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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
Grant Webster Arcadia Private Wealth LLC Cardiff CFP, TPCP Fixed fees
Hal Schweiger BlueWater Wealth Management, LLC San Diego CFP Percentage of assets, Hourly
Hardik Patel Trusted Path Wealth Management Santa Rosa Not listed Percentage of assets, Flat fee or retainer
Heather Hutchinson Hutchinson & Ziegler Financial Advisors Novato CFP Percentage of assets, Hourly
Heather Liston Clarity Financial San Francisco CFP One-time planning fee
Helena Sandoval Kera Capital San Jose Not listed Percentage of assets, Hourly
Henry Hien Phan Kera Capital San Jose Not listed Percentage of assets, Hourly
Holly Kindel Prospettiva Financial San Francisco CFP Percentage of assets, Fixed fees
Hugh Meyer Highline Wealth Partners Sherman Oaks Not listed Percentage of assets, Hourly
Ian Burkhard Capital Advantage Walnut Creek Not listed Percentage of assets, Ongoing planning fee
Ivan Tokarev Total Wealth Services Westlake Village Not listed Percentage of assets
J Christopher Kerckhoff Plancorp, LLC San Francisco AIF, CFP, BBA, CFA Percentage of assets, Hourly
J. Jeffrey Lambert J. Jeffrey Lambert, CFP Folsom CFP Not listed
Jacob Ferry Total Wealth Services Westlake Village Not listed Percentage of assets
Jacob Schwartz Green Ocean Global San Francisco Not listed Percentage of assets, Fixed fees
Jacqueline Rowe Fiduciary Financial Group San Rafael Not listed Percentage of assets, Fixed fees
James Moore Eclectic Associates, Inc. Fullerton CFP, CFA, BS, BA Percentage of assets, Hourly
James Naify AIRE Advisors Beverly Hills Not listed Percentage of assets, Hourly
James Smith StratiCo Walnut Creek ChFC Percentage of assets, Hourly
Jamie Rugg Highline Wealth Partners Sherman Oaks Not listed Percentage of assets, Hourly
Janet Campbell Abunda Financial Sausalito CFP Flat fee or retainer, Ongoing planning fee
Janet Wan Sierra Pacific Private Wealth, LLC Oakland CFP, CPFA Percentage of assets, Hourly
Jason Dow Verus Capital Partners Ventura Not listed Percentage of assets, Hourly
Jason Hamilton KIS Financial Planning, LLC Santa Ana CFP, CRPC Percentage of assets, Hourly
Jason McCoy Lodestar Asset Management Alamo CFA Percentage of assets, Hourly
Jason Stein Bluepoint Wealth Advisors Irvine CFP, RICP Percentage of assets, Fixed fees
Jeffrey Petersen WESCAP Group Glendale CFP Percentage of assets, Hourly
Jeffrey Platt Platt Wealth Management San Diego CFA, CFP, JD, LLM Percentage of assets, Hourly
Jeffrey Spagnola Kera Capital San Jose Not listed Percentage of assets, Hourly
Jennifer Ramaswamy Sonoma Mountain Financial Petaluma Not listed Flat fee or retainer, Ongoing planning fee
Jeremy Keating Cosmos Wealth La Jolla Not listed Percentage of assets, Hourly
Jeremy Tate Tate Capital Group Newport Beach Not listed Percentage of assets, Fixed fees
Jerome Ledzinski, II Praetorian Guard Wealth Management Carmel Not listed Percentage of assets
Jessica McConnell Capital CS Group Irvine Not listed Percentage of assets, Hourly
Joe Morgan JWM Wealth Management, LLC Danville CFP, CFA Percentage of assets, Hourly
Joel Kocen Kocen Financial Group Rancho Mirage Not listed Percentage of assets, Fixed fees
Joel Meyer Meyer Financial Advisors Los Altos CFA One-time planning fee
Joel Stilwell Rssic San Francisco Not listed Percentage of assets, Hourly
John Friedman John Friedman Financial San Francisco CFP Flat fee or retainer, Hourly
John Hayman Capital Advantage Walnut Creek Not listed Percentage of assets, Ongoing planning fee
John Schnieders Schnieders Capital Management Pasadena CFP, CFA Percentage of assets
John Stachnick Kaizen Financial Strategies Pleasanton Not listed Percentage of assets, Hourly
John Wills Kocen Financial Group Rancho Mirage Not listed Percentage of assets, Fixed fees
Jonathan Lederer Mission Creek Capital Partners San Francisco CFA Percentage of assets, Hourly
Jordan Kane Kane Capital Advisors Camarillo CFP, ChFC Percentage of assets, Hourly
Joseph Guo Empath Wealth LLC Torrance CFP Hourly, Fixed fees
Joseph Migdol Total Wealth Services Westlake Village Not listed Percentage of assets
Joshua Garcia Veritas Financial Consulting LLC Monrovia CFP, MBA, MIM Percentage of assets, Hourly
Joshua Miller Regatta Capital Group Studio City Not listed Percentage of assets, Hourly
Joshua Oder Oder Investment Management Woodland Hills Not listed Percentage of assets

Firms headquartered in California (1,191)

All 1,191 firms in California