# Fee-only financial advisors in California, United States

> Largest US fee-only market, with clusters around the Bay Area and LA.

The Wellspent public graph lists 2,835 fee-only financial advisors serving California at 1,347 firms, most in San Diego, San Francisco and Los Angeles. 44% hold the CFP certification. Of the 2825 with fees on file, 91% charge percentage of assets.

Page: https://find.wellspent.co/locations/us/california/
2835 fee-only advisors listed; data last updated November 2, 2026.
Fee-only means paid only by clients, never by commissions. Order reflects the directory, not payment; there are no sponsored listings.

## Advisors

| Advisor | Firm | Location | Credentials | Fees |
|---|---|---|---|---|
| [Annette Di Bello](https://find.wellspent.co/advisors/annette-di-bello.md) | Di Bello Financial | Mission Viejo, California | CFP, CPA, PFS™ | Percentage of assets |
| [Al Faber](https://find.wellspent.co/advisors/al-faber.md) | DIWY Financial Planning | Los Angeles, California | CFP, ChFC, CLU, MBA | One-time planning fee, Hourly |
| [Emily Nilsson](https://find.wellspent.co/advisors/emily-nilsson.md) | Brava Financial, LLC | San Diego, California | CDFA, CFP, JD | One-time planning fee, Hourly |
| [Evon Mendrin](https://find.wellspent.co/advisors/evon-mendrin.md) | Optometry Wealth Advisors LLC | Madera, California | Certified Student Loan Professional, CFP | Flat fee or retainer, Hourly |
| [Mary Ann Sullivan](https://find.wellspent.co/advisors/mary-ann-sullivan.md) | 395 Financial Planning | Mammoth Lakes, California | CFP, RICP | Subscription, One-time planning fee |
| [Michael Halper](https://find.wellspent.co/advisors/michael-halper.md) | Strateon Intelligent Wealth | Simi Valley, California | CFP | Subscription, One-time planning fee, Hourly |
| [Michael Rodriguez](https://find.wellspent.co/advisors/michael-rodriguez.md) | Equanimity Wealth | Glendale, California | CFP | Subscription, One-time planning fee, Hourly |
| [Michal Skowronski](https://find.wellspent.co/advisors/michal-skowronski.md) | Skylark Wealth, LLC | San Francisco, California | CFP | Percentage of assets, Flat fee or retainer |
| [Shannon Fleener](https://find.wellspent.co/advisors/shannon-fleener.md) | Sage Financial Planning | San Diego, California | CFP | Subscription, One-time planning fee, Hourly |
| [Aaron Hatch](https://find.wellspent.co/advisors/aaron-hatch.md) | Woven Capital | Redding, California | CFP | Percentage of assets, One-time planning fee |
| [Austin Lee](https://find.wellspent.co/advisors/austin-lee.md) | Lee Financial Group LLC | Ladera Ranch, California | CFP, MBA | Ongoing planning fee, Percentage of assets |
| [Carmetta Joyner](https://find.wellspent.co/advisors/carmetta-joyner.md) | Joyner Financial Planning LLC | San Francisco, California | CFP | One-time planning fee, Hourly |
| [Charles Stermetz](https://find.wellspent.co/advisors/charles-stermetz.md) | Equity For The Win (EquityFTW) | San Jose, California | CEP, CFP | Hourly, Fixed fees |
| [Christina Empedocles](https://find.wellspent.co/advisors/christina-empedocles.md) | Insight Personal Finance | San Francisco, California | CFP | Flat fee or retainer, Ongoing planning fee, Hourly, One-time planning fee |
| [Christopher Stroup](https://find.wellspent.co/advisors/christopher-stroup.md) | Silicon Beach Financial | Santa Monica, California | CFP, MBA, EA | Percentage of assets, Ongoing planning fee |
| [David Lyon](https://find.wellspent.co/advisors/david-lyon.md) | Lyon Wealth Advisory | San Deigo, California | CFP, EA, CRPC | Flat fee or retainer, Ongoing planning fee, One-time planning fee |
| [Gerardo Garcia Jr](https://find.wellspent.co/advisors/gerardo-garcia-jr.md) | Confianza Wealth Management | Vista, California | CFP, MBA | Flat fee or retainer, Ongoing planning fee, One-time planning fee |
| [Glen Monroe](https://find.wellspent.co/advisors/glen-monroe.md) | Monroe Wealth Management | San Francisco, California | CFP | Percentage of assets, Ongoing planning fee |
| [Greg Gorski](https://find.wellspent.co/advisors/greg-gorski.md) | Owl & Ore Wealth Planning | Pleasant Hill, California | CFP | Percentage of assets, Ongoing planning fee |
| [Jirayr Kembikian](https://find.wellspent.co/advisors/jirayr-kembikian.md) | Citrine Capital | San Francisco, California | CFP | Ongoing planning fee |
| [John Boyd](https://find.wellspent.co/advisors/john-boyd.md) | MDRN Wealth | Venice, California | CFP | Percentage of assets |
| [Kathleen Connors Dowdy](https://find.wellspent.co/advisors/kathleen-connors-dowdy.md) | EP Wealth Advisors | Los Angeles, California | CFP, EA, CLU, MS, MBA, AIF, MA, ChFC | Percentage of assets, Hourly, Fixed fees |
| [Matthew Showley](https://find.wellspent.co/advisors/matthew-showley.md) | Creative Capital Management Investments LLC | San Diego, California | CFP, MBA, BFA, CeFT, CPA | Percentage of assets, Hourly |
| [Patrick Dinan](https://find.wellspent.co/advisors/patrick-dinan.md) | Impact Fiduciary | Pasadena, California | CFP, Chartered SRI Counselor | Percentage of assets, Fixed fees |
| [Patrick Yaghoobians](https://find.wellspent.co/advisors/patrick-yaghoobians.md) | Noor Financial Services | Los Angeles, California | CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee |
| [Praveen Krishnamurthy](https://find.wellspent.co/advisors/praveen-krishnamurthy.md) | Empower Financial | Fremont, California | CFP | One-time planning fee, Hourly |
| [Ryan Miyamoto](https://find.wellspent.co/advisors/ryan-miyamoto.md) | Derive Wealth | Pasadena, California | CFP, MBA | Flat fee or retainer, Ongoing planning fee |
| [Sheila McGinn](https://find.wellspent.co/advisors/sheila-mcginn.md) | Brightview Financial Solutions, LLC | Redwood City, California | CFP | Percentage of assets, Hourly |
| [Stephen Nelson](https://find.wellspent.co/advisors/stephen-nelson.md) | Birchwood Capital LLC | Carlsbad, California | CFP, CFA | Flat fee or retainer, Ongoing planning fee |
| [Tommy Lopez](https://find.wellspent.co/advisors/tommy-lopez.md) | Coffeehouse Capital LLC \| Financial Planning and Wealth Management | Fresno, California | CFP, CRPC | Hourly, One-time planning fee |
| [AJ Flores](https://find.wellspent.co/advisors/aj-flores.md) | Portfolio Advisors, Inc. | Fresno, California | CFP | Percentage of assets |
| [Alan Nelson](https://find.wellspent.co/advisors/alan-nelson.md) | Measured Money Maneuvers LLC | Solana Beach, California | CFP, ChFC, MBA | Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee |
| [Alex Caswell](https://find.wellspent.co/advisors/alex-caswell.md) | Wealth Script Advisors | San Francisco, California | CFP, CFA, EA | Percentage of assets, Flat fee or retainer, Ongoing planning fee |
| [Alex Caswell-Yatsenko](https://find.wellspent.co/advisors/alex-caswell-yatsenko.md) | Wealth Script Advisors | San Francisco, California | CFA, CFP, EA | Percentage of assets, Flat fee or retainer, Ongoing planning fee |
| [Angela Dorsey](https://find.wellspent.co/advisors/angela-dorsey.md) | Dorsey Wealth Management | Torrance, California | CFP, MBA | Percentage of assets, Hourly, Fixed fees |
| [Ariadne Horstman](https://find.wellspent.co/advisors/ariadne-horstman.md) | Tamarind Financial Planning | Palo Alto, California | CFP, RLP | Percentage of assets, Ongoing planning fee, One-time planning fee |
| [Carolyn Masline](https://find.wellspent.co/advisors/carolyn-masline.md) | CareGen Wealth Management | San Mateo, California | CDFA, CFP, MBA | Percentage of assets, One-time planning fee, Hourly, Ongoing planning fee |
| [David Frank](https://find.wellspent.co/advisors/david-frank.md) | Turning Point Planning LLC | Los Angeles, California | CFP | Percentage of assets, Ongoing planning fee |
| [Emilie Goldman](https://find.wellspent.co/advisors/emilie-goldman.md) | Tamarind Financial Planning | Palo Alto, California | CFA, CFP, MBA | Percentage of assets, Ongoing planning fee, One-time planning fee |
| [Eric Niergarth](https://find.wellspent.co/advisors/eric-niergarth.md) | Retirement Roadmap Financial Planning | San Diego, California | CFP, RICP | Flat fee or retainer, Ongoing planning fee |
| [Ethan Pepper](https://find.wellspent.co/advisors/ethan-pepper.md) | Orchard City Wealth Management, LLC | Los Gatos, California | CFP, EA, RLP | Flat fee or retainer, Ongoing planning fee |
| [Gabriel Anderson](https://find.wellspent.co/advisors/gabriel-anderson.md) | Crafted Wealth Management, LLC | Los Angeles, California | CFP, ChFC, CLU | Percentage of assets, Ongoing planning fee |
| [Greg Crofton](https://find.wellspent.co/advisors/greg-crofton.md) | Adap Tax Financial, Inc. | Pleasanton, California | CFP, EA | Hourly, Flat fee or retainer, One-time planning fee, Percentage of assets |
| [Gustaf Rounick](https://find.wellspent.co/advisors/gustaf-rounick.md) | Westlight Wealth | Venice, California | BA, CFP, MSC | Percentage of assets, Ongoing planning fee |
| [Jackson Xu](https://find.wellspent.co/advisors/jackson-xu.md) | X AND Y ADVISORS, INC. | El Segundo, California | CFP, CFA | Ongoing planning fee |
| [Josue Luque De Julio](https://find.wellspent.co/advisors/josue-luque-de-julio.md) | Next Gen Financial Planning | San Diego, California | CFP | Percentage of assets, Hourly, Fixed fees |
| [Laryssa Freeman](https://find.wellspent.co/advisors/laryssa-freeman.md) | Meritage Wealth Management LLC | Carlsbad, California | CFP | Percentage of assets |
| [Matthias Giezendanner](https://find.wellspent.co/advisors/matthias-giezendanner.md) | San Francisco Wealth Planning LLC | Petaluma, California | CFP, EA | Percentage of assets, Ongoing planning fee |
| [Nate Nieri](https://find.wellspent.co/advisors/nate-nieri.md) | Modern Money Management | San Diego, California | CFP, MSBA, MBA | Percentage of assets, Ongoing planning fee, Hourly |
| [Rafael Melendez](https://find.wellspent.co/advisors/rafael-melendez.md) | Next Gen Financial Planning | San Diego, California | CFP | Percentage of assets, Hourly, Fixed fees |
| [Rosario Chacón](https://find.wellspent.co/advisors/rosario-chacon-10416.md) | Wealth-Source Financial | Oakland, California | CFP, CSLP, CDFA, EA | Ongoing planning fee, Percentage of assets, One-time planning fee |
| [Said Israilov](https://find.wellspent.co/advisors/said-israilov.md) | Israilov Financial | San Francisco, California | CFP | Percentage of assets, One-time planning fee |
| [Shannon Grey](https://find.wellspent.co/advisors/shannon-grey.md) | InvestEdge Planning | San Diego, California | CFP, CRPC | Percentage of assets, Flat fee or retainer, Ongoing planning fee, One-time planning fee |
| [Sridhar Krishnan](https://find.wellspent.co/advisors/sridhar-krishnan.md) | Encover Personal Finance LLC | Fremont, California | BS, CFP, MBA | Flat fee or retainer, Ongoing planning fee, One-time planning fee, Hourly |
| [Tina Mistry](https://find.wellspent.co/advisors/tina-mistry.md) | Portfolio Advisors, Inc | Fresno, California | CFP | Percentage of assets |
| [Will Steinberger](https://find.wellspent.co/advisors/will-steinberger.md) | Think Different Financial Planning | Menlo Park, California | CFP | Ongoing planning fee |
| [William Cuthbertson](https://find.wellspent.co/advisors/william-cuthbertson.md) | Fiscalis Advisory, Inc. | Mission Viejo, California | CFP, EA, MBA | Ongoing planning fee, One-time planning fee |
| [Aaron Brickley](https://find.wellspent.co/advisors/aaron-brickley.md) | Brickley Wealth Management | San Mateo, California | CFP, CPWA | Percentage of assets |
| [Anandi Krishnamurthy](https://find.wellspent.co/advisors/anandi-krishnamurthy.md) | AKrish Financial Advisory | Cupertino, California | CFP | Hourly, One-time planning fee, Ongoing planning fee, Flat fee or retainer |
| [Arielle Bittoni](https://find.wellspent.co/advisors/arielle-bittoni.md) | Good Balance Financial Planning | Los Angeles, California | BA, CFA, CFP | Percentage of assets, Ongoing planning fee |
| [Brandon Amaral](https://find.wellspent.co/advisors/brandon-amaral.md) | Amaral Financial Planning, LLC | San Jose, California | CFP, EA | Ongoing planning fee, Percentage of assets |
| [Brian Canning](https://find.wellspent.co/advisors/brian-canning.md) | Brave New Wealth | Westlake Village, California | AIFA, CFP | Percentage of assets, Hourly, Fixed fees |
| [Carol Somoano](https://find.wellspent.co/advisors/carol-somoano.md) | Asset Planning | Los Alamitos, California | CFP, MBA | Percentage of assets, One-time planning fee, Hourly |
| [Cynthia Jabr](https://find.wellspent.co/advisors/cynthia-jabr.md) | Brand New Day Wealth Planning | Los Angeles, California | CFP | Flat fee or retainer, Hourly, One-time planning fee |
| [Deirdre Hegarty](https://find.wellspent.co/advisors/deirdre-hegarty.md) | Branch & Bloom Financial Planning, LLC | Menlo Park, California | CFP | One-time planning fee, Ongoing planning fee, Hourly, Flat fee or retainer |
| [Don Martini](https://find.wellspent.co/advisors/don-martini.md) | Envision Financial Planning | San Francisco, California | CFA, CFP | Percentage of assets, Hourly, Fixed fees |
| [Evor Vattuone](https://find.wellspent.co/advisors/evor-vattuone.md) | Aspire Planning Associates, Inc. | Cupertino, California | CFP, CFS | Hourly, Flat fee or retainer, Ongoing planning fee, Percentage of assets |
| [Gina Hagen](https://find.wellspent.co/advisors/gina-hagen.md) | Full Circle Financial Planning | Topanga, California | CFP, CPA | Hourly, Percentage of assets, One-time planning fee, Ongoing planning fee |
| [Gitanjali Kumar](https://find.wellspent.co/advisors/gitanjali-kumar.md) | Worthique LLC | San Francisco, California | CFP | Ongoing planning fee, One-time planning fee, Hourly |
| [Jacob Greenberg](https://find.wellspent.co/advisors/jacob-greenberg.md) | Pure Financial Advisors, LLC | San Diego, California | AIF, CFP, ChFC, MPH, JD, CRPC, MBA, MSBA | Percentage of assets, One-time planning fee |
| [Jake Taylor](https://find.wellspent.co/advisors/jake-taylor.md) | Astra Wealth Management | San Diego, California | CFP | Percentage of assets |
| [Jane Beule](https://find.wellspent.co/advisors/jane-beule.md) | Griffin Black, LLC | Redwood City, California | BA, CFP, MBA | Percentage of assets, Ongoing planning fee |
| [Jennipher Lommen](https://find.wellspent.co/advisors/jennipher-lommen.md) | Wildflower Financial LLC | Santa Cruz, California | BA, CFP, EA | Ongoing planning fee |
| [John Pak](https://find.wellspent.co/advisors/john-pak.md) | Otium Advisory Group | El Segundo, California | BA, CFP, EA, MST, RICP | Flat fee or retainer, Hourly, One-time planning fee |
| [Jose Armenta](https://find.wellspent.co/advisors/jose-armenta.md) | Create Your Path | San Diego, California | CFP, ChFC, EA, MSBA, MSFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee, Hourly |
| [Kate Wilusz](https://find.wellspent.co/advisors/kate-wilusz.md) | Fiat Lux Financial Planning | San Francisco, California | CFP, CRPC | Ongoing planning fee, One-time planning fee |
| [Katherine Fox](https://find.wellspent.co/advisors/katherine-fox.md) | Sunnybranch Wealth LLC | San Francisco, California | CAP, CFP | Percentage of assets, Hourly, Flat fee or retainer |
| [Kody Brown](https://find.wellspent.co/advisors/kody-brown.md) | Sequoia Financial Group | Pasadena, California | CFP, CRPS | Percentage of assets, Hourly, Subscription, Fixed fees, Performance-based fees |
| [Krystal Fortner](https://find.wellspent.co/advisors/krystal-fortner.md) | Krystal Fortner | Richmond, California | CFP | Subscription, One-time planning fee |
| [Leighann Miko](https://find.wellspent.co/advisors/leighann-miko.md) | Equalis Financial | Los Angeles, California | CFP, MST, RLP, BA, MA | Percentage of assets, Ongoing planning fee, One-time planning fee |
| [Lorne Abramson](https://find.wellspent.co/advisors/lorne-abramson.md) | Abramson Financial Planning, LLC | Burlingame, California | CFA, CFP, CTEC, EA, MBA | Flat fee or retainer, Hourly, One-time planning fee |
| [Melissa Estrada](https://find.wellspent.co/advisors/melissa-estrada.md) | Fidela Wealth | Calabasas, California | CFP, CIMA | Percentage of assets, Hourly, Fixed fees |
| [Michael Garber](https://find.wellspent.co/advisors/michael-garber.md) | Michael Garber Financial Planning | Cupertino, California | CFP, CRTP, MSEE | Flat fee or retainer, Ongoing planning fee |
| [Michael Izbotsky](https://find.wellspent.co/advisors/michael-izbotsky.md) | From Planning to Living LLC | Reseda, California | CFP | Percentage of assets, Ongoing planning fee |
| [Mira Ma](https://find.wellspent.co/advisors/mira-ma.md) | Marim Wealth Planning, LLC | San Mateo, California | CFP, CTEC, EA, RFC | Percentage of assets, Ongoing planning fee |
| [Nannette Belt](https://find.wellspent.co/advisors/nannette-belt.md) | Inspiration Financial Planning LLC | Carlsbad, California | CFP, RICP, MBA | Ongoing planning fee, Percentage of assets, One-time planning fee |
| [Neil Portus](https://find.wellspent.co/advisors/neil-portus.md) | Olivehurst Advisors LLC | Roseville, California | CFP, CFA, MBA, TPCP | Percentage of assets, Hourly, One-time planning fee, Ongoing planning fee |
| [Paul Saad](https://find.wellspent.co/advisors/paul-saad.md) | Collabria Capital, Inc | San Ramon, California | CFP, MBA | Flat fee or retainer, Ongoing planning fee |
| [Robert Machado](https://find.wellspent.co/advisors/robert-machado.md) | Compass Rose Financial Planning & Investment Management | Palm Springs, California | BS, CFP, MBA, MSFP | Percentage of assets |
| [Scott Brooks](https://find.wellspent.co/advisors/scott-brooks.md) | Brooks Wealth Management | Westlake Village, California | CFP | Percentage of assets |
| [Steve Heinemann](https://find.wellspent.co/advisors/steve-heinemann.md) | Recalibrating Wealth | Fountain Valley, California | CFP, CPA | Percentage of assets, Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee |
| [Steven Fox](https://find.wellspent.co/advisors/steven-fox.md) | AdviceOnly | San Diego, California | CFP, EA, BFA, MS | Subscription, One-time planning fee, Hourly |
| [Tara Unverzagt](https://find.wellspent.co/advisors/tara-unverzagt.md) | South Bay Financial Partners | Torrance, California | CFP, MBA | Hourly, One-time planning fee, Ongoing planning fee |
| [Andrew McFadden](https://find.wellspent.co/advisors/andrew-mcfadden.md) | Panoramic Financial Advice | Fresno, California | CFP, MBA | Flat fee or retainer |
| [Catherine Hawley](https://find.wellspent.co/advisors/catherine-hawley.md) | Hawley Personal Finance | Los Angeles, California | CFP | Hourly, Flat fee or retainer, One-time planning fee, Ongoing planning fee |
| [Cathy Curtis](https://find.wellspent.co/advisors/cathy-curtis.md) | Curtis Financial Planning, LLC | Oakland, California | CFP | Percentage of assets, Flat fee or retainer, Ongoing planning fee |
| [Charles Edson](https://find.wellspent.co/advisors/charles-edson.md) | Wealth Being Advisors | Hermosa Beach, California | CFP | Percentage of assets, Ongoing planning fee |
| [Cheryl Vesely](https://find.wellspent.co/advisors/cheryl-vesely.md) | Balance Financial Planning, LLC | Oakland, California | CFP, MA | Percentage of assets, Hourly, One-time planning fee, Ongoing planning fee |
| [Ella Taylor](https://find.wellspent.co/advisors/ella-taylor.md) | Ella Financial Advising | Oakland, California | CFP | Percentage of assets, Hourly, Fixed fees |
| [Eric Amzalag](https://find.wellspent.co/advisors/eric-amzalag.md) | Peak Financial Planning | Canoga Park, California | CFP, RICP | Flat fee or retainer, Percentage of assets, Ongoing planning fee, One-time planning fee |
| [Eric Maldonado](https://find.wellspent.co/advisors/eric-maldonado.md) | Aquila Wealth Advisors | San Luis Obispo, California | CFP, MBA | Percentage of assets, Ongoing planning fee |
| [Galen Herbst de Cortina](https://find.wellspent.co/advisors/galen-herbst-de-cortina.md) | Buff Your Finances, LLC | Newbury Park, California | CFP, MBA | One-time planning fee |
| [Gerald Gasber](https://find.wellspent.co/advisors/gerald-gasber.md) | Gasber Financial Advisors, Inc. | Folsom, California | CFP, CFS, CIMA, CIMC, CPFA | Percentage of assets, Hourly, Fixed fees |
| [Greg Vojtanek](https://find.wellspent.co/advisors/greg-vojtanek.md) | Fade In Financial | Los Angeles, California | BA, CFP | Ongoing planning fee, Hourly |
| [Heather Comella](https://find.wellspent.co/advisors/heather-comella.md) | Folsom Wealth Advisors | Folsom, California | CFP | Percentage of assets, Hourly, Fixed fees |
| [James McDougal](https://find.wellspent.co/advisors/james-mcdougal.md) | HiFi Planning | Long Beach, California | CFP, ECA | One-time planning fee, Hourly |
| [James Schwarz](https://find.wellspent.co/advisors/james-schwarz.md) | CLEAR Retirement Advice | San Mateo, California | CFP, MBA, RICP | Ongoing planning fee |
| [Joseph Alfonso](https://find.wellspent.co/advisors/joseph-alfonso.md) | Aegis Financial Advisory | Cupertino, California | CFP, ChFC, EA, RICP, RSSA, TPCP | Flat fee or retainer, Ongoing planning fee, One-time planning fee |
| [Josh Escalante Troesh](https://find.wellspent.co/advisors/josh-escalante-troesh.md) | Purposeful Strategic Partners | Alta Loma, California | CFP, MBA | Percentage of assets, Ongoing planning fee |
| [Joshua Escalante Troesh](https://find.wellspent.co/advisors/joshua-escalante-troesh.md) | Purposeful Strategic Partners | Alta Loma, California | CFP, MBA | Percentage of assets, Ongoing planning fee |
| [Kaden Wootton](https://find.wellspent.co/advisors/kaden-wootton.md) | ENSPIRE WEALTH MANAGEMENT, LLC | Santa Rosa, California | CFP | Percentage of assets, Fixed fees |
| [Kimberly Keesler Herrera](https://find.wellspent.co/advisors/kimberly-keesler-herrera.md) | Tessara Wealth | Burlingame, California | MBA, CFP, ChFC, RICP | Percentage of assets, Hourly, Fixed fees |
| [Marcus Holzberg](https://find.wellspent.co/advisors/marcus-holzberg.md) | Holzberg Wealth Management | Corte Madera, California | CFP | Percentage of assets, Hourly, Fixed fees |
| [Mark Young](https://find.wellspent.co/advisors/mark-young.md) | Clearview Financial, Inc. | San Diego, California | CFP, CPA | Percentage of assets, Ongoing planning fee |
| [Meghan Coolbaugh](https://find.wellspent.co/advisors/meghan-coolbaugh.md) | Oak Street Advisory Group, LLC | Nevada City, California | CFP, MA | Percentage of assets, One-time planning fee, Flat fee or retainer |
| [Meredith Schneider](https://find.wellspent.co/advisors/meredith-schneider.md) | Schneider Wealth Management | Palo Alto, California | BA, CFP | Percentage of assets, Fixed fees |
| [Michael Randall](https://find.wellspent.co/advisors/michael-randall.md) | Oak Summit Wealth Management | San Diego, California | CFP, CFA, EA | Ongoing planning fee |
| [Mike Anderson](https://find.wellspent.co/advisors/mike-anderson.md) | AdviceOnly | Murrieta, California | CFP | Hourly, Flat fee or retainer, Ongoing planning fee, One-time planning fee |
| [Mike Farrow](https://find.wellspent.co/advisors/mike-farrow.md) | FlightPath Financial Planning | San Diego, California | CFP | Flat fee or retainer, Ongoing planning fee |
| [Natalie Taylor](https://find.wellspent.co/advisors/natalie-taylor.md) | The Goodland Group | Goleta, California | CFP, TPCP | Ongoing planning fee, Percentage of assets, One-time planning fee, Hourly |
| [Patrick Whalen](https://find.wellspent.co/advisors/patrick-whalen.md) | Whalen Financial Planning | Los Angeles, California | CFP, CTFA | Hourly, One-time planning fee |
| [Sarah Brown](https://find.wellspent.co/advisors/sarah-brown.md) | Natural Bridges Financial Advisors | Santa Cruz, California | CFP, CPA, MBA | Flat fee or retainer, Ongoing planning fee |
| [Sarah Maitre](https://find.wellspent.co/advisors/sarah-maitre.md) | Camriel Advisors | Mount Shasta, California | CFP, CFA | Ongoing planning fee |
| [Steven Medland](https://find.wellspent.co/advisors/steven-medland.md) | TABR Capital Management, LLC | Orange, California | CFP, MBA | Percentage of assets, Ongoing planning fee |
| [Wilson Li](https://find.wellspent.co/advisors/wilson-li.md) | Abacus Wealth Partners | Sebastopol, California | FPQP, CFP, MBA, CDFA, MA, MS | Percentage of assets, Fixed fees, Performance-based fees |
| [Alfred McIntosh](https://find.wellspent.co/advisors/alfred-mcintosh.md) | McIntosh Capital Advisors, Inc. | Los Angeles, California | CFP | Percentage of assets, Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee |
| [Bill Holliday](https://find.wellspent.co/advisors/bill-holliday.md) | AIO Financial, LLC | Los Angeles, California |   | Percentage of assets, Ongoing planning fee, Hourly |
| [Bridget Grimes](https://find.wellspent.co/advisors/bridget-grimes.md) | WealthChoice LLC | Coronado, California | CFP | Percentage of assets, Hourly, Fixed fees |
| [Bruce Dzieza](https://find.wellspent.co/advisors/bruce-dzieza.md) | Willow Creek Wealth Management, Inc. | Sebastopol, California | CFP, CAIA | Percentage of assets, Hourly, Fixed fees |
| [Charles Malsbury](https://find.wellspent.co/advisors/charles-malsbury.md) | ThinkPlanSave, LLC | Daly City, California | CFP, MBA | Flat fee or retainer, Ongoing planning fee, One-time planning fee, Hourly, Percentage of assets |
| [Colleen Soares](https://find.wellspent.co/advisors/colleen-soares.md) | Soares Financial, Inc. | Napa, California | CFP, CPA | Hourly, Flat fee or retainer, Percentage of assets |
| [Danny Michael](https://find.wellspent.co/advisors/danny-michael.md) | Satori Wealth Management Inc. | San Diego, California | CFP, RLP | Percentage of assets, Fixed fees |
| [Daryoosh Khalilollahi](https://find.wellspent.co/advisors/daryoosh-khalilollahi.md) | DABK Financial Planning Services | El Cerrito, California | CFP, MBA, MSEE | Subscription, One-time planning fee, Hourly |
| [David Barnett](https://find.wellspent.co/advisors/david-barnett.md) | Barnett Financial Planning | Riverside, California | CFP | Hourly, One-time planning fee, Ongoing planning fee |
| [Delia Fernandez](https://find.wellspent.co/advisors/delia-fernandez.md) | Fernandez Financial Advisory, LLC | Los Alamitos, California | CFP, MBA | Percentage of assets, Hourly, Fixed fees |
| [Donald Hance, Jr](https://find.wellspent.co/advisors/donald-hance-jr.md) | Glenmore Financial, Inc. | Pacific Palisades, California | CFP, EA | Ongoing planning fee |
| [Eric Figueroa](https://find.wellspent.co/advisors/eric-figueroa.md) | Hesperian Wealth LLC | Folsom, California | CFP | Percentage of assets, Ongoing planning fee, One-time planning fee |
| [Gabriel Shahin](https://find.wellspent.co/advisors/gabriel-shahin.md) | Falcon Wealth Planning, Inc. | Irvine, California | AIF, CFP | Percentage of assets, Hourly, One-time planning fee |
| [Ira Fateman](https://find.wellspent.co/advisors/ira-fateman.md) | SAS Financial Advisors, LLC | San Francisco, California | BS, CFP, M.Ed. | Percentage of assets, Flat fee or retainer, Hourly, Ongoing planning fee |
| [Jeremy Portnoff](https://find.wellspent.co/advisors/jeremy-portnoff.md) | PortSalus Wealth Management | Mission Viejo, California | CFP | Percentage of assets, Fixed fees |
| [Jon Luskin](https://find.wellspent.co/advisors/jon-luskin.md) | JonLuskin.com | San Diego, California | CFP | One-time planning fee |
| [Larry Koeppel](https://find.wellspent.co/advisors/larry-koeppel.md) | Digital Wealth, LLC | Marina Del Rey, California | CFP, MBA | Percentage of assets, Ongoing planning fee |
| [Leslie Merrithew](https://find.wellspent.co/advisors/leslie-merrithew.md) | Merrithew & Thorsten | San Diego, California | CFP, EA | Ongoing planning fee |
| [Marty McNamara](https://find.wellspent.co/advisors/marty-mcnamara.md) | marrick wealth | Irvine, California | CFP, CPA | Percentage of assets |
| [Matthew Stebnicki](https://find.wellspent.co/advisors/matthew-stebnicki.md) | Stebnicki Financial Planning LLC | San Francisco, California | CFP, MBA | Hourly, Percentage of assets |
| [Michael Martinez](https://find.wellspent.co/advisors/michael-martinez.md) | Live, Learn, Grow Wealth Management | Diamond Bar, California | CFP, CRPC | Fixed fees |
| [Rick Valenzi](https://find.wellspent.co/advisors/rick-valenzi.md) | The Financial Zen Group, Inc. | San Francisco, California | CFP, CRPC | Ongoing planning fee |
| [Scott Frank](https://find.wellspent.co/advisors/scott-frank.md) | Stone Steps Financial | Cardiff, California | CFP, CFA, RLP | Percentage of assets, Hourly, Fixed fees |
| [Stan Himeno-Okamoto](https://find.wellspent.co/advisors/stan-himeno-okamoto.md) | DRS Financial Partners | San Francisco, California | CFP, CFA, EA | Hourly |
| [Susan Soesbe](https://find.wellspent.co/advisors/susan-soesbe.md) | Soesbe Financial, LLC | Sacramento, California | CFP, EA, MBA | Percentage of assets, Hourly, One-time planning fee, Flat fee or retainer |
| [Thomas Donnelly](https://find.wellspent.co/advisors/thomas-donnelly.md) | Donnelly Investments | West Hollywood, California | CFP, JD | Percentage of assets |
| [Tom Lo](https://find.wellspent.co/advisors/tom-lo.md) | Vested Financial Planning, LLC | San Carlos, California | CFP, MBA | Ongoing planning fee |
| [Tony Chan](https://find.wellspent.co/advisors/tony-chan.md) | Crossroads Planning, LLC | Orange, California | CFP, EA | Percentage of assets, Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee |
| [Uchechi Kalu](https://find.wellspent.co/advisors/uchechi-kalu.md) | Greenlight Financial Planning | Los Angeles, California | CFP | Ongoing planning fee |
| [Walter Romatowski](https://find.wellspent.co/advisors/walter-romatowski.md) | Castellan Financial Advisors | Roseville, California | CFP, CMA, MBA | Hourly |
| [Zack Swad](https://find.wellspent.co/advisors/zack-swad.md) | Swad Wealth Management, LLC | Santa Rosa, California | CFP, AAMS, RLP | Percentage of assets, Hourly, Fixed fees |
| [Andy Moran](https://find.wellspent.co/advisors/andy-moran.md) | Ad Astra Financial Planning | Santa Rosa, California | CFP | Flat fee or retainer, Subscription |
| [Anna Sergunina](https://find.wellspent.co/advisors/anna-sergunina.md) | MainStreet Financial Planning | Burlingame, California | CFP | Ongoing planning fee, One-time planning fee |
| [Aubrey Williams](https://find.wellspent.co/advisors/aubrey-williams.md) | Open Path Financial, LLC | Santa Barbara, California | MS, MBA | Hourly |
| [Charles Ho](https://find.wellspent.co/advisors/charles-ho.md) | Legacy Builders Financial | Folsom, California | CFP | Ongoing planning fee |
| [Christine Remedios](https://find.wellspent.co/advisors/christine-remedios.md) | Remedios Financial Planning | San Francisco, California | CFP | Hourly, One-time planning fee |
| [Daniel Andersen](https://find.wellspent.co/advisors/daniel-andersen.md) | Parkshore Wealth Management | Granite Bay, California | CFP, CTEC | Percentage of assets, Hourly, Fixed fees |
| [David Barson](https://find.wellspent.co/advisors/david-barson.md) | Barson Financial Planning | San Mateo, California | CFP, MBA | Percentage of assets, One-time planning fee |
| [David Carlson](https://find.wellspent.co/advisors/david-carlson.md) | Sound Investment Management, LLC | Newport Beach, California | CFP, ChFC, CKA, MBA | Percentage of assets |
| [David Meyers](https://find.wellspent.co/advisors/david-meyers.md) | Meyers Wealth Management | Palo Alto, California | CFP | Hourly, Percentage of assets, Ongoing planning fee |
| [David Waldrop](https://find.wellspent.co/advisors/david-waldrop.md) | Bridgeview Capital Advisors, Inc. | El Dorado Hills, California | CFP, CLU | Percentage of assets, Hourly |
| [Devin Watts](https://find.wellspent.co/advisors/devin-watts.md) | Fallbrook Fi | Clovis, California | CFP | Flat fee or retainer, Ongoing planning fee |
| [Dirk Huybrechts](https://find.wellspent.co/advisors/dirk-huybrechts.md) | HFM Advisors | Los Angeles, California | CFP | One-time planning fee, Hourly |
| [Elise Murphy](https://find.wellspent.co/advisors/elise-murphy.md) | Level Financial Advisors | Glendora, California | CFP, MSFP | Percentage of assets, Hourly, Fixed fees |
| [Eric Toya](https://find.wellspent.co/advisors/eric-toya.md) | Navigoe, LLC | Redondo Beach, California | CFP, EA | Ongoing planning fee |
| [Gabbi Cerezo](https://find.wellspent.co/advisors/gabbi-cerezo.md) | Sustain Financial Inc. | Culver City, California | CFP, AFC | Percentage of assets, Ongoing planning fee |
| [Gary Pia](https://find.wellspent.co/advisors/gary-pia.md) | Mission Street Wealth Planning | South Pasadena, California | CFP | Percentage of assets, Fixed fees |
| [George Guttman](https://find.wellspent.co/advisors/george-guttman.md) | Guttman Financial Planning | Santa Monica, California | CFP, MBA | Hourly, One-time planning fee |
| [Jack O'Donnell](https://find.wellspent.co/advisors/jack-odonnell.md) | JRO Wealth Management | San Diego, California | CFP, EA | Percentage of assets, Hourly, Fixed fees |
| [James Freeman](https://find.wellspent.co/advisors/james-freeman.md) | Financial Alternatives, Inc. | La Jolla, California | CFP | Percentage of assets |
| [Jayce Lowe](https://find.wellspent.co/advisors/jayce-lowe.md) | Lighthouse Financial Services, Inc. | Brea, California | CFP | Percentage of assets |
| [Jesse Lownsbury](https://find.wellspent.co/advisors/jesse-lownsbury.md) | BetterWealth | San Jose, California | CFP, CPA | Percentage of assets |
| [Jiayi Xu](https://find.wellspent.co/advisors/jiayi-xu.md) | Global Wealth Harbor, LLC. | Danville, California | CFP, MBA | Percentage of assets, One-time planning fee, Ongoing planning fee |
| [Jill Shibuya](https://find.wellspent.co/advisors/jill-shibuya.md) | Archvest Wealth Advisors, Inc. | Concord, California | CFP, BS | Percentage of assets, Hourly, Fixed fees, Performance-based fees |
| [Jonathan Grannick](https://find.wellspent.co/advisors/jonathan-grannick.md) | Wonder Wealth LLC | San Diego, California | CFP | Ongoing planning fee, Percentage of assets |
| [Jonathan Heagle](https://find.wellspent.co/advisors/jonathan-heagle.md) | Mountain Vista Wealth Management | Santa Barbara, California | CFP, CFA | Hourly |
| [Justin Waller](https://find.wellspent.co/advisors/justin-waller.md) | Waller Financial Coaching | Folsom, California | CEPA, CFP | Flat fee or retainer |
| [Katerina Minevich](https://find.wellspent.co/advisors/katerina-minevich.md) | Forward Wealth Management | Los Angeles, California | CDFA, CFP, CFA, PhD | Percentage of assets, Hourly, Fixed fees |
| [Kimberly Helm](https://find.wellspent.co/advisors/kimberly-helm.md) | Quantum Financial Advisors, LLC | Pasadena, California | CFP, CDFA, CFA, MBA, CPA | Percentage of assets, Hourly, Fixed fees |
| [Larson Patty](https://find.wellspent.co/advisors/larson-patty.md) | Rothman Investment Management | Atascadero, California | CFP, CKA, EA, BS, CFA, CPA, MBA | Percentage of assets, One-time planning fee, Hourly, Ongoing planning fee |
| [Mark Astrinos](https://find.wellspent.co/advisors/mark-astrinos.md) | Libra Wealth LLC | Los Gatos, California | CFP, CPA/PFS, RLP | Flat fee or retainer, Hourly, Ongoing planning fee |
| [Mark Pingree](https://find.wellspent.co/advisors/mark-pingree.md) | Fog City Advisors, LLC | Albany, California | CFP, CPA, MBA | Percentage of assets, Fixed fees |
| [Mark Reyes](https://find.wellspent.co/advisors/mark-reyes.md) | Casita Financial Planning | El Segundo, California | CFP | Ongoing planning fee |
| [Mark Stempel](https://find.wellspent.co/advisors/mark-stempel.md) | Encore Wealth Advisors, LLC | Nevada City, California | CFP, EA | Ongoing planning fee |
| [Matthew Etzler](https://find.wellspent.co/advisors/matthew-etzler.md) | Etzler Financial Advisors, LLC | Red Bluff, California | CFP | Hourly, Subscription, One-time planning fee |
| [Nycole Freer](https://find.wellspent.co/advisors/nycole-freer.md) | Eden Financial | Aliso Viejo, California | CFP | Percentage of assets, Ongoing planning fee, Hourly |
| [Pamela Chen](https://find.wellspent.co/advisors/pamela-chen.md) | Refresh Investments LLC | Santa Monica, California | BS, CFA, CPA, MBA | Percentage of assets, Flat fee or retainer, One-time planning fee |
| [Patricia Jennerjohn](https://find.wellspent.co/advisors/patricia-jennerjohn.md) | Focused Finances, LLC | Oakland, California | CFP, MBA | Hourly, Ongoing planning fee, One-time planning fee |
| [Patricia Johnson](https://find.wellspent.co/advisors/patricia-johnson.md) | Raise Financial Advisors | Oakland, California | CFP, MBA | Percentage of assets, Ongoing planning fee, One-time planning fee, Hourly, Flat fee or retainer |
| [Rob Lyman](https://find.wellspent.co/advisors/rob-lyman.md) | Johnson Lyman Wealth Advisors | Los Altos, California | CFP | Percentage of assets, Fixed fees |
| [Ryan Hughes](https://find.wellspent.co/advisors/ryan-hughes.md) | Bull Oak | Rancho Santa Fe, California | CFP | Flat fee or retainer, Percentage of assets |
| [Taylor Schulte](https://find.wellspent.co/advisors/taylor-schulte.md) | Define Financial | San Diego, California | CFP | Percentage of assets, Flat fee or retainer |
| [Vladimir Kouznetsov](https://find.wellspent.co/advisors/vladimir-kouznetsov.md) | Retegy LLC | Irvine, California | CFP, EA | Percentage of assets, Hourly, Fixed fees |
| [Whitney Kelley](https://find.wellspent.co/advisors/whitney-kelley.md) | Pathways Advisory Group, Inc. | Fresno, California | CFP | Percentage of assets, Hourly |
| [Allen Regan](https://find.wellspent.co/advisors/allen-regan.md) | Vistica Wealth Advisors | Carlsbad, California | CFP | Percentage of assets, Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee |

Showing the first 200 of 2835. The full list, page by page: https://find.wellspent.co/locations/us/california/?page=2

## About this data

Sources and verification: https://find.wellspent.co/methodology/
Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).