Virtual financial advisors in California
How do I find fee-only advisors who work with clients virtually in California?
In California, look for a fee-only advisor who works by video and shared documents, so your city doesn't limit your choice. Check they're registered to advise in your state. Records to start with include Stan Himeno-Okamoto of DRS Financial Partners, Michael Randall of Oak Summit Wealth Management and Christian Litscher of Illumination Wealth Management.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Stan Himeno-Okamoto DRS Financial Partners, San Francisco Holds the CFP, CFA and EA. Fees on file: hourly.
- Michael Randall Oak Summit Wealth Management, San Diego Holds the CFP, CFA and EA. Fees on file: ongoing planning fee.
- Christian Litscher Illumination Wealth Management, San Diego Holds the CFP and CFA. Fees on file: flat fee or retainer, ongoing planning fee.
- Annette Di Bello Di Bello Financial, Mission Viejo Holds the CFP and CPA. Fees on file: percentage of assets.
- Sarah Maitre Camriel Advisors, Mount Shasta Holds the CFP and CFA. Fees on file: ongoing planning fee.
- Susan Soesbe Soesbe Financial, LLC, Sacramento Holds the CFP and EA. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 175
- Firms
- 102
- Cities
- 63
- Hold the CFP
- 63%
- Other credentials: CFA 7% · CPA 1% · EA 4%
- How they charge (of 175 with fees on file): percentage of assets 70% · hourly 35% · ongoing planning fee 34% · fixed fees 26%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Virtual financial advisors by state
- Texas (105)
- Florida (89)
- Virginia (71)
- North Carolina (67)
- Colorado (66)
- Illinois (58)
- Ohio (46)
- Pennsylvania (46)
- Oregon (44)
- Connecticut (43)
- Massachusetts (43)
- Georgia (40)
- New York (40)
- Arizona (38)
- Maryland (36)
- Washington (35)
- Michigan (33)
- Wisconsin (33)
- Tennessee (28)
- Missouri (27)
- Iowa (26)
- Minnesota (26)
- South Carolina (26)
Questions about virtual financial advisors
How many fee-only advisors who work with clients virtually in California are there?
The Wellspent public graph lists 175 fee-only advisors who work with clients virtually in California, at 102 firms. We counted every advisor record that fits, as of October 2026.
Where are fee-only advisors who work with clients virtually in California located?
Of the 175 fee-only advisors who work with clients virtually in California, 26 are in San Diego, followed by 23 in San Francisco and 12 in Walnut Creek.
How do fee-only advisors who work with clients virtually in California charge?
The most common fee among fee-only advisors who work with clients virtually in California is a percentage of assets, used by 70% of the 175 with fees on file. Many use more than one: 35% charge by the hour and 34% charge an ongoing planning fee.
How many fee-only advisors who work with clients virtually in California hold the CFP?
63% of the 175 fee-only advisors who work with clients virtually 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 work with clients virtually?
We count an advisor here when their firm's website says they work with clients virtually.
What should I ask fee-only advisors who work with clients virtually in California?
Are you registered in my state? How do we share documents securely? How often do we meet, and how? Can we ever meet in person?
How current is this list of fee-only advisors who work with clients virtually 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 175 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 |
| 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 |
| 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 |
| David Lyon | Lyon Wealth Advisory | San Deigo | CFP, EA, CRPC | Flat fee or retainer, Ongoing planning fee |
| Jirayr Kembikian | Citrine Capital | San Francisco | CFP | Ongoing planning fee |
| John Boyd | MDRN Wealth | Venice | CFP | Percentage of assets |
| 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 |
| Sheila McGinn | Brightview Financial Solutions, LLC | Redwood City | CFP | Percentage of assets, Hourly |
| Tommy Lopez | Coffeehouse Capital LLC | Financial Planning and Wealth Management | Fresno | CFP, CRPC | Hourly, One-time planning fee |
| Angela Dorsey | Dorsey Wealth Management | Torrance | CFP, MBA | Percentage of assets, Hourly |
| Eric Niergarth | Retirement Roadmap Financial Planning | San Diego | CFP, RICP | Flat fee or retainer, 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 |
| Rafael Melendez | Next Gen Financial Planning | San Diego | CFP | Percentage of assets, Hourly |
| 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 |
| 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 |
| Don Martini | Envision Financial Planning | San Francisco | CFA, CFP | Percentage of assets, Hourly |
| Gitanjali Kumar | Worthique LLC | San Francisco | CFP | Ongoing planning fee, One-time planning fee |
| John Pak | Otium Advisory Group | El Segundo | BA, CFP, EA, MST | Flat fee or retainer, Hourly |
| Jose Armenta | Create Your Path | San Diego | CFP, ChFC, EA, MSBA | Flat fee or retainer, Ongoing planning fee |
| Kody Brown | Sequoia Financial Group | Pasadena | CFP, CRPS | Percentage of assets, Hourly |
| Leighann Miko | Equalis Financial | Los Angeles | CFP, MST, RLP, BA | Percentage of assets, Ongoing planning fee |
| Michael Izbotsky | From Planning to Living LLC | Reseda | CFP | Percentage of assets, Ongoing planning fee |
| Catherine Hawley | Hawley Personal Finance | Los Angeles | CFP | Hourly, Flat fee or retainer |
| Charles Edson | Wealth Being Advisors | Hermosa Beach | CFP | Percentage of assets, Ongoing planning fee |
| Eric Amzalag | Peak Financial Planning | Canoga Park | CFP, RICP | Flat fee or retainer, Percentage of assets |
| Michael Randall | Oak Summit Wealth Management | San Diego | CFP, CFA, EA | Ongoing planning fee |
| Sarah Maitre | Camriel Advisors | Mount Shasta | CFP, CFA | Ongoing planning fee |
| Bill Holliday | AIO Financial, LLC | Los Angeles | Not listed | Percentage of assets, Ongoing planning fee |
| Charles Malsbury | ThinkPlanSave, LLC | Daly City | CFP, MBA | Flat fee or retainer, Ongoing planning fee |
| Eric Figueroa | Hesperian Wealth LLC | Folsom | CFP | Percentage of assets, Ongoing planning fee |
| Larry Koeppel | Digital Wealth, LLC | Marina Del Rey | CFP, MBA | Percentage of assets, Ongoing planning fee |
| Rick Valenzi | The Financial Zen Group, Inc. | San Francisco | CFP, CRPC | Ongoing planning fee |
| 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 |
| 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 |
| James Freeman | Financial Alternatives, Inc. | La Jolla | CFP | Percentage of assets |
| Jonathan Grannick | Wonder Wealth LLC | San Diego | CFP | Ongoing planning fee, Percentage of assets |
| 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 |
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