Create Your Path

Create Your Path at a glance

• One of 1,191 fee-only firms based in California in the Wellspent graph.
• 1 advisor is listed here, who holds the CFP.
• Its Form ADV reports 1 employee and 14 individual clients.
• Its average account is about $60,000 (assets it manages divided by its 26 accounts).
• Its ongoing planning fee starts at $2,700 a year, below the California median of $6,000.
• Its hourly rate of $200 is below the California median of $300.
• Its website says it's taking new clients.
• It works with clients virtually as well as in person.

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

Facts

Create Your Path fees

What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.

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 (1)

• Jose Armenta

  CFP · ChFC · EA