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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
Daniel Catone Arimathea Investing Fort Bragg Not listed Percentage of assets, Hourly
Daniel Conley JAG Capital Management Costa Mesa Not listed Percentage of assets, Fixed fees
Daniel Downey Determined Advisors San Diego Not listed Percentage of assets, Hourly
Daniel Gutierrez Statherós Financial Solutions El Dorado Hills Not listed Percentage of assets
Darrach Mc Carthy Victus Capital Wealth Los Angeles Not listed Percentage of assets, Hourly
David Feinman Silverlake Portfolio Advisors Los Angeles Not listed Percentage of assets, Hourly
Davide Accomazzo Thalassa Capital Thousand Oaks Not listed Percentage of assets
Deana Moncayo Silicon Valley Capital Partners San Jose Not listed Percentage of assets
Diane McCracken WESTHILL Financial Advisors San Rafael Not listed Percentage of assets, Hourly
Donald Jesberg KCM Investment Advisors Greenbrae Not listed Percentage of assets
Douglas Davey Statherós Financial Solutions El Dorado Hills Not listed Percentage of assets
Faraz Sattar Accretive Wealth Management San Ramon Not listed Percentage of assets
George Henning Pacific Global Investment Management Company Glendale Not listed Percentage of assets, Hourly
Giani Kurniawan Global Key Advisors San Francisco Not listed Percentage of assets
Gregory Patterson The Advisory Group of San Francisco San Francisco Not listed Percentage of assets, Fixed fees
Guy Benstead KCM Investment Advisors Greenbrae Not listed Percentage of assets
Hailee Brigman Knightsbridge Wealth Management Newport Beach Not listed Percentage of assets, Performance-based fees
Ian Tongol Investment Growth Management Concord Not listed Percentage of assets, Hourly
Iris Nguyen Wealth Architects Mountain View Not listed Percentage of assets, Hourly
Ivanna Berrio Paeva Ticino Wealth Mission Viejo Not listed Percentage of assets
Jared Audette Eagle Wealth Management Group Valencia Not listed Percentage of assets
Jenny Jones The Jones Stewardship Group Elk Grove Not listed Percentage of assets, Hourly
Jessica Chen Uprise San Francisco Not listed Hourly, Fixed fees
John Chavez Multnomah Group Carlsbad Not listed Percentage of assets, Hourly
John Lundin KCM Investment Advisors Greenbrae Not listed Percentage of assets
John O'Neill O'Neill Financial Management Lake Forest Not listed Percentage of assets
John Oneill O'Neill Financial Management Lake Forest Not listed Percentage of assets
John Pogue KCM Investment Advisors Greenbrae Not listed Percentage of assets
Jonathan Treussard Treussard Capital Management Newport Beach Not listed Percentage of assets, Hourly
Jordan Masciorini Ticino Wealth Mission Viejo Not listed Percentage of assets
Josh Schein Global Key Advisors San Francisco Not listed Percentage of assets
Joshua Meier Knightsbridge Wealth Management Newport Beach Not listed Percentage of assets, Performance-based fees
Julianne Jeffrey Silicon Valley Capital Partners San Jose Not listed Percentage of assets
Julie Ford Pacific Global Investment Management Company Glendale Not listed Percentage of assets, Hourly
Justin Waisner Statherós Financial Solutions El Dorado Hills Not listed Percentage of assets
Kelly Roemers Statherós Financial Solutions San Jose Not listed Percentage of assets
Kevin Price Interlake Capital Management Carmel Not listed Percentage of assets
Kian Nobari Integrous San Rafael Not listed Percentage of assets, Hourly
Kirk Loury MCM Wealth Novato Not listed Percentage of assets, Hourly
Kristen Worth Flywheel Private Wealth Los Altos Not listed Percentage of assets
Kristian Mtetwa Atlas Financial El Segundo Not listed Percentage of assets, Fixed fees
Kristin Hull moneydoula Piedmont Not listed Percentage of assets, Hourly
Kurt Beimfohr Knightsbridge Wealth Management Newport Beach Not listed Percentage of assets, Performance-based fees
Larry Fernandez Victus Capital Wealth Los Angeles Not listed Percentage of assets, Hourly
Lauren Trumbull Krane Financial Solutions Calabasas Not listed Percentage of assets, Hourly
Lawrence Russell Lawrence Russell and Company Pasadena Not listed Hourly, Flat fee or retainer
Lianna Kzirian Pacific Global Investment Management Company Glendale Not listed Percentage of assets, Hourly
Lillian Swenson Wealth Architects Mountain View Not listed Percentage of assets, Hourly
Mark Johnsen Wealth Architects Mountain View Not listed Percentage of assets, Hourly
Mary Kusnic Victus Capital Wealth Santa Monica Not listed Percentage of assets, Hourly

Firms headquartered in California (1,191)

All 1,191 firms in California