AdviceOnly

AdviceOnly at a glance

• One of 1,191 fee-only firms based in California in the Wellspent graph.
• 4 advisors are listed here; all hold the CFP.
• Its Form ADV reports 6 employees.

Fee-only advisors in California · What fee-only advisors charge in California

Facts

AdviceOnly fees

AdviceOnly doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: hourly, flat fee, ongoing planning fee, one-time plans or projects. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (4)

• Audrey Emerson

  CFP

• Mike Anderson

  CFP

• Scott Bown

  CFP · MBA

• Steven Fox

  CFP · EA · BFA