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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
Nihar Shah Shah Wealth Advisors Chino Hills Not listed Percentage of assets, Fixed fees
Panos Grivakis Lakewood Financial Group Newport Beach Not listed Percentage of assets
Patrick Phillips Wealth Architects Mountain View CFP Percentage of assets, Hourly
Paula Durrant Towneley Capital Management Laguna Hills CFP Percentage of assets, Fixed fees
Peter Boyle Clifford Swan Pasadena CFA Percentage of assets, Hourly
Peter Moulton Twin Rivers Wealth Management Sacramento CFP Percentage of assets, Hourly
Peter Reidenbach Blume Capital Management Berkeley Not listed Percentage of assets, Hourly
Peter Trinh Wealth Architects Mountain View CFP Percentage of assets, Hourly
Philip Reuer Matt Calcagno San Diego CFP Percentage of assets
Randall Zaharia Clifford Swan Pasadena CFA Percentage of assets, Hourly
Raymond Tan California Financial Advisors San Ramon ChFC Percentage of assets, Ongoing planning fee
Richard Hughes Arlington Financial Advisors Santa Barbara Not listed Percentage of assets, Hourly
Robert Cardenas LifeSteps Financial Claremont Not listed Percentage of assets, Fixed fees
Robyn Clarke Towneley Capital Management Laguna Hills CFP Percentage of assets, Fixed fees
Robyn Cohen Presidio Capital Management San Diego Not listed Percentage of assets, Hourly
Rodrigo Nevado Amoretti Capital Management San Francisco Not listed Percentage of assets, Hourly
Roger Gewecke Clifford Swan Pasadena CFA Percentage of assets, Hourly
Romy Brown Beta Wealth Group San Diego Not listed Percentage of assets
Rosana Ralya Values Added San Francisco CFP Percentage of assets, Hourly
Ryan Kolstad AP Investment Management Mountain View Not listed Percentage of assets, Flat fee or retainer
Sabrina Lowell Second Summit Wealth Management San Francisco CFP Percentage of assets
Samantha Keeler WESTHILL Financial Advisors San Rafael CFP Percentage of assets, Hourly
Samaya Patel Blume Capital Management Berkeley Not listed Percentage of assets, Hourly
Sarah Brandon Rebalance Palo Alto Not listed Percentage of assets
Sarah Smith Willow Grove Advisors Berkeley Not listed Percentage of assets, Hourly
Scott Bramwell Eiger Wealth Management San Diego PFS Percentage of assets, Fixed fees
Scott Puritz Rebalance Palo Alto Not listed Percentage of assets
Sean Mullaney Mullaney Financial & Tax Woodland Hills Not listed Flat fee or retainer, One-time planning fee
Seongsoo Lee New Insight Wealth Advisors San Ramon Not listed Percentage of assets, Hourly
Stephanie Nehmens North Berkeley Wealth Management Berkeley Not listed Percentage of assets
Stephen Islander Presidio Capital Management San Diego Not listed Percentage of assets, Hourly
Steven Campeas HCR Wealth Advisors Los Angeles Not listed Percentage of assets, Hourly
Steven Wilkes Hutchinson Capital Management San Rafael CFA Percentage of assets, Hourly
Sunandan Clerk Dhamma Capital Walnut Creek CFP, CFA Percentage of assets, Hourly
Svetlana Kot Rebalance Palo Alto Not listed Percentage of assets
Sydney Kovacs Burton Enright Welch Walnut Creek Not listed Percentage of assets
Tanis Kelly Lindsey & Lindsey Wealth Management Irvine Not listed Percentage of assets, Hourly
Teresa Wagner Knightsbridge Wealth Management Newport Beach CFP Percentage of assets, Performance-based fees
Tracy Kuntz Towneley Capital Management Laguna Hills CFP Percentage of assets, Fixed fees
Trystan Cleaver Seek First Campbell Not listed Percentage of assets, Fixed fees
Tyler Scott Wealth Architects Mountain View CFP, CFA Percentage of assets, Hourly
Tyler Trahan Lindsey & Lindsey Wealth Management Irvine Not listed Percentage of assets, Hourly
Aaron Agte Graystone Advisor, LLC Foster City CFP Fixed fees
Aaron Morris Highline Wealth Partners Sherman Oaks Not listed Percentage of assets, Hourly
Aaron Ritter Abundant Wealth Partners Santa Barbara CFP Hourly, Ongoing planning fee
Aaron Rubin Werba Rubin Papier Wealth Management, LLC San Jose CFP, CPA, JD Percentage of assets
Aaron Szager Osborne Partners Menlo Park CFP Percentage of assets, Performance-based fees
Abigail Chao Cosmos Wealth La Jolla Not listed Percentage of assets, Hourly
Adam Bederov Geometric Advisors Oxnard Not listed Percentage of assets
Adam Brown Castle Coast Wealth La Jolla Not listed Percentage of assets, Hourly

Firms headquartered in California (1,191)

All 1,191 firms in California