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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
Michael Kinnear Brian D. Lowder San Diego CFP, CFA Flat fee or retainer, Hourly
Michael Lent Veris Wealth Partners Oakland Not listed Percentage of assets, Hourly
Michael Munson MYeCFO La Jolla CFA Percentage of assets, Hourly
Michael Rosendahl Torrey Pines Financial San Diego Not listed Percentage of assets
Michael Stock Boltwood Capital Management Walnut Creek Not listed Percentage of assets, Fixed fees
Michele Holton WealthFolio Advisors Sonoma Not listed Percentage of assets, Hourly
Michelle Hams Heritage Wealth Management San Diego Not listed Percentage of assets, Hourly
Mitchel Needelman Spectrum Asset Management Newport Beach CFA Percentage of assets, Hourly
Mitra Shahi Wealth Management Partners Los Angeles Not listed Percentage of assets
Nancy Listiawan Vera Wealth Pasadena CFP Percentage of assets, Hourly
Nathan Mescobi AIRE Advisors Beverly Hills Not listed Percentage of assets, Hourly
Nayivi Velez Our Wealth Guides, Inc. Westlake Village CFP, MBA Percentage of assets, Hourly
Nicholas Fullerton Fullerton Advisors Alamo CFP Hourly, Percentage of assets
Nicholas Giannakopoulos Total Wealth Services Westlake Village Not listed Percentage of assets
Paige Farrell Endeavor Financial Planning Sacramento CFP, MA Percentage of assets, Fixed fees
Pasha Shemirani Wealth Management Partners Los Angeles Not listed Percentage of assets
Paul Lipcius PracticeCFO San Diego Not listed Percentage of assets, Fixed fees
Penny Houseman Kocen Financial Group Rancho Mirage Not listed Percentage of assets, Fixed fees
Peter Kriss Macroclimate Sausalito Not listed Percentage of assets, Flat fee or retainer
Peter Tennyson North Bay Wealth Management Petaluma CFP Percentage of assets
Philip Fessler AIRE Advisors Beverly Hills Not listed Percentage of assets, Hourly
Philip Lang Occfo Costa Mesa CFP Percentage of assets, Hourly
Preston Mayo Insight Wealth Strategies San Ramon Not listed Percentage of assets, Hourly
Rachna Bijlani BRsquared Danville CFP Percentage of assets, Hourly
Ramprasad Satagopan Everest Private Wealth Cupertino Not listed Percentage of assets
Ramy Hindiyeh Finmentum Elk Grove Not listed Percentage of assets
Ranga Srinivasan Everest Private Wealth Cupertino Not listed Percentage of assets
Raymond Clark The Clark Group Asset Management Dana Point CFP Percentage of assets
Rebecca Dodge Brian D. Lowder San Diego CFP, CFA Flat fee or retainer, Hourly
Renee Michel Sweeney & Michel Chico Not listed Percentage of assets, Hourly
Rob Sigler Westshore Wealth Newport Beach Not listed Percentage of assets, Hourly
Robert Balopole Balopole Investment Management San Mateo CFA Percentage of assets
Robert Robinson Cosmos Wealth El Segundo Not listed Percentage of assets, Hourly
Rosario Chacon Wealth-Source Financial Oakland CFP, MBA Percentage of assets, Hourly
Rosario Scappaticci RED Seven Wealth Management Escondido Not listed Percentage of assets, Fixed fees
Russell Clifford Clifford Financial Planning, Inc. Santa Rosa CFP Percentage of assets, Hourly
Russell Maltes Simplified FP Clovis CFP Percentage of assets, One-time planning fee
Ryan Ahrens Green Ocean Global San Francisco Not listed Percentage of assets, Fixed fees
Ryan Beckham Brian D. Lowder San Diego CFP, CFA Flat fee or retainer, Hourly
Ryan Fujioka Fire Capital Management San Francisco Not listed Flat fee or retainer, Percentage of assets
Ryan Kelley Bell Investment Advisors Orinda CFA Percentage of assets, Hourly
Ryan Kosakura Elevation Wealth Partners Walnut Creek CFA Percentage of assets
Ryan Meacham Highline Wealth Partners Sherman Oaks Not listed Percentage of assets, Hourly
Samah Naguib Pleasanton Wealth Pleasanton CFA Percentage of assets
Sara Craven Sand Hill Global Advisors Palo Alto Not listed Percentage of assets, Hourly
Sarah Behr Simplify Financial Planning San Francisco Not listed Flat fee or retainer, One-time planning fee
Sarah Ellis GKV Capital Walnut Creek CFP Percentage of assets, Fixed fees
Saul Greene Kaizen Financial Strategies Pleasanton Not listed Percentage of assets, Hourly
Scott Allison Kera Capital San Jose Not listed Percentage of assets, Hourly
Scott Arwin Ring Mountain Capital Tiburon CFA Percentage of assets

Firms headquartered in California (1,191)

All 1,191 firms in California