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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
Jason Rodnick Osborne Partners San Francisco CFA Percentage of assets, Performance-based fees
Jay Liao Mandala Wealth Management San Diego CFA Percentage of assets
Jeffery Sorensen OverRidge Wealth Advisors Westlake Village Not listed Percentage of assets, Fixed fees
Jeffrey McCulloch Cascade Financial Partners San Diego Not listed Percentage of assets
Jerene Meissert Bell Investment Advisors Orinda Not listed Percentage of assets, Hourly
Jesse Sikorski Sikorski Wealth Management San Diego Not listed Percentage of assets
Joel Edstrom WESCAP Group Glendale CFA Percentage of assets, Hourly
John Collet Simple Life Financial Vacaville Not listed Percentage of assets, Hourly
John Kirkgard J. Dyhr Capital Paso Robles Not listed Percentage of assets
Jonathan Dash Dash Investments Woodland Hills Not listed Percentage of assets
Jonathan Tunney Atlas Capital Advisors San Francisco CFA Percentage of assets, Performance-based fees
Joseph Cacia Collar Capital Management Santa Clarita Not listed Percentage of assets, Fixed fees
Joseph Garcia Mirador Capital Partners Pleasanton Not listed Percentage of assets, Hourly
Joseph Marshall Coastal Capital Advisors Irvine Not listed Percentage of assets, Fixed fees
Joseph Nix Nix Wealth Management Sacramento Not listed Percentage of assets
Julie Brim Spiegelman Wealth Management Walnut Creek Not listed Percentage of assets
Kara Buss HN Buss Investing Thousand Oaks Not listed Percentage of assets
Katherine McGee Shepherd Street Advisors Larkspur Not listed Percentage of assets, Fixed fees
Kenneth Frier Atlas Capital Advisors San Francisco CFA Percentage of assets, Performance-based fees
Kenneth Hobbs Clearview Investment Partners Costa Mesa Not listed Percentage of assets, Fixed fees
Kristopher Schnell Cogent Independent Advisors, Inc. Camarillo CRPC Percentage of assets, Hourly
Kyle Kiser Sikorski Wealth Management San Diego Not listed Percentage of assets
Laura Devore DeVore Financial Advisors Escondido Not listed Percentage of assets, Flat fee or retainer
Laurent Harrison Bell Investment Advisors Orinda Not listed Percentage of assets, Hourly
Lawrence Hing Mission Creek Capital Partners San Francisco Not listed Percentage of assets, Hourly
Lorena Moudi Mission Creek Capital Partners San Francisco Not listed Percentage of assets, Hourly
Mark Gleason WESCAP Group Glendale CFA Percentage of assets, Hourly
Mark Sauer AllOneWealth Camarillo Not listed Percentage of assets
Mark Swoboda Mirador Capital Partners Pleasanton Not listed Percentage of assets, Hourly
Mark Wendell MD Wealth Partners Westlake Village Not listed Percentage of assets
Mary Naber Sage Stone Wealth Management La Jolla Not listed Percentage of assets
Matthew Marchand Pacific Point Wealth Management Carlsbad Not listed Percentage of assets
Matthew Pederson MP3 Finance Cameron Park Not listed Hourly, Subscription
Matthew Smith Collar Capital Management Santa Barbara Not listed Percentage of assets, Fixed fees
Max O'Rourke Jackson Square Capital San Francisco Not listed Percentage of assets
Melissa Jones Osborne Partners San Francisco CFA Percentage of assets, Performance-based fees
Michael Cannivet Silverlight Asset Management Newport Beach CFA Flat fee or retainer
Michael Cordano Jackson Square Capital San Francisco Not listed Percentage of assets
Michael Lynch Lynch Financial Advisors Roseville Not listed One-time planning fee
Michael Mills Mills Financial Group Browns Valley Not listed Hourly, One-time planning fee
Michael Testa Naylor & Company Orinda Not listed Percentage of assets
Nate Miles Cooper Capital Group Encinitas Not listed Percentage of assets, Hourly
Nathan Williamson Waystone Advisors Stockton Not listed Percentage of assets, Hourly
Nicholas Frattali HS Wealth Partners Encino Not listed Percentage of assets
Nicholas Willenbring MD Wealth Partners Westlake Village Not listed Percentage of assets
Parker Johnson Cooper Capital Group Encinitas Not listed Percentage of assets, Hourly
Pat Wang Shearwater Capital Redondo Beach Not listed Percentage of assets
Peter Ta TTP Investments San Jose Not listed Percentage of assets
Ray Lombardo Clearview Investment Partners Costa Mesa Not listed Percentage of assets, Fixed fees
Raymond Mayer Cypress Path Capital Carmel CFA Percentage of assets, Hourly

Firms headquartered in California (1,191)

All 1,191 firms in California