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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
Rosario Chacón Wealth-Source Financial Oakland CFP, CSLP, CDFA, EA Ongoing planning fee, Percentage of assets
Said Israilov Israilov Financial San Francisco CFP Percentage of assets, One-time planning fee
Shannon Grey InvestEdge Planning San Diego CFP, CRPC Percentage of assets, Flat fee or retainer
Sridhar Krishnan Encover Personal Finance LLC Fremont BS, CFP, MBA Flat fee or retainer, Ongoing planning fee
Tina Mistry Portfolio Advisors, Inc Fresno CFP Percentage of assets
Will Steinberger Think Different Financial Planning Menlo Park CFP Ongoing planning fee
William Cuthbertson Fiscalis Advisory, Inc. Mission Viejo CFP, EA, MBA Ongoing planning fee, One-time planning fee
Aaron Brickley Brickley Wealth Management San Mateo CFP, CPWA Percentage of assets
Anandi Krishnamurthy AKrish Financial Advisory Cupertino CFP Hourly, One-time planning fee
Arielle Bittoni Good Balance Financial Planning Los Angeles BA, CFA, CFP Percentage of assets, Ongoing planning fee
Brandon Amaral Amaral Financial Planning, LLC San Jose CFP, EA Ongoing planning fee, Percentage of assets
Brian Canning Brave New Wealth Westlake Village AIFA, CFP Percentage of assets, Hourly
Carol Somoano Asset Planning Los Alamitos CFP, MBA Percentage of assets, One-time planning fee
Cynthia Jabr Brand New Day Wealth Planning Los Angeles CFP Flat fee or retainer, Hourly
Deirdre Hegarty Branch & Bloom Financial Planning, LLC Menlo Park CFP One-time planning fee, Ongoing planning fee
Don Martini Envision Financial Planning San Francisco CFA, CFP Percentage of assets, Hourly
Evor Vattuone Aspire Planning Associates, Inc. Cupertino CFP, CFS Hourly, Flat fee or retainer
Gina Hagen Full Circle Financial Planning Topanga CFP, CPA Hourly, Percentage of assets
Gitanjali Kumar Worthique LLC San Francisco CFP Ongoing planning fee, One-time planning fee
Jacob Greenberg Pure Financial Advisors, LLC San Diego AIF, CFP, ChFC, MPH Percentage of assets, One-time planning fee
Jake Taylor Astra Wealth Management San Diego CFP Percentage of assets
Jane Beule Griffin Black, LLC Redwood City BA, CFP, MBA Percentage of assets, Ongoing planning fee
Jennipher Lommen Wildflower Financial LLC Santa Cruz BA, CFP, EA Ongoing planning fee
John Pak Otium Advisory Group El Segundo BA, CFP, EA, MST Flat fee or retainer, Hourly
Jose Armenta Create Your Path San Diego CFP, ChFC, EA, MSBA Flat fee or retainer, Ongoing planning fee
Kate Wilusz Fiat Lux Financial Planning San Francisco CFP, CRPC Ongoing planning fee, One-time planning fee
Katherine Fox Sunnybranch Wealth LLC San Francisco CAP, CFP Percentage of assets, Hourly
Kody Brown Sequoia Financial Group Pasadena CFP, CRPS Percentage of assets, Hourly
Krystal Fortner Simple, no-nonsense advice-only planning for clients at any savings level, starting with a plan and twice-yearly check-ins. Krystal Fortner Richmond CFP Subscription, One-time planning fee
Leighann Miko Equalis Financial Los Angeles CFP, MST, RLP, BA Percentage of assets, Ongoing planning fee
Lorne Abramson Abramson Financial Planning, LLC Burlingame CFA, CFP, CTEC, EA Flat fee or retainer, Hourly
Melissa Estrada Fidela Wealth Calabasas CFP, CIMA Percentage of assets, Hourly
Michael Garber Michael Garber Financial Planning Cupertino CFP, CRTP, MSEE Flat fee or retainer, Ongoing planning fee
Michael Izbotsky From Planning to Living LLC Reseda CFP Percentage of assets, Ongoing planning fee
Mira Ma Marim Wealth Planning, LLC San Mateo CFP, CTEC, EA, RFC Percentage of assets, Ongoing planning fee
Nannette Belt Inspiration Financial Planning LLC Carlsbad CFP, RICP, MBA Ongoing planning fee, Percentage of assets
Neil Portus Olivehurst Advisors LLC Roseville CFP, CFA, MBA, TPCP Percentage of assets, Hourly
Paul Saad Collabria Capital, Inc San Ramon CFP, MBA Flat fee or retainer, Ongoing planning fee
Robert Machado Compass Rose Financial Planning & Investment Management Palm Springs BS, CFP, MBA, MSFP Percentage of assets
Scott Brooks Brooks Wealth Management Westlake Village CFP Percentage of assets
Steve Heinemann Recalibrating Wealth Fountain Valley CFP, CPA Percentage of assets, Flat fee or retainer
Steven Fox Next Gen founder now building AdviceOnly to help advisors give advice instead of sales pitches; takes occasional small hourly projects. AdviceOnly San Diego CFP, EA, BFA, MS Subscription, One-time planning fee
Tara Unverzagt South Bay Financial Partners Torrance CFP, MBA Hourly, One-time planning fee
Andrew McFadden Panoramic Financial Advice Fresno CFP, MBA Flat fee or retainer
Catherine Hawley Hawley Personal Finance Los Angeles CFP Hourly, Flat fee or retainer
Cathy Curtis Curtis Financial Planning, LLC Oakland CFP Percentage of assets, Flat fee or retainer
Charles Edson Wealth Being Advisors Hermosa Beach CFP Percentage of assets, Ongoing planning fee
Cheryl Vesely Balance Financial Planning, LLC Oakland CFP, MA Percentage of assets, Hourly
Ella Taylor Ella Financial Advising Oakland CFP Percentage of assets, Hourly
Eric Amzalag Peak Financial Planning Canoga Park CFP, RICP Flat fee or retainer, Percentage of assets

Firms headquartered in California (1,191)

All 1,191 firms in California