Firm
California Financial Advisors
San Ramon, California
Fee-only
California Financial Advisors at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 15 advisors are listed here; 5 of 15 hold the CFP.
- Its Form ADV reports 14 employees and 1,517 individual clients, 666 of them high net worth.
- Its average account is about $638,000 (assets it manages divided by its 3,547 accounts).
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | San Ramon, California |
|---|---|
| Website | calfinad.com |
| [email protected] | |
| Phone | (925) 275-1000 |
California Financial Advisors fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1.2% a year on the first tier of assets |
|---|---|
| Account minimum | $100,000 |
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"$100,000 - $299,999 1.2%" source
"$10,000,000 + 0.4%" source
"$100,000 - $299,999 1.2%" source
"$100,000 - $299,999 1.2%" source
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
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $2.3 billion |
| Individual clients | 851 |
| High-net-worth clients | 666 |
| Accounts managed | 3,547 |
| Employees | 14 |
| Planning clients | More than 500 |
| Registered with | The SEC (801-55273) |
| Financial planning | Offered |
| Form ADV filed | October 14, 2026 |
| SEC record | CRD 110152 |