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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
Ben McCollum Pacific Point Wealth Management Carlsbad Not listed Percentage of assets
Benjamin Wilson Wilson + Boucher Fairfax Not listed Percentage of assets, Hourly
Bradley Gilbert Thrive Portfolios San Diego Not listed Percentage of assets
Bradley Harsch StratiCo Sacramento Not listed Percentage of assets, Hourly
Brian Baylis Bell Investment Advisors Orinda Not listed Percentage of assets, Hourly
Brian Caine CSJ Wealth Management Solana Beach Not listed Percentage of assets
Brian Roberts Roberts Wealth Advisors Menlo Park CFA Percentage of assets, Hourly
Bryan Ellis Second Mountain Financial Redondo Beach Not listed Flat fee or retainer, Ongoing planning fee
Caleb Richmond Woodward Diversified Capital Bakersfield Not listed Percentage of assets, Hourly
Caroline Mason Cascade Financial Partners San Diego Not listed Percentage of assets
Chad Naylor Naylor & Company Orinda Not listed Percentage of assets
Christopher Connolly Mirador Capital Partners Pleasanton Not listed Percentage of assets, Hourly
Christopher Jarrous Galliott Capital Advisors Beverly Hills CFA Percentage of assets, Hourly
Christopher Torres Mayfield Advisors Palo Alto Not listed Percentage of assets, Hourly
Cole Stevens Burkart & Stevens, CPAs and Advisors San Luis Obispo Not listed Percentage of assets, Hourly
Collin Sinnott StratiCo Sacramento Not listed Percentage of assets, Hourly
Corinna Rose Bell Investment Advisors Orinda Not listed Percentage of assets, Hourly
Daniel Claffey EdMD San Ramon Not listed One-time planning fee
Daniel Murray Mirador Capital Partners Larkspur Not listed Percentage of assets, Hourly
Darien Croce Parallel Wealth Management Redding Not listed Percentage of assets, Hourly
David Given Curtis Advisory Group Santa Barbara Not listed Percentage of assets, Hourly
David Jackson Del Mar Wealth Management Del Mar Not listed Percentage of assets, Hourly
David White Zermatt Wealth Advisors San Diego Not listed Percentage of assets, Hourly
Dawn Correia Stillwater Capital Management Carmel-By-The-Sea Not listed Percentage of assets
Diego Reyes Stillwater Capital Management Carmel-By-The-Sea Not listed Percentage of assets
Donald Dempster DLK Investment Management Solana Beach CFA Percentage of assets, Hourly
Donna Chaney Chaney Financial Services Pasadena PFS One-time planning fee, Ongoing planning fee
Drew Ruiz Stravida Wealth Anaheim Not listed Percentage of assets, Fixed fees
Eric Johanson Scope Wealth Management Santa Monica CFA Percentage of assets, Hourly
Eric Toubin Painted Porch Advisors Santa Barbara CFA Percentage of assets, Fixed fees
Erol Gokbora Park Miller Walnut Creek Not listed Percentage of assets
Ethan Senn Sage Stone Wealth Management La Jolla Not listed Percentage of assets
Forrest Bell Bell Investment Advisors Orinda Not listed Percentage of assets, Hourly
Gabriel Woodward Woodward Diversified Capital Bakersfield Not listed Percentage of assets, Hourly
Garrett Peterson Spectrum Asset Management Newport Beach Not listed Percentage of assets, Hourly
Greg Welborn First Financial Consulting Pasadena MBA Percentage of assets, Hourly
Gregory Wilson GL Trust Whittier Not listed Flat fee or retainer
Harris Willner TTP Investments San Jose Not listed Percentage of assets
Harrison Willner TTP Investments San Jose Not listed Percentage of assets
Heidi Crawford Bell Investment Advisors Orinda Not listed Percentage of assets, Hourly
Henry Hache A.I. Financial Simi Valley Not listed Percentage of assets
Ian Fraley Mission Creek Capital Partners San Francisco Not listed Percentage of assets, Hourly
Isai Juarez Journey Equity Wealth Management Downey Not listed Percentage of assets, Hourly
Jack McRoskey Jackson Square Capital San Francisco Not listed Percentage of assets
Jackson Vickers Mirador Capital Partners Pleasanton Not listed Percentage of assets, Hourly
James Cowan Cowan Capital Advisors Foster City Not listed Percentage of assets, Hourly
James Curran Pacific Point Wealth Management Carlsbad Not listed Percentage of assets
James Kopas Pring Turner Alamo Not listed Hourly, Percentage of assets
James Schnieders Schnieders Capital Management Pasadena CFA Percentage of assets
Jason Clardy My Portfolio Guide Seal Beach Not listed Percentage of assets

Firms headquartered in California (1,191)

All 1,191 firms in California