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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
Eric Maldonado Aquila Wealth Advisors San Luis Obispo CFP, MBA Percentage of assets, Ongoing planning fee
Galen Herbst de Cortina Buff Your Finances, LLC Newbury Park CFP, MBA One-time planning fee
Gerald Gasber Gasber Financial Advisors, Inc. Folsom CFP, CFS, CIMA, CIMC Percentage of assets, Hourly
Greg Vojtanek Fade In Financial Los Angeles BA, CFP Ongoing planning fee, Hourly
Heather Comella Folsom Wealth Advisors Folsom CFP Percentage of assets, Hourly
James McDougal Project-based, advice-only equity compensation planning for professionals who want plain-English analysis while staying in control of their decisions. HiFi Planning Long Beach CFP, ECA One-time planning fee, Hourly
James Schwarz CLEAR Retirement Advice San Mateo CFP, MBA, RICP Ongoing planning fee
Joseph Alfonso Aegis Financial Advisory Cupertino CFP, ChFC, EA, RICP Flat fee or retainer, Ongoing planning fee
Josh Escalante Troesh Purposeful Strategic Partners Alta Loma CFP, MBA Percentage of assets, Ongoing planning fee
Joshua Escalante Troesh Purposeful Strategic Partners Alta Loma CFP, MBA Percentage of assets, Ongoing planning fee
Kaden Wootton ENSPIRE WEALTH MANAGEMENT, LLC Santa Rosa CFP Percentage of assets, Fixed fees
Kimberly Keesler Herrera Tessara Wealth Burlingame MBA, CFP, ChFC, RICP Percentage of assets, Hourly
Marcus Holzberg Holzberg Wealth Management Corte Madera CFP Percentage of assets, Hourly
Mark Young Clearview Financial, Inc. San Diego CFP, CPA Percentage of assets, Ongoing planning fee
Meghan Coolbaugh Oak Street Advisory Group, LLC Nevada City CFP, MA Percentage of assets, One-time planning fee
Meredith Schneider Schneider Wealth Management Palo Alto BA, CFP Percentage of assets, Fixed fees
Michael Randall Oak Summit Wealth Management San Diego CFP, CFA, EA Ongoing planning fee
Mike Anderson AdviceOnly Murrieta CFP Hourly, Flat fee or retainer
Mike Farrow FlightPath Financial Planning San Diego CFP Flat fee or retainer, Ongoing planning fee
Natalie Taylor The Goodland Group Goleta CFP, TPCP Ongoing planning fee, Percentage of assets
Patrick Whalen Whalen Financial Planning Los Angeles CFP, CTFA Hourly, One-time planning fee
Sarah Brown Natural Bridges Financial Advisors Santa Cruz CFP, CPA, MBA Flat fee or retainer, Ongoing planning fee
Sarah Maitre Camriel Advisors Mount Shasta CFP, CFA Ongoing planning fee
Steven Medland TABR Capital Management, LLC Orange CFP, MBA Percentage of assets, Ongoing planning fee
Wilson Li Abacus Wealth Partners Sebastopol FPQP, CFP, MBA, CDFA Percentage of assets, Fixed fees
Alfred McIntosh McIntosh Capital Advisors, Inc. Los Angeles CFP Percentage of assets, Flat fee or retainer
Bill Holliday AIO Financial, LLC Los Angeles Not listed Percentage of assets, Ongoing planning fee
Bridget Grimes WealthChoice LLC Coronado CFP Percentage of assets, Hourly
Bruce Dzieza Willow Creek Wealth Management, Inc. Sebastopol CFP, CAIA Percentage of assets, Hourly
Charles Malsbury ThinkPlanSave, LLC Daly City CFP, MBA Flat fee or retainer, Ongoing planning fee
Colleen Soares Soares Financial, Inc. Napa CFP, CPA Hourly, Flat fee or retainer
Danny Michael Satori Wealth Management Inc. San Diego CFP, RLP Percentage of assets, Fixed fees
Daryoosh Khalilollahi Advice-only planning since 2004 for individuals and families ready to take charge of their finances and ask questions. DABK Financial Planning Services El Cerrito CFP, MBA, MSEE Subscription, One-time planning fee
David Barnett Barnett Financial Planning Riverside CFP Hourly, One-time planning fee
Delia Fernandez Fernandez Financial Advisory, LLC Los Alamitos CFP, MBA Percentage of assets, Hourly
Donald Hance, Jr Glenmore Financial, Inc. Pacific Palisades CFP, EA Ongoing planning fee
Eric Figueroa Hesperian Wealth LLC Folsom CFP Percentage of assets, Ongoing planning fee
Gabriel Shahin Falcon Wealth Planning, Inc. Irvine AIF, CFP Percentage of assets, Hourly
Ira Fateman SAS Financial Advisors, LLC San Francisco BS, CFP, M.Ed. Percentage of assets, Flat fee or retainer
Jeremy Portnoff PortSalus Wealth Management Mission Viejo CFP Percentage of assets, Fixed fees
Jon Luskin Hourly, advice-only planning for do-it-yourself investors from a fiduciary and longtime advocate of simple, low-cost index investing. JonLuskin.com San Diego CFP One-time planning fee
Larry Koeppel Digital Wealth, LLC Marina Del Rey CFP, MBA Percentage of assets, Ongoing planning fee
Leslie Merrithew Merrithew & Thorsten San Diego CFP, EA Ongoing planning fee
Marty McNamara marrick wealth Irvine CFP, CPA Percentage of assets
Matthew Stebnicki Stebnicki Financial Planning LLC San Francisco CFP, MBA Hourly, Percentage of assets
Michael Martinez Live, Learn, Grow Wealth Management Diamond Bar CFP, CRPC Fixed fees
Rick Valenzi The Financial Zen Group, Inc. San Francisco CFP, CRPC Ongoing planning fee
Scott Frank Stone Steps Financial Cardiff CFP, CFA, RLP Percentage of assets, Hourly
Stan Himeno-Okamoto DRS Financial Partners San Francisco CFP, CFA, EA Hourly
Susan Soesbe Soesbe Financial, LLC Sacramento CFP, EA, MBA Percentage of assets, Hourly

Firms headquartered in California (1,191)

All 1,191 firms in California