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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
Raymundo Flores Clifford Swan Pasadena Not listed Percentage of assets, Hourly
Richard Kuchen Private Wealth Partners Mill Valley Not listed Percentage of assets, Hourly
Robert McDonald Fairway Capital Advisors Newport Beach Not listed Percentage of assets, Fixed fees
Robert Russell Qmulate Capital Ojai Not listed Percentage of assets, Hourly
Robert Seid Blue Summit Wealth Management San Diego Not listed Percentage of assets, Hourly
Robert Teel Kingdom Capital Management Carmichael Not listed Flat fee or retainer, Percentage of assets
Robert Wycoff BrightOrange Advisors Altadena Not listed Percentage of assets, Hourly
Rodney Palmer Barnes Wealth Management Group Bakersfield Not listed Percentage of assets, Hourly
Rodney Prezeau Belgrave Square Advisors San Mateo Not listed Percentage of assets
Ryan Dennehy California Financial Advisors San Ramon Not listed Percentage of assets, Ongoing planning fee
Sally Eisenberg Weatherly Asset Management Del Mar Not listed Percentage of assets, Fixed fees
Sam Namiri Ridgewood Investments Beverly Hills Not listed Percentage of assets, Hourly
Samuel Vance True Wave Financial Planners Sacramento Not listed Percentage of assets, Hourly
Scott Barks Barnes Wealth Management Group Bakersfield Not listed Percentage of assets, Hourly
Scott Koch Monograph Wealth Truckee Not listed Percentage of assets, Hourly
Scott Shlecter Pasadena Private Wealth Los Angeles Not listed Percentage of assets, Hourly
Sean Maloon California Financial Advisors San Ramon Not listed Percentage of assets, Ongoing planning fee
Shaun Mutch Fairway Capital Advisors Newport Beach Not listed Percentage of assets, Fixed fees
Shay Tahar Divorce financial consulting Rancho Santa Fe Not listed Hourly, One-time planning fee
Simon Reeves Pasadena Private Wealth Irvine Not listed Percentage of assets, Hourly
Stephanie Chow Harold Davidson & Associates Los Angeles Not listed Percentage of assets, Hourly
Stephanie Poche Onyx Bridge Wealth Group Lakeside Not listed Percentage of assets, Hourly
Stephen Sustrick Honu Wealth Sunnyvale Not listed Flat fee or retainer, Ongoing planning fee
Steven Singer Retirement Solutions Los Angeles Not listed Percentage of assets, One-time planning fee
Susan Maxey Atlas Legacy Advisors Los Angeles Not listed Percentage of assets, Hourly
Tayeb Ayat Fenul Wealth Management Los Angeles Not listed Percentage of assets, Hourly
Teresa Coleman Creekside Partners Petaluma Not listed Percentage of assets, Fixed fees
Thomas Koch Hall Capital Management Pasadena Not listed Percentage of assets
Thomas McAuliffe Divorce financial consulting San Rafael Not listed Hourly, One-time planning fee
Thomas Wynn Wynn Capital Management Santa Cruz Not listed Percentage of assets, Hourly
Tiffani Clarke Meritas Wealth Management San Rafael Not listed Percentage of assets, One-time planning fee
Trevor Hedge Barnes Wealth Management Group Bakersfield Not listed Percentage of assets, Hourly
Troy White Hoodoo Financial Oakland Not listed Percentage of assets, Fixed fees
Vick Khoboyan Harold Davidson & Associates Los Angeles Not listed Percentage of assets, Hourly
Vincent Siewit Small Victories Wealth San Jose Not listed Flat fee or retainer, Ongoing planning fee
Wai Fung Tang Wealth Architects Mountain View CFA Percentage of assets, Hourly
William Dagley Private Wealth Partners Mill Valley Not listed Percentage of assets, Hourly
William Martinet Monograph Wealth Manhattan Beach Not listed Percentage of assets, Hourly
William Promes Austin Creek Capital Mill Valley Not listed Percentage of assets, Fixed fees
Adam Schneiberg Shepherd Street Advisors Larkspur Not listed Percentage of assets, Fixed fees
Albert Gutierrez Atlas Capital Advisors San Francisco CFA Percentage of assets, Performance-based fees
Alex Zubak Sikorski Wealth Management San Diego Not listed Percentage of assets
Andrew Jensen Zermatt Wealth Advisors San Diego Not listed Percentage of assets, Hourly
Andrew Kirchner Elevation Wealth Partners Walnut Creek Not listed Percentage of assets
Andrew Kotyuk Alpha Wealth Management Hemet Not listed Percentage of assets, Hourly
Angela Thorstenson Naylor & Company Orinda Not listed Percentage of assets
Arabelle Rachel Restauro Spiegelman Wealth Management Walnut Creek Not listed Percentage of assets
Asha Culhane-Husain Mirador Capital Partners Pleasanton Not listed Percentage of assets, Hourly
B. Brose Integrity Wealth Partners Walnut Creek Not listed Percentage of assets, Hourly
Beau Woodward Woodward Diversified Capital Bakersfield Not listed Percentage of assets, Hourly

Firms headquartered in California (1,191)

All 1,191 firms in California