Advisors for under $500,000 in California
How do I find fee-only advisors for under $500,000 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. A firm's average account is a better guide than a stated minimum, which many firms never publish. Records to start with include Larson Patty of Rothman Investment Management, Michael Randall of Oak Summit Wealth Management and Shalmali Kulkarni of Pathview Wealth Advisors.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Larson Patty Rothman Investment Management, Atascadero Holds the CFP, CFA and CPA. Fees on file: percentage of assets, one-time planning fee.
- Michael Randall Oak Summit Wealth Management, San Diego Holds the CFP, CFA and EA. Fees on file: ongoing planning fee.
- Shalmali Kulkarni Pathview Wealth Advisors, San Diego Holds the CFP, CPA and EA. Fees on file: percentage of assets, hourly.
- Leslie Merrithew Merrithew & Thorsten, San Diego Holds the CFP and EA. Fees on file: ongoing planning fee.
- Sarah Maitre Camriel Advisors, Mount Shasta Holds the CFP and CFA. Fees on file: ongoing planning fee.
- Jennipher Lommen Wildflower Financial LLC, Santa Cruz Holds the CFP and EA. Fees on file: ongoing planning fee.
By the numbers
- Advisors listed
- 1,221
- Firms
- 694
- Cities
- 236
- Hold the CFP
- 46%
- Other credentials: CFA 6% · CPA 1% · EA 2%
- How they charge (of 1,220 with fees on file): percentage of assets 91% · hourly 60% · fixed fees 57% · ongoing planning fee 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 under $500,000 by state
- Texas (997)
- Florida (752)
- Ohio (540)
- Pennsylvania (532)
- New York (485)
- Washington (450)
- Virginia (441)
- Colorado (425)
- Illinois (418)
- Georgia (408)
- North Carolina (383)
- Michigan (366)
- Massachusetts (339)
- Minnesota (322)
- Tennessee (307)
- Oregon (295)
- Utah (280)
- Arizona (273)
- New Jersey (270)
- Wisconsin (268)
- Kansas (266)
- Indiana (241)
- Maryland (238)
- Missouri (225)
- South Carolina (175)
- Connecticut (150)
- Iowa (141)
- Oklahoma (127)
- Idaho (121)
- Kentucky (108)
- Alabama (98)
- Louisiana (98)
- New Hampshire (94)
- Maine (91)
- Arkansas (87)
- Vermont (79)
- Nebraska (69)
- Nevada (69)
- Mississippi (54)
- Delaware (45)
- Montana (45)
- New Mexico (36)
- Rhode Island (36)
Questions about advisors for under $500,000
How many fee-only advisors for under $500,000 in California are there?
The Wellspent public graph lists 1,221 fee-only advisors for under $500,000 in California, at 694 firms. We counted every advisor record that fits, as of October 2026. These are advisors at firms whose average account is under $500,000.
Where are fee-only advisors for under $500,000 in California located?
Of the 1,221 fee-only advisors for under $500,000 in California, 114 are in San Diego, followed by 58 in San Francisco and 45 in Irvine.
How do fee-only advisors for under $500,000 in California charge?
The most common fee among fee-only advisors for under $500,000 in California is a percentage of assets, used by 91% of the 1,220 with fees on file. Many use more than one: 60% charge by the hour and 57% charge fixed fees.
How many fee-only advisors for under $500,000 in California hold the CFP?
46% of the 1,221 fee-only advisors for under $500,000 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 under $500,000?
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 under $500,000 in California?
Do you work with people who have about what I have? Do you have a minimum fee, even without an asset minimum? What would I pay in dollars each year? What's the size of your typical client?
How current is this list of fee-only advisors for under $500,000 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 1,221 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Annette Di Bello Member | Di Bello Financial | Mission Viejo | CFP, CPA, PFS™ | Percentage of assets |
| Evon Mendrin We help optometrists nationwide build thriving practices and lasting wealth through tailored financial planning and investment management. | Optometry Wealth Advisors LLC | Madera | Certified Student Loan Professional, CFP | Flat fee or retainer, Hourly |
| Michal Skowronski Comprehensive Wealth Planning for High-Income Professionals and Retirees | Skylark Wealth, LLC | San Francisco | CFP | Percentage of assets, Flat fee or retainer |
| Aaron Hatch | Woven Capital | Redding | CFP | Percentage of assets, One-time planning fee |
| Austin Lee | Lee Financial Group LLC | Ladera Ranch | CFP, MBA | Ongoing planning fee, Percentage of assets |
| Christina Empedocles | Insight Personal Finance | San Francisco | CFP | Flat fee or retainer, Ongoing planning fee |
| Christopher Stroup | Silicon Beach Financial | Santa Monica | CFP, MBA, EA | Percentage of assets, Ongoing planning fee |
| Gerardo Garcia Jr | Confianza Wealth Management | Vista | CFP, MBA | Flat fee or retainer, Ongoing planning fee |
| Glen Monroe | Monroe Wealth Management | San Francisco | CFP | Percentage of assets, Ongoing planning fee |
| Greg Gorski | Owl & Ore Wealth Planning | Pleasant Hill | CFP | Percentage of assets, Ongoing planning fee |
| John Boyd | MDRN Wealth | Venice | CFP | Percentage of assets |
| Patrick Dinan | Impact Fiduciary | Pasadena | CFP, Chartered SRI Counselor | Percentage of assets, Fixed fees |
| Patrick Yaghoobians | Noor Financial Services | Los Angeles | CFP | Flat fee or retainer, Ongoing planning fee |
| Ryan Miyamoto | Derive Wealth | Pasadena | CFP, MBA | Flat fee or retainer, Ongoing planning fee |
| Stephen Nelson | Birchwood Capital LLC | Carlsbad | CFP, CFA | Flat fee or retainer, Ongoing planning fee |
| Tommy Lopez | Coffeehouse Capital LLC | Financial Planning and Wealth Management | Fresno | CFP, CRPC | Hourly, One-time planning fee |
| Alan Nelson | Measured Money Maneuvers LLC | Solana Beach | CFP, ChFC, MBA | Flat fee or retainer, Hourly |
| Angela Dorsey | Dorsey Wealth Management | Torrance | CFP, MBA | Percentage of assets, Hourly |
| David Frank | Turning Point Planning LLC | Los Angeles | CFP | Percentage of assets, Ongoing planning fee |
| Ethan Pepper | Orchard City Wealth Management, LLC | Los Gatos | CFP, EA, RLP | Flat fee or retainer, Ongoing planning fee |
| Gabriel Anderson | Crafted Wealth Management, LLC | Los Angeles | CFP, ChFC, CLU | Percentage of assets, Ongoing planning fee |
| Greg Crofton | Adap Tax Financial, Inc. | Pleasanton | CFP, EA | Hourly, Flat fee or retainer |
| Jackson Xu | X AND Y ADVISORS, INC. | El Segundo | CFP, CFA | Ongoing planning fee |
| Josue Luque De Julio | Next Gen Financial Planning | San Diego | CFP | Percentage of assets, Hourly |
| Laryssa Freeman | Meritage Wealth Management LLC | Carlsbad | CFP | Percentage of assets |
| Nate Nieri | Modern Money Management | San Diego | CFP, MSBA, MBA | Percentage of assets, Ongoing planning fee |
| Rafael Melendez | Next Gen Financial Planning | San Diego | CFP | Percentage of assets, Hourly |
| Rosario Chacón | Wealth-Source Financial | Oakland | CFP, CSLP, CDFA, EA | Ongoing planning fee, Percentage of assets |
| Shannon Grey | InvestEdge Planning | San Diego | CFP, CRPC | Percentage of assets, Flat fee or retainer |
| Tina Mistry | Portfolio Advisors, Inc | Fresno | CFP | Percentage of assets |
| Arielle Bittoni | Good Balance Financial Planning | Los Angeles | BA, CFA, CFP | Percentage of assets, Ongoing planning fee |
| Brandon Amaral | Amaral Financial Planning, LLC | San Jose | CFP, EA | Ongoing planning fee, Percentage of assets |
| Gina Hagen | Full Circle Financial Planning | Topanga | CFP, CPA | Hourly, Percentage of assets |
| Jake Taylor | Astra Wealth Management | San Diego | CFP | Percentage of assets |
| Jennipher Lommen | Wildflower Financial LLC | Santa Cruz | BA, CFP, EA | Ongoing planning fee |
| Jose Armenta | Create Your Path | San Diego | CFP, ChFC, EA, MSBA | Flat fee or retainer, Ongoing planning fee |
| Leighann Miko | Equalis Financial | Los Angeles | CFP, MST, RLP, BA | Percentage of assets, Ongoing planning fee |
| Melissa Estrada | Fidela Wealth | Calabasas | CFP, CIMA | Percentage of assets, Hourly |
| Michael Izbotsky | From Planning to Living LLC | Reseda | CFP | Percentage of assets, Ongoing planning fee |
| Mira Ma | Marim Wealth Planning, LLC | San Mateo | CFP, CTEC, EA, RFC | Percentage of assets, Ongoing planning fee |
| Nannette Belt | Inspiration Financial Planning LLC | Carlsbad | CFP, RICP, MBA | Ongoing planning fee, Percentage of assets |
| Paul Saad | Collabria Capital, Inc | San Ramon | CFP, MBA | Flat fee or retainer, Ongoing planning fee |
| Scott Brooks | Brooks Wealth Management | Westlake Village | CFP | Percentage of assets |
| Andrew McFadden | Panoramic Financial Advice | Fresno | CFP, MBA | Flat fee or retainer |
| Charles Edson | Wealth Being Advisors | Hermosa Beach | CFP | Percentage of assets, Ongoing planning fee |
| Ella Taylor | Ella Financial Advising | Oakland | CFP | Percentage of assets, Hourly |
| Eric Amzalag | Peak Financial Planning | Canoga Park | CFP, RICP | Flat fee or retainer, Percentage of assets |
| Eric Maldonado | Aquila Wealth Advisors | San Luis Obispo | CFP, MBA | Percentage of assets, Ongoing planning fee |
| Galen Herbst de Cortina | Buff Your Finances, LLC | Newbury Park | CFP, MBA | One-time planning fee |
| Greg Vojtanek | Fade In Financial | Los Angeles | BA, CFP | Ongoing planning fee, Hourly |
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