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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
Alex Soderberg Burton Enright Welch Walnut Creek Not listed Percentage of assets
Alexander Okugawa Matt Calcagno San Diego CFP Percentage of assets
Alexander Yaftali Monograph Wealth Manhattan Beach CFA Percentage of assets, Hourly
Amy Cono Wealth Architects Mountain View CFP Percentage of assets, Hourly
Anastasia Melbrod Melbrod Wealth Management San Diego CFP Ongoing planning fee
Anat Yoder Yoder Wealth Management Walnut Creek CFP Percentage of assets, Hourly
Anders Norrman Spreckels San Diego CFP, CFA Percentage of assets, Hourly
Andrew Davainis Breen Wealth Management Petaluma Not listed Percentage of assets
Andrew Redlick Investment Growth Management Clayton CFP Percentage of assets, Hourly
Annie Klopstock Burton Enright Welch Walnut Creek Not listed Percentage of assets
Anthony Borba Jr Breen Wealth Management Petaluma Not listed Percentage of assets
Anthony McLean Tidemark Financial Partners San Diego Not listed Flat fee or retainer, Percentage of assets
Anthony Saffer Matt Calcagno San Diego CFP Percentage of assets
Anthony Wright Twin Rivers Wealth Management Sacramento CFP Percentage of assets, Hourly
Arek Puzia PathWise Walnut Creek CFP Percentage of assets, Fixed fees
Arthur Swalley Arlington Financial Advisors Santa Barbara Not listed Percentage of assets, Hourly
Ashley Wilken The Rice Partnership San Luis Obispo CFP Percentage of assets, Fixed fees
Aureliana Lopes Monteiro Strategic Wealth Capital San Francisco Not listed Percentage of assets, Fixed fees
Austin Cua Potentia Wealth San Jose CFP Percentage of assets, Fixed fees
Austin Gewecke Clifford Swan Pasadena CFA Percentage of assets, Hourly
Benjamin Cohen North Berkeley Wealth Management Berkeley Not listed Percentage of assets
Benjamin Peters Burton Enright Welch Walnut Creek Not listed Percentage of assets
Benjamin Stewart Stewart Wealth Management San Rafael Not listed Percentage of assets
Beverly Patton Syrios Wealth Management Group La Jolla Not listed Percentage of assets, Fixed fees
Brad Duerks Tidemark Financial Partners San Diego Not listed Flat fee or retainer, Percentage of assets
Brandon Smith Flywheel Private Wealth Los Altos CFP Percentage of assets
Brian Beckman Hermosa Wealth Management Torrance Not listed Percentage of assets, Hourly
Brittany Anderson Wealth Analytics San Diego Not listed Percentage of assets, Hourly
Bruno Krenn Pacific Capital Corona Not listed Percentage of assets, Fixed fees
Bryan Foronjy Foronjy Financial Santa Barbara CFP Percentage of assets, Hourly
Cagatay Koc North Berkeley Wealth Management Berkeley Not listed Percentage of assets
Carlos Ortega Towneley Capital Management Laguna Hills CFP Percentage of assets, Fixed fees
Chad Willardson Pacific Capital Corona Not listed Percentage of assets, Fixed fees
Charles Manih Xpand Investment Chula Vista CFA Percentage of assets, Hourly
Charles McAteer ARIA Wealth Management Saratoga Not listed Percentage of assets, Hourly
Charles Tran Wealth Architects Mountain View CFP Percentage of assets, Hourly
Charlotte Anten Clifford Swan Pasadena CFA Percentage of assets, Hourly
Christopher Leary Argos Wealth Advisors Saint Helena CFP Percentage of assets, Hourly
Christopher Missirlian Wealth Architects Mountain View CFP Percentage of assets, Hourly
Christopher Reyes Presidio Capital Management San Diego Not listed Percentage of assets, Hourly
Clayton Earle Elevate Wealth Group San Francisco Not listed Percentage of assets, Fixed fees
Clifford Kolson Family Wealth Leadership Irvine Not listed Percentage of assets, Hourly
Constance Mitchell Wealth Analytics San Diego Not listed Percentage of assets, Hourly
Daniel Mavraides Rebalance Beverly Hills Not listed Percentage of assets
Daniel Nakahara North Berkeley Wealth Management Berkeley Not listed Percentage of assets
Daniel White Sestante Family Office Coronado CFP Percentage of assets, Fixed fees
David Lin Clifford Swan Pasadena CFA Percentage of assets, Hourly
Debra Ellisen North Berkeley Wealth Management Berkeley Not listed Percentage of assets
Denisse Arebalo Pacific Canyon Investments Lemon Grove Not listed Percentage of assets, Hourly
Dezaree Seeds Sierra Ocean Ripon CFP Percentage of assets, Fixed fees

Firms headquartered in California (1,191)

All 1,191 firms in California