Advisors for over $3 million in California
How do I find fee-only advisors for over $3 million in California?
In California, look for a fee-only firm that already serves clients your size and has tax and estate depth on the team. Ask how the fee scales, because a small difference in percentage is large in dollars. Records to start with include David Born of Private Financial Management LLC, Amar Shah of Client First Capital and Tyler Rowe of Stolper & Company.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- David Born Private Financial Management LLC, Orinda Holds the CFP and CFA. Fees on file: percentage of assets, fixed fees.
- Amar Shah Client First Capital, San Diego Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Tyler Rowe Stolper & Company, San Diego Holds the CFP and CFA. Fees on file: percentage of assets, fixed fees.
- Robert Oliver Verity Wealth Advisors, Sausalito Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Emily Duran Seven Post Investment Office, San Francisco Holds the CFP. Fees on file: percentage of assets, fixed fees.
- Heather Belli Willow Creek Wealth Management, Sebastopol Holds the CFP. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 92
- Firms
- 35
- Cities
- 30
- Hold the CFP
- 25%
- Other credentials: CFA 10%
- How they charge (of 92 with fees on file): percentage of assets 99% · fixed fees 79% · hourly 55% · performance-based fees 24%
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 over $3 million by state
Questions about advisors for over $3 million
How many fee-only advisors for over $3 million in California are there?
The Wellspent public graph lists 92 fee-only advisors for over $3 million in California, at 35 firms. We counted every advisor record that fits, as of October 2026. These are advisors at firms whose average account is over $3 million.
Where are fee-only advisors for over $3 million in California located?
Of the 92 fee-only advisors for over $3 million in California, 25 are in San Francisco, followed by 10 in Sebastopol and 6 in Mill Valley.
How do fee-only advisors for over $3 million in California charge?
The most common fee among fee-only advisors for over $3 million in California is a percentage of assets, used by 99% of the 92 with fees on file. Many use more than one: 79% charge fixed fees and 55% charge by the hour.
How many fee-only advisors for over $3 million in California hold the CFP?
25% of the 92 fee-only advisors for over $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 over $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 over $3 million in California?
What would I pay in dollars each year on my balance? Who on your team handles tax and estate work? How many clients my size do you serve? How do you handle private investments?
How current is this list of fee-only advisors for over $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 92 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Bruce Dzieza | Willow Creek Wealth Management, Inc. | Sebastopol | CFP, CAIA | Percentage of assets, Hourly |
| Rob Lyman | Johnson Lyman Wealth Advisors | Los Altos | CFP | Percentage of assets, Fixed fees |
| Charles Angle | Rssic | San Francisco | CFP | Percentage of assets, Hourly |
| Holger Berndt | Rssic | San Francisco | CFA | Percentage of assets, Hourly |
| Tyler Rowe | Stolper & Company | San Diego | CFP, CFA | Percentage of assets, Fixed fees |
| Christopher Leary | Argos Wealth Advisors | Saint Helena | CFP | Percentage of assets, Hourly |
| Daniel White | Sestante Family Office | Coronado | CFP | Percentage of assets, Fixed fees |
| Frank Greene | Private Wealth Partners | Mill Valley | CFA | Percentage of assets, Hourly |
| Michael Yongue | Private Wealth Partners | Mill Valley | CFA | Percentage of assets, Hourly |
| Amar Shah | Client First Capital | San Diego | CFA, CFP | Percentage of assets, Hourly |
| David Born | Private Financial Management LLC | Orinda | CFA, CFP | Percentage of assets, Fixed fees |
| Joel Stilwell | Rssic | San Francisco | Not listed | Percentage of assets, Hourly |
| Sherry Karlsson | Rssic | San Francisco | Not listed | Percentage of assets, Hourly |
| Gabriel Uruburo | Prudent Investor Advisors | Folsom | Not listed | Percentage of assets, Hourly |
| Gary Allen | Prudent Investor Advisors | Folsom | Not listed | Percentage of assets, Hourly |
| Hubert Lenczowski | Private Wealth Partners | Mill Valley | Not listed | Percentage of assets, Hourly |
| Jason Saxon | Private Wealth Partners | Mill Valley | Not listed | Percentage of assets, Hourly |
| Jeffrey Coontz | Prudent Investor Advisors | Folsom | Not listed | Percentage of assets, Hourly |
| Kenneth Haren | Prudent Investor Advisors | Folsom | Not listed | Percentage of assets, Hourly |
| Mark Zaifman | Spiritus Financial Planning | Windsor | Not listed | Percentage of assets, Flat fee or retainer |
| Richard Kuchen | Private Wealth Partners | Mill Valley | Not listed | Percentage of assets, Hourly |
| William Dagley | Private Wealth Partners | Mill Valley | Not listed | Percentage of assets, Hourly |
| Benjamin White | Sestante Family Office | Coronado | Not listed | Percentage of assets, Fixed fees |
| Brian Montanez | Multnomah Group | Orinda | Not listed | Percentage of assets, Hourly |
| John Chavez | Multnomah Group | Carlsbad | Not listed | Percentage of assets, Hourly |
| Michael Russo | Argos Wealth Advisors | San Francisco | Not listed | Percentage of assets, Hourly |
| Ryan Mason | Argos Wealth Advisors | Sacramento | Not listed | Percentage of assets, Hourly |
| Eddie Larios Gonzalez | Fiduciary Experts | Murrieta | Not listed | Percentage of assets, Hourly |
| Emmy Larios | Fiduciary Experts | Murrieta | Not listed | Percentage of assets, Hourly |
| Kevin Ward | Ward & Associates | San Diego | Not listed | Percentage of assets, Hourly |
| Maribel Thomas | Fiduciary Experts | Murrieta | Not listed | Percentage of assets, Hourly |
| Travis Henry | Factory | Los Angeles | Not listed | Percentage of assets, Hourly |
| Trenton Bryde | Factory | Los Angeles | Not listed | Percentage of assets, Hourly |
| William Ward | Ward & Associates | San Diego | Not listed | Percentage of assets, Hourly |
| Alexander Flagg | Sentry Advisors | San Francisco | CFP | Percentage of assets |
| David Homan | Willow Creek Wealth Management | Sebastopol | CFP | Percentage of assets, Hourly |
| David Lawrence | Willow Creek Wealth Management | Sebastopol | CFP | Percentage of assets, Hourly |
| Emily Duran | Seven Post Investment Office | San Francisco | CFP | Percentage of assets, Fixed fees |
| Eric Allbin | Seven Post Investment Office | San Francisco | CFP | Percentage of assets, Fixed fees |
| Eric Keating | Willow Creek Wealth Management | Sebastopol | CFP | Percentage of assets, Hourly |
| Frank Szymanek | North Pier Fiduciary Management | Marina Del Rey | CFP | Percentage of assets, Fixed fees |
| Heather Belli | Willow Creek Wealth Management | Sebastopol | CFP | Percentage of assets, Hourly |
| Jacob Weber | Willow Creek Wealth Management | Sebastopol | CFP | Percentage of assets, Hourly |
| Jason Gittins | Willow Creek Wealth Management | Sebastopol | CFP | Percentage of assets, Hourly |
| Neil Jubaili | Cedar Wealth Management | La Jolla | CFP | Percentage of assets, Hourly |
| Patrick Coyne | Wealth Management Advisors | Ukiah | CFP | Percentage of assets |
| Rawson Gulick | Willow Creek Wealth Management | Sebastopol | CFP | Percentage of assets, Hourly |
| Rebecca Lyman | Johnson Lyman Wealth Advisors | Los Altos | CFP | Percentage of assets, Fixed fees |
| Robert Oliver | Verity Wealth Advisors | Sausalito | CFP, CFA | Percentage of assets, Hourly |
| Katherine Wimmer | Wimmer Associates | Pasadena | CIC | Percentage of assets, Hourly |
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