# Advisors for $500,000 to $1 million in California

> In California, look for a fee-only firm whose typical client looks like you, since that's who its process is built for. At this level, compare what a percentage fee comes to in dollars with a flat fee for the same work. Records to start with include Alex Caswell of Wealth Script Advisors, Stan Himeno-Okamoto of DRS Financial Partners and Kimberly Helm of Quantum Financial Advisors, LLC.

Page: https://find.wellspent.co/by/financial-advisors-500k-to-1-million/california/
1002 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 $500,000 to $1 million in California?

In California, look for a fee-only firm whose typical client looks like you, since that's who its process is built for. At this level, compare what a percentage fee comes to in dollars with a flat fee for the same work. Records to start with include Alex Caswell of Wealth Script Advisors, Stan Himeno-Okamoto of DRS Financial Partners and Kimberly Helm of Quantum Financial Advisors, LLC.

## How many fee-only advisors for $500,000 to $1 million in California are there?

The Wellspent public graph lists 1,002 fee-only advisors for $500,000 to $1 million in California, at 370 firms. We counted every advisor record that fits, as of October 2026. These are advisors at firms whose average account is $500,000 to $1 million.

## Where are fee-only advisors for $500,000 to $1 million in California located?

Of the 1,002 fee-only advisors for $500,000 to $1 million in California, 64 are in San Diego, followed by 50 in San Francisco and 47 in Los Angeles.

## How do fee-only advisors for $500,000 to $1 million in California charge?

The most common fee among fee-only advisors for $500,000 to $1 million in California is a percentage of assets, used by 95% of the 1,000 with fees on file. Many use more than one: 56% charge fixed fees and 50% charge by the hour.

## How many fee-only advisors for $500,000 to $1 million in California hold the CFP?

43% of the 1,002 fee-only advisors for $500,000 to $1 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 $500,000 to $1 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 $500,000 to $1 million in California?

What would I pay in dollars each year? Do you offer a flat fee at this level? What's the size of your typical client? What do I get that I couldn't do myself?

## How current is this list of fee-only advisors for $500,000 to $1 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 |
|---|---|---|---|---|
| [Jirayr Kembikian](https://find.wellspent.co/advisors/jirayr-kembikian.md) | Citrine Capital | San Francisco, California | CFP | Ongoing planning fee |
| [Matthew Showley](https://find.wellspent.co/advisors/matthew-showley.md) | Creative Capital Management Investments LLC | San Diego, California | CFP, MBA, BFA, CeFT, CPA | Percentage of assets, Hourly |
| [Sheila McGinn](https://find.wellspent.co/advisors/sheila-mcginn.md) | Brightview Financial Solutions, LLC | Redwood City, California | CFP | Percentage of assets, Hourly |
| [Alex Caswell](https://find.wellspent.co/advisors/alex-caswell.md) | Wealth Script Advisors | San Francisco, California | CFP, CFA, EA | Percentage of assets, Flat fee or retainer, Ongoing planning fee |
| [Alex Caswell-Yatsenko](https://find.wellspent.co/advisors/alex-caswell-yatsenko.md) | Wealth Script Advisors | San Francisco, California | CFA, CFP, EA | Percentage of assets, Flat fee or retainer, Ongoing planning fee |
| [Carolyn Masline](https://find.wellspent.co/advisors/carolyn-masline.md) | CareGen Wealth Management | San Mateo, California | CDFA, CFP, MBA | Percentage of assets, One-time planning fee, Hourly, Ongoing planning fee |
| [Eric Niergarth](https://find.wellspent.co/advisors/eric-niergarth.md) | Retirement Roadmap Financial Planning | San Diego, California | CFP, RICP | Flat fee or retainer, Ongoing planning fee |
| [Matthias Giezendanner](https://find.wellspent.co/advisors/matthias-giezendanner.md) | San Francisco Wealth Planning LLC | Petaluma, California | CFP, EA | Percentage of assets, Ongoing planning fee |
| [Will Steinberger](https://find.wellspent.co/advisors/will-steinberger.md) | Think Different Financial Planning | Menlo Park, California | CFP | Ongoing planning fee |
| [William Cuthbertson](https://find.wellspent.co/advisors/william-cuthbertson.md) | Fiscalis Advisory, Inc. | Mission Viejo, California | CFP, EA, MBA | Ongoing planning fee, One-time planning fee |
| [Carol Somoano](https://find.wellspent.co/advisors/carol-somoano.md) | Asset Planning | Los Alamitos, California | CFP, MBA | Percentage of assets, One-time planning fee, Hourly |
| [Gitanjali Kumar](https://find.wellspent.co/advisors/gitanjali-kumar.md) | Worthique LLC | San Francisco, California | CFP | Ongoing planning fee, One-time planning fee, Hourly |
| [Jane Beule](https://find.wellspent.co/advisors/jane-beule.md) | Griffin Black, LLC | Redwood City, California | BA, CFP, MBA | Percentage of assets, Ongoing planning fee |
| [John Pak](https://find.wellspent.co/advisors/john-pak.md) | Otium Advisory Group | El Segundo, California | BA, CFP, EA, MST, RICP | Flat fee or retainer, Hourly, One-time planning fee |
| [Katherine Fox](https://find.wellspent.co/advisors/katherine-fox.md) | Sunnybranch Wealth LLC | San Francisco, California | CAP, CFP | Percentage of assets, Hourly, Flat fee or retainer |
| [Kody Brown](https://find.wellspent.co/advisors/kody-brown.md) | Sequoia Financial Group | Pasadena, California | CFP, CRPS | Percentage of assets, Hourly, Subscription, Fixed fees, Performance-based fees |
| [Tara Unverzagt](https://find.wellspent.co/advisors/tara-unverzagt.md) | South Bay Financial Partners | Torrance, California | CFP, MBA | Hourly, One-time planning fee, Ongoing planning fee |
| [Cathy Curtis](https://find.wellspent.co/advisors/cathy-curtis.md) | Curtis Financial Planning, LLC | Oakland, California | CFP | Percentage of assets, Flat fee or retainer, Ongoing planning fee |
| [Gerald Gasber](https://find.wellspent.co/advisors/gerald-gasber.md) | Gasber Financial Advisors, Inc. | Folsom, California | CFP, CFS, CIMA, CIMC, CPFA | Percentage of assets, Hourly, Fixed fees |
| [James Schwarz](https://find.wellspent.co/advisors/james-schwarz.md) | CLEAR Retirement Advice | San Mateo, California | CFP, MBA, RICP | Ongoing planning fee |
| [Kaden Wootton](https://find.wellspent.co/advisors/kaden-wootton.md) | ENSPIRE WEALTH MANAGEMENT, LLC | Santa Rosa, California | CFP | Percentage of assets, Fixed fees |
| [Meredith Schneider](https://find.wellspent.co/advisors/meredith-schneider.md) | Schneider Wealth Management | Palo Alto, California | BA, CFP | Percentage of assets, Fixed fees |
| [Patrick Whalen](https://find.wellspent.co/advisors/patrick-whalen.md) | Whalen Financial Planning | Los Angeles, California | CFP, CTFA | Hourly, One-time planning fee |
| [Wilson Li](https://find.wellspent.co/advisors/wilson-li.md) | Abacus Wealth Partners | Sebastopol, California | FPQP, CFP, MBA, CDFA, MA, MS | Percentage of assets, Fixed fees, Performance-based fees |
| [Charles Malsbury](https://find.wellspent.co/advisors/charles-malsbury.md) | ThinkPlanSave, LLC | Daly City, California | CFP, MBA | Flat fee or retainer, Ongoing planning fee, One-time planning fee, Hourly, Percentage of assets |
| [Danny Michael](https://find.wellspent.co/advisors/danny-michael.md) | Satori Wealth Management Inc. | San Diego, California | CFP, RLP | Percentage of assets, Fixed fees |
| [Marty McNamara](https://find.wellspent.co/advisors/marty-mcnamara.md) | marrick wealth | Irvine, California | CFP, CPA | Percentage of assets |
| [Stan Himeno-Okamoto](https://find.wellspent.co/advisors/stan-himeno-okamoto.md) | DRS Financial Partners | San Francisco, California | CFP, CFA, EA | Hourly |
| [Susan Soesbe](https://find.wellspent.co/advisors/susan-soesbe.md) | Soesbe Financial, LLC | Sacramento, California | CFP, EA, MBA | Percentage of assets, Hourly, One-time planning fee, Flat fee or retainer |
| [Uchechi Kalu](https://find.wellspent.co/advisors/uchechi-kalu.md) | Greenlight Financial Planning | Los Angeles, California | CFP | Ongoing planning fee |
| [Walter Romatowski](https://find.wellspent.co/advisors/walter-romatowski.md) | Castellan Financial Advisors | Roseville, California | CFP, CMA, MBA | Hourly |
| [Zack Swad](https://find.wellspent.co/advisors/zack-swad.md) | Swad Wealth Management, LLC | Santa Rosa, California | CFP, AAMS, RLP | Percentage of assets, Hourly, Fixed fees |
| [Andy Moran](https://find.wellspent.co/advisors/andy-moran.md) | Ad Astra Financial Planning | Santa Rosa, California | CFP | Flat fee or retainer, Subscription |
| [David Barson](https://find.wellspent.co/advisors/david-barson.md) | Barson Financial Planning | San Mateo, California | CFP, MBA | Percentage of assets, One-time planning fee |
| [David Meyers](https://find.wellspent.co/advisors/david-meyers.md) | Meyers Wealth Management | Palo Alto, California | CFP | Hourly, Percentage of assets, Ongoing planning fee |
| [Eric Toya](https://find.wellspent.co/advisors/eric-toya.md) | Navigoe, LLC | Redondo Beach, California | CFP, EA | Ongoing planning fee |
| [Gary Pia](https://find.wellspent.co/advisors/gary-pia.md) | Mission Street Wealth Planning | South Pasadena, California | CFP | Percentage of assets, Fixed fees |
| [George Guttman](https://find.wellspent.co/advisors/george-guttman.md) | Guttman Financial Planning | Santa Monica, California | CFP, MBA | Hourly, One-time planning fee |
| [Kimberly Helm](https://find.wellspent.co/advisors/kimberly-helm.md) | Quantum Financial Advisors, LLC | Pasadena, California | CFP, CDFA, CFA, MBA, CPA | Percentage of assets, Hourly, Fixed fees |
| [Mark Astrinos](https://find.wellspent.co/advisors/mark-astrinos.md) | Libra Wealth LLC | Los Gatos, California | CFP, CPA/PFS, RLP | Flat fee or retainer, Hourly, Ongoing planning fee |
| [Ryan Hughes](https://find.wellspent.co/advisors/ryan-hughes.md) | Bull Oak | Rancho Santa Fe, California | CFP | Flat fee or retainer, Percentage of assets |
| [Taylor Schulte](https://find.wellspent.co/advisors/taylor-schulte.md) | Define Financial | San Diego, California | CFP | Percentage of assets, Flat fee or retainer |
| [Allen Regan](https://find.wellspent.co/advisors/allen-regan.md) | Vistica Wealth Advisors | Carlsbad, California | CFP | Percentage of assets, Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee |
| [Brett Cicinelli](https://find.wellspent.co/advisors/brett-cicinelli.md) | Confluence Capital Advisors | Woodland Hills, California | CFP, CFA | Percentage of assets |
| [Bugra Bakan](https://find.wellspent.co/advisors/bugra-bakan.md) | Occidental Asset Management | Burlingame, California | CFP | Ongoing planning fee |
| [Christine Skoczek](https://find.wellspent.co/advisors/christine-skoczek.md) | Vistica Wealth Advisors | San Diego, California | CFP | Percentage of assets, Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee |
| [Edward Yoon](https://find.wellspent.co/advisors/edward-yoon.md) | MQ Private Wealth | Torrance, California | CFP | Percentage of assets, Hourly, Fixed fees |
| [Erin Hadley](https://find.wellspent.co/advisors/erin-hadley.md) | Occidental Asset Management | Burlingame, California | CFP | Ongoing planning fee |
| [James Griffin](https://find.wellspent.co/advisors/james-griffin.md) | Occidental Asset Management | Burlingame, California | CFP | Ongoing planning fee |
| [Jane Yoo](https://find.wellspent.co/advisors/jane-yoo.md) | Jane Financial, LLC | Oakland, California | CFP, MBA | Fixed fees |

Showing the first 50 of 1002. The full list, page by page: https://find.wellspent.co/by/financial-advisors-500k-to-1-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).