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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
Domenica Stokes JPC Wealth Management Petaluma Not listed Ongoing planning fee
Dominick Anton Twin Rivers Wealth Management Sacramento CFP Percentage of assets, Hourly
Donald Hall Hall Capital Management Pasadena CFA Percentage of assets
Donald Hejna Stantum Los Altos CFA Percentage of assets, Hourly
Donald Ramirez Peak Divorce Advisors San Luis Obispo CFP Percentage of assets, Hourly
Edwin Ryu Legacy Wealth Advisors San Jose PFS Percentage of assets, Hourly
Emilie Andres Statherós Financial Solutions El Dorado Hills CFP Percentage of assets
Emily Goodman Foronjy Financial San Luis Obispo CFP Percentage of assets, Hourly
Emmanuel Afolayan Lindsey & Lindsey Wealth Management San Jose Not listed Percentage of assets, Hourly
Eric Bergquist LifeSteps Financial Claremont Not listed Percentage of assets, Fixed fees
Erik Bagley Kotys Wealth Professionals Folsom Not listed Percentage of assets, Hourly
Ernest Garrett Towneley Capital Management Laguna Hills CFP Percentage of assets, Fixed fees
Eugene Binunsky Burton Enright Welch Walnut Creek Not listed Percentage of assets
Frank Alvarez Tidemark Financial Partners San Diego Not listed Flat fee or retainer, Percentage of assets
Frank Greene Private Wealth Partners Mill Valley CFA Percentage of assets, Hourly
Gage Houser Hutchinson Capital Management San Rafael CFA Percentage of assets, Hourly
Gary Dorfman Thryve Wealth Management Santa Barbara Not listed Percentage of assets
Geoffrey Hakim MCM Wealth Greenbrae CFP Percentage of assets, Hourly
Gerwin de Haan Burton Enright Welch Walnut Creek Not listed Percentage of assets
Gladys Limones LifeSteps Financial Claremont Not listed Percentage of assets, Fixed fees
Gregory Legorreta Loam Advisory Los Angeles Not listed One-time planning fee, Flat fee or retainer
Guillermo Amoretty Amoretti Capital Management San Francisco Not listed Percentage of assets, Hourly
Helen Sipsas Peak Divorce Advisors San Luis Obispo CFP Percentage of assets, Hourly
Henry Ford LifeSteps Financial Claremont Not listed Percentage of assets, Fixed fees
Henry Winship Pacific Point San Diego CFA Percentage of assets, Hourly
Honna Li KCM Investment Advisors Greenbrae CFP Percentage of assets
Ian Goldey GoTo Financial Westlake Village Not listed Percentage of assets, Hourly
Jack Johnson Sierra Financial Planning & Asset Management Roseville CFP Flat fee or retainer, Ongoing planning fee
Jacob Parsons Statherós Financial Solutions El Dorado Hills CFP, ChFC Percentage of assets
Jagdish (Jay) Sitlani Pacific Point San Diego CFA Percentage of assets, Hourly
James Curran JPC Wealth Management Petaluma Not listed Ongoing planning fee
James Thomason Matt Calcagno San Diego CFP Percentage of assets
Janice Thompson Matt Calcagno San Diego CFP Percentage of assets
Jared Redfield Tidemark Financial Partners San Diego Not listed Flat fee or retainer, Percentage of assets
Jeff Poole Wealth Analytics San Clemente Not listed Percentage of assets, Hourly
Jeffrey Burrow Sierra Ocean Ripon CFP Percentage of assets, Fixed fees
Jeffrey Harwood Ventura Advisors Woodland Hills CFP, CFA Percentage of assets, Hourly
Jeffrey Petersen Willow Grove Advisors Berkeley Not listed Percentage of assets, Hourly
Jeffrey St. Claire Blume Capital Management Berkeley Not listed Percentage of assets, Hourly
Jeffrey Vieth Knightsbridge Wealth Management Newport Beach CFP Percentage of assets, Performance-based fees
Jeremy Bardin Elevate Capital San Francisco CFA Percentage of assets, Performance-based fees
John Bell Thryve Wealth Management Santa Barbara Not listed Percentage of assets
John Cooke Cooke Wealth Management Irvine CFP Percentage of assets, Hourly
John Cordano California Financial Advisors San Ramon ChFC Percentage of assets, Ongoing planning fee
John Dunham Focused Capital Investment Irvine Not listed Percentage of assets, Fixed fees
John Lorenz Arlington Financial Advisors Santa Barbara Not listed Percentage of assets, Hourly
Jorden Bastien LifeSteps Financial Claremont Not listed Percentage of assets, Fixed fees
Joseph Chrisman Monograph Wealth Manhattan Beach CFA Percentage of assets, Hourly
Joshua Stipcich Tidemark Financial Partners San Diego Not listed Flat fee or retainer, Percentage of assets
Juliette Cooke Cooke Wealth Management Irvine CFP Percentage of assets, Hourly

Firms headquartered in California (1,191)

All 1,191 firms in California