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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
Christina Hammann Carter Financial La Jolla CFP Percentage of assets, Fixed fees
Christopher D'Arcy D'Arcy Capital Management San Diego CFA Percentage of assets, Hourly
Christopher Thomas Align WMGMT San Jose CFP Percentage of assets, Hourly
Coco Lorenzo Monograph Wealth Manhattan Beach CFP Percentage of assets, Hourly
Cody Columna Ducere Wealth Management Newport Beach Not listed Percentage of assets
Cole Matsuura Echo45 Advisors Walnut Creek Not listed Percentage of assets
Craig Farkas Harold Davidson & Associates Los Angeles CFP Percentage of assets, Hourly
Cristi Tanner Meritas Wealth Management San Rafael CFP Percentage of assets, One-time planning fee
Dajin Yang New Insight Wealth Advisors San Ramon CFA Percentage of assets, Hourly
Daniel Miladinovich DKM Wealth Management Stockton CFP Percentage of assets, Fixed fees
Daniel Vistica Vistica Wealth Advisors Carlsbad Not listed Percentage of assets, Flat fee or retainer
Danielle Miura Spark Financials Elk Grove CFP Percentage of assets, Ongoing planning fee
David Hamer Integrity Asset Management Hawthorne CFP, CFA Ongoing planning fee
Devin Blodgett Blodgett Wealth Advisors Brentwood CFP Percentage of assets, Hourly
Diane Bourdo Treehouse Wealth Advisors Walnut Creek CFP Percentage of assets, Fixed fees
Don Eidam Roof Eidam Maycock Peralta San Francisco CFP Percentage of assets
Emily Bushong Kaizen Financial Advisors Canyon Lake CFP Percentage of assets, Hourly
Eric Sigdestad SimpliFi San Diego CFP Hourly
Garth Williams Honu Wealth Sunnyvale CFP Flat fee or retainer, Ongoing planning fee
Gary Roof Roof Eidam Maycock Peralta San Francisco CFP Percentage of assets
Gavin Distasi Topel & DiStasi Wealth Management Berkeley Not listed Percentage of assets, Flat fee or retainer
Genecar Vivo Echo45 Advisors Walnut Creek Not listed Percentage of assets
George Hasbun Clifford Swan Pasadena CFP Percentage of assets, Hourly
Geovanni James Occidental Asset Management Burlingame Not listed Ongoing planning fee
Glenn Tom Personal Best Financial Oakland CFP Ongoing planning fee
Glenn Young Concentrum Wealth Management San Jose CFP Percentage of assets, Hourly
Gregg Clarke Meritas Wealth Management San Rafael CFP Percentage of assets, One-time planning fee
Gregory Meyer New Wave Financial Services Hermosa Beach CFP Percentage of assets, Hourly
Heather Quintero Carter Financial La Jolla CFP Percentage of assets, Fixed fees
Hollyn Sekiguchi Pasadena Private Wealth Pasadena CFP Percentage of assets, Hourly
Jackson Miller Fiduciary Benefits Group San Diego CFP Flat fee or retainer
Jacqueline Remar Meritas Wealth Management San Rafael CFP Percentage of assets, One-time planning fee
James Mellon Canter Wealth La Jolla CFP Percentage of assets, Fixed fees
James Sutton Echo45 Advisors Walnut Creek Not listed Percentage of assets
Jason Cohen Moment Partners San Francisco CFP Percentage of assets, Fixed fees
Jason Qiu Echo45 Advisors Walnut Creek Not listed Percentage of assets
Jeanni Harrison Divorce financial consulting Rancho Santa Fe CFP Hourly, One-time planning fee
Jeffrey Dorman Navigate Financial Laguna Niguel CFP Percentage of assets
Jeffrey Wu Red Crane Wealth Palo Alto CFP Percentage of assets, Hourly
Jennifer Bahi Meritas Wealth Management San Rafael CFP Percentage of assets, One-time planning fee
John Harrington Ducere Wealth Management Newport Beach Not listed Percentage of assets
Jordan Kahn HCR Wealth Advisors Los Angeles CFA Percentage of assets, Hourly
Joseph Eschleman Towerpoint Wealth Sacramento Not listed Percentage of assets, One-time planning fee
Joseph Kalmanovitz Canter Wealth La Jolla CFP Percentage of assets, Fixed fees
Juan Carlos Peralta Roof Eidam Maycock Peralta San Francisco CFP Percentage of assets
Kaitlin Hewell Hewell Financial Group Atascadero CFP Percentage of assets, Hourly
Kameron Barzegar RJ Patterson Group San Diego Not listed Percentage of assets, Hourly
Kathleen Gilmore Clifford Swan Pasadena CFP Percentage of assets, Hourly
Kathleen Hentges Applied Advisor San Francisco CFP Hourly
Kayla Fernandez California Financial Advisors San Ramon CFP Percentage of assets, Ongoing planning fee

Firms headquartered in California (1,191)

All 1,191 firms in California