local ai registry · agent view · /biz/ca/santa-monica/windfall-financial-advisors-fee-only-fiduciary-santa-monica-ca

# WINDFALL FINANCIAL ADVISORS, Fee-Only, Fiduciary

Financial Planner — Santa Monica, California. Registry entry: https://localairegistry.com/biz/ca/santa-monica/windfall-financial-advisors-fee-only-fiduciary-santa-monica-ca

**AI Score: 25/100** (Needs attention, verified August 3, 2026) — methodology: https://localairegistry.com/methodology

## What AI assistants say (named by 0 of 2)

### ChatGPT — not named
Asked: "best financial planner in Santa Monica" (checked August 3, 2026)
> ChatGPT answered with other businesses; WINDFALL FINANCIAL ADVISORS, Fee-Only, Fiduciary was not mentioned.

### Gemini — not named
Asked: "best financial planner in Santa Monica" (checked August 3, 2026)
> Gemini answered with other businesses; WINDFALL FINANCIAL ADVISORS, Fee-Only, Fiduciary was not mentioned.

## Known for

WINDFALL FINANCIAL ADVISORS excels in providing specialized financial advice related to lottery winnings, particularly in tax implications and payout calculations.

- Tax Lotto Guidance
- Lump Sum Lottery Calculators
- State Lottery Tax Calculators
- Lotto After Taxes Insights
- 401k and Net Worth Advice

## Score breakdown

| Signal | Weight | Score /100 |
| --- | --- | --- |
| Retrieval grounding | 26% | 0 |
| Off-property attestation | 20% | 40 |
| AI visibility | 14% | 0 |
| Reviews & response | 12% | 52 |
| Backlink & citation authority | 8% | 59 |
| Google Business Profile | 8% | 90 |
| Speed & mobile | 7% | 64 |
| Content freshness & schema | 5% | 60 |

## Others on record in Santa Monica

- Eddy Financial — AI Score 40
- Abacus Wealth Partners — AI Score 34
- Gerber Kawasaki Wealth and Investment Management — AI Score 27
- DLHORTON ADVISORS — AI Score 23

WINDFALL FINANCIAL ADVISORS, Fee-Only, Fiduciary ranks 4 of 5 in its category here.

## Facts

- Address: 100 Wilshire Blvd #700, Santa Monica, CA 90401, USA
- Phone: (949) 205-7002
- Website: windfalladvisors.com
- Hours Mon: Open 24 hours
- Hours Tue: Open 24 hours
- Hours Wed: Open 24 hours
- Hours Thu: Open 24 hours
- Hours Fri: Open 24 hours
- Hours Sat: Open 24 hours
- Hours Sun: Open 24 hours

## Questions

### What are the business hours for Windfall Financial Advisors?
Windfall Financial Advisors is open 24 hours a day, seven days a week.

### Does Windfall Financial Advisors accept reservations?
The business does not accept reservations.

### What is Windfall Financial Advisors known for?
The business is known for being a fee-only fiduciary financial planner, providing unbiased financial advice.

### Is there parking available at Windfall Financial Advisors?
Information regarding parking availability is not specified; customers may want to check local parking options near the address.

### Where is Windfall Financial Advisors located?
The business is located at 100 Wilshire Blvd #700, Santa Monica, CA 90401, USA.

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Source: Local AI Registry (https://localairegistry.com). The registry re-checks every entry.
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