Fee-only advisors in California

Advisors serving California (305)

• 401 Financial

  401 Financial — San Diego

  CFP

• 5T Wealth Management

  5T Wealth Management — Napa

  CFA

• Aaron Agte

  Graystone Advisor, LLC — Foster City

  CFP

• Aaron Brickley

  Brickley Wealth Management — San Mateo

  CFPCPWA

• Aaron Hatch

  Woven Capital — Redding

  CFP

• Aaron Rubin

  Werba Rubin Papier Wealth Management, LLC — San Jose

  CFPCPAJD

• AJ Flores

  Portfolio Advisors, Inc. — Fresno

  CFP

• Al Faber

  DIWY Financial Planning — Los Angeles

  CFPChFCCLU

• Alan Goodstein

  Goodstein Wealth Management LLC — Encino

  CFP

• Alan Hewitt

  Hewitt Wealth Management Inc. — Newbury Park

  CFPChFCEA

• Alan Nelson

  Measured Money Maneuvers LLC — Solana Beach

  CFPChFCMBA

• Alex Caswell

  Wealth Script Advisors — San Francisco

  CFPCFAEA

• Alex Caswell-Yatsenko

  Wealth Script Advisors — San Francisco

  CFACFPEA

• Alfred McIntosh

  McIntosh Capital Advisors, Inc. — Los Angeles

  CFP

• Allan Moskowitz

  Transformative Wealth Management, LLC — El Cerrito

  AIFBSCFP

• Amar Shah

  Client First Capital — San Diego

  CFACFP

• Anandi Krishnamurthy

  AKrish Financial Advisory — Cupertino

  CFP

• Andrew Bernell

  Century Park Wealth Management — Los Angeles

  CFPCPAJD

• Andrew McFadden

  Panoramic Financial Advice — Fresno

  CFPMBA

• Andy Moran, CFP®

  Andy Moran, CFP® — Santa Rosa

  CFP

• Angela Dorsey

  Dorsey Wealth Management — Torrance

  CFPMBA

• Anna Sergunina

  MainStreet Financial Planning — Burlingame

  CFP

• Annette Di Bello

  Annette Di Bello, CPA, CFP, PC — Los Angeles

  CFPCPAPFS™

• Ariadne Horstman

  Tamarind Financial Planning — Palo Alto

  CFPRLP

• Arielle Bittoni

  Good Balance Financial Planning — Los Angeles

  BACFACFP

• Arnie Cabiles

  Achievable Wealth — Benicia

  CFPEA

• Austin Lee

  Lee Financial Group LLC — Ladera Ranch

  CFPMBA

• Ballast Rock Private Wealth

  Ballast Rock Private Wealth — Irvine

• Bill Holliday

  AIO Financial, LLC — Los Angeles

• Billy Hatton

  Billfold Budget Counseling — Sherman Oaks

  CFP

• Bradley Nelson

  Point Loma Advisors — San Diego

  CFPMSEE

• Brandon Amaral

  Amaral Financial Planning, LLC — San Jose

  CFPEA

• Brian Canning

  Brave New Wealth — Westlake Village

  AIFACFP

• Bridget Grimes

  WealthChoice LLC — Coronado

  CFP

• Bridget Harkins

  Wheels Up Wealth, Inc. — Benicia

  CFP

• Bruce Dzieza

  Willow Creek Wealth Management, Inc. — Sebastopol

  CFPCAIA

• Bull Oak

  Bull Oak — Rancho Santa Fe

  CFP

• Cady North

  North Financial Advisors LLC — San Diego

  CFPMBA

• Carmetta Joyner

  Joyner Financial Planning, LLC — San Francisco

  CFP

• Carmetta Joyner

  Joyner Financial Planning LLC — San Francisco

  CFP

• Carol Somoano

  Asset Planning — Los Alamitos

  CFPMBA

• Carolyn Masline

  CareGen Wealth Management — San Mateo

  CDFACFPMBA

• Catherine Hawley

  Hawley Personal Finance — Los Angeles

  CFP

• Cathy Curtis

  Curtis Financial Planning, LLC — Oakland

  CFP

• Cathy McKee

  Modern Family Finance, LLC — Oakland

  BAMBACFP

• Charles Edson

  Wealth Being Advisors — Hermosa Beach

  CFP

• Charles Ho

  Legacy Builders Financial — Folsom

  CFP

• Charles Malsbury

  ThinkPlanSave, LLC — Daly City

  CFPMBA

• Charles Stermetz

  Equity For The Win (EquityFTW) — San Jose

  CEPCFP

• Cheryl Morhauser

  Cheryl Morhauser & Associates — Nevada City

  CFP

• Cheryl Vesely

  Balance Financial Planning, LLC — Oakland

  CFPMA

• Christina Empedocles

  Insight Personal Finance — San Francisco

  CFP

• Christine Remedios

  Remedios Financial Planning — San Francisco

  CFP

• Christopher Stroup

  Silicon Beach Financial — Santa Monica

  CFPMBAEA

• CJ Stermetz

  EquityFTW — Morgan Hill

  CFP

• Colleen Soares

  Soares Financial, Inc. — Napa

  CFPCPA

• Cristina Livadary

  Mana Financial Life Design, LLC — South Pasadena

  CFPRLP

• Cynthia Jabr

  Brand New Day Wealth Planning — Los Angeles

  CFP

• D&M Strategic Wealth

  D&M Strategic Wealth — Irvine

• Dan Costigan

  Two Palms Financial — San Clemente

  CFPCFAMBA

• Dan Herron

  Elemental Wealth Advisors — San Luis Obispo

  CFPCPA

• Daniel Andersen

  Parkshore Wealth Management — Granite Bay

  CFPCTEC

• Daniel M Kavanaugh CPA Inc

  Daniel M Kavanaugh CPA Inc — Pleasanton

  CPA

• Danny Michael

  Satori Wealth Management Inc. — San Diego

  CFPRLP

• Daryoosh Khalilollahi

  DABK Financial Planning Services — El Cerrito

  CFPMBAMSEE

• Dave Born

  Private Financial Management LLC — Orinda

  CFPCFA

• David Barnett

  Barnett Financial Planning — Riverside

  CFP

• David Barson

  Barson Financial Planning — San Mateo

  CFPMBA

• David Born

  Private Financial Management LLC — Orinda

  CFACFP

• David Carlson

  Sound Investment Management, LLC — Newport Beach

  CFPChFCCKA

• David Frank

  Turning Point Planning LLC — Los Angeles

  CFP

• David Lyon

  Lyon Wealth Advisory — San Deigo

  CFPEACRPC

• David Meyers

  Meyers Wealth Management — Palo Alto

  CFP

• David Rae

  DRM Wealth Management LLC — Los Angeles

  CFP

• David Waldrop

  Bridgeview Capital Advisors, Inc. — El Dorado Hills

  CFPCLU

• Define Financial

  Define Financial — San Diego

  CFP

• Deirdre Hegarty

  Branch & Bloom Financial Planning, LLC — Menlo Park

  CFP

• Delia Fernandez

  Fernandez Financial Advisory, LLC — Los Alamitos

  CFPMBA

• Devin Watts

  Fallbrook Fi — Clovis

  CFP

• Dirk Huybrechts

  HFM Advisors — Los Angeles

  CFP

• Dominika Watson Umali

  MyFi FInancial LLC — Pasadena

  CFACFPMBA

• Don Martini

  Envision Financial Planning — San Francisco

  CFACFP

• Donald Hance, Jr

  Glenmore Financial, Inc. — Pacific Palisades

  CFPEA

• Douglas Taylor

  Taylor Wealth Management — Torrance

  CFPCPA/PFS

• Elise Murphy

  Level Financial Advisors — Glendora

  CFPMSFP

• Ella Taylor

  Ella Financial Advising LLC — Oakland

  CFP

• Ella Taylor

  Ella Financial Advising — Oakland

  CFP

• Emilie Goldman

  Tamarind Financial Planning — Palo Alto

  CFACFPMBA

• Emily Nilsson

  Brava Financial, LLC — San Diego

  CDFACFPJD

• Eric Amzalag

  Peak Financial Planning — Canoga Park

  CFPRICP

• Eric Figueroa

  Hesperian Wealth LLC — Folsom

  CFP

• Eric Maldonado

  Aquila Wealth Advisors — San Luis Obispo

  CFPMBA

• Eric Niergarth

  Retirement Roadmap Financial Planning — San Diego

  CFPRICP

• Eric Toya

  Navigoe, LLC — Redondo Beach

  CFPEA

• Ethan Green

  Lake Tahoe Wealth Management, Inc. — Placerville

  CFPMS

• Ethan Pepper

  Orchard City Wealth Management, LLC — Los Gatos

  CFPEARLP

• Etzler Financial Advisors, LLC

  Etzler Financial Advisors, LLC — Red Bluff

  CFP

• Eugene Hsu

  Archer Pointe Wealth Management — Sacramento

  CFP

• Eunsoo Chung

  WealthPeace LLC — San Mateo

  CFPCPAPFS

• Evon Mendrin

  Optometry Wealth Advisors LLC — Madera

  Certified Student Loan ProfessionalCFP

• Evor Vattuone

  Aspire Planning Associates, Inc. — Cupertino

  CFPCFS

• Faith Counio

  Chrysadia Financial, LLC. — Newark

  CFPMBA

• Gabbi Cerezo

  Sustain Financial Inc. — Culver City

  CFPAFC

• Gabriel Anderson

  Crafted Wealth Management, LLC — Los Angeles

  CFPChFCCLU

• Gabriel Shahin

  Falcon Wealth Planning, Inc. — Irvine

  AIFCFP

• Galen Herbst de Cortina

  Buff Your Finances — Newbury Park

  CFPMBA

• Galen Herbst de Cortina

  Buff Your Finances, LLC — Newbury Park

  CFPMBA

• Gary Pia

  Mission Street Wealth Planning — South Pasadena

  CFP

• George Guttman

  Guttman Financial Planning — Santa Monica

  CFPMBA

• Gerald Gasber

  Gasber Financial Advisors, Inc. — Folsom

  CFPCFSCIMA

• Gerardo Garcia Jr

  Confianza Wealth Management — Vista

  CFPMBA

• Gina Hagen

  Full Circle Financial Planning — Topanga

  CFPCPA

• Ginger Ames

  Whisper Financial LLC — Cobb

  CFPEA

• Gitanjali Kumar

  Worthique LLC — San Francisco

  CFP

• Glen Monroe

  Monroe Wealth Management — San Francisco

  CFP

• Gloria Garcia Cisneros

  Gloria Garcia Cisneros — Los Angeles

  CFP

• Graciano Rubio

  Infinity Financial Planning — Gustine

  CFP

• Grant Bledsoe

  Three Oaks Capital Management — Gold River

  CFACFPMBA

• Grant Webster

  Arcadia Private Wealth LLC — Cardiff

  CFPTPCP

• Greg Crofton

  Adap Tax Financial, Inc. — Pleasanton

  CFPEA

• Greg Gorski

  Owl & Ore Wealth Planning — Pleasant Hill

  CFP

• Greg Vojtanek

  Fade In Financial — Los Angeles

  BACFP

• Greg Welborn

  First Financial Consulting — Pasadena

  MBA

• Gregory Crofton

  Adap Tax Financial, Inc — Pleasanton

  CFPEA

• Gustaf Rounick

  Westlight Wealth — Venice

  BACFPMSC

• Hal Schweiger

  BlueWater Wealth Management, LLC — San Diego

  CFP

• Heather Comella

  Folsom Wealth Advisors — Folsom

  CFP

• Ira Fateman

  SAS Financial Advisors, LLC — San Francisco

  BSCFPM.Ed.

• J Christopher Kerckhoff

  Plancorp, LLC — San Francisco

  AIFCFPBBA

• J. Jeffrey Lambert

  J. Jeffrey Lambert, CFP — Folsom

  CFP

• Jack O'Donnell

  JRO Wealth Management — San Diego

  CFPEA

• Jackson Xu

  X AND Y ADVISORS, INC. — El Segundo

  CFPCFA

• Jacob Greenberg

  Pure Financial Advisors, LLC — San Diego

  AIFCFPChFC

• Jake Taylor

  Astra Wealth Management — San Diego

  CFP

• James Freeman

  Financial Alternatives, Inc. — La Jolla

  CFP

• James Moore

  Eclectic Associates, Inc. — Fullerton

  CFPCFABS

• James Schwarz

  CLEAR Retirement Advice — San Mateo

  CFPMBARICP

• Jane Beule

  Griffin Black, LLC — Redwood City

  BACFPMBA

• Jane Yoo

  Jane Financial, LLC — Oakland

  CFPMBA

• Janet Wan

  Sierra Pacific Private Wealth, LLC — Oakland

  CFPCPFA

• Jason Hamilton

  KIS Financial Planning, LLC — Santa Ana

  CFPCRPC

• Jason Stein

  Bluepoint Wealth Advisors — Irvine

  CFPRICP

• Jay Hutchins

  The Wealth Conservatory — Plymouth

  AEPAIFACDFA

• Jayce Lowe

  Lighthouse Financial Services, Inc. — Brea

  CFP

• Jeffrey Platt

  Platt Wealth Management — San Diego

  CFACFPJD

• Jennipher Lommen

  Wildflower Financial LLC — Santa Cruz

  BACFPEA

• Jeremy Portnoff

  PortSalus Wealth Management — Mission Viejo

  CFP

• Jesse Lownsbury

  BetterWealth — San Jose

  CFPCPA

• Jiayi Xu

  Global Wealth Harbor, LLC. — Danville

  CFPMBA

• Jill Shibuya

  Archvest Wealth Advisors, Inc. — Concord

  CFPBS

• Jim Frazin

  Communitas Financial Planning PBC — San Francisco

  CFP

• Jirayr Kembikian

  Citrine Capital — San Francisco

  CFP

• Joe Morgan

  JWM Wealth Management, LLC — Danville

  CFPCFA

• John Boyd

  MDRN Wealth — Venice

  CFP

• John Pak

  Otium Advisory Group — El Segundo

  BACFPEA

• Jonathan Grannick

  Wonder Wealth LLC — San Diego

  CFP

• Jonathan Heagle

  Mountain Vista Wealth Management — Santa Barbara

  CFPCFA

• Jonathan Wong

  Layari Financial — Fullerton

  CFPAPMACRPC

• Jose Armenta

  Create Your Path — San Diego

  CFPChFCEA

• Jose Armenta

  Create Your Path LLC — San Diego

  CFPChFCEA

• Joseph Alfonso

  Aegis Financial Advisory — Cupertino

  CFPChFCEA

• Joseph Guo

  Empath Wealth LLC — Torrance

  CFP

• Josh Escalante Troesh

  Purposeful Strategic Partners — Alta Loma

  CFPMBA

• Joshua Escalante Troesh

  Purposeful Strategic Partners — Alta Loma

  CFPMBA

• Joshua Garcia

  Veritas Financial Consulting LLC — Monrovia

  CFPMBAMIM

• Joshua Richardson

  R&R Financial — Brea

  CFP

• Josue Luque De Julio

  Next Gen Financial Planning — San Diego

  CFP

• JP Geisbauer

  Centerpoint Financial Management LLC — Irvine

  CFPCPA

• Julie Roth

  Integris Wealth Management — Monterey

  CFPCIMACEPA

• Justin Waller

  Waller Financial Coaching — Folsom

  CEPACFP

• Kaden Wootton

  ENSPIRE WEALTH MANAGEMENT, LLC — Santa Rosa

  CFP

• Kate Wilusz

  Fiat Lux Financial Planning — San Francisco

  CFPCRPC

• Katerina Minevich

  Forward Wealth Management — Los Angeles

  CDFACFPCFA

• Katherine Fox

  Sunnybranch Wealth LLC — San Francisco

  CAPCFP

• Kathleen Connors Dowdy

  EP Wealth Advisors — Los Angeles

  CFPEACLU

• Ken Cranstone

  Three Sheep Wealth Management, LLC — Monterey

  CFP

• Kevin Apolinar

  Kevin Apolinar — Murrieta

• Kevin Cheeks

  ImpactFI — San Francisco

  CFP

• Kevin Henss

  Strivent Financial — Mission Viejo

  CFP

• Kimberly Helm

  Quantum Financial Advisors, LLC — Pasadena

  CFPCDFACFA

• Kimberly Keesler Herrera

  Tessara Wealth — Burlingame

  MBACFPChFC

• Kody Brown

  Sequoia Financial Group — Pasadena

  CFPCRPS

• Kristopher Schnell

  Cogent Independent Advisors, Inc. — Camarillo

  CRPC

• Krystal Fortner

  Krystal Fortner — Richmond

  CFP

• L.J. Jones

  Developing Financial — Pacifica

  CFPCPA

• Larry Koeppel

  Digital Wealth, LLC — Marina Del Rey

  CFPMBA

• Larson Patty

  Rothman Investment Management — Atascadero

  CFPCKAEA

• Laryssa Freeman

  Meritage Wealth Management LLC — Carlsbad

  CFP

• Laurie Dubchansky

  Havaplan Financial — Newport Beach

  CFP

• Lavina Nagar

  Maya Advisors, Inc. — Palo Alto

  CFP

• Leighann Miko

  Equalis Financial — Los Angeles

  CFPMSTRLP

• Leslie Merrithew

  Merrithew & Thorsten — San Diego

  CFPEA

• Lisa Junghahn

  Cycle Financial Planning — Santa Monica

  CFPJDMA

• Lorne Abramson

  Abramson Financial Planning, LLC — Burlingame

  CFACFPCTEC

• Manetta Wealth Management

  Manetta Wealth Management — San Ramon

• Marcus Holzberg

  Holzberg Wealth Management — Corte Madera

  CFP

• Marie Thomasson

  Modern Assets — Los Angeles

  CFP

• Marie Thomasson

  Modern Assets, LLC — Hawthorne

  CFP

• Mark Astrinos

  Libra Wealth LLC — Los Gatos

  CFPCPA/PFSRLP

• Mark Pingree

  Fog City Advisors, LLC — Albany

  CFPCPAMBA

• Mark Reyes

  Casita Financial Planning — El Segundo

  CFP

• Mark Stempel

  Encore Wealth Advisors, LLC — Nevada City

  CFPEA

• Mark Wilson

  MILE Wealth Management LLC — Irvine

  CFP

• Mark Young

  Clearview Financial, Inc. — San Diego

  CFPCPA

• Marty McNamara

  marrick wealth — Irvine

  CFPCPA

• Mary Ann Sullivan

  395 Financial Planning — Mammoth Lakes

  CFP

• Matt Ryan

  Focused Mission Financial — San Diego

  CFPCFA

• Matthew Detwiler

  Ashby Wealth Management — Kensington

  CFP

• Matthew Showley

  Creative Capital Management Investments LLC — San Diego

  CFPMBABFA™

• Matthew Stebnicki

  Stebnicki Financial Planning LLC — San Francisco

  CFPMBA

• Matthias Giezendanner

  San Francisco Wealth Planning LLC — Petaluma

  CFPEA

• Maureen Recker

  Bridgelane Financial — San Francisco

  CFPMBA

• Max Pashman

  Pashman Financial LLC — Los Angeles

  CFP

• Meghan Coolbaugh

  Oak Street Advisory Group, LLC — Nevada City

  CFPMA

• Melissa Estrada

  Fidela Wealth — Calabasas

  CFPCIMA

• Mengxi Monica Ma

  Blankinship & Foster, LLC — Solana Beach

  CFACFPCSA

• Meredith Schneider

  Schneider Wealth Management — Palo Alto

  BACFP

• Michael Garber

  Michael Garber Financial Planning — Cupertino

  CFPCRTPMSEE

• Michael Izbotsky

  From Planning to Living LLC — Reseda

  CFP

• Michael Martinez

  Live, Learn, Grow Wealth Management — Diamond Bar

  CFPCRPC

• Michael Randall

  Oak Summit Wealth Management — San Diego

  CFPCFAEA

• Michael Rodriguez

  Equanimity Wealth — Glendale

• Michael Troxell

  Michael Troxell — Oakland

  CPA

• Michal Skowronski

  Skylark Wealth, LLC — San Francisco

  CFP

• Mike Anderson

  AdviceOnly — Murrieta

  CFP

• Mike Biggica

  Pixel Financial Planning, LLC — San Francisco

  CFPMBA

• Mike Farrow

  FlightPath Financial Planning — San Diego

  CFP

• Mira Ma

  Marim Wealth Planning, LLC — San Mateo

  CFPCTECEA

• Mitch Christensen

  RS Crum Inc. — Newport Beach

  CFPMBA

• Nancy Listiawan

  Vera Wealth — Pasadena

  CFP

• Nannette Belt

  Inspiration Financial Planning LLC — Carlsbad

  CFPRICPMBA

• Natalie Taylor

  The Goodland Group — Goleta

  CFPTPCP

• Nate Nieri

  Modern Money Management — San Diego

  CFPMSBAMBA

• Nayivi Velez

  Our Wealth Guides, Inc. — Westlake Village

  CFPMBA

• Neil Portus

  Olivehurst Advisors LLC — Roseville

  CFPCFAMBA

• Nick Covyeau

  Swell Financial — Costa Mesa

  CFP

• Nick Covyeau

  Covyeau, Nick Swell Financial — Costa Mesa

  CFP

• Nycole Freer

  Eden Financial — Aliso Viejo

  CFP

• Paige Farrell

  Endeavor Financial Planning — Sacramento

  CFPMA

• Pamela Chen

  Refresh Investments LLC — Santa Monica

  BSCFACPA

• Patricia Jennerjohn

  Focused Finances, LLC — Oakland

  CFPMBA

• Patricia Johnson

  Raise Financial Advisors — Oakland

  CFPMBA

• Patrick Dinan

  Impact Fiduciary — Pasadena

  CFPChartered SRI Counselor™

• Patrick Whalen

  Whalen Financial Planning — Los Angeles

  CFPCTFA

• Patrick Yaghoobians

  Noor Financial Services — Los Angeles

  CFP

• Paul Saad

  Collabria Capital, Inc. — San Ramon

  CFPMBA

• Paul Saad

  Collabria Capital, Inc — San Ramon

  CFPMBA

• ProsperPlan Wealth

  ProsperPlan Wealth — Gold River

  CFP

• Rafael Melendez

  Next Gen Financial Planning — San Diego

  CFP

• Richard Schultz

  Pacific Investment Research — Cupertino

  BSCFP

• Rick Valenzi

  The Financial Zen Group, Inc. — San Francisco

  CFPCRPC

• Rob Lyman

  Johnson Lyman Wealth Advisors — Los Altos

  CFP

• Robert Machado

  Compass Rose Financial Planning & Investment Management — Palm Springs

  BSCFPMBA

• Rosario Chacon

  Wealth-Source Financial — Oakland

  CFPMBA

• Rosario Chacón

  Wealth-Source Financial — Oakland

  CFPCSLPCDFA

• Russell Clifford

  Clifford Financial Planning, Inc. — Santa Rosa

  CFP

• Ryan Miyamoto

  Derive Wealth — Pasadena

  CFPMBA

• Said Israilov

  Israilov Financial — San Francisco

  CFP

• Sara Lovell

  21 West Wealth Management — Tustin

  CFP

• Sarah Brown

  Natural Bridges Financial Advisors — Santa Cruz

  CFPCPAMBA

• Sarah Maitre

  Camriel Advisors — Mount Shasta

  CFPCFA

• Scott Brooks

  Brooks Wealth Management — Westlake Village

  CFP

• Scott Colton

  Colton Wealth Management — Arcadia

  CPA/PFSMSTCFP

• Scott Draper

  THRIVE Financial Planning — El Dorado Hills

  CFPCPA

• Scott Frank

  Stone Steps Financial — Cardiff

  CFPCFARLP

• Scott Yang

  Silicon Valley Wealth Advisors, LLC — San Jose

  CFPCPA

• Shalmali Kulkarni

  Pathview Wealth Advisors — San Diego

  CFPCertified Student Loan ProfessionalCPA

• Shannon Fleener

  Sage Financial Planning, LLC — San Diego

  CFP

• Shannon Fleener

  Sage Financial Planning — San Diego

  CFP

• Shannon Grey

  InvestEdge Planning — San Diego

  CFPCRPC

• Sheila McGinn

  Brightview Financial Solutions, LLC — Redwood City

  CFP

• Simranjot Bachal

  Circuit Wealth — Burlingame

  CFACFPMBA

• Sridhar Krishnan

  Encover Personal Finance LLC — Fremont

  BSCFPMBA

• Stan Himeno-Okamoto

  DRS Financial Partners — San Francisco

  CFPCFAEA

• Stanley Himeno-Okamoto

  DRS Financial Partners LLC — San Francisco

  CFACFP

• Stephen Nelson

  Birchwood Capital LLC — Carlsbad

  CFPCFA

• Steve Heinemann

  Recalibrating Wealth — Fountain Valley

  CFPCPA

• Steven Evensen - Gerber Kawasaki Wealth & Investment Management

  Steven Evensen - Gerber Kawasaki Wealth & Investment Management — Santa Monica

  CFP

• Steven Fox

  AdviceOnly — San Diego

  CFPEABFA™

• Steven Medland

  TABR Capital Management, LLC — Orange

  CFPMBA

• Steward

  Steward — San Francisco

• Susan Soesbe

  Soesbe Financial, LLC — Sacramento

  CFPEAMBA

• Syeda Iqbal

  Nasira Financial — San Francisco

  CFP

• Tara Unverzagt

  South Bay Financial Partners — Torrance

  CFPMBA

• Terri Spath

  Zuma Wealth, LLC — Malibu

  CFPCFAMBA

• Thao Truong

  Anora Wealth — San Marcos

  CFPCDFA

• Thomas Anderson

  Havaplan Financial — Newport Beach

  CFP

• Thomas Donnelly

  Donnelly Investments — West Hollywood

  CFPJD

• Tim Kenney

  Seawise Financial, Inc. — Cardiff

  CFP

• Tina Mistry

  Portfolio Advisors, Inc — Fresno

  CFP

• Tom Lo

  Vested Financial Planning, LLC — San Carlos

  CFPMBA

• Tommy Lopez

  Coffeehouse Capital LLC | Financial Planning and Wealth Management — Fresno

  CFPCRPC

• Tony Blagrove

  Traveka Wealth — Los Altos

  CFACFP

• Tony Chan

  Crossroads Planning, LLC — Orange

  CFPEA

• Tony Matheson

  Slalom Wealth Management — Sacramento

  CFACFP

• Trish Johnson

  Raise Financial Advisors LLC — Oakland

  CFPMBA

• Uchechi Kalu

  Greenlight Financial Planning — Los Angeles

  CFP

• Vladimir Kouznetsov

  Retegy LLC — Irvine

  CFPEA

• Walter Romatowski

  Castellan Financial Advisors — Roseville

  CFPCMAMBA

• Whitney Kelley

  Pathways Advisory Group, Inc. — Fresno

  CFP

• Will Steinberger

  Think Different Financial Planning — Menlo Park

  CFP

• William Cuthbertson

  Fiscalis Advisory, Inc. — Mission Viejo

  CFPEAMBA

• William Kan

  Candent Capital, LLC — San Francisco

  CFACFPMBA

• Wilson Li

  Abacus Wealth Partners — Sebastopol

  FPQP™CFPMBA

• Zack Swad

  Swad Wealth Management, LLC — Santa Rosa

  CFPAAMSRLP

Firms headquartered in California (256)

• Brand New Day Wealth Planning

  Los Angeles, California

• Vested Financial Planning, LLC

  San Carlos, California

• DIWY Financial Planning

  Los Angeles, California

• EP Wealth Advisors

  Los Angeles, California

• Forward Wealth Management

  Los Angeles, California

• Fade In Financial

  Los Angeles, California

• Noor Financial Services

  Los Angeles, California

• Donnelly Investments

  West Hollywood, California

• MyFi FInancial LLC

  Pasadena, California

• Adap Tax Financial, Inc

  Pleasanton, California

• From Planning to Living LLC

  Reseda, California

• MDRN Wealth

  Venice, California

• Otium Advisory Group

  El Segundo, California

• Next Gen Financial Planning

  San Diego, California

• AdviceOnly

  San Diego, California

• JRO Wealth Management

  San Diego, California

• Create Your Path

  San Diego, California

• BlueWater Wealth Management, LLC

  San Diego, California

• Modern Money Management

  San Diego, California

• Merrithew & Thorsten

  San Diego, California

• Clearview Financial, Inc.

  San Diego, California

• Amaral Financial Planning, LLC

  San Jose, California

• Equity For The Win (EquityFTW)

  San Jose, California

• Orchard City Wealth Management, LLC

  Los Gatos, California

• Encover Personal Finance LLC

  Fremont, California

• Fallbrook Fi

  Clovis, California

• Collabria Capital, Inc.

  San Ramon, California

• Portfolio Advisors, Inc

  Fresno, California

• Wheels Up Wealth, Inc.

  Benicia, California

• Wealth Script Advisors

  San Francisco, California

• Skylark Wealth, LLC

  San Francisco, California

• Envision Financial Planning

  San Francisco, California

• Monroe Wealth Management

  San Francisco, California

• Stebnicki Financial Planning LLC

  San Francisco, California

• ImpactFI

  San Francisco, California

• Bridgelane Financial

  San Francisco, California

• Joyner Financial Planning, LLC

  San Francisco, California

• DRS Financial Partners LLC

  San Francisco, California

• Citrine Capital

  San Francisco, California

• Brooks Wealth Management

  Westlake Village, California

• Owl & Ore Wealth Planning

  Pleasant Hill, California

• R&R Financial

  Brea, California

• Coffeehouse Capital LLC | Financial Planning and Wealth Management

  Fresno, California

• Optometry Wealth Advisors LLC

  Madera, California

• Aquila Wealth Advisors

  San Luis Obispo, California

• Wildflower Financial LLC

  Santa Cruz, California

• Slalom Wealth Management

  Sacramento, California

• Hesperian Wealth LLC

  Folsom, California

• Waller Financial Coaching

  Folsom, California

• THRIVE Financial Planning

  El Dorado Hills, California

• Folsom Wealth Advisors

  Folsom, California

• Crossroads Planning, LLC

  Orange, California

• Swell Financial

  Costa Mesa, California

• Recalibrating Wealth

  Fountain Valley, California

• Wealth-Source Financial

  Oakland, California

• Ella Financial Advising LLC

  Oakland, California

• Focused Finances, LLC

  Oakland, California

• Jane Financial, LLC

  Oakland, California

• Raise Financial Advisors

  Oakland, California

• Whisper Financial LLC

  Cobb, California

• Balance Financial Planning, LLC

  Oakland, California

• Private Financial Management LLC

  Orinda, California

• Sound Investment Management, LLC

  Newport Beach, California

• Brickley Wealth Management

  San Mateo, California

• Abramson Financial Planning, LLC

  Burlingame, California

• CareGen Wealth Management

  San Mateo, California

• Westlight Wealth

  Venice, California

• Global Wealth Harbor, LLC.

  Danville, California

• Equanimity Wealth

  Glendale, California

• Brave New Wealth

  Westlake Village, California

• Annette Di Bello, CPA, CFP, PC

  Los Angeles, California

• Blankinship & Foster, LLC

  Solana Beach, California

• Marim Wealth Planning, LLC

  San Mateo, California

• Crafted Wealth Management, LLC

  Los Angeles, California

• Whalen Financial Planning

  Los Angeles, California

• AIO Financial, LLC

  Los Angeles, California

• Impact Fiduciary

  Pasadena, California

• Modern Assets

  Los Angeles, California

• McIntosh Capital Advisors, Inc.

  Los Angeles, California

• Turning Point Planning LLC

  Los Angeles, California

• HFM Advisors

  Los Angeles, California

• Century Park Wealth Management

  Los Angeles, California

• Equalis Financial

  Los Angeles, California

• Good Balance Financial Planning

  Los Angeles, California

• Hawley Personal Finance

  Los Angeles, California

• Quantum Financial Advisors, LLC

  Pasadena, California

• Sequoia Financial Group

  Pasadena, California

• First Financial Consulting

  Pasadena, California

• Derive Wealth

  Pasadena, California

• Mission Street Wealth Planning

  South Pasadena, California

• Vera Wealth

  Pasadena, California

• Abacus Wealth Partners

  Sebastopol, California

• Candent Capital, LLC

  San Francisco, California

• Sierra Pacific Private Wealth, LLC

  Oakland, California

• North Financial Advisors LLC

  San Diego, California

• Creative Capital Management Investments LLC

  San Diego, California

• Brava Financial, LLC

  San Diego, California

• Wonder Wealth LLC

  San Diego, California

• Oak Summit Wealth Management

  San Diego, California

• Point Loma Advisors

  San Diego, California

• Platt Wealth Management

  San Diego, California

• WealthChoice LLC

  Coronado, California

• Lyon Wealth Advisory

  San Deigo, California

• Pathview Wealth Advisors

  San Diego, California

• Sage Financial Planning, LLC

  San Diego, California

• Client First Capital

  San Diego, California

• InvestEdge Planning

  San Diego, California

• BetterWealth

  San Jose, California

• Werba Rubin Papier Wealth Management, LLC

  San Jose, California

• Silicon Valley Wealth Advisors, LLC

  San Jose, California

• Michael Garber Financial Planning

  Cupertino, California

• Aegis Financial Advisory

  Cupertino, California

• AKrish Financial Advisory

  Cupertino, California

• Traveka Wealth

  Los Altos, California

• Pacific Investment Research

  Cupertino, California

• Aspire Planning Associates, Inc.

  Cupertino, California

• Libra Wealth LLC

  Los Gatos, California

• Meyers Wealth Management

  Palo Alto, California

• Branch & Bloom Financial Planning, LLC

  Menlo Park, California

• Maya Advisors, Inc.

  Palo Alto, California

• Schneider Wealth Management

  Palo Alto, California

• Tamarind Financial Planning

  Palo Alto, California

• Johnson Lyman Wealth Advisors

  Los Altos, California

• Archvest Wealth Advisors, Inc.

  Concord, California

• Bridgeview Capital Advisors, Inc.

  El Dorado Hills, California

• Clifford Financial Planning, Inc.

  Santa Rosa, California

• Cogent Independent Advisors, Inc.

  Camarillo, California

• Eclectic Associates, Inc.

  Fullerton, California

• Falcon Wealth Planning, Inc.

  Irvine, California

• Financial Alternatives, Inc.

  La Jolla, California

• Fiscalis Advisory, Inc.

  Mission Viejo, California

• Gasber Financial Advisors, Inc.

  Folsom, California

• Glenmore Financial, Inc.

  Pacific Palisades, California

• Hewitt Wealth Management Inc.

  Newbury Park, California

• Lake Tahoe Wealth Management, Inc.

  Placerville, California

• Lighthouse Financial Services, Inc.

  Brea, California

• Pathways Advisory Group, Inc.

  Fresno, California

• RS Crum Inc.

  Newport Beach, California

• Soares Financial, Inc.

  Napa, California

• Willow Creek Wealth Management, Inc.

  Sebastopol, California

• Plancorp, LLC

  San Francisco, California

• Remedios Financial Planning

  San Francisco, California

• Sunnybranch Wealth LLC

  San Francisco, California

• Nasira Financial

  San Francisco, California

• Buff Your Finances

  Newbury Park, California

• Fog City Advisors, LLC

  Albany, California

• Oak Street Advisory Group, LLC

  Nevada City, California

• Confianza Wealth Management

  Vista, California

• Purposeful Strategic Partners

  Alta Loma, California

• Barnett Financial Planning

  Riverside, California

• Level Financial Advisors

  Glendora, California

• Live, Learn, Grow Wealth Management

  Diamond Bar, California

• Colton Wealth Management

  Arcadia, California

• Veritas Financial Consulting LLC

  Monrovia, California

• Rothman Investment Management

  Atascadero, California

• 395 Financial Planning

  Mammoth Lakes, California

• Elemental Wealth Advisors

  San Luis Obispo, California

• Three Sheep Wealth Management, LLC

  Monterey, California

• Integris Wealth Management

  Monterey, California

• Natural Bridges Financial Advisors

  Santa Cruz, California

• Endeavor Financial Planning

  Sacramento, California

• Archer Pointe Wealth Management

  Sacramento, California

• Olivehurst Advisors LLC

  Roseville, California

• Castellan Financial Advisors

  Roseville, California

• J. Jeffrey Lambert, CFP

  Folsom, California

• Parkshore Wealth Management

  Granite Bay, California

• The Wealth Conservatory

  Plymouth, California

• Silicon Beach Financial

  Santa Monica, California

• Taylor Wealth Management

  Torrance, California

• Fernandez Financial Advisory, LLC

  Los Alamitos, California

• South Bay Financial Partners

  Torrance, California

• Empath Wealth LLC

  Torrance, California

• Asset Planning

  Los Alamitos, California

• Dorsey Wealth Management

  Torrance, California

• Wealth Being Advisors

  Hermosa Beach, California

• Navigoe, LLC

  Redondo Beach, California

• Modern Family Finance, LLC

  Oakland, California

• Transformative Wealth Management, LLC

  El Cerrito, California

• Krystal Fortner

  Richmond, California

• DABK Financial Planning Services

  El Cerrito, California

• Encore Wealth Advisors, LLC

  Nevada City, California

• Cheryl Morhauser & Associates

  Nevada City, California

• Griffin Black, LLC

  Redwood City, California

• Tessara Wealth

  Burlingame, California

• Circuit Wealth

  Burlingame, California

• CLEAR Retirement Advice

  San Mateo, California

• WealthPeace LLC

  San Mateo, California

• Refresh Investments LLC

  Santa Monica, California

• Cycle Financial Planning

  Santa Monica, California

• Guttman Financial Planning

  Santa Monica, California

• Digital Wealth, LLC

  Marina Del Rey, California

• Goodstein Wealth Management LLC

  Encino, California

• Meritage Wealth Management LLC

  Carlsbad, California

• Our Wealth Guides, Inc.

  Westlake Village, California

• marrick wealth

  Irvine, California

• Eden Financial

  Aliso Viejo, California

• Holzberg Wealth Management

  Corte Madera, California

• Arcadia Private Wealth LLC

  Cardiff, California

• Fidela Wealth

  Calabasas, California

• Mana Financial Life Design, LLC

  South Pasadena, California

• Swad Wealth Management, LLC

  Santa Rosa, California

• Anora Wealth

  San Marcos, California

• San Francisco Wealth Planning LLC

  Petaluma, California

• Chrysadia Financial, LLC.

  Newark, California

• Insight Personal Finance

  San Francisco, California

• 21 West Wealth Management

  Tustin, California

• Layari Financial

  Fullerton, California

• Communitas Financial Planning PBC

  San Francisco, California

• Retegy LLC

  Irvine, California

• Three Oaks Capital Management

  Gold River, California

• Havaplan Financial

  Newport Beach, California

• Peak Financial Planning

  Canoga Park, California

• Retirement Roadmap Financial Planning

  San Diego, California

• Bluepoint Wealth Advisors

  Irvine, California

• Woven Capital

  Redding, California

• Zuma Wealth, LLC

  Malibu, California

• Panoramic Financial Advice

  Fresno, California

• Legacy Builders Financial

  Folsom, California

• FlightPath Financial Planning

  San Diego, California

• Focused Mission Financial

  San Diego, California

• Stone Steps Financial

  Cardiff, California

• Worthique LLC

  San Francisco, California

• Infinity Financial Planning

  Gustine, California

• Strivent Financial

  Mission Viejo, California

• Billfold Budget Counseling

  Sherman Oaks, California

• The Goodland Group

  Goleta, California

• Pashman Financial LLC

  Los Angeles, California

• Centerpoint Financial Management LLC

  Irvine, California

• X AND Y ADVISORS, INC.

  El Segundo, California

• Modern Assets, LLC

  Hawthorne, California

• Brightview Financial Solutions, LLC

  Redwood City, California

• ThinkPlanSave, LLC

  Daly City, California

• Two Palms Financial

  San Clemente, California

• Fiat Lux Financial Planning

  San Francisco, California

• Mountain Vista Wealth Management

  Santa Barbara, California

• Seawise Financial, Inc.

  Cardiff, California

• Ashby Wealth Management

  Kensington, California

• Graystone Advisor, LLC

  Foster City, California

• Measured Money Maneuvers LLC

  Solana Beach, California

• Lee Financial Group LLC

  Ladera Ranch, California

• Full Circle Financial Planning

  Topanga, California

• Developing Financial

  Pacifica, California

• Soesbe Financial, LLC

  Sacramento, California

• Inspiration Financial Planning LLC

  Carlsbad, California

• Casita Financial Planning

  El Segundo, California

• Greenlight Financial Planning

  Los Angeles, California

• Achievable Wealth

  Benicia, California

• Satori Wealth Management Inc.

  San Diego, California

• Buff Your Finances, LLC

  Newbury Park, California

• DRM Wealth Management LLC

  Los Angeles, California

• JWM Wealth Management, LLC

  Danville, California

• Israilov Financial

  San Francisco, California

• Camriel Advisors

  Mount Shasta, California

• Curtis Financial Planning, LLC

  Oakland, California

• Birchwood Capital LLC

  Carlsbad, California

• Think Different Financial Planning

  Menlo Park, California

Metros tracked

• San Francisco
• Los Angeles
• San Diego

Metro-level canonical pages are rolling out as advisor coverage in each metro reaches the publish threshold.