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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
Robert Agorastos Insight Wealth Strategies San Ramon CFP Percentage of assets, Hourly
Robert Garcia Corvus Wealth Advisors Templeton CFP Percentage of assets
Robert Shopes Favrile Financial Del Mar CFP Flat fee or retainer, Ongoing planning fee
Russell Mohberg Regatta Capital Group El Segundo CFP Percentage of assets, Hourly
Ryan Brizendine Westshore Wealth Newport Beach CFP Percentage of assets, Hourly
Ryan Gibbs Heritage Wealth Management San Diego CFP Percentage of assets, Hourly
Ryan McGuire Westshore Wealth Newport Beach CFP Percentage of assets, Hourly
Saadia Ahmed Kaizen Financial Strategies Pleasanton CFP Percentage of assets, Hourly
Sharon Khan DeDora Capital Napa CFP Percentage of assets, Hourly
Sharon Nassirzadeh AIRE Advisors Beverly Hills CFP Percentage of assets, Hourly
Shawn Hsieh Highline Wealth Partners Sherman Oaks CFP, CFA Percentage of assets, Hourly
Shonty Spatola Pacific Oak Financial Planning Woodland Hills CFP Flat fee or retainer, Ongoing planning fee
Stephen Detweiler Whelan Financial Fresno CFP Percentage of assets, Fixed fees
Stephen Peterson Sand Hill Global Advisors Palo Alto CFP Percentage of assets, Hourly
Sylvia Kwan Ellevest San Francisco CFA Percentage of assets, Flat fee or retainer
Tara Manista Sachi Financial Planning Newport Beach CFP, ChFC Percentage of assets, Ongoing planning fee
Taylor Whelan Whelan Financial Fresno CFP, CFA Percentage of assets, Fixed fees
Thomas Kelly Kelly Investment Management Carlsbad CFP One-time planning fee
Thomas Manetta I take great pride in having built a business that truly honors my clients best interests without interference from anything. This allows me to help my clients, without hurting them. Manetta Wealth Management San Ramon Not listed Percentage of assets
Thomas Schulte Napier Financial Santa Clarita CFP Percentage of assets, Hourly
Thomas Smith Vita Wealth Advisors Manhattan Beach CFP Percentage of assets, Hourly
Timothy Raftis Insight Wealth Strategies San Ramon CFP Percentage of assets, Hourly
Todd Wiersum Encompass Financial Services San Diego CFP Percentage of assets, Hourly
Trevor Scotto Fiduciary Financial Group San Rafael CFP Percentage of assets, Fixed fees
Tyler Stearns Castle Coast Wealth La Jolla CFP Percentage of assets, Hourly
Vincent Whelan Whelan Financial Fresno CFP Percentage of assets, Fixed fees
Wesley Read PracticeCFO San Diego CFP Percentage of assets, Fixed fees
5T Wealth Management Financial advisory firm in Napa with a focus on clients needing comprehensive financial planning and sophisticated investment solutions. 5T Wealth Management Napa CFA Percentage of assets
Aiden Cox Canter Wealth La Jolla CFP Percentage of assets, Fixed fees
Alexis Olian Treehouse Wealth Advisors Walnut Creek CFP Percentage of assets, Fixed fees
Allen Trim Blue Summit Wealth Management San Diego CFP Percentage of assets, Hourly
Andrea Taylor Weatherly Asset Management Del Mar CFP Percentage of assets, Fixed fees
Andrew Cattano Occidental Asset Management Burlingame Not listed Ongoing planning fee
Andrew Hempeck Creekside Partners Petaluma CFP Percentage of assets, Fixed fees
Anna Hong New Insight Wealth Advisors San Ramon ChFC Percentage of assets, Hourly
Aubrey Brown Weatherly Asset Management Del Mar CFP Percentage of assets, Fixed fees
Ava Pompay Prosperity Wealth Planning Irvine CFP Percentage of assets, Flat fee or retainer
Babak Gahvari Canter Wealth La Jolla CFP Percentage of assets, Fixed fees
Benjamin Rinkey Illumination Wealth Management San Diego Not listed Flat fee or retainer, Ongoing planning fee
Bijan Golkar FPC Wealth Petaluma CFP Percentage of assets
Bradley Johnston Fiduciary Benefits Group San Diego CFP, ChFC Flat fee or retainer
Brent Woolsey Red Crane Wealth Palo Alto CFP Percentage of assets, Hourly
Brenton Armstrong Weatherly Asset Management Del Mar CFP Percentage of assets, Fixed fees
Brianna Ferguson Cerro Pacific Wealth Advisors San Luis Obispo CFP Percentage of assets, Fixed fees
Brooke Kelly Weatherly Asset Management Del Mar CFP Percentage of assets, Fixed fees
Bryan Molinar Atlas Legacy Advisors Los Angeles CFP Percentage of assets, Hourly
Carolanne Chavanne Prosperity Wealth Planning Long Beach CFP Percentage of assets, Flat fee or retainer
Chase Hayhurst Weatherly Asset Management Del Mar CFP Percentage of assets, Fixed fees
Chengkuo Chen Redwood Money San Jose Not listed Percentage of assets, Ongoing planning fee
Christina Gamache RADIANT Wealth Planning Palo Alto Not listed Percentage of assets, Fixed fees

Firms headquartered in California (1,191)

All 1,191 firms in California