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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
David Yeske YeskeBuie San Francisco CFP Percentage of assets
Devin Hanson Elevation Wealth Partners Walnut Creek CFP Percentage of assets
Don Garman Mirador Capital Partners Pleasanton CFP Percentage of assets, Hourly
Donald Debernardi Sierra Asset Management Oakhurst CFP Percentage of assets, Hourly
Earl Jordan Yaokasin WealthArch Investment Services Pasadena CFA Hourly
Edi Alvarez Aikapa Wealth Planning & Management Corte Madera CFP Flat fee or retainer
Erica Arroyo MA Private Wealth San Carlos Not listed Percentage of assets, Fixed fees
Gary Rennie Rennie and Associates Irvine CFP Flat fee or retainer
Harish Prabandham Rubric Advisors San Francisco Not listed Percentage of assets, Hourly
Heather Sontag Carlsbad Wealth Advisory Group Carlsbad CFP Percentage of assets
Heidi Morshead Shira Ridge Wealth Management San Rafael Not listed Percentage of assets
Henri Moudi Mission Creek Capital Partners San Francisco CFP, CFA Percentage of assets, Hourly
Holger Berndt Rssic San Francisco CFA Percentage of assets, Hourly
Jacob Levy Conquis Financial Millbrae CFP Percentage of assets, Fixed fees
James Boucher Wilson + Boucher Orinda CFP Percentage of assets, Hourly
Jane Swan Veris Wealth Partners Oakland CFA Percentage of assets, Hourly
Janet Larsen Step Financial Seal Beach CFP Percentage of assets, Hourly
Jared La Blue DiversiFi Capital Los Altos Not listed Ongoing planning fee, Percentage of assets
Jeffrey Yoakum Yoakum Wealth Management South San Francisco CFP Percentage of assets, Hourly
Jesse Nix Nix Wealth Management Sacramento CFP Percentage of assets
Jessica Serrano Equal Voices Wealth Castaic CFP Ongoing planning fee
Jodi Karambela Integral Wealth Management Turlock CFP Percentage of assets, Fixed fees
John Lacey Pacific Point Wealth Management Carlsbad CFP Percentage of assets
John Vreeland Fairlead Financial Advisors Greenbrae CFP Percentage of assets, Hourly
Jonathan Rugg Highline Wealth Partners Sherman Oaks CFA Percentage of assets, Hourly
Joseph Harrison Lodestar Asset Management Alamo CFP Percentage of assets, Hourly
Joseph Nix Nix Wealth Management Sacramento CFP Percentage of assets
Joshua Hayes Curtis Advisory Group Santa Barbara CFP Percentage of assets, Hourly
Juerg Ciceri JC Financial Planning & Investments Long Beach CFP Percentage of assets, Ongoing planning fee
Katherine Simmonds Conquis Financial Millbrae CFP Percentage of assets, Fixed fees
Keith Hays Creative Capitalists Glendale Not listed Hourly, Flat fee or retainer
Kevin Gray Lodestar Asset Management Alamo CFP Percentage of assets, Hourly
Kristian Blom Blom Levy & Co Santa Barbara Not listed Flat fee or retainer, Ongoing planning fee
Kristina Joy Torrealba Jackson Square Capital San Francisco CFP Percentage of assets
Kyle Sabdo Stillwater Capital Management Carmel-By-The-Sea CFP Percentage of assets
Lamberto Torres Mayfield Advisors Palo Alto CFP Percentage of assets, Hourly
Laura Kelly Evanson Asset Management Santa Cruz CFP Ongoing planning fee, One-time planning fee
Lauren Gabele Cascade Financial Partners San Diego CFP, ChFC Percentage of assets
Lauren Stansell YeskeBuie San Francisco CFP Percentage of assets
Laurence Menna WealthTarget Investment Advisors Bakersfield CFP Percentage of assets, Hourly
Lawrence Lane L Squared Wealth Management San Diego CFP Percentage of assets, Flat fee or retainer
Lisa Sharp Spectrum Asset Management Newport Beach CFP Percentage of assets, Hourly
Mallory Sise Integral Wealth Management Turlock CFP Percentage of assets, Fixed fees
Manbir Chohan Lynch Financial Advisors Roseville CFP One-time planning fee
Marisa Heiden Mission Creek Capital Partners San Francisco CFP Percentage of assets, Hourly
Mark Sifling Simple Life Financial El Cerrito CFP Percentage of assets, Hourly
Mark Torres Mayfield Advisors Palo Alto CFP Percentage of assets, Hourly
Martin Miller MA Private Wealth San Carlos Not listed Percentage of assets, Fixed fees
Matthew Brayer Carlsbad Wealth Advisory Group Carlsbad CFP Percentage of assets
Matthew Davis Financial Planning for Generations Encino CFP Hourly

Firms headquartered in California (1,191)

All 1,191 firms in California