Local AI Registry

Financial Planner

Samuel Rad - Fiduciary Financial Advisor

The public record of what AI assistants say about this business — the questions asked, the answers given, the omissions.

226 S Beverly Dr Ste 200
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28/100
Needs attention

Strong is 80 or better. Under 40 is weak. Half of financial planners in the registry score 22–27.

Verified August 4, 2026

See where you rank

Samuel Rad - Fiduciary Financial Advisor — Beverly Hills, California
Samuel Rad - Fiduciary Financial Advisor · 226 S Beverly Dr Ste 200

What AI says about Samuel.1

We ask the assistants the questions customers actually ask, and record what comes back — quoted verbatim, dated, with the capture kept as evidence.

ChatGPT

Not named

Asked best financial planner in Beverly Hills

ChatGPT answered with other businesses. Samuel Rad - Fiduciary Financial Advisor was not mentioned.

Checked August 4, 2026

Gemini

Not named

Asked best financial planner in Beverly Hills

Gemini answered with other businesses. Samuel Rad - Fiduciary Financial Advisor was not mentioned.

Checked August 4, 2026

Named by 0 of 2 assistants as of August 4, 2026.

What people keep saying.2

Every review this business has, read and distilled — the mood, the consistent praise, and the recurring complaints.

Clients appreciate Samuel Rad's approachable and informative style, often highlighting his ability to simplify complex financial concepts. Many feel a sense of trust and care, noting that he treats all clients with respect, regardless of their financial status.

Consistently praised

Sam's clear and concise presentations
Integrity in handling refunds
Personalized attention for all clients

Recurring complaints

Losses incurred in the Woodbridge ponzi scheme
Concerns about licensing for sold securities

The bottom line: Samuel Rad is recognized for his integrity and ability to simplify financial planning, though some clients have raised concerns about past investment losses.

Samuel Rad - Fiduciary Financial Advisor — Beverly Hills, California
Samuel Rad - Fiduciary Financial Advisor · 226 S Beverly Dr Ste 200

The score, explained

Why 28.3

Eight signals make up the AI Score. Weight is how much a signal counts; the score is how this entry measures on it. The same method for every business — never for sale.

Higher than 79% of financial planners in the registry.

Scanned August 4, 2026

SignalScore /100
Retrieval groundingWhether 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.
Off-property attestationVolume and consistency of what others say about you — YouTube mentions, branded web mentions, third-party “best-of” lists. The cause of retrievability.
40
AI visibilityWhether ChatGPT, Gemini, Perplexity, and AI Overviews name you — and for the right service.
0
Reviews & responseNot just star average — volume, velocity, the specificity of review language, and response cadence. Specific reviews are what AI quotes verbatim.
36
Backlink & citation authorityDomain authority and editorial quality of the sources that attest to you.
Google Business ProfileRequired and recommended fields; update cadence. The listing AI pulls from first.
78
Speed & mobileCore Web Vitals at the 75th percentile, on a real phone.
Content freshness & schemaCrawl recency, intent alignment, valid JSON-LD, canonicals.

What’s holding this entry back: ai visibility and reviews & response — the signals dragging the score below where the rest of the record sits.

Read the full methodology

Standing

Where the entry ranks.

Samuel Rad - Fiduciary Financial Advisor — Beverly Hills, California
Samuel Rad - Fiduciary Financial Advisor · 226 S Beverly Dr Ste 200

The facts

Address226 S Beverly Dr Ste 200, Beverly Hills, CA 90212, USA
Hours
Today (Tue) · 7:00 AM – 7:00 PM
  • Monday7:00 AM – 7:00 PM
  • Tuesday7:00 AM – 7:00 PM
  • Wednesday7:00 AM – 7:00 PM
  • Thursday7:00 AM – 7:00 PM
  • Friday7:00 AM – 7:00 PM
  • Saturday7:00 AM – 7:00 PM
  • Sunday7:00 AM – 7:00 PM

Typically busiest — Friday

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Map of the area around Samuel Rad - Fiduciary Financial Advisor
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Questions

About Samuel Rad - Fiduciary Financial Advisor.

What are the business hours for Samuel Rad - Fiduciary Financial Advisor?

The business is open Monday through Sunday from 7:00 AM to 7:00 PM.

Does Samuel Rad - Fiduciary Financial Advisor accept reservations?

The business does not accept reservations.

What is Samuel Rad - Fiduciary Financial Advisor known for?

The business is known for providing honest and straightforward financial advice, with a focus on client education and integrity.

Is parking available at Samuel Rad - Fiduciary Financial Advisor?

The business is located in Beverly Hills, where parking options may vary; it is advisable to check for available parking in the area.

Are there any special features offered by Samuel Rad - Fiduciary Financial Advisor?

The business offers seminars and personalized consultations to help clients understand their financial situations better.

For business owners

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What AI says about you today

The answer ChatGPT and Perplexity give when someone asks for the best in your category and city. Named, or left out.

Your fix list

Every problem we found, one row at a time, each with the written steps to do it yourself and an honest estimate of how long it takes. Tick them off as you go.

Correct the details AI reads

Hours, phone, email, booking link, socials and photos. You change them, they publish to this entry as soon as you save. Name, description, category, website, services and address need a paid plan.

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