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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
Adarsh Shyamsundar Polaris Capital Management El Dorado Hills Not listed Percentage of assets, Ongoing planning fee
Adele Canetti Divorce financial consulting Rancho Santa Fe Not listed Hourly, One-time planning fee
Alexandra Ong Monograph Wealth Manhattan Beach Not listed Percentage of assets, Hourly
Ali Alsari AWM Global Advisors San Diego Not listed Percentage of assets
Andrew Canter Canter Wealth La Jolla Not listed Percentage of assets, Fixed fees
Andrew Skinner Treehouse Wealth Advisors Walnut Creek Not listed Percentage of assets, Fixed fees
Anthony Hunt Pasadena Private Wealth Pasadena Not listed Percentage of assets, Hourly
Athena Stone Attentive Investments Stockton Not listed Percentage of assets, Hourly
Ben Sedillo Sonoma Allocations Santa Rosa Not listed Percentage of assets, Fixed fees
Billy Yeh Clifford Swan Pasadena Not listed Percentage of assets, Hourly
Bradley Stephens Tamalpais Asset Management Larkspur Not listed Percentage of assets
Brandon Hagerla Moment Partners San Francisco Not listed Percentage of assets, Fixed fees
Caren Ober Balancing Life Financial Planning Orange Not listed Ongoing planning fee, One-time planning fee
Carolyn Taylor Weatherly Asset Management Del Mar Not listed Percentage of assets, Fixed fees
Charles Coleman Pasadena Private Wealth Pasadena Not listed Percentage of assets, Hourly
Christopher Martin Tamalpais Asset Management Larkspur Not listed Percentage of assets
Christopher Ruane Treehouse Wealth Advisors Walnut Creek Not listed Percentage of assets, Fixed fees
Damian Dufour Fiduciary Benefits Group San Diego Not listed Flat fee or retainer
Dana Grigg Divorce Analysis San Francisco Not listed Percentage of assets, Hourly
Daniel Speirs Cerro Pacific Wealth Advisors San Luis Obispo Not listed Percentage of assets, Fixed fees
Darrell Warner Qmulate Capital Simi Valley Not listed Percentage of assets, Hourly
David Hall Stride Financial Planning Madera Not listed Flat fee or retainer, Ongoing planning fee
David Kim Vision Capital Investment Management San Francisco Not listed Percentage of assets, Hourly
Davis Thompson Thompson & Thompson Investment Advisors Pasadena Not listed Percentage of assets
Davis Thompson Thompson & Thompson Investment Advisors Pasadena Not listed Percentage of assets
Dean Julian Fischer Investment Strategies Westlake Village Not listed Hourly, Flat fee or retainer
Dennis Blodgett Blodgett Wealth Advisors Brentwood Not listed Percentage of assets, Hourly
Edward Ober Balancing Life Financial Planning Orange Not listed Ongoing planning fee, One-time planning fee
Elena Hawk Hawk Advisory San Francisco Not listed Flat fee or retainer, Percentage of assets
Elizabeth Flores Legacy Wealth Advisors Santa Cruz Not listed Percentage of assets, Hourly
Elliott Hollingsworth Clifford Swan Pasadena Not listed Percentage of assets, Hourly
Eric LaNier Higher Impact Financial Riverside Not listed Percentage of assets, Hourly
Erik Schei Gates Pass Advisors Los Altos CFA Percentage of assets, Fixed fees
Fabian Waldner Eiger Wealth Management San Diego Not listed Percentage of assets, Fixed fees
Gabriel Uruburo Prudent Investor Advisors Folsom Not listed Percentage of assets, Hourly
Gabriel Wisdom Divorce financial consulting Rancho Santa Fe Not listed Hourly, One-time planning fee
Gabriella Stamps California Financial Advisors San Ramon Not listed Percentage of assets, Ongoing planning fee
Garrett Van Nostrand Van Nostrand Wealth Management San Diego Not listed Flat fee or retainer
Gary Allen Prudent Investor Advisors Folsom Not listed Percentage of assets, Hourly
Geert Criel Pasadena Private Wealth Los Angeles Not listed Percentage of assets, Hourly
Geoffrey Hauck Knightsbridge Wealth Management Newport Beach CFA Percentage of assets, Performance-based fees
George Kaluhiokalani Pasadena Private Wealth Pasadena Not listed Percentage of assets, Hourly
Glenn Busch Divorce financial consulting Rancho Santa Fe Not listed Hourly, One-time planning fee
Harold Davidson Harold Davidson & Associates Los Angeles Not listed Percentage of assets, Hourly
Harry Oxley Double Bay Management & Planning San Francisco CFA Percentage of assets, Hourly
Hubert Lenczowski Private Wealth Partners Mill Valley Not listed Percentage of assets, Hourly
Isabella Tam Beyond Wealth Advisory South San Francisco Not listed Percentage of assets, Hourly
Jack Tsai Tsai Wealth Management Pasadena PFS Percentage of assets, Hourly
Jaime Boyer Kachkovsky & Fisher San Diego Not listed Percentage of assets, Hourly
Jake Popoff Hutchinson Capital Management San Rafael Not listed Percentage of assets, Hourly

Firms headquartered in California (1,191)

All 1,191 firms in California