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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
Justin Krane Krane Financial Solutions Calabasas CFP Percentage of assets, Hourly
Kanaka Szabo-Cummings Gates Pass Advisors Los Altos CFP Percentage of assets, Fixed fees
Karl Kohne Matt Calcagno San Diego CFP Percentage of assets
Keley Petersen Willow Grove Advisors Berkeley Not listed Percentage of assets, Hourly
Kenneth Gillespie Hermosa Wealth Management Hermosa Beach Not listed Percentage of assets, Hourly
Kenneth Perine Meritage Wealth Advisory Santa Rosa CFP Percentage of assets, Fixed fees
Kevin Swanson Potentia Wealth San Jose CFP Percentage of assets, Fixed fees
Kim Berger North Berkeley Wealth Management Berkeley Not listed Percentage of assets
Kimberly Overby Lindsey & Lindsey Wealth Management Irvine Not listed Percentage of assets, Hourly
Kirk Ludwig WESTHILL Financial Advisors San Rafael CFP, ChFC Percentage of assets, Hourly
Kristin Rasmussen KMR Wealth Advisory San Luis Obispo CFP Percentage of assets, Hourly
Kyle Dodson The Advisory Group of San Francisco San Francisco CFP Percentage of assets, Fixed fees
Laura Kohler Willow Grove Advisors Berkeley Not listed Percentage of assets, Hourly
Lauren Simpson Rebalance Palo Alto Not listed Percentage of assets
Lee Jones Tangent Retirement Irvine Not listed Percentage of assets, Flat fee or retainer
Lelamarie Kelly Life UnLocked Partners Venice Not listed Percentage of assets
Linda Yu Lindsey & Lindsey Wealth Management Irvine Not listed Percentage of assets, Hourly
Lisa Harwood Ventura Advisors Woodland Hills CFP Percentage of assets, Hourly
Lisette Smith The Advisory Group of San Francisco San Francisco CFP Percentage of assets, Fixed fees
Lloyd Wong Clifford Swan Pasadena CFA Percentage of assets, Hourly
Louise Alexander Gates Pass Advisors Los Altos CFP Percentage of assets, Fixed fees
M'Lissa Brillhart LifeSteps Financial Claremont Not listed Percentage of assets, Fixed fees
Malique Micenheimer WIN Private Wealth Elk Grove Not listed Percentage of assets, Flat fee or retainer
Marc Bacsafra Twin Rivers Wealth Management Sacramento CFP Percentage of assets, Hourly
Marc Roth Elmwood Wealth Management Berkeley Not listed Percentage of assets, Hourly
Mari Fries ProsperiTea Planning San Diego CFP One-time planning fee
Maria Ojeda Partida Shah Wealth Advisors Chino Hills Not listed Percentage of assets, Fixed fees
Mariame Pierce The Advisory Group of San Francisco San Francisco CFP Percentage of assets, Fixed fees
Mark Gordon Wealth Architects Mountain View CFP, CFA Percentage of assets, Hourly
Mark Tennenbaum Life UnLocked Partners Venice Not listed Percentage of assets
Martin Rascon Weatherly Asset Management Del Mar CFA Percentage of assets, Fixed fees
Martin Standish Towneley Capital Management Laguna Hills CFP, CFA Percentage of assets, Fixed fees
Marylynn Ford LifeSteps Financial Claremont Not listed Percentage of assets, Fixed fees
Matthew Calcagno Matt Calcagno San Diego CFP Percentage of assets
Matthew Heller HCR Wealth Advisors Los Angeles Not listed Percentage of assets, Hourly
Matthew Sassani Lindsey & Lindsey Wealth Management Irvine Not listed Percentage of assets, Hourly
Matthew Taddei WESTHILL Financial Advisors San Rafael CFP, ChFC Percentage of assets, Hourly
Matthew Vallebo Presidio Capital Management San Diego Not listed Percentage of assets, Hourly
Maxwell Pray Clifford Swan Pasadena CFA Percentage of assets, Hourly
Megan Rouse Megan Rouse Financial Planning Dublin CFP Hourly
Megan Sperry Wealth Analytics San Diego Not listed Percentage of assets, Hourly
Michael Kasianko Presidio Capital Management San Diego Not listed Percentage of assets, Hourly
Michael Wunsch WealthDevs Santa Cruz Not listed Percentage of assets, Ongoing planning fee
Michael Ye New Insight Wealth Advisors San Ramon Not listed Percentage of assets, Hourly
Michael Yoder Yoder Wealth Management Walnut Creek CFP Percentage of assets, Hourly
Michael Yongue Private Wealth Partners Mill Valley CFA Percentage of assets, Hourly
Mitchell Tuchman Rebalance Palo Alto Not listed Percentage of assets
Murcy Huang Clifford Swan Pasadena CFA Percentage of assets, Hourly
Nathan Eddinger Woven Prosperity San Francisco CFP Percentage of assets
Nicholas Safrit WESTHILL Financial Advisors San Rafael CFP Percentage of assets, Hourly

Firms headquartered in California (1,191)

All 1,191 firms in California