WINDFALL FINANCIAL ADVISORS, Fee-Only, Fiduciary

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# WINDFALL FINANCIAL ADVISORS, Fee-Only, Fiduciary, Santa Monica CA: Reviews

Source: Local AI Registry, https://localairegistry.com/biz/ca/santa-monica/windfall-financial-advisors-fee-only-fiduciary-santa-monica-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/santa-monica/windfall-financial-advisors-fee-only-fiduciary-santa-monica-ca

## Photos

- ![Photo 1](https://localairegistry.com/api/photo?src=https%3A%2F%2Fseoaesthetic-assets.sfo3.cdn.digitaloceanspaces.com%2Fphotos%2Fcmsdvfqvg02ftye1rm34cy2r3%2F0.jpg)
- ![Photo 2](https://localairegistry.com/api/photo?src=https%3A%2F%2Fseoaesthetic-assets.sfo3.cdn.digitaloceanspaces.com%2Fphotos%2Fcmsdvfqvg02ftye1rm34cy2r3%2F1.jpg)
- ![Photo 3](https://localairegistry.com/api/photo?src=https%3A%2F%2Fseoaesthetic-assets.sfo3.cdn.digitaloceanspaces.com%2Fphotos%2Fcmsdvfqvg02ftye1rm34cy2r3%2F2.png)
- ![Photo 4](https://localairegistry.com/api/photo?src=https%3A%2F%2Fseoaesthetic-assets.sfo3.cdn.digitaloceanspaces.com%2Fphotos%2Fcmsdvfqvg02ftye1rm34cy2r3%2F3.jpg)
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## In short

WINDFALL FINANCIAL ADVISORS, Fee-Only, Fiduciary is a financial planner in Santa Monica, CA. Its AI Score is 27 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 | 100 Wilshire Blvd #700, Santa Monica, CA 90401, USA |
| Hours | Mon to Sun Open 24 hours |
| Phone | (949) 205-7002 |
| Rating | 5.0 across 43 reviews |
| 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 | 100 Wilshire Blvd #700, Santa Monica, CA 90401, USA | Confirmed | Google Business Profile |
| Location info | Description | Windfall Advisors is an independent RIA (Registered Investment Advisor) providing timely Investment Advice, Management and Financial Planning. Our team specializes in sudden wealth management scenarios, including investment management for inheritances, lottery winners, business or property sales, settlement awards, and much more. If you or a loved one have experienced or are anticipating a windfall event, contact our team of considerate wealth management experts today! | Confirmed | Google Business Profile |
| Location info | Hours | Mon to Sun Open 24 hours | Confirmed | Google Business Profile |
| Location info | Mondays | Open 24 hours | Confirmed | Google Business Profile |
| Location info | Name | WINDFALL FINANCIAL ADVISORS, Fee-Only, Fiduciary | Confirmed | Google Business Profile |
| Location info | Phone | (949) 205-7002 | Confirmed | Google Business Profile |
| Hours | Monday | Open 24 hours | Confirmed | Google Business Profile |
| Hours | Tuesday | Open 24 hours | Confirmed | Google Business Profile |
| Hours | Wednesday | Open 24 hours | Confirmed | Google Business Profile |
| Hours | Thursday | Open 24 hours | Confirmed | Google Business Profile |
| Hours | Friday | Open 24 hours | Confirmed | Google Business Profile |
| Hours | Saturday | Open 24 hours | Confirmed | Google Business Profile |
| Hours | Sunday | Open 24 hours | Confirmed | Google Business Profile |
| Services | Service | Asset protection trusts | From their website | Business website |
| Services | Service | Crypto millionaire | From their website | Business website |
| Services | Service | Divorcing | From their website | Business website |
| Services | Service | Ebook | From their website | Business website |
| Services | Service | Fee only | Confirmed | Google Business Profile |
| Services | Service | Fiduciary | Confirmed | Google Business Profile |
| Services | Service | Financial planning | AI guess |  |
| Services | Service | Inheritance | From their website | Business website |
| Services | Service | Investment advice | AI guess |  |
| Services | Service | Investment management for business sales | AI guess |  |
| Services | Service | Investment management for lottery winners | AI guess |  |
| Services | Service | Investment management for property sales | AI guess |  |
| Services | Service | Investment management for settlement awards | AI guess |  |
| Services | Service | Personal cfo | From their website | Business website |
| Services | Service | Settlement awards | From their website | Business website |
| Services | Service | Sudden wealth management | From their website | Business website |
| Services | Service | Wealth management | From their website | Business website |
| Services | Service | Personal CFO services | AI guess |  |
| Services | Service | Inheritance management | AI guess |  |
| Links | Facebook | https://www.facebook.com/windfalladvisors | Confirmed | Business website |
| Links | Instagram | https://www.instagram.com/windfall_advisors | Confirmed | Business website |
| Links | Website | https://www.windfalladvisors.com/?utm_source=GBP&utm_medium=organic | Confirmed | Google Business Profile |


## Services and prices

These are the 11 services WINDFALL FINANCIAL ADVISORS, Fee-Only, Fiduciary offers, with the price where we have one and where it came from.

| Service | Price | Price mark | Price evidence | Service mark |
| --- | --- | --- | --- | --- |
| Ebook |  |  |  | From their website |
| Settlement awards |  |  |  | From their website |
| Sudden wealth management |  |  |  | From their website |
| Personal cfo |  |  |  | From their website |
| Wealth management |  |  |  | From their website |
| Crypto millionaire |  |  |  | From their website |
| Fee only |  |  |  | Confirmed |
| Fiduciary |  |  |  | Confirmed |
| Inheritance |  |  |  | From their website |
| Divorcing |  |  |  | From their website |
| Asset protection trusts |  |  |  | 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 WINDFALL FINANCIAL ADVISORS, Fee-Only, Fiduciary

Address: 100 Wilshire Blvd #700, Santa Monica, CA 90401, USA. Phone: (949) 205-7002. Hours: Mon to Sun Open 24 hours. (Confirmed, Google Business Profile.)


### Location info from Google Business Profile

From Google Business Profile: "Windfall Advisors is an independent RIA (Registered Investment Advisor) providing timely Investment Advice, Management and Financial Planning. Our team specializes in sudden wealth management scenarios, including investment management for inheritances, lottery winners, business or property sales, settlement awards, and much more. If you or a loved one have experienced or are anticipating a windfall event, contact our team of considerate wealth management experts today!"


### 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 |
| --- | --- | --- |
| Flippin' Pizza International, LLC | Pizza restaurant | 1 min walk |
| Flamingo Mobb | Tour agency | 1 min walk |
| 120 Wilshire Blvd Parking Garage - ParkABM | Parking garage | 1 min walk |
| Pacific Catch | Seafood restaurant | 1 min walk |
| 101 Wilshire Blvd Parking | Parking lot | 1 min walk |
| Brentwood Students Meet Up | Park | 1 min walk |


## Reputation

5.0 average across 43 reviews.


### 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


### lunch near Wilshire, what is good


### WINDFALL FINANCIAL ADVISORS, Fee-Only, Fiduciary or Eddy for Lottery tax implications and calculators?


### opening hours at WINDFALL FINANCIAL ADVISORS, Fee-Only, Fiduciary in Santa Monica, what are they these days?


### membership, worth it or not


### do I need to book this place or can I just turn up?


### best financial planner in Santa Monica


### anywhere cheaper than WINDFALL FINANCIAL ADVISORS, Fee-Only, Fiduciary in Santa Monica that is still good?


### anything new from WINDFALL FINANCIAL ADVISORS, Fee-Only, Fiduciary lately?


### are prices in Santa Monica higher than everywhere else


### parking at WINDFALL FINANCIAL ADVISORS, Fee-Only, Fiduciary, where does everyone put the car?


### anyone tell me what a first visit here involves


### WINDFALL FINANCIAL ADVISORS, Fee-Only, Fiduciary, any chance to get in this week?


### people keep recommending WINDFALL FINANCIAL ADVISORS, Fee-Only, Fiduciary, what for?


### where exactly is this place?


## What AI gets wrong about WINDFALL FINANCIAL ADVISORS, Fee-Only, Fiduciary

We ask Gemini, ChatGPT and Perplexity about WINDFALL FINANCIAL ADVISORS, Fee-Only, Fiduciary. These are the answers that don’t match this page.

ChatGPT and Gemini, read by Local AI Registry on Oct 17, 2026. Perplexity, read by Local AI Registry on Aug 4, 2026.

| Fact | What AI says | What this page says |
| --- | --- | --- |
| Address | Perplexity, read by Local AI Registry on Aug 4, 2026: 429 Santa Monica Blvd | 100 Wilshire Blvd #700, Santa Monica, CA 90401, USA |


## The AI Score: 27 of 100

It measures how likely AI engines are to recommend a business, and how accurately. Santa Monica financial planners run 24 to 53. Fair starts at 45, good at 65. WINDFALL FINANCIAL ADVISORS, Fee-Only, Fiduciary scores 27, below the Santa Monica average of 39. The same method scores every business on the registry.

| Signal | Weight | Score | What it measures | WINDFALL FINANCIAL ADVISORS, Fee-Only, Fiduciary |
| --- | --- | --- | --- | --- |
| 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 | 40 | 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 | 13 | Whether ChatGPT, Gemini, Perplexity, and AI Overviews name you, and whether they name you for the right service. | Poor |
| Reviews & response | 12 | 52 | 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. | Fair |
| Backlink & citation authority | 8 | 59 | 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 | 64 | Core Web Vitals at the 75th percentile, on a real phone. | Fair |
| 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 WINDFALL FINANCIAL ADVISORS, Fee-Only, Fiduciary |
| --- | --- | --- | --- | --- |
| WINDFALL FINANCIAL ADVISORS, Fee-Only, Fiduciary | LocalBusiness | #business | https://www.windfalladvisors.com/?utm_source=GBP&utm_medium=organic | Subject of this page |
| Santa Monica, California | City | #city |  | City WINDFALL FINANCIAL ADVISORS, Fee-Only, Fiduciary 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 Santa Monica, linked to the lists and towns around it.


### Lists

- Best financial planners in Santa Monica: https://localairegistry.com/leaderboards/ca/santa-monica/financial-planner
- Best businesses in Santa Monica: https://localairegistry.com/leaderboards/ca/santa-monica


### 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:ChIJy3f6FSClwoARTvvi1hHsWUY (accessed Aug 3, 2026)
- [2] windfalladvisors.com, https://windfalladvisors.com/asset-protection-trusts/ (accessed Sep 18, 2026)
- [3] windfalladvisors.com, https://windfalladvisors.com/crypto-millionaire/ (accessed Sep 18, 2026)
- [4] windfalladvisors.com, https://windfalladvisors.com/divorcing/ (accessed Sep 18, 2026)
- [5] windfalladvisors.com, https://windfalladvisors.com/ebook/ (accessed Sep 18, 2026)
- [6] windfalladvisors.com, https://windfalladvisors.com/inheritance/ (accessed Sep 18, 2026)
- [7] windfalladvisors.com, https://windfalladvisors.com/personal-cfo/ (accessed Sep 18, 2026)
- [8] windfalladvisors.com, https://windfalladvisors.com/settlement-awards/ (accessed Sep 18, 2026)
- [9] windfalladvisors.com, https://windfalladvisors.com/sudden-wealth/ (accessed Sep 18, 2026)
- [10] windfalladvisors.com, https://windfalladvisors.com/wealth-management/ (accessed Sep 18, 2026)
- [11] AI engine output: ChatGPT and Gemini, read by Local AI Registry on Oct 17, 2026; Perplexity, read by Local AI Registry on Aug 4, 2026, https://localairegistry.com/methodology (accessed Sep 18, 2026)
- [12] windfalladvisors.com, https://www.windfalladvisors.com/?utm_source=GBP&utm_medium=organic (accessed Oct 17, 2026)