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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
Scott Bell Gross Domestic Product Playa Del Rey Not listed Percentage of assets, One-time planning fee
Scott Draper THRIVE Financial Planning El Dorado Hills CFP, CPA Percentage of assets, Hourly
Scott Holder Verus Capital Partners Ventura Not listed Percentage of assets, Hourly
Scott Womack Womack Wealth and Business Management Manhattan Beach Not listed Percentage of assets, Hourly
Scott Yang Silicon Valley Wealth Advisors, LLC San Jose CFP, CPA Not listed
Sean Fletcher Prospettiva Financial San Francisco CFP Percentage of assets, Fixed fees
Sean Planchard Torrey Growth & Income Advisors Del Mar Not listed Percentage of assets, Hourly
Selma Hackett Capital Advantage Walnut Creek Not listed Percentage of assets, Ongoing planning fee
Shayne Cooper Fiduciary Financial Group Rohnert Park Not listed Percentage of assets, Fixed fees
Shelley Murasko Wealthrise Financial Planning Carlsbad CFP Hourly
Sherry Karlsson Rssic San Francisco Not listed Percentage of assets, Hourly
Shivani Patel DeDora Capital Napa Not listed Percentage of assets, Hourly
Shufan Cao Silver Oak Wealth Advisors Los Angeles CFP Percentage of assets, Hourly
Simone Liu AIRE Advisors Beverly Hills Not listed Percentage of assets, Hourly
Simranjot Bachal Circuit Wealth Burlingame CFA, CFP, MBA Percentage of assets, Fixed fees
Spencer Kelly Regatta Capital Group El Segundo Not listed Percentage of assets, Hourly
Spencer Rhode Corvus Wealth Advisors San Luis Obispo Not listed Percentage of assets
Stephanie Kemp Corvus Wealth Advisors Templeton Not listed Percentage of assets
Stephen Chen Boldin Mill Valley Not listed Flat fee or retainer, Ongoing planning fee
Stephen Miles Sutro Advisors San Francisco Not listed Ongoing planning fee, Percentage of assets
Steven Zorn Oder Investment Management Woodland Hills Not listed Percentage of assets
Suzanne Herman Roberts Wealth Advisors Menlo Park CFP Percentage of assets, Hourly
Syeda Iqbal Nasira Financial San Francisco CFP Hourly, Fixed fees
Terri Cavagnaro DeDora Capital Napa Not listed Percentage of assets, Hourly
Terri Spath Zuma Wealth, LLC Malibu CFP, CFA, MBA Percentage of assets, Fixed fees
Theodore Palfini Cavalot Capital Redding Not listed Percentage of assets, Hourly
Thomas Anderson Havaplan Financial Newport Beach CFP Percentage of assets, Hourly
Thomas Carroll Verus Capital Partners Ventura Not listed Percentage of assets, Hourly
Thomas Neja Capital CS Group Corona Not listed Percentage of assets, Hourly
Thomas Piro Osborne Partners San Francisco CFP Percentage of assets, Performance-based fees
Thomas Stout Stout Capital Management Encinitas CFP One-time planning fee
Thomas Vogelheim Fiduciary Financial Group San Rafael Not listed Percentage of assets, Fixed fees
Tim Kenney Seawise Financial, Inc. Cardiff CFP Percentage of assets, Hourly
Todd Carbone Capital CS Group Irvine Not listed Percentage of assets, Hourly
Tony Blagrove Traveka Wealth Los Altos CFA, CFP Percentage of assets
Travis Domingues Corvus Wealth Advisors Templeton Not listed Percentage of assets
Trish Johnson Raise Financial Advisors LLC Oakland CFP, MBA Percentage of assets, Hourly
Vincci Ma Kera Capital Daly City Not listed Percentage of assets, Hourly
Virginia Leon Pathway Advisor Fallbrook Not listed Percentage of assets, Hourly
William Becker DeDora Capital Napa Not listed Percentage of assets, Hourly
William Catton Catton Capital Partners San Francisco CFA Percentage of assets, Hourly
William Kan Candent Capital, LLC San Francisco CFA, CFP, MBA Percentage of assets, Hourly
William Kirk Heritage Wealth Management San Diego Not listed Percentage of assets, Hourly
William McColl Silvia McColl Wealth Management San Diego CFP Percentage of assets, Hourly
Y Shih Oder Investment Management Woodland Hills Not listed Percentage of assets
Zachary Philipp Painted Porch Advisors Santa Barbara CFP Percentage of assets, Fixed fees
Zachary Riera Osborne Partners San Francisco CFP Percentage of assets, Performance-based fees
Zachary Wolf Boltwood Capital Management Walnut Creek Not listed Percentage of assets, Fixed fees
Zaineb Sohail Kaizen Financial Strategies Pleasanton Not listed Percentage of assets, Hourly
Adam Mackall Barnes Wealth Management Group Bakersfield Not listed Percentage of assets, Hourly

Firms headquartered in California (1,191)

All 1,191 firms in California