesthetic-assets.sfo3.cdn.digitaloceanspaces.com%2Fphotos%2Fcmsdwesau01cxyeq1zf3nhotx%2F0.png)
- ![Photo 2](https://localairegistry.com/api/photo?src=https%3A%2F%2Fseoaesthetic-assets.sfo3.cdn.digitaloceanspaces.com%2Fphotos%2Fcmsdwesau01cxyeq1zf3nhotx%2F1.jpg)
- ![Photo 3](https://localairegistry.com/api/photo?src=https%3A%2F%2Fseoaesthetic-assets.sfo3.cdn.digitaloceanspaces.com%2Fphotos%2Fcmsdwesau01cxyeq1zf3nhotx%2F2.jpg)
- ![Photo 4](https://localairegistry.com/api/photo?src=https%3A%2F%2Fseoaesthetic-assets.sfo3.cdn.digitaloceanspaces.com%2Fphotos%2Fcmsdwesau01cxyeq1zf3nhotx%2F3.jpg)
- ![Photo 5](https://localairegistry.com/api/photo?src=https%3A%2F%2Fseoaesthetic-assets.sfo3.cdn.digitaloceanspaces.com%2Fphotos%2Fcmsdwesau01cxyeq1zf3nhotx%2F4.jpg)


## 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 |
| 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 disclosures |  |  |  | From their website |
| Client videos |  |  |  | From their website |
| Members |  |  |  | From their website |
| Retirement |  |  |  | From their website |
| Classes |  |  |  | From their website |
| Social security maximization |  |  |  | From their website |
| Taxes |  |  |  | From their website |
| Estate |  |  |  | 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)