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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
Matthew Powers A modern estate planning firm combining technology with expert attorney support Steward San Francisco Not listed Flat fee or retainer
Melanie Pelayo Mission Creek Capital Partners San Francisco CFP Percentage of assets, Hourly
Michael Bernard Bernard & Johnson Pasadena CFP Percentage of assets, Hourly
Michael Firestone Fire Capital Management San Francisco CFA Flat fee or retainer, Percentage of assets
Michael Ottman Spectrum Asset Management Newport Beach CFP Percentage of assets, Hourly
Mitchel Katz-Winnick My Portfolio Guide Seal Beach CFP Percentage of assets
Nancy Howard Spectrum Asset Management Newport Beach CFP Percentage of assets, Hourly
Natalie Dewindt Cascade Financial Partners San Diego CFP Percentage of assets
Nicholas Butler Butler Financial Services Westlake Village Not listed Flat fee or retainer, One-time planning fee
Nicholas Walker Walker Financial Advisors Mission Viejo CFP Hourly, Flat fee or retainer
Nihal Muzumdar Rubric Advisors San Francisco Not listed Percentage of assets, Hourly
Nino Pavan Financial Designs Claremont CFP Percentage of assets, Hourly
Noah Damsky Marina Wealth Advisors Los Angeles CFA Percentage of assets, Hourly
Olivian Pitis CSJ Wealth Management San Diego CFP, CFA Percentage of assets
Patrick Collins Evanson Asset Management Monterey CFP Ongoing planning fee, One-time planning fee
Paul Cordero Attune Financial Planning San Rafael CFP Percentage of assets, Ongoing planning fee
Paul Lafollette Intelligent Investor Financial Planning San Francisco CFP Ongoing planning fee
Peter Garelick Global Business Management Valencia CFP Percentage of assets, Hourly
Peter Landini RBP Investment Advisors Alamo CFP Percentage of assets, Hourly
Peter Shenas Ariston Services Group San Diego CFP Percentage of assets
Peter Thoms Sierra Wealth Strategies Coronado CFA Percentage of assets, Hourly
Rachael Johnson Bernard & Johnson Pasadena CFP Percentage of assets, Hourly
Rainier Trinidad Parabolic Asset Management Coronado CFA Percentage of assets, Hourly
Rebecca Palmer Fruitful Camarillo CFP Percentage of assets, Ongoing planning fee
Richard Barnett Highline Wealth Partners Sherman Oaks CFA Percentage of assets, Hourly
Richard Connett Integrity Wealth Partners Walnut Creek CFP Percentage of assets, Hourly
Ryan McCarthy McCarthy Asset Management Redwood Shores CFP Percentage of assets, Hourly
Sarah Green Farm Girl Capital Albany CFP Percentage of assets, Hourly
Sasha Childers Three Arch Wealth Management Irvine Not listed Percentage of assets
Scott Walker Walker Financial Advisors Mission Viejo CFP Hourly, Flat fee or retainer
Sevag Ossipian Highline Wealth Partners Sherman Oaks CFA Percentage of assets, Hourly
Sevak Khachatoorian Up&Up Capital Glendale Not listed Percentage of assets
Shana Ballard Mission Creek Capital Partners San Francisco CFP Percentage of assets, Hourly
Sheldon Goldman Goldman Wealth Management San Diego CFP Percentage of assets, Fixed fees
Srdjan Nastasic Augustus Wealth Long Beach Not listed Hourly, Ongoing planning fee
Stephen Block Elevation Wealth Partners Walnut Creek CFP, CFA Percentage of assets
Stephen McCarthy McCarthy Asset Management Redwood Shores CFP Percentage of assets, Hourly
Stoyan Panayotov Babylon Wealth Management Walnut Creek CFA Percentage of assets, Hourly
Sunni Allen Three Arch Wealth Management Irvine Not listed Percentage of assets
Sydney Woodward YeskeBuie San Francisco CFP Percentage of assets
Troy Wirth InGen Strategies Irvine CFP Percentage of assets, Hourly
Tuvshinjargal Odeh Shira Ridge Wealth Management San Rafael Not listed Percentage of assets
Tyler Rowe Stolper & Company San Diego CFP, CFA Percentage of assets, Fixed fees
Vaughn Heydel Financial Designs Claremont CFP Percentage of assets, Hourly
Vijay Patel MA Private Wealth San Carlos Not listed Percentage of assets, Fixed fees
Warren Isenberg Walker Financial Advisors Mission Viejo CFP Hourly, Flat fee or retainer
William Reynolds Fire Capital Management San Francisco CFA Flat fee or retainer, Percentage of assets
Adam Meyers GoTo Financial Ventura Not listed Percentage of assets, Hourly
Adam Roberts Potentia Wealth San Jose CFP Percentage of assets, Fixed fees
Aleksandar Kelly Life UnLocked Partners Venice Not listed Percentage of assets

Firms headquartered in California (1,191)

All 1,191 firms in California