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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
Richard Mordesovich Sonoma Private Wealth Novato Not listed Percentage of assets, Hourly
Robert Moses Alpha Solutions Investment Advisors South San Francisco CFA Percentage of assets
Roy Lopez Sage Stone Wealth Management La Jolla Not listed Percentage of assets
Ryan Curtis Curtis Advisory Group Santa Barbara Not listed Percentage of assets, Hourly
Ryan Gorski Pacific Point Wealth Management Carlsbad Not listed Percentage of assets
Ryan Kelly Spectrum Asset Management Newport Beach Not listed Percentage of assets, Hourly
Ryan Walsh Roberts Wealth Advisors Menlo Park CFA Percentage of assets, Hourly
Samara Hanson Velloo Elevation Wealth Partners Walnut Creek Not listed Percentage of assets
Sapphira Santibanez Del Mar Wealth Management Del Mar Not listed Percentage of assets, Hourly
Sarah Leimenstoll Bell Investment Advisors Orinda Not listed Percentage of assets, Hourly
Shane Boddington Boddington Capital Stockton Not listed Percentage of assets
Shane Fernandez Abundance Pathways San Diego Not listed One-time planning fee, Ongoing planning fee
Shane Hiller Sonoma Private Wealth San Juan Capistrano Not listed Percentage of assets, Hourly
Simon Perna Cascade Financial Partners San Diego Not listed Percentage of assets
Stephen Catton Catton Capital Partners San Francisco Not listed Percentage of assets, Hourly
Stephen Seo L&S Advisors Los Angeles CFA Percentage of assets, Hourly
Stewart Darrell Darrell Capital Management Rolling Hills Estates CFA Percentage of assets, Hourly
Stuart Park Park Miller Walnut Creek Not listed Percentage of assets
Thomas Kopas Pring Turner Alamo Not listed Hourly, Percentage of assets
Thomas Woodward Woodward Diversified Capital Bakersfield Not listed Percentage of assets, Hourly
Tiffany Blaho Bell Investment Advisors Orinda Not listed Percentage of assets, Hourly
Tiffany Hong Ades Investment Counsel Los Angeles CFA Percentage of assets, Hourly
Timothy Lindvall Painted Porch Advisors Santa Barbara CFA Percentage of assets, Fixed fees
Tony Jung Spectrum Asset Management Newport Beach Not listed Percentage of assets, Hourly
Ty Neubauer Spectrum Asset Management Newport Beach Not listed Percentage of assets, Hourly
Vladimir Pixa My Portfolio Guide Seal Beach Not listed Percentage of assets
Yen Trac Northern California Fiduciary Advisors Berkeley Not listed Percentage of assets, Hourly
Yu-Chi Peng-Lee Mayfield Advisors Palo Alto Not listed Percentage of assets, Hourly
Yuliana Mendez MYeCFO La Jolla Not listed Percentage of assets, Hourly
Zachariah Kline Capstone Wealth Management San Jose Not listed Percentage of assets, Fixed fees
Alexander Newman Grape Temecula Not listed Percentage of assets
Alexis Marriott Wealth Architects Mountain View Not listed Percentage of assets, Hourly
Alison Cornwell Silicon Valley Capital Partners San Jose Not listed Percentage of assets
Austin Neddenriep Foronjy Financial Santa Barbara Not listed Percentage of assets, Hourly
Benjamin Ebert Ebert Capital Management Eureka Not listed Percentage of assets, Hourly
Benjamin White Sestante Family Office Coronado Not listed Percentage of assets, Fixed fees
Brian Montanez Multnomah Group Orinda Not listed Percentage of assets, Hourly
Bryan Gould Ultra Advisory Group Irvine Not listed Percentage of assets, Hourly
Bryan Gutierrez Statherós Financial Solutions El Dorado Hills Not listed Percentage of assets
Caedmon Bear On the Trail Financial Planning Walnut Creek Not listed Percentage of assets, Fixed fees
Caleb Hilliker Statherós Financial Solutions El Dorado Hills Not listed Percentage of assets
Casey Marks Foronjy Financial Santa Barbara Not listed Percentage of assets, Hourly
Catherine Henning Pacific Global Investment Management Company Glendale Not listed Percentage of assets, Hourly
Christopher Casanega Sharper & Granite El Segundo Not listed Percentage of assets
Christopher Combs Silicon Valley Capital Partners San Jose Not listed Percentage of assets
Christopher Goodmacher Uprise San Francisco Not listed Hourly, Fixed fees
Christopher Low The Advisory Group of San Francisco San Francisco Not listed Percentage of assets, Fixed fees
Christopher Lynch Lynch Financial Group Camarillo Not listed Percentage of assets, Fixed fees
Cynthia Combs Silicon Valley Capital Partners San Jose Not listed Percentage of assets
Daniel Brown Miles Brown Asset Management San Rafael Not listed Percentage of assets, Hourly

Firms headquartered in California (1,191)

All 1,191 firms in California