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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
Cheryl Morhauser Cheryl Morhauser & Associates Nevada City CFP Percentage of assets, Hourly
Christopher Baum Coastal Capital Advisors Irvine CFA Percentage of assets, Fixed fees
Christopher Moore Fiduciary Financial Group San Rafael Not listed Percentage of assets, Fixed fees
Christopher Packard Womack Wealth and Business Management Manhattan Beach Not listed Percentage of assets, Hourly
Clark Evans Highline Wealth Partners Solana Beach Not listed Percentage of assets, Hourly
Cristina Livadary Mana Financial Life Design, LLC South Pasadena CFP, RLP Percentage of assets, Hourly
Dan Costigan Two Palms Financial San Clemente CFP, CFA, MBA Percentage of assets, Fixed fees
Dan Herron Elemental Wealth Advisors San Luis Obispo CFP, CPA Percentage of assets, Hourly
Daniel Ebert AIRE Advisors Beverly Hills Not listed Percentage of assets, Hourly
Daniel Haut Osborne Partners San Francisco CFP, CFA Percentage of assets, Performance-based fees
Daniel Johnson Windfall Advisors Santa Monica Not listed Percentage of assets, Hourly
Daniel Mauser Cosmos Wealth La Jolla Not listed Percentage of assets, Hourly
Daniel Shainberg Heritage Wealth Management San Diego Not listed Percentage of assets, Hourly
Daniel Sinton Rational Investment Management Mill Valley Not listed Percentage of assets
David Born Private Financial Management LLC Orinda CFA, CFP Percentage of assets, Fixed fees
David Lowery Lowery Thomas Walnut Creek Not listed Percentage of assets
David Rae DRM Wealth Management LLC Los Angeles CFP Percentage of assets, Hourly
David Swift Second 50 Financial Manhattan Beach Not listed Percentage of assets, Fixed fees
David Trejo Total Wealth Services Westlake Village Not listed Percentage of assets
David Tsikman Kocen Financial Group Rancho Mirage Not listed Percentage of assets, Fixed fees
David Yoshioka Highline Wealth Partners Sherman Oaks Not listed Percentage of assets, Hourly
David Zuckerman Zuckerman Capital Management Los Angeles CFP Percentage of assets
Dawnalizabeth Henke Capital Advantage Walnut Creek Not listed Percentage of assets, Ongoing planning fee
Derek Campbell Twenty-Five Capital Partners Newport Beach Not listed Percentage of assets, Fixed fees
Derek Finch Seaside Wealth Management Carlsbad Not listed Ongoing planning fee
Derrick Smith Privatus Wealth Roseville Not listed Percentage of assets, Hourly
Dominika Watson Umali MyFi FInancial LLC Pasadena CFA, CFP, MBA, MS Hourly, Fixed fees
Donald Campbell Twenty-Five Capital Partners Newport Beach Not listed Percentage of assets, Fixed fees
Douglas De Groote De Groote Financial Group Thousand Oaks CFP Percentage of assets, Hourly
Douglas Taylor Taylor Wealth Management Torrance CFP, CPA/PFS Hourly, Fixed fees
Drew Kunde Sand Hill Global Advisors Palo Alto Not listed Percentage of assets, Hourly
Drew Phillips PracticeCFO San Diego Not listed Percentage of assets, Fixed fees
Eden Morimoto Torrey Growth & Income Advisors Del Mar Not listed Percentage of assets, Hourly
Eduardo Ciuffo Ariston Services Group San Diego CFA Percentage of assets
Ellen Himmel Regatta Capital Group El Segundo Not listed Percentage of assets, Hourly
Eric Cortez Verus Capital Partners Hermosa Beach Not listed Percentage of assets, Hourly
Eric Ziegler Hutchinson & Ziegler Financial Advisors Novato CFP Percentage of assets, Hourly
Erika Jenkins Regatta Capital Group El Segundo Not listed Percentage of assets, Hourly
Ethan Green Lake Tahoe Wealth Management, Inc. Placerville CFP, MS Not listed
Eugene Hsu Archer Pointe Wealth Management Sacramento CFP Hourly, Fixed fees
Eunsoo Chung WealthPeace LLC San Mateo CFP, CPA, PFS, MBA Not listed
Faith Counio Chrysadia Financial, LLC. Newark CFP, MBA Percentage of assets, Hourly
Frank Montes Torrey Pines Financial San Diego Not listed Percentage of assets
G-Woon Choe Kera Capital San Jose Not listed Percentage of assets, Hourly
George Chang Pillar Point Wealth Management San Francisco Not listed Percentage of assets, Ongoing planning fee
George Hoover Torrey Growth & Income Advisors Del Mar Not listed Percentage of assets, Hourly
Gloria Jones Sweeney & Michel Chico Not listed Percentage of assets, Hourly
Grace McClellan Painted Porch Advisors Santa Barbara CFP Percentage of assets, Fixed fees
Graciano Rubio Infinity Financial Planning Gustine CFP Percentage of assets, Hourly
Grant Nabell Regatta Capital Group El Segundo Not listed Percentage of assets, Hourly

Firms headquartered in California (1,191)

All 1,191 firms in California