Advisors for $1 million to $3 million in California
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Pamela Chen Refresh Investments LLC, Santa Monica Holds the CFA and CPA. Fees on file: percentage of assets, flat fee or retainer.
- Mark Young Clearview Financial, Inc., San Diego Holds the CFP and CPA. Fees on file: percentage of assets, ongoing planning fee.
- Sean Shannon Monograph Wealth, Manhattan Beach Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- David Sylvester CAVU Wealth Advisors, Walnut Creek Holds the CFP and CFA. Fees on file: percentage of assets, fixed fees.
- Morgan Fippinger Pacific Capital, Corona Holds the CFP and CFA. Fees on file: percentage of assets, fixed fees.
- Janet Hoffmann Sand Hill Global Advisors, San Francisco Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 428
- Firms
- 171
- Cities
- 94
- Hold the CFP
- 36%
- Other credentials: CFA 19% · CPA 0% · EA 0%
- How they charge (of 428 with fees on file): percentage of assets 97% · fixed fees 54% · hourly 53% · performance-based fees 11%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Advisors for $1 million to $3 million by state
- Texas (312)
- Florida (209)
- Pennsylvania (208)
- Massachusetts (187)
- New York (178)
- Ohio (158)
- Illinois (131)
- Maryland (127)
- Georgia (126)
- Colorado (124)
- Michigan (104)
- North Carolina (104)
- Wisconsin (90)
- Connecticut (83)
- Tennessee (80)
- Indiana (77)
- Virginia (73)
- Arizona (71)
- Washington (68)
- Minnesota (64)
- New Jersey (63)
- Alabama (54)
- Nebraska (51)
- Oregon (48)
- Missouri (44)
- Louisiana (42)
- New Hampshire (29)
- Utah (28)
- Mississippi (26)
- Rhode Island (25)
Questions about advisors for $1 million to $3 million
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.
All 428 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Kathleen Connors Dowdy | EP Wealth Advisors | Los Angeles | CFP, EA, CLU, MS | Percentage of assets, Hourly |
| Gustaf Rounick | Westlight Wealth | Venice | BA, CFP, MSC | Percentage of assets, Ongoing planning fee |
| Aaron Brickley | Brickley Wealth Management | San Mateo | CFP, CPWA | Percentage of assets |
| Brian Canning | Brave New Wealth | Westlake Village | AIFA, CFP | Percentage of assets, Hourly |
| Jacob Greenberg | Pure Financial Advisors, LLC | San Diego | AIF, CFP, ChFC, MPH | Percentage of assets, One-time planning fee |
| Cheryl Vesely | Balance Financial Planning, LLC | Oakland | CFP, MA | Percentage of assets, Hourly |
| Mark Young | Clearview Financial, Inc. | San Diego | CFP, CPA | Percentage of assets, Ongoing planning fee |
| Bill Holliday | AIO Financial, LLC | Los Angeles | Not listed | Percentage of assets, Ongoing planning fee |
| Daryoosh Khalilollahi Advice-only planning since 2004 for individuals and families ready to take charge of their finances and ask questions. | DABK Financial Planning Services | El Cerrito | CFP, MBA, MSEE | Subscription, One-time planning fee |
| Jayce Lowe | Lighthouse Financial Services, Inc. | Brea | CFP | Percentage of assets |
| Jill Shibuya | Archvest Wealth Advisors, Inc. | Concord | CFP, BS | Percentage of assets, Hourly |
| Matthew Etzler Etzler Financial Advisors is a fee-only fiduciary firm providing comprehensive, conflict-free financial planning on a time-based model, helping clients make informed decisions and achieve peace of mind without sales or asset-based fees. | Etzler Financial Advisors, LLC | Red Bluff | CFP | Hourly, Subscription |
| Pamela Chen | Refresh Investments LLC | Santa Monica | BS, CFA, CPA, MBA | Percentage of assets, Flat fee or retainer |
| Faruk Jaffer | Index Gurus | Concord | CFP, ChFC | Percentage of assets, One-time planning fee |
| Jack Stemper | Ducere Wealth Management | Newport Beach | CFP | Percentage of assets |
| Sara Lovell | 21 West Wealth Management | Tustin | CFP | Percentage of assets |
| Ulrich Keller | Ducere Wealth Management | Newport Beach | CFP | Percentage of assets |
| Zane Keller | Ducere Wealth Management | Newport Beach | CFP | Percentage of assets |
| Matthew Davis | Sherwood Financial Partners | Westlake Village | CFP | Percentage of assets, Hourly |
| Richard Schultz | Pacific Investment Research | Cupertino | BS, CFP | Percentage of assets, One-time planning fee |
| Samantha Vient | Ellevest | Costa Mesa | CFP | Percentage of assets, Flat fee or retainer |
| Yvonne Darby | Sherwood Financial Partners | Westlake Village | CFP | Percentage of assets, Hourly |
| Calvin Lo | Keystone Global Partners | Monrovia | CFP, CFA | Percentage of assets |
| Christie Whitney | Rebalance | Palo Alto | CFP | Percentage of assets |
| David Hutchison | Triad Investment Management | Newport Beach | CFA | Percentage of assets |
| Heidi Phan | Rebalance | Palo Alto | CFP | Percentage of assets |
| Jodi Vleck | Beta Wealth Group | San Diego | CFP | Percentage of assets |
| John Heldman | Triad Investment Management | Laguna Niguel | CFA | Percentage of assets |
| Joshua Coniglio | Pacific Capital | Corona | CFP | Percentage of assets, Fixed fees |
| Matthew Jude | Rebalance | Sacramento | CFP | Percentage of assets |
| Morgan Fippinger | Pacific Capital | Corona | CFP, CFA | Percentage of assets, Fixed fees |
| Nicholas Bzovi | Ducere Wealth Management | Newport Beach | CFA | Percentage of assets |
| Randall Francis | Pacific Capital | Corona | CFP | Percentage of assets, Fixed fees |
| Sonja Breeding | Rebalance | Palo Alto | CFP | Percentage of assets |
| Barry Taylor | Sand Hill Global Advisors | San Francisco | CFP | Percentage of assets, Hourly |
| Brenda Friedlander | Spectrum Financial Management | San Rafael | CFP | Percentage of assets |
| Bryan Buchert | Kera Capital | Sacramento | CFP | Percentage of assets, Hourly |
| Caroline Curts | Sand Hill Global Advisors | Palo Alto | CFP | Percentage of assets, Hourly |
| Claudia Fitch | Fitch Financial Advisors | San Francisco | CFP | One-time planning fee |
| Cynthia Miller | Greykasell Wealth Strategies | Danville | CFP | Percentage of assets, Hourly |
| David Andrews | Heritage Wealth Management | San Diego | CFP | Percentage of assets, Hourly |
| David Eisenhauer | Greykasell Wealth Strategies | Danville | CFP | Percentage of assets, Hourly |
| Elizabeth Cody | Sand Hill Global Advisors | Palo Alto | CFP | Percentage of assets, Hourly |
| Janet Hoffmann | Sand Hill Global Advisors | San Francisco | CFP, CFA | Percentage of assets, Hourly |
| Jeffrey Abadie | Sand Hill Global Advisors | San Francisco | CFP | Percentage of assets, Hourly |
| Jessie Hale | Vita Wealth Advisors | Manhattan Beach | CFP | Percentage of assets, Hourly |
| Jordan Gibbs | Heritage Wealth Management | San Diego | CFP | Percentage of assets, Hourly |
| Joseph Hendrickson | PCM Encore | Folsom | CFP | Percentage of assets, Fixed fees |
| Kimberleigh Williams | Sand Hill Global Advisors | Palo Alto | CFP | Percentage of assets, Hourly |
| Lauren Friedlander | Spectrum Financial Management | San Rafael | CFP | Percentage of assets |
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