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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
JP Geisbauer Centerpoint Financial Management LLC Irvine CFP, CPA Percentage of assets, Fixed fees
Juliana Guerra Dean Roland Russell Family Wealth Management San Diego Not listed Percentage of assets
Julie Roth Integris Wealth Management Monterey CFP, CIMA, CEPA, CFA Percentage of assets, Hourly
Justin Read PracticeCFO San Diego Not listed Percentage of assets, Fixed fees
Justin Vlaanderen Painted Porch Advisors Santa Barbara CFP Percentage of assets, Fixed fees
Kade Kretzschmar Seaside Wealth Management Carlsbad Not listed Ongoing planning fee
Karly Bokosky Sachi Financial Planning Newport Beach Not listed Percentage of assets, Ongoing planning fee
Katelin Mahoney Corvus Wealth Advisors Templeton Not listed Percentage of assets
Katharine Newell Painted Porch Advisors Santa Barbara CFP Percentage of assets, Fixed fees
Katie Junk Sweeney & Michel Chico Not listed Percentage of assets, Hourly
Keith Crenshaw Crenshaw Capital Management Los Angeles Not listed Percentage of assets
Keith Gray Total Wealth Services Westlake Village Not listed Percentage of assets
Keith Gunther RED Seven Wealth Management Escondido Not listed Percentage of assets, Fixed fees
Ken Cranstone Three Sheep Wealth Management, LLC Monterey CFP Percentage of assets
Keo Chao Point4ward Financial Planning Walnut Creek CFP Percentage of assets, Fixed fees
Kevin Davidson DW Financial Anaheim Not listed Percentage of assets, Hourly
Kevin Henss Strivent Financial Mission Viejo CFP Percentage of assets, Hourly
Kian Hoover Torrey Growth & Income Advisors Del Mar Not listed Percentage of assets, Hourly
Kimberly Pham Sand Hill Global Advisors Palo Alto Not listed Percentage of assets, Hourly
Kristin Sun Sand Hill Global Advisors Palo Alto Not listed Percentage of assets, Hourly
Kristina Downing AIRE Advisors Beverly Hills Not listed Percentage of assets, Hourly
L.J. Jones Developing Financial Pacifica CFP, CPA Fixed fees
Laura Robayo Silver Oak Wealth Advisors Los Angeles CFP Percentage of assets, Hourly
Laurie Dubchansky Havaplan Financial Newport Beach CFP Percentage of assets, Hourly
Lily Mossayi AIRE Advisors Beverly Hills Not listed Percentage of assets, Hourly
Lindsey Diranian Regatta Capital Group El Segundo Not listed Percentage of assets, Hourly
Lindsey Swanson We Financial Group Oakland CFP Percentage of assets, Hourly
Lionel Tapiero Highline Wealth Partners Sherman Oaks Not listed Percentage of assets, Hourly
Lisa Junghahn Cycle Financial Planning Santa Monica CFP, JD, MA Hourly, Fixed fees
Lisa Margulies Regatta Capital Group El Segundo Not listed Percentage of assets, Hourly
Lisa Sternberg Highline Wealth Partners Sherman Oaks Not listed Percentage of assets, Hourly
Louiza Smith ACap Advisors & Accountants Studio City Not listed Percentage of assets, Hourly
Lucas Franco Oder Investment Management Woodland Hills Not listed Percentage of assets
Marie Thomasson Modern Assets Los Angeles CFP Percentage of assets, Hourly
Mark Andrews Andrews Capital Management Coronado CFP Percentage of assets
Mark Halby DLK Investment Management Solana Beach CFP Percentage of assets, Hourly
Mark Kriss Macroclimate Sausalito Not listed Percentage of assets, Flat fee or retainer
Mark Strahs Sand Hill Global Advisors Palo Alto Not listed Percentage of assets, Hourly
Mark Vicencio Lowery Thomas Pebble Beach Not listed Percentage of assets
Mark Wilson MILE Wealth Management LLC Irvine CFP Percentage of assets, Hourly
Martin Curiel MYeCFO La Jolla CFA Percentage of assets, Hourly
Maryam Khoshreza AIRE Advisors Beverly Hills Not listed Percentage of assets, Hourly
Matt Ryan Focused Mission Financial San Diego CFP, CFA Percentage of assets, Hourly
Matthew Detwiler Ashby Wealth Management Kensington CFP Percentage of assets, Hourly
Max Pashman Pashman Financial LLC Los Angeles CFP Percentage of assets, Hourly
Megan Breslin Sand Hill Global Advisors Palo Alto Not listed Percentage of assets, Hourly
Meghan Daters Sand Hill Global Advisors San Francisco Not listed Percentage of assets, Hourly
Mengxi Monica Ma Blankinship & Foster, LLC Solana Beach CFA, CFP, CSA Percentage of assets, Hourly
Michael Abram Integral Wealth Management Turlock CFA Percentage of assets, Fixed fees
Michael Hollars Client First Finance Sunnyvale CFP Hourly

Firms headquartered in California (1,191)

All 1,191 firms in California