# Advisors for $1 million to $3 million in California > In California, look for a fee-only firm whose typical client looks like you, with tax and estate planning included in the fee. At this level the fee is large in dollars, so ask exactly what it covers. Records to start with include Pamela Chen of Refresh Investments LLC, Mark Young of Clearview Financial, Inc. and Sean Shannon of Monograph Wealth. Page: https://find.wellspent.co/by/financial-advisors-1-to-3-million/california/ 428 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## How do I find fee-only advisors for $1 million to $3 million in California? In California, look for a fee-only firm whose typical client looks like you, with tax and estate planning included in the fee. At this level the fee is large in dollars, so ask exactly what it covers. Records to start with include Pamela Chen of Refresh Investments LLC, Mark Young of Clearview Financial, Inc. and Sean Shannon of Monograph Wealth. ## How many fee-only advisors for $1 million to $3 million in California are there? The Wellspent public graph lists 428 fee-only advisors for $1 million to $3 million in California, at 171 firms. We counted every advisor record that fits, as of October 2026. These are advisors at firms whose average account is $1 million to $3 million. ## Where are fee-only advisors for $1 million to $3 million in California located? Of the 428 fee-only advisors for $1 million to $3 million in California, 44 are in San Francisco, followed by 32 in San Diego and 28 in Los Angeles. ## How do fee-only advisors for $1 million to $3 million in California charge? The most common fee among fee-only advisors for $1 million to $3 million in California is a percentage of assets, used by 97% of the 428 with fees on file. Many use more than one: 54% charge fixed fees and 53% charge by the hour. ## How many fee-only advisors for $1 million to $3 million in California hold the CFP? 36% of the 428 fee-only advisors for $1 million to $3 million 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 for $1 million to $3 million? We divide the assets each firm reports on its Form ADV by its number of accounts. It's an average per account, so a household with several accounts may hold more. ## What should I ask fee-only advisors for $1 million to $3 million in California? What would I pay in dollars each year? Are tax and estate planning included in the fee? Does your fee drop as assets grow? Who would I actually work with? ## How current is this list of fee-only advisors for $1 million to $3 million 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. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Kathleen Connors Dowdy](https://find.wellspent.co/advisors/kathleen-connors-dowdy.md) | EP Wealth Advisors | Los Angeles, California | CFP, EA, CLU, MS, MBA, AIF, MA, ChFC | Percentage of assets, Hourly, Fixed fees | | [Gustaf Rounick](https://find.wellspent.co/advisors/gustaf-rounick.md) | Westlight Wealth | Venice, California | BA, CFP, MSC | Percentage of assets, Ongoing planning fee | | [Aaron Brickley](https://find.wellspent.co/advisors/aaron-brickley.md) | Brickley Wealth Management | San Mateo, California | CFP, CPWA | Percentage of assets | | [Brian Canning](https://find.wellspent.co/advisors/brian-canning.md) | Brave New Wealth | Westlake Village, California | AIFA, CFP | Percentage of assets, Hourly, Fixed fees | | [Jacob Greenberg](https://find.wellspent.co/advisors/jacob-greenberg.md) | Pure Financial Advisors, LLC | San Diego, California | AIF, CFP, ChFC, MPH, JD, CRPC, MBA, MSBA | Percentage of assets, One-time planning fee | | [Cheryl Vesely](https://find.wellspent.co/advisors/cheryl-vesely.md) | Balance Financial Planning, LLC | Oakland, California | CFP, MA | Percentage of assets, Hourly, One-time planning fee, Ongoing planning fee | | [Mark Young](https://find.wellspent.co/advisors/mark-young.md) | Clearview Financial, Inc. | San Diego, California | CFP, CPA | Percentage of assets, Ongoing planning fee | | [Bill Holliday](https://find.wellspent.co/advisors/bill-holliday.md) | AIO Financial, LLC | Los Angeles, California | | Percentage of assets, Ongoing planning fee, Hourly | | [Daryoosh Khalilollahi](https://find.wellspent.co/advisors/daryoosh-khalilollahi.md) | DABK Financial Planning Services | El Cerrito, California | CFP, MBA, MSEE | Subscription, One-time planning fee, Hourly | | [Jayce Lowe](https://find.wellspent.co/advisors/jayce-lowe.md) | Lighthouse Financial Services, Inc. | Brea, California | CFP | Percentage of assets | | [Jill Shibuya](https://find.wellspent.co/advisors/jill-shibuya.md) | Archvest Wealth Advisors, Inc. | Concord, California | CFP, BS | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Matthew Etzler](https://find.wellspent.co/advisors/matthew-etzler.md) | Etzler Financial Advisors, LLC | Red Bluff, California | CFP | Hourly, Subscription, One-time planning fee | | [Pamela Chen](https://find.wellspent.co/advisors/pamela-chen.md) | Refresh Investments LLC | Santa Monica, California | BS, CFA, CPA, MBA | Percentage of assets, Flat fee or retainer, One-time planning fee | | [Faruk Jaffer](https://find.wellspent.co/advisors/faruk-jaffer.md) | Index Gurus | Concord, California | CFP, ChFC | Percentage of assets, One-time planning fee | | [Jack Stemper](https://find.wellspent.co/advisors/jack-stemper.md) | Ducere Wealth Management | Newport Beach, California | CFP | Percentage of assets | | [Sara Lovell](https://find.wellspent.co/advisors/sara-lovell.md) | 21 West Wealth Management | Tustin, California | CFP | Percentage of assets | | [Ulrich Keller](https://find.wellspent.co/advisors/ulrich-keller.md) | Ducere Wealth Management | Newport Beach, California | CFP | Percentage of assets | | [Zane Keller](https://find.wellspent.co/advisors/zane-keller.md) | Ducere Wealth Management | Newport Beach, California | CFP | Percentage of assets | | [Matthew Davis](https://find.wellspent.co/advisors/matthew-davis-5853796.md) | Sherwood Financial Partners | Westlake Village, California | CFP | Percentage of assets, Hourly | | [Richard Schultz](https://find.wellspent.co/advisors/richard-schultz.md) | Pacific Investment Research | Cupertino, California | BS, CFP | Percentage of assets, One-time planning fee | | [Samantha Vient](https://find.wellspent.co/advisors/samantha-vient.md) | Ellevest | Costa Mesa, California | CFP | Percentage of assets, Flat fee or retainer, Ongoing planning fee | | [Yvonne Darby](https://find.wellspent.co/advisors/yvonne-darby.md) | Sherwood Financial Partners | Westlake Village, California | CFP | Percentage of assets, Hourly | | [Calvin Lo](https://find.wellspent.co/advisors/calvin-lo.md) | Keystone Global Partners | Monrovia, California | CFP, CFA | Percentage of assets | | [Christie Whitney](https://find.wellspent.co/advisors/christie-whitney.md) | Rebalance | Palo Alto, California | CFP | Percentage of assets | | [David Hutchison](https://find.wellspent.co/advisors/david-hutchison.md) | Triad Investment Management | Newport Beach, California | CFA | Percentage of assets | | [Heidi Phan](https://find.wellspent.co/advisors/heidi-phan.md) | Rebalance | Palo Alto, California | CFP | Percentage of assets | | [Jodi Vleck](https://find.wellspent.co/advisors/jodi-vleck.md) | Beta Wealth Group | San Diego, California | CFP | Percentage of assets | | [John Heldman](https://find.wellspent.co/advisors/john-heldman.md) | Triad Investment Management | Laguna Niguel, California | CFA | Percentage of assets | | [Joshua Coniglio](https://find.wellspent.co/advisors/joshua-coniglio.md) | Pacific Capital | Corona, California | CFP | Percentage of assets, Fixed fees | | [Matthew Jude](https://find.wellspent.co/advisors/matthew-jude.md) | Rebalance | Sacramento, California | CFP | Percentage of assets | | [Morgan Fippinger](https://find.wellspent.co/advisors/morgan-fippinger.md) | Pacific Capital | Corona, California | CFP, CFA | Percentage of assets, Fixed fees | | [Nicholas Bzovi](https://find.wellspent.co/advisors/nicholas-bzovi.md) | Ducere Wealth Management | Newport Beach, California | CFA | Percentage of assets | | [Randall Francis](https://find.wellspent.co/advisors/randall-francis.md) | Pacific Capital | Corona, California | CFP | Percentage of assets, Fixed fees | | [Sonja Breeding](https://find.wellspent.co/advisors/sonja-breeding.md) | Rebalance | Palo Alto, California | CFP | Percentage of assets | | [Barry Taylor](https://find.wellspent.co/advisors/barry-taylor.md) | Sand Hill Global Advisors | San Francisco, California | CFP | Percentage of assets, Hourly | | [Brenda Friedlander](https://find.wellspent.co/advisors/brenda-friedlander.md) | Spectrum Financial Management | San Rafael, California | CFP | Percentage of assets | | [Bryan Buchert](https://find.wellspent.co/advisors/bryan-buchert.md) | Kera Capital | Sacramento, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Caroline Curts](https://find.wellspent.co/advisors/caroline-curts.md) | Sand Hill Global Advisors | Palo Alto, California | CFP | Percentage of assets, Hourly | | [Claudia Fitch](https://find.wellspent.co/advisors/claudia-fitch.md) | Fitch Financial Advisors | San Francisco, California | CFP | One-time planning fee | | [Cynthia Miller](https://find.wellspent.co/advisors/cynthia-miller.md) | Greykasell Wealth Strategies | Danville, California | CFP | Percentage of assets, Hourly, Fixed fees | | [David Andrews](https://find.wellspent.co/advisors/david-andrews.md) | Heritage Wealth Management | San Diego, California | CFP | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [David Eisenhauer](https://find.wellspent.co/advisors/david-eisenhauer.md) | Greykasell Wealth Strategies | Danville, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Elizabeth Cody](https://find.wellspent.co/advisors/elizabeth-cody.md) | Sand Hill Global Advisors | Palo Alto, California | CFP | Percentage of assets, Hourly | | [Janet Hoffmann](https://find.wellspent.co/advisors/janet-hoffmann.md) | Sand Hill Global Advisors | San Francisco, California | CFP, CFA | Percentage of assets, Hourly | | [Jeffrey Abadie](https://find.wellspent.co/advisors/jeffrey-abadie.md) | Sand Hill Global Advisors | San Francisco, California | CFP | Percentage of assets, Hourly | | [Jessie Hale](https://find.wellspent.co/advisors/jessie-hale.md) | Vita Wealth Advisors | Manhattan Beach, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Jordan Gibbs](https://find.wellspent.co/advisors/jordan-gibbs.md) | Heritage Wealth Management | San Diego, California | CFP | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Joseph Hendrickson](https://find.wellspent.co/advisors/joseph-hendrickson.md) | PCM Encore | Folsom, California | CFP | Percentage of assets, Fixed fees | | [Kimberleigh Williams](https://find.wellspent.co/advisors/kimberleigh-williams.md) | Sand Hill Global Advisors | Palo Alto, California | CFP | Percentage of assets, Hourly | | [Lauren Friedlander](https://find.wellspent.co/advisors/lauren-friedlander.md) | Spectrum Financial Management | San Rafael, California | CFP | Percentage of assets | Showing the first 50 of 428. The full list, page by page: https://find.wellspent.co/by/financial-advisors-1-to-3-million/california/?page=2 ## About this data Sources and verification: https://find.wellspent.co/methodology/ Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).