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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
Stacey Liu Treehouse Wealth Advisors Walnut Creek CFP, ChFC Percentage of assets, Fixed fees
Stephanie Lee East Rock Financial Services Burlingame CFP Flat fee or retainer, Percentage of assets
Steven Cliadakis Altum Wealth Advisors Chico CFP Percentage of assets, Fixed fees
Stuart Crandall Hutchinson Capital Management San Rafael CFP Percentage of assets, Hourly
Susan Landry Wynn Capital Management Santa Cruz CFP Percentage of assets, Hourly
Taylor Bell Aequitas Financial Santa Ana Not listed Percentage of assets, Ongoing planning fee
Taylor Welz DKM Wealth Management Stockton CFP, PFS Percentage of assets, Fixed fees
Theodore Fischer Fischer Investment Strategies Westlake Village CFP Hourly, Flat fee or retainer
Thomas Owens Roof Eidam Maycock Peralta San Francisco CFP Percentage of assets
Thomas Powers California Financial Advisors San Ramon CFP, ChFC Percentage of assets, Ongoing planning fee
Timothy Reyna Cerro Pacific Wealth Advisors San Luis Obispo CFP Percentage of assets, Fixed fees
Todd Gomes Sonoma Allocations Santa Rosa CFP Percentage of assets, Fixed fees
Todd Hadley True Wave Financial Planners Sacramento CFP Percentage of assets, Hourly
Tom Chun Honu Wealth Sunnyvale CFP Flat fee or retainer, Ongoing planning fee
Tyler Schalch FPC Wealth Petaluma CFP Percentage of assets
William Henley Larsen Wealth Management El Dorado Hills CFP Percentage of assets, Fixed fees
Zachary Welz DKM Wealth Management Stockton CFP Percentage of assets, Fixed fees
Adam Spiegelman Spiegelman Wealth Management Walnut Creek CFP Percentage of assets
Amanda Albright Lodestar Asset Management Alamo CFP Percentage of assets, Hourly
Andrew Sontag Carlsbad Wealth Advisory Group Carlsbad CFP Percentage of assets
Andy Chong Highline Wealth Partners Sherman Oaks CFA Percentage of assets, Hourly
Anjali Jayakumar FIT Advisors Redondo Beach CFP Percentage of assets, Hourly
Anthony Carr Carr Wealth Management Pleasanton CFP Percentage of assets
Anthony Craun Sand Hill Global Advisors Palo Alto CFA Percentage of assets, Hourly
Anthony Jurado Lodestar Asset Management Alamo CFP Percentage of assets, Hourly
Barry Mendelson Elevation Wealth Partners Walnut Creek CFP Percentage of assets
Barton Brewer Global Business Management Valencia CFP, ChFC, CFA Percentage of assets, Hourly
Benjamin Lupu Kensington A.M.I. Burbank CFP Percentage of assets
Brandon Grundy Ridgeview Financial Planning Santa Rosa CFP Percentage of assets, Hourly
Brandon Hobson PracticeCFO San Diego CFA Percentage of assets, Fixed fees
Brandon Morton Financial Designs Claremont CFP Percentage of assets, Hourly
Brenda Vingiello Sand Hill Global Advisors Palo Alto CFA Percentage of assets, Hourly
Brian Dombkowski Sand Hill Global Advisors Palo Alto CFA Percentage of assets, Hourly
Brian Ferrin MA Private Wealth San Carlos Not listed Percentage of assets, Fixed fees
Brian Krause Cascade Financial Partners San Diego CFP Percentage of assets
Brian Wang Capital Advantage Walnut Creek CFA Percentage of assets, Ongoing planning fee
Britt Joyce Regatta Capital Group El Segundo CFA Percentage of assets, Hourly
Brooke Gaither Integral Wealth Management Turlock CFP Percentage of assets, Fixed fees
Brooke Salvini Salvini Financial Planning San Luis Obispo CFP, PFS Hourly, Fixed fees
Carol Wikle Mirador Capital Partners Pleasanton CFP Percentage of assets, Hourly
Christopher Russell Tempus Pecunia San Diego CFP Percentage of assets, Fixed fees
Colby Davis RHS Financial San Francisco CFA Percentage of assets
Cole Durkin Insight Wealth Strategies San Ramon CFA Percentage of assets, Hourly
Colin Taylor Capital Advantage Walnut Creek CFA Percentage of assets, Ongoing planning fee
Dane May DePaolo & May Strategic Wealth is a modern, boutique financial advisory firm helping high earners and high net-worth individuals grow and protect their wealth through personalized investment strategies and forward-thinking planning. D&M Strategic Wealth Irvine Not listed Percentage of assets
Darien Horton Cascade Financial Partners San Diego CFP Percentage of assets
David Epps Integral Wealth Management Modesto CFP Percentage of assets, Fixed fees
David Garelick Global Business Management Valencia CFP Percentage of assets, Hourly
David Palshaw Monterey Bay Asset Management Monterey CFP Percentage of assets
David Sylvester CAVU Wealth Advisors Walnut Creek CFP, CFA Percentage of assets, Fixed fees

Firms headquartered in California (1,191)

All 1,191 firms in California