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

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.

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Where to start

Chosen from what each record shows: credentials and fees on file, one advisor per firm.

  • Alex Caswell Wealth Script Advisors, San Francisco Holds the CFP, CFA and EA. Fees on file: percentage of assets, flat fee or retainer.
  • Stan Himeno-Okamoto DRS Financial Partners, San Francisco Holds the CFP, CFA and EA. Fees on file: hourly.
  • Kimberly Helm Quantum Financial Advisors, LLC, Pasadena Holds the CFP, CFA and CPA. Fees on file: percentage of assets, hourly.
  • Mark Astrinos Libra Wealth LLC, Los Gatos Holds the CFP and CPA. Fees on file: flat fee or retainer, hourly.
  • Matthias Giezendanner San Francisco Wealth Planning LLC, Petaluma Holds the CFP and EA. Fees on file: percentage of assets, ongoing planning fee.
  • Eric Toya Navigoe, LLC, Redondo Beach Holds the CFP and EA. Fees on file: ongoing planning fee.

By the numbers

Advisors listed
1,002
Firms
370
Cities
152
Hold the CFP
43%
  • Other credentials: CFA 11% · CPA 1% · EA 1%
  • How they charge (of 1,000 with fees on file): percentage of assets 95% · fixed fees 56% · hourly 50% · ongoing planning fee 8%

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 $500,000 to $1 million by state

Questions about advisors for $500,000 to $1 million

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.

All 1,002 advisors

Advisors for $500,000 to $1 million in California: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Jirayr Kembikian Citrine Capital San Francisco CFP Ongoing planning fee
Matthew Showley Creative Capital Management Investments LLC San Diego CFP, MBA, BFA, CeFT Percentage of assets, Hourly
Sheila McGinn Brightview Financial Solutions, LLC Redwood City CFP Percentage of assets, Hourly
Alex Caswell Wealth Script Advisors San Francisco CFP, CFA, EA Percentage of assets, Flat fee or retainer
Alex Caswell-Yatsenko Wealth Script Advisors San Francisco CFA, CFP, EA Percentage of assets, Flat fee or retainer
Carolyn Masline CareGen Wealth Management San Mateo CDFA, CFP, MBA Percentage of assets, One-time planning fee
Eric Niergarth Retirement Roadmap Financial Planning San Diego CFP, RICP Flat fee or retainer, Ongoing planning fee
Matthias Giezendanner San Francisco Wealth Planning LLC Petaluma CFP, EA Percentage of assets, Ongoing planning fee
Will Steinberger Think Different Financial Planning Menlo Park CFP Ongoing planning fee
William Cuthbertson Fiscalis Advisory, Inc. Mission Viejo CFP, EA, MBA Ongoing planning fee, One-time planning fee
Carol Somoano Asset Planning Los Alamitos CFP, MBA Percentage of assets, One-time planning fee
Gitanjali Kumar Worthique LLC San Francisco CFP Ongoing planning fee, One-time planning fee
Jane Beule Griffin Black, LLC Redwood City BA, CFP, MBA Percentage of assets, Ongoing planning fee
John Pak Otium Advisory Group El Segundo BA, CFP, EA, MST Flat fee or retainer, Hourly
Katherine Fox Sunnybranch Wealth LLC San Francisco CAP, CFP Percentage of assets, Hourly
Kody Brown Sequoia Financial Group Pasadena CFP, CRPS Percentage of assets, Hourly
Tara Unverzagt South Bay Financial Partners Torrance CFP, MBA Hourly, One-time planning fee
Cathy Curtis Curtis Financial Planning, LLC Oakland CFP Percentage of assets, Flat fee or retainer
Gerald Gasber Gasber Financial Advisors, Inc. Folsom CFP, CFS, CIMA, CIMC Percentage of assets, Hourly
James Schwarz CLEAR Retirement Advice San Mateo CFP, MBA, RICP Ongoing planning fee
Kaden Wootton ENSPIRE WEALTH MANAGEMENT, LLC Santa Rosa CFP Percentage of assets, Fixed fees
Meredith Schneider Schneider Wealth Management Palo Alto BA, CFP Percentage of assets, Fixed fees
Patrick Whalen Whalen Financial Planning Los Angeles CFP, CTFA Hourly, One-time planning fee
Wilson Li Abacus Wealth Partners Sebastopol FPQP, CFP, MBA, CDFA Percentage of assets, Fixed fees
Charles Malsbury ThinkPlanSave, LLC Daly City CFP, MBA Flat fee or retainer, Ongoing planning fee
Danny Michael Satori Wealth Management Inc. San Diego CFP, RLP Percentage of assets, Fixed fees
Marty McNamara marrick wealth Irvine CFP, CPA Percentage of assets
Stan Himeno-Okamoto DRS Financial Partners San Francisco CFP, CFA, EA Hourly
Susan Soesbe Soesbe Financial, LLC Sacramento CFP, EA, MBA Percentage of assets, Hourly
Uchechi Kalu Greenlight Financial Planning Los Angeles CFP Ongoing planning fee
Walter Romatowski Castellan Financial Advisors Roseville CFP, CMA, MBA Hourly
Zack Swad Swad Wealth Management, LLC Santa Rosa CFP, AAMS, RLP Percentage of assets, Hourly
Andy Moran Ad Astra Financial Planning specializes in helping tech professionals navigate RSUs, stock options, tender offers, IPOs, and financial independence. We are a flat-fee, fee-only, fiduciary firm - we don't receive commissions or kickbacks or charge based on a percentage of your assets. Ad Astra Financial Planning Santa Rosa CFP Flat fee or retainer, Subscription
David Barson Barson Financial Planning San Mateo CFP, MBA Percentage of assets, One-time planning fee
David Meyers Meyers Wealth Management Palo Alto CFP Hourly, Percentage of assets
Eric Toya Navigoe, LLC Redondo Beach CFP, EA Ongoing planning fee
Gary Pia Mission Street Wealth Planning South Pasadena CFP Percentage of assets, Fixed fees
George Guttman Guttman Financial Planning Santa Monica CFP, MBA Hourly, One-time planning fee
Kimberly Helm Quantum Financial Advisors, LLC Pasadena CFP, CDFA, CFA, MBA Percentage of assets, Hourly
Mark Astrinos Libra Wealth LLC Los Gatos CFP, CPA/PFS, RLP Flat fee or retainer, Hourly
Ryan Hughes You work hard for your money. We’ll work hard to help you capitalize on what you’ve earned. Bull Oak is a full-service financial advisory firm. We provide investment management, financial planning, tax strategy, tax preparation and filing, and estate planning. Our all-inclusive service frees up your time and gives you an optimal wealth management experience with harmony between all aspects of your financial life. Bull Oak Rancho Santa Fe CFP Flat fee or retainer, Percentage of assets
Taylor Schulte Tax-smart retirement planning for investors with a $2MM+ nest egg. Define Financial San Diego CFP Percentage of assets, Flat fee or retainer
Allen Regan Vistica Wealth Advisors Carlsbad CFP Percentage of assets, Flat fee or retainer
Brett Cicinelli Confluence Capital Advisors Woodland Hills CFP, CFA Percentage of assets
Bugra Bakan Occidental Asset Management Burlingame CFP Ongoing planning fee
Christine Skoczek Vistica Wealth Advisors San Diego CFP Percentage of assets, Flat fee or retainer
Edward Yoon MQ Private Wealth Torrance CFP Percentage of assets, Hourly
Erin Hadley Occidental Asset Management Burlingame CFP Ongoing planning fee
James Griffin Occidental Asset Management Burlingame CFP Ongoing planning fee
Jane Yoo Jane Financial, LLC Oakland CFP, MBA Fixed fees

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