ChFC financial advisors in California
How do I find fee-only advisors who hold the ChFC in California?
In California, look for a fee-only advisor who holds the ChFC, a planning designation from The American College. It covers much the same ground as the CFP. Records to start with include Joseph Alfonso of Aegis Financial Advisory, Daniel McCurdy of McCurdy Financial Solutions and Jose Armenta of Create Your Path.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Joseph Alfonso Aegis Financial Advisory, Cupertino Holds the CFP and EA. Fees on file: flat fee or retainer, ongoing planning fee.
- Daniel McCurdy McCurdy Financial Solutions, Rocklin Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Jose Armenta Create Your Path, San Diego Holds the CFP and EA. Fees on file: flat fee or retainer, ongoing planning fee.
- Kathleen Connors Dowdy EP Wealth Advisors, Los Angeles Holds the CFP and EA. Fees on file: percentage of assets, hourly.
- Alan Hewitt Hewitt Wealth Management Inc., Newbury Park Holds the CFP and EA. Fees on file: fixed fees.
- Barton Brewer Global Business Management, Valencia Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 56
- Firms
- 50
- Cities
- 32
- Hold the CFP
- 68%
- Other credentials: CFA 4% · EA 7% · ChFC 100%
- How they charge (of 56 with fees on file): percentage of assets 82% · hourly 48% · fixed fees 41% · ongoing planning fee 25%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
ChFC financial advisors by state
Questions about chFC financial advisors
How many fee-only advisors who hold the ChFC in California are there?
The Wellspent public graph lists 56 fee-only advisors who hold the ChFC in California, at 50 firms. We counted every advisor record that fits, as of October 2026.
Where are fee-only advisors who hold the ChFC in California located?
Of the 56 fee-only advisors who hold the ChFC in California, 8 are in San Diego, followed by 6 in San Ramon and 5 in Walnut Creek.
How do fee-only advisors who hold the ChFC in California charge?
The most common fee among fee-only advisors who hold the ChFC in California is a percentage of assets, used by 82% of the 56 with fees on file. Many use more than one: 48% charge by the hour and 41% charge fixed fees.
How many fee-only advisors who hold the ChFC in California hold the CFP?
68% of the 56 fee-only advisors who hold the ChFC in California hold the CFP certification, based on the credentials listed on each record.
How much do fee-only financial advisors charge in California?
Fee-only financial advisors in California charge a median of $6,000 a year for ongoing planning. We found this across the published prices of 112 California firms.
How much does a one-time financial plan cost in California?
A one-time financial plan from a fee-only firm in California has a median price of $2,500. We found this across the published prices of 111 California firms.
How does Wellspent decide who counts as fee-only advisors who hold the ChFC?
We count an advisor here when their record lists the ChFC.
What should I ask fee-only advisors who hold the ChFC in California?
What areas does your planning cover? Do you hold other credentials? Do you earn anything from selling insurance? How do you charge?
How current is this list of fee-only advisors who hold the ChFC in California?
Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record.
All 56 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Al Faber Collaborative, do-it-with-you hourly or flat-fee planning for people who want to stay in control, with no product sales or ongoing fees. | DIWY Financial Planning | Los Angeles | CFP, ChFC, CLU, MBA | One-time planning fee, Hourly |
| Kathleen Connors Dowdy | EP Wealth Advisors | Los Angeles | CFP, EA, CLU, MS | Percentage of assets, Hourly |
| Alan Nelson | Measured Money Maneuvers LLC | Solana Beach | CFP, ChFC, MBA | Flat fee or retainer, Hourly |
| Gabriel Anderson | Crafted Wealth Management, LLC | Los Angeles | CFP, ChFC, CLU | Percentage of assets, Ongoing planning fee |
| Jacob Greenberg | Pure Financial Advisors, LLC | San Diego | AIF, CFP, ChFC, MPH | Percentage of assets, One-time planning fee |
| Jose Armenta | Create Your Path | San Diego | CFP, ChFC, EA, MSBA | Flat fee or retainer, Ongoing planning fee |
| Joseph Alfonso | Aegis Financial Advisory | Cupertino | CFP, ChFC, EA, RICP | Flat fee or retainer, Ongoing planning fee |
| Kimberly Keesler Herrera | Tessara Wealth | Burlingame | MBA, CFP, ChFC, RICP | Percentage of assets, Hourly |
| David Carlson | Sound Investment Management, LLC | Newport Beach | CFP, ChFC, CKA, MBA | Percentage of assets |
| Faruk Jaffer | Index Gurus | Concord | CFP, ChFC | Percentage of assets, One-time planning fee |
| Jeffrey Vistica | Vistica Wealth Advisors | Carlsbad | CFP, ChFC | Percentage of assets, Flat fee or retainer |
| Derek Munchow | Augustus Wealth | Long Beach | CFP, ChFC | Hourly, Ongoing planning fee |
| Daniel Huffman | Cornerstone Financial Planning | Other | ChFC | Flat fee or retainer, Ongoing planning fee |
| Daniel McCurdy | McCurdy Financial Solutions | Rocklin | CFP, ChFC, CFA | Percentage of assets, Hourly |
| Emin Nabiyev | TriFlame Capital | Roseville | CFP, ChFC | Percentage of assets, One-time planning fee |
| Joshua Simpson | Illumination Wealth Management | San Diego | ChFC | Flat fee or retainer, Ongoing planning fee |
| Louis Dagen | Auspicious Financial Planning | San Ramon | CFP, ChFC | Percentage of assets |
| Stuart Schiffman | Compound Wealth Advisors | San Diego | CFP, ChFC | One-time planning fee |
| Tara Manista | Sachi Financial Planning | Newport Beach | CFP, ChFC | Percentage of assets, Ongoing planning fee |
| Anna Hong | New Insight Wealth Advisors | San Ramon | ChFC | Percentage of assets, Hourly |
| Bradley Johnston | Fiduciary Benefits Group | San Diego | CFP, ChFC | Flat fee or retainer |
| Michael Maloon | California Financial Advisors | San Ramon | CFP, ChFC | Percentage of assets, Ongoing planning fee |
| Peter Burton | Burton Enright Welch | Walnut Creek | ChFC | Percentage of assets |
| Ryan Richardson | Weatherly Asset Management | Del Mar | CFP, ChFC | Percentage of assets, Fixed fees |
| Stacey Liu | Treehouse Wealth Advisors | Walnut Creek | CFP, ChFC | Percentage of assets, Fixed fees |
| Thomas Powers | California Financial Advisors | San Ramon | CFP, ChFC | Percentage of assets, Ongoing planning fee |
| Barton Brewer | Global Business Management | Valencia | CFP, ChFC, CFA | Percentage of assets, Hourly |
| Lauren Gabele | Cascade Financial Partners | San Diego | CFP, ChFC | Percentage of assets |
| Jacob Parsons | Statherós Financial Solutions | El Dorado Hills | CFP, ChFC | Percentage of assets |
| John Cordano | California Financial Advisors | San Ramon | ChFC | Percentage of assets, Ongoing planning fee |
| Kirk Ludwig | WESTHILL Financial Advisors | San Rafael | CFP, ChFC | Percentage of assets, Hourly |
| Matthew Taddei | WESTHILL Financial Advisors | San Rafael | CFP, ChFC | Percentage of assets, Hourly |
| Raymond Tan | California Financial Advisors | San Ramon | ChFC | Percentage of assets, Ongoing planning fee |
| Alan Hewitt | Hewitt Wealth Management Inc. | Newbury Park | CFP, ChFC, EA | Fixed fees |
| Alexandra Sandberg | Osborne Partners | San Francisco | CFP, ChFC | Percentage of assets, Performance-based fees |
| Brenton Devore | DeVore Financial Advisors | Escondido | ChFC | Percentage of assets, Flat fee or retainer |
| James Smith | StratiCo | Walnut Creek | ChFC | Percentage of assets, Hourly |
| Jordan Kane | Kane Capital Advisors | Camarillo | CFP, ChFC | Percentage of assets, Hourly |
| Arrington Rhett | Asset Dedication | San Francisco | CFP, ChFC | Percentage of assets |
| David Harrington | Hillcrest Financial Group | Thousand Oaks | CFP, ChFC | Percentage of assets, Fixed fees |
| Derick Kann | Index Fund Advisors | Irvine | CFP, ChFC | Percentage of assets, Fixed fees |
| Devon Galindo | Serenus Wealth Advisors | Santa Monica | CFP, ChFC | Percentage of assets, Fixed fees |
| Martin Mazorra | Private Wealth Advisors | Fresno | CFP, ChFC | Percentage of assets, Hourly |
| Michael Hall | Core Wealth Partners | Santa Rosa | CFP, ChFC | Percentage of assets |
| Rodney Simms | Gradient Capital Advisors | San Diego | CFP, ChFC | Percentage of assets, Hourly |
| Vidalia Cornwall | Tessara Wealth | Burlingame | CFP, ChFC | Percentage of assets, Hourly |
| Charles Rogers | Azimuth Wealth Advisors | San Diego | ChFC | Percentage of assets, Hourly |
| Deborah Hurwicz | Madson Wealth Advisors | Santa Rosa | ChFC | Percentage of assets, Hourly |
| Gary Pevey | AFS Investments | Turlock | ChFC | Percentage of assets, Hourly |
| Gregory Zedlar | California Capital Management | North Hollywood | ChFC | Percentage of assets, Hourly |
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