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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
James Garrison Knightsbridge Wealth Management Newport Beach CFA Percentage of assets, Performance-based fees
Jason Saxon Private Wealth Partners Mill Valley Not listed Percentage of assets, Hourly
Jason Shaya Mission Hills Financial San Diego Not listed Percentage of assets, Hourly
Jaywant Srivatsa Future Wealth Los Gatos Not listed Percentage of assets
Jeffrey Coontz Prudent Investor Advisors Folsom Not listed Percentage of assets, Hourly
Jeffrey Tilson JST Investment Consulting Seal Beach Not listed Percentage of assets, One-time planning fee
Jessica Ash Fischer Investment Strategies Westlake Village Not listed Hourly, Flat fee or retainer
Jethro Townsend moneydoula Berkeley CFA Percentage of assets, Hourly
Jivko Velev Velev Advisors Los Angeles Not listed Percentage of assets, Hourly
John Prichard Knightsbridge Wealth Management Newport Beach CFA Percentage of assets, Performance-based fees
John Weinstein Decision Investments San Diego Not listed Percentage of assets
Jonathan Becker California Financial Advisors San Ramon Not listed Percentage of assets, Ongoing planning fee
Joseph Fierro Tamalpais Asset Management Long Beach Not listed Percentage of assets
Justin Mazzon Wealth Architects Mountain View CFA Percentage of assets, Hourly
Kenneth Haren Prudent Investor Advisors Folsom Not listed Percentage of assets, Hourly
Kevin Cavanaugh Clifford Swan Pasadena Not listed Percentage of assets, Hourly
Kevin Morrow Sonoma Allocations Santa Rosa Not listed Percentage of assets, Fixed fees
Kwadwo Osei Atwima Wealth Sacramento CFA Percentage of assets, Fixed fees
Kyle Dennehy California Financial Advisors San Ramon Not listed Percentage of assets, Ongoing planning fee
Kyle Fulton Seneca Private Wealth Los Angeles Not listed Percentage of assets, Hourly
Kyle Spiewak Pacific Point San Diego Not listed Percentage of assets, Hourly
Lance Parker Lance Parker Wealth Management San Luis Obispo Not listed Percentage of assets
Landon Blodgett Blodgett Wealth Advisors Concord Not listed Percentage of assets, Hourly
Leslie Ann Gutierrez Clifford Swan Pasadena Not listed Percentage of assets, Hourly
Lincoln Wells Tamalpais Asset Management Larkspur Not listed Percentage of assets
Lindsey Garn Knightsbridge Wealth Management Newport Beach CFA Percentage of assets, Performance-based fees
Lisa Spradling Fischer Investment Strategies Westlake Village Not listed Hourly, Flat fee or retainer
Luke Podbury Canter Wealth La Jolla Not listed Percentage of assets, Fixed fees
Lyle Meek Cerro Pacific Wealth Advisors San Luis Obispo Not listed Percentage of assets, Fixed fees
Marc Rosenbach Atlas Legacy Advisors Los Angeles Not listed Percentage of assets, Hourly
Mark Bourguignon Proprietor Wealth Management Larkspur Not listed Percentage of assets, Hourly
Mark Myers Divorce financial consulting Rancho Santa Fe Not listed Hourly, One-time planning fee
Mark Zaifman Spiritus Financial Planning Windsor Not listed Percentage of assets, Flat fee or retainer
Matthew Murawski Murawski Wealth Management Los Angeles Not listed Percentage of assets
Michael Malvin Decision Investments San Diego Not listed Percentage of assets
Michael Moore Divorce financial consulting Rancho Santa Fe Not listed Hourly, One-time planning fee
Michelle Higgins California Financial Advisors San Ramon Not listed Percentage of assets, Ongoing planning fee
Miles Yourman Knightsbridge Wealth Management Newport Beach CFA Percentage of assets, Performance-based fees
N Alexander Alard Eiger Wealth Management San Diego Not listed Percentage of assets, Fixed fees
Nicholas Powers California Financial Advisors San Ramon Not listed Percentage of assets, Ongoing planning fee
Nicholas Rugh Rugh Financial Menlo Park Not listed Percentage of assets
Nicholas Venezia California Financial Advisors San Ramon Not listed Percentage of assets, Ongoing planning fee
Nicole Vong Pasadena Private Wealth Pasadena Not listed Percentage of assets, Hourly
Omid Eftekhari Towneley Capital Management Laguna Hills CFA Percentage of assets, Fixed fees
Paola Quintero Salazar True Wave Financial Planners Sacramento Not listed Percentage of assets, Hourly
Parker Hann SimpliFi San Diego Not listed Hourly
Patrick Hitchcock Moment Partners San Francisco Not listed Percentage of assets, Fixed fees
Peter Girolamo Retirement Wealth Center Thousand Oaks Not listed Percentage of assets
Rana Davidson Divorce financial consulting Rancho Santa Fe Not listed Hourly, One-time planning fee
Randy Tam Beyond Wealth Advisory South San Francisco Not listed Percentage of assets, Hourly

Firms headquartered in California (1,191)

All 1,191 firms in California