Hourly financial advisors in California
How do I find fee-only advisors who charge by the hour in California?
In California, look for a fee-only advisor who bills for the time you use, with no need to move your accounts. Hourly work suits a single question, a second opinion, or people who manage their own money. Records to start with include Lorne Abramson of Abramson Financial Planning, LLC, Stan Himeno-Okamoto of DRS Financial Partners and Larson Patty of Rothman Investment Management.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Lorne Abramson Abramson Financial Planning, LLC, Burlingame Holds the CFP, CFA and EA. Fees on file: flat fee or retainer, hourly.
- Stan Himeno-Okamoto DRS Financial Partners, San Francisco Holds the CFP, CFA and EA. Fees on file: hourly.
- Larson Patty Rothman Investment Management, Atascadero Holds the CFP, CFA and CPA. Fees on file: percentage of assets, one-time planning fee.
- Kimberly Helm Quantum Financial Advisors, LLC, Pasadena Holds the CFP, CFA and CPA. Fees on file: percentage of assets, hourly.
- Jose Armenta Create Your Path, San Diego Holds the CFP and EA. Fees on file: flat fee or retainer, 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
- 1,823
- Firms
- 886
- Cities
- 260
- Hold the CFP
- 46%
- Other credentials: CFA 10% · CPA 1% · EA 1%
- How they charge (of 1,823 with fees on file): percentage of assets 90% · hourly 85% · fixed fees 62% · ongoing planning fee 10%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Hourly financial advisors by state
- Texas (1,103)
- Florida (852)
- New York (647)
- Pennsylvania (590)
- Massachusetts (559)
- Virginia (501)
- Washington (495)
- Colorado (475)
- Ohio (451)
- Georgia (442)
- Illinois (441)
- North Carolina (435)
- Michigan (377)
- Tennessee (363)
- Maryland (355)
- Oregon (342)
- Arizona (301)
- New Jersey (288)
- Indiana (264)
- Wisconsin (248)
- Minnesota (233)
- Connecticut (230)
- Kansas (217)
- Utah (215)
- Missouri (213)
- South Carolina (184)
- Oklahoma (130)
- Alabama (128)
- Iowa (119)
- Idaho (113)
- New Hampshire (107)
- Louisiana (90)
- Nebraska (89)
- Nevada (87)
- Maine (84)
- Kentucky (83)
- Arkansas (74)
- Vermont (69)
- Delaware (67)
- Mississippi (59)
- Rhode Island (46)
- Montana (41)
- Hawaii (36)
- New Mexico (35)
- District of Columbia (30)
- Alaska (29)
- South Dakota (26)
- Wyoming (26)
Questions about hourly financial advisors
How many fee-only advisors who charge by the hour in California are there?
The Wellspent public graph lists 1,823 fee-only advisors who charge by the hour in California, at 886 firms. We counted every advisor record that fits, as of November 2026.
Where are fee-only advisors who charge by the hour in California located?
Of the 1,823 fee-only advisors who charge by the hour in California, 154 are in San Diego, followed by 95 in Los Angeles and 76 in San Francisco.
How do fee-only advisors who charge by the hour in California charge?
The most common fee among fee-only advisors who charge by the hour in California is a percentage of assets, used by 90% of the 1,823 with fees on file. Many use more than one: 85% charge by the hour and 62% charge fixed fees.
How many fee-only advisors who charge by the hour in California hold the CFP?
46% of the 1,823 fee-only advisors who charge by the hour 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 who charge by the hour?
We count an advisor as hourly when their listing or their firm's Form ADV says the firm charges by the hour.
What should I ask fee-only advisors who charge by the hour in California?
What's your hourly rate, and how many hours would my question take? Do you have a minimum number of hours? Will I get a written plan or only a conversation? Do you also offer ongoing work if I want it later?
How current is this list of fee-only advisors who charge by the hour 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 1,823 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Annette Di Bello Member | Di Bello Financial | Mission Viejo | CFP, CPA, PFS™ | Percentage of assets |
| Al Faber Collaborative, do-it-with-you hourly or flat-fee planning for people who want to stay in control, with no product sales or ongoing fees. | DIWY Financial Planning | Los Angeles | CFP, ChFC, CLU, MBA | One-time planning fee, Hourly |
| Emily Nilsson Hourly, project or ongoing planning that centers the person, helping clients build a healthier, more personal relationship with money. | Brava Financial, LLC | San Diego | CDFA, CFP, JD | One-time planning fee, Hourly |
| 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 |
| Mary Ann Sullivan Pension-focused retirement planning and education for educators and public employees who want to manage their own money confidently. | 395 Financial Planning | Mammoth Lakes | CFP, RICP | Subscription, One-time planning fee |
| Michael Halper Flat-fee fiduciary planning for individuals and families, covering retirement, taxes, investments, stock options and digital assets. | Strateon Intelligent Wealth | Simi Valley | CFP | Subscription, One-time planning fee |
| Michael Rodriguez Flat-fee, advice-only planning for first-generation wealth builders and young families buying homes, merging finances and raising kids. | Equanimity Wealth | Glendale | CFP | Subscription, One-time planning fee |
| Michal Skowronski Comprehensive Wealth Planning for High-Income Professionals and Retirees | Skylark Wealth, LLC | San Francisco | CFP | Percentage of assets, Flat fee or retainer |
| Shannon Fleener Bilingual, values-based planning for first-generation wealth builders and progressive clients who want their money to do good too. | Sage Financial Planning | San Diego | CFP | Subscription, One-time planning fee |
| Aaron Hatch | Woven Capital | Redding | CFP | Percentage of assets, One-time planning fee |
| Carmetta Joyner Practical, lecture-free planning that helps first-generation professionals organize their finances and put a custom plan into action. | Joyner Financial Planning LLC | San Francisco | CFP | One-time planning fee, Hourly |
| Charles Stermetz | Equity For The Win (EquityFTW) | San Jose | CEP, CFP | Hourly, Fixed fees |
| Christina Empedocles | Insight Personal Finance | San Francisco | CFP | Flat fee or retainer, Ongoing planning fee |
| David Lyon | Lyon Wealth Advisory | San Deigo | CFP, EA, CRPC | Flat fee or retainer, Ongoing planning fee |
| John Boyd | MDRN Wealth | Venice | CFP | Percentage of assets |
| Kathleen Connors Dowdy | EP Wealth Advisors | Los Angeles | CFP, EA, CLU, MS | Percentage of assets, Hourly |
| Matthew Showley | Creative Capital Management Investments LLC | San Diego | CFP, MBA, BFA, CeFT | Percentage of assets, Hourly |
| Patrick Yaghoobians | Noor Financial Services | Los Angeles | CFP | Flat fee or retainer, Ongoing planning fee |
| Praveen Krishnamurthy Advice-only planning for tech professionals on equity compensation, taxes and diversification, from a former Google engineering leader. | Empower Financial | Fremont | CFP | One-time planning fee, Hourly |
| Sheila McGinn | Brightview Financial Solutions, LLC | Redwood City | CFP | Percentage of assets, Hourly |
| 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 |
| Ariadne Horstman | Tamarind Financial Planning | Palo Alto | CFP, RLP | Percentage of assets, Ongoing planning fee |
| Carolyn Masline | CareGen Wealth Management | San Mateo | CDFA, CFP, MBA | Percentage of assets, One-time planning fee |
| David Frank | Turning Point Planning LLC | Los Angeles | CFP | Percentage of assets, Ongoing planning fee |
| Emilie Goldman | Tamarind Financial Planning | Palo Alto | CFA, CFP, MBA | Percentage of assets, Ongoing planning fee |
| Eric Niergarth | Retirement Roadmap Financial Planning | San Diego | CFP, RICP | Flat fee or retainer, 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 |
| 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 |
| Matthias Giezendanner | San Francisco Wealth Planning LLC | Petaluma | CFP, EA | Percentage of assets, Ongoing planning fee |
| 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 |
| Said Israilov | Israilov Financial | San Francisco | CFP | Percentage of assets, One-time planning fee |
| Shannon Grey | InvestEdge Planning | San Diego | CFP, CRPC | Percentage of assets, Flat fee or retainer |
| Sridhar Krishnan | Encover Personal Finance LLC | Fremont | BS, CFP, MBA | Flat fee or retainer, Ongoing planning fee |
| Tina Mistry | Portfolio Advisors, Inc | Fresno | CFP | Percentage of assets |
| 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 |
| Anandi Krishnamurthy | AKrish Financial Advisory | Cupertino | CFP | Hourly, One-time planning fee |
| 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 |
| Brian Canning | Brave New Wealth | Westlake Village | AIFA, CFP | Percentage of assets, Hourly |
| Carol Somoano | Asset Planning | Los Alamitos | CFP, MBA | Percentage of assets, One-time planning fee |
| Cynthia Jabr | Brand New Day Wealth Planning | Los Angeles | CFP | Flat fee or retainer, Hourly |
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