W Wellspent Public advisor graph
Get matched
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
Alan Goodstein Goodstein Wealth Management LLC Encino CFP Percentage of assets, Hourly
Alan Hewitt Hewitt Wealth Management Inc. Newbury Park CFP, ChFC, EA Fixed fees
Alexander Puziol Manchester Capital Management Montecito Not listed Percentage of assets, Fixed fees
Alexandra Sandberg Osborne Partners San Francisco CFP, ChFC Percentage of assets, Performance-based fees
Alfred Cheung Sand Hill Global Advisors Palo Alto Not listed Percentage of assets, Hourly
Allan Moskowitz Transformative Wealth Management, LLC El Cerrito AIF, BS, CFP Not listed
Alychandra McFarlane WealthFolio Advisors Sonoma Not listed Percentage of assets, Hourly
Alyssa Crews Silver Oak Wealth Advisors Los Angeles CFP Percentage of assets, Hourly
Amanda Rocca Highline Wealth Partners Sherman Oaks Not listed Percentage of assets, Hourly
Amar Shah Client First Capital San Diego CFA, CFP Percentage of assets, Hourly
Amir Monsefi AIRE Advisors Beverly Hills Not listed Percentage of assets, Hourly
Amy McGinnis Capital CS Group Irvine Not listed Percentage of assets, Hourly
Andre Luiz Paiva Insight Wealth Strategies San Ramon Not listed Percentage of assets, Hourly
Andrew Bernell Century Park Wealth Management Los Angeles CFP, CPA, JD Not listed
Andrew Graham Jackson Square Capital San Francisco CFA Percentage of assets
Andrew Wong FinCop Financial Planning Dublin Not listed Hourly, Flat fee or retainer
Anthony Ortale Insight Wealth Strategies San Ramon Not listed Percentage of assets, Hourly
Anthony Reed Millennium Investment Services Van Nuys CFP Percentage of assets
Antoine Lena Twenty-Five Capital Partners Newport Beach Not listed Percentage of assets, Fixed fees
Ariel Hartounian ACap Advisors & Accountants Studio City Not listed Percentage of assets, Hourly
Arley Gonzalez KOA Wealth Management San Diego CFP Percentage of assets, Hourly
Asaph Elan Equilibrium Wealth San Carlos Not listed Percentage of assets, Hourly
Ashley Gardiner Praetorian Guard Wealth Management Carmel Not listed Percentage of assets
Austin Mangold Seaside Wealth Management Carlsbad Not listed Ongoing planning fee
Balfoure Brenes AIRE Advisors Beverly Hills Not listed Percentage of assets, Hourly
Ben Emons Highline Wealth Partners Sherman Oaks Not listed Percentage of assets, Hourly
Benjamin Fookes Fiduciary Financial Group San Rafael Not listed Percentage of assets, Fixed fees
Benjamin Satterfield Regatta Capital Group El Segundo Not listed Percentage of assets, Hourly
Blake Anderson WealthGuard Advisors Placerville CFP Percentage of assets, Hourly
Boonseon Gudmundsen Beacon Financial Management Carlsbad CFP Hourly
Bradley Hartman Hartman Financial Planning Santa Clarita Not listed Hourly, Ongoing planning fee
Bradley Nelson Point Loma Advisors San Diego CFP, MSEE Percentage of assets, Hourly
Brandon Clark The Clark Group Asset Management Dana Point CFP Percentage of assets
Brandon Lew Kera Capital Los Angeles Not listed Percentage of assets, Hourly
Brandon Silvia Silvia McColl Wealth Management San Diego CFP Percentage of assets, Hourly
Brendon Yi Sand Hill Global Advisors Palo Alto Not listed Percentage of assets, Hourly
Brenton Devore DeVore Financial Advisors Escondido ChFC Percentage of assets, Flat fee or retainer
Brian Grimditch Highline Wealth Partners Sherman Oaks Not listed Percentage of assets, Hourly
Brian Lowder Brian D. Lowder San Diego CFP, CFA Flat fee or retainer, Hourly
Brian Sigler Westshore Wealth Newport Beach Not listed Percentage of assets, Hourly
Bryan Kocen Kocen Financial Group Rancho Mirage Not listed Percentage of assets, Fixed fees
Cady North North Financial Advisors LLC San Diego CFP, MBA Percentage of assets, Hourly
Cameron Smith PracticeCFO San Diego Not listed Percentage of assets, Fixed fees
Cary Allison Kera Capital San Jose Not listed Percentage of assets, Hourly
Cassidy Fisher Castle Coast Wealth La Jolla Not listed Percentage of assets, Hourly
Cathy McKee Modern Family Finance, LLC Oakland BA, MBA, CFP Not listed
Chad Seegers Insight Wealth Strategies San Ramon Not listed Percentage of assets, Hourly
Charles Gehring Mission Creek Capital Partners San Francisco CFA Percentage of assets, Hourly
Charles Gillespie Castle Coast Wealth La Jolla Not listed Percentage of assets, Hourly
Charles Womack Womack Wealth and Business Management Manhattan Beach Not listed Percentage of assets, Hourly

Firms headquartered in California (1,191)

All 1,191 firms in California