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Wellspent public graph/Locations/United States/California
United States

Fee-only advisors in California

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

What fee-only financial advisors charge in California

By the numbers

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.

Advisors listed
2,835
Firms
1,347
Cities
303
Hold the CFP
44%
  • Other credentials: CFA 10% · CPA 1% · EA 1%
  • How they charge (of 2825 with fees on file): percentage of assets 91% · fixed fees 56% · hourly 55% · ongoing planning fee 9%

Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology

Advisors serving California (2,835)

Fee-only advisors serving California: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Annette Di Bello Member Di Bello Financial Mission Viejo CFP, CPA, PFS™ Percentage of assets
Al Faber Collaborative, do-it-with-you hourly or flat-fee planning for people who want to stay in control, with no product sales or ongoing fees. DIWY Financial Planning Los Angeles CFP, ChFC, CLU, MBA One-time planning fee, Hourly
Emily Nilsson Hourly, project or ongoing planning that centers the person, helping clients build a healthier, more personal relationship with money. Brava Financial, LLC San Diego CDFA, CFP, JD One-time planning fee, Hourly
Evon Mendrin We help optometrists nationwide build thriving practices and lasting wealth through tailored financial planning and investment management. Optometry Wealth Advisors LLC Madera Certified Student Loan Professional, CFP Flat fee or retainer, Hourly
Mary Ann Sullivan Pension-focused retirement planning and education for educators and public employees who want to manage their own money confidently. 395 Financial Planning Mammoth Lakes CFP, RICP Subscription, One-time planning fee
Michael Halper Flat-fee fiduciary planning for individuals and families, covering retirement, taxes, investments, stock options and digital assets. Strateon Intelligent Wealth Simi Valley CFP Subscription, One-time planning fee
Michael Rodriguez Flat-fee, advice-only planning for first-generation wealth builders and young families buying homes, merging finances and raising kids. Equanimity Wealth Glendale CFP Subscription, One-time planning fee
Michal Skowronski Comprehensive Wealth Planning for High-Income Professionals and Retirees Skylark Wealth, LLC San Francisco CFP Percentage of assets, Flat fee or retainer
Shannon Fleener Bilingual, values-based planning for first-generation wealth builders and progressive clients who want their money to do good too. Sage Financial Planning San Diego CFP Subscription, One-time planning fee
Aaron Hatch Woven Capital Redding CFP Percentage of assets, One-time planning fee
Austin Lee Lee Financial Group LLC Ladera Ranch CFP, MBA Ongoing planning fee, Percentage of assets
Carmetta Joyner Practical, lecture-free planning that helps first-generation professionals organize their finances and put a custom plan into action. Joyner Financial Planning LLC San Francisco CFP One-time planning fee, Hourly
Charles Stermetz Equity For The Win (EquityFTW) San Jose CEP, CFP Hourly, Fixed fees
Christina Empedocles Insight Personal Finance San Francisco CFP Flat fee or retainer, Ongoing planning fee
Christopher Stroup Silicon Beach Financial Santa Monica CFP, MBA, EA Percentage of assets, Ongoing planning fee
David Lyon Lyon Wealth Advisory San Deigo CFP, EA, CRPC Flat fee or retainer, Ongoing planning fee
Gerardo Garcia Jr Confianza Wealth Management Vista CFP, MBA Flat fee or retainer, Ongoing planning fee
Glen Monroe Monroe Wealth Management San Francisco CFP Percentage of assets, Ongoing planning fee
Greg Gorski Owl & Ore Wealth Planning Pleasant Hill CFP Percentage of assets, Ongoing planning fee
Jirayr Kembikian Citrine Capital San Francisco CFP Ongoing planning fee
John Boyd MDRN Wealth Venice CFP Percentage of assets
Kathleen Connors Dowdy EP Wealth Advisors Los Angeles CFP, EA, CLU, MS Percentage of assets, Hourly
Matthew Showley Creative Capital Management Investments LLC San Diego CFP, MBA, BFA, CeFT Percentage of assets, Hourly
Patrick Dinan Impact Fiduciary Pasadena CFP, Chartered SRI Counselor Percentage of assets, Fixed fees
Patrick Yaghoobians Noor Financial Services Los Angeles CFP Flat fee or retainer, Ongoing planning fee
Praveen Krishnamurthy Advice-only planning for tech professionals on equity compensation, taxes and diversification, from a former Google engineering leader. Empower Financial Fremont CFP One-time planning fee, Hourly
Ryan Miyamoto Derive Wealth Pasadena CFP, MBA Flat fee or retainer, Ongoing planning fee
Sheila McGinn Brightview Financial Solutions, LLC Redwood City CFP Percentage of assets, Hourly
Stephen Nelson Birchwood Capital LLC Carlsbad CFP, CFA Flat fee or retainer, Ongoing planning fee
Tommy Lopez Coffeehouse Capital LLC | Financial Planning and Wealth Management Fresno CFP, CRPC Hourly, One-time planning fee
AJ Flores Portfolio Advisors, Inc. Fresno CFP Percentage of assets
Alan Nelson Measured Money Maneuvers LLC Solana Beach CFP, ChFC, MBA Flat fee or retainer, Hourly
Alex Caswell Wealth Script Advisors San Francisco CFP, CFA, EA Percentage of assets, Flat fee or retainer
Alex Caswell-Yatsenko Wealth Script Advisors San Francisco CFA, CFP, EA Percentage of assets, Flat fee or retainer
Angela Dorsey Dorsey Wealth Management Torrance CFP, MBA Percentage of assets, Hourly
Ariadne Horstman Tamarind Financial Planning Palo Alto CFP, RLP Percentage of assets, Ongoing planning fee
Carolyn Masline CareGen Wealth Management San Mateo CDFA, CFP, MBA Percentage of assets, One-time planning fee
David Frank Turning Point Planning LLC Los Angeles CFP Percentage of assets, Ongoing planning fee
Emilie Goldman Tamarind Financial Planning Palo Alto CFA, CFP, MBA Percentage of assets, Ongoing planning fee
Eric Niergarth Retirement Roadmap Financial Planning San Diego CFP, RICP Flat fee or retainer, Ongoing planning fee
Ethan Pepper Orchard City Wealth Management, LLC Los Gatos CFP, EA, RLP Flat fee or retainer, Ongoing planning fee
Gabriel Anderson Crafted Wealth Management, LLC Los Angeles CFP, ChFC, CLU Percentage of assets, Ongoing planning fee
Greg Crofton Adap Tax Financial, Inc. Pleasanton CFP, EA Hourly, Flat fee or retainer
Gustaf Rounick Westlight Wealth Venice BA, CFP, MSC Percentage of assets, Ongoing planning fee
Jackson Xu X AND Y ADVISORS, INC. El Segundo CFP, CFA Ongoing planning fee
Josue Luque De Julio Next Gen Financial Planning San Diego CFP Percentage of assets, Hourly
Laryssa Freeman Meritage Wealth Management LLC Carlsbad CFP Percentage of assets
Matthias Giezendanner San Francisco Wealth Planning LLC Petaluma CFP, EA Percentage of assets, Ongoing planning fee
Nate Nieri Modern Money Management San Diego CFP, MSBA, MBA Percentage of assets, Ongoing planning fee
Rafael Melendez Next Gen Financial Planning San Diego CFP Percentage of assets, Hourly

Firms headquartered in California (1,191)

All 1,191 firms in California