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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
Mathew Duvall Duvall Wealth Management Fontana Not listed Percentage of assets, Hourly
Matthew Catone Arimathea Investing Fort Bragg Not listed Percentage of assets, Hourly
Mayra Meza Sierra Ocean Ripon Not listed Percentage of assets, Fixed fees
Meghan Hyland WESTHILL Financial Advisors San Rafael Not listed Percentage of assets, Hourly
Michael Masciorini Ticino Wealth Mission Viejo Not listed Percentage of assets
Michael Redlick Investment Growth Management Clayton Not listed Percentage of assets, Hourly
Michael Roberts Statherós Financial Solutions San Jose Not listed Percentage of assets
Michael Russo Argos Wealth Advisors San Francisco Not listed Percentage of assets, Hourly
Michelle Durgy KCM Investment Advisors Greenbrae Not listed Percentage of assets
Nathaniel Lane ClearPath Capital Partners Menlo Park Not listed Percentage of assets, Hourly
Nuthira Neal NNInvestmentAdvisory Santa Barbara Not listed Percentage of assets, Hourly
Palmer Mahoney Weaver Consulting Group Huntington Beach Not listed Percentage of assets, Fixed fees
Paul Kramer Miles Brown Asset Management Santa Rosa Not listed Percentage of assets, Hourly
Raymond Randolph KCM Investment Advisors Greenbrae Not listed Percentage of assets
Richard Levenson Western Financial San Diego Not listed Percentage of assets
Robert Jones Victus Capital Wealth Santa Monica Not listed Percentage of assets, Hourly
Ryan Mason Argos Wealth Advisors Sacramento Not listed Percentage of assets, Hourly
Ryan Peabody Sharper & Granite El Segundo Not listed Percentage of assets
Ryan Wells PathWise Walnut Creek Not listed Percentage of assets, Fixed fees
Sampurna Khasnabis moneydoula Berkeley Not listed Percentage of assets, Hourly
Samuel Mitsui-Reyes Wealth Architects Mountain View Not listed Percentage of assets, Hourly
Sandra Swanson Potentia Wealth San Jose Not listed Percentage of assets, Fixed fees
Scott Devens Devens Wealth Management Newport Beach Not listed Percentage of assets
Scott Melbrod Melbrod Wealth Management San Diego Not listed Ongoing planning fee
Shannon Webb Webb Financial Group Mission Viejo Not listed Percentage of assets, Fixed fees
Steven Schoenfeld The Rice Partnership San Luis Obispo Not listed Percentage of assets, Fixed fees
Tan Khoa Ngo Mentor Financial Advisory Group San Diego Not listed Percentage of assets, Hourly
Tejpartab Anand Accretive Wealth Management San Ramon Not listed Percentage of assets
Tina Herrera Sharper & Granite El Segundo Not listed Percentage of assets
Travis Trettin Yosemite Wealth Oakhurst Not listed Percentage of assets
Trevor Parsons Statherós Financial Solutions El Dorado Hills Not listed Percentage of assets
Tyler Sanchez The Rice Partnership San Luis Obispo Not listed Percentage of assets, Fixed fees
Valerija Martinovic Global Key Advisors San Francisco Not listed Percentage of assets
Wesley Melbrod Melbrod Wealth Management San Diego Not listed Ongoing planning fee
William Fung CA Investment Advisers Cupertino Not listed Percentage of assets
Yvonne Oneill O'Neill Financial Management Lake Forest Not listed Percentage of assets
Adam Anderson WealthGuard Advisors Placerville Not listed Percentage of assets, Hourly
Ahsoo Ahn Galliott Capital Advisors Beverly Hills Not listed Percentage of assets, Hourly
Alan Flores Darkhorse Advisor Newport Beach Not listed Percentage of assets
Alexandra Markulis The Wealth Collaborative Santa Monica Not listed Percentage of assets, Hourly
Andrew Edstrom WESCAP Group Glendale Not listed Percentage of assets, Hourly
Angela Gomez Guerrero Mraz and Associates Modesto Not listed Percentage of assets, Hourly
Annmarie Rizzo Plectrum Advisers Altadena Not listed Percentage of assets, Hourly
Anthony Danaher Guild Investment Management Westlake Village Not listed Percentage of assets, Subscription
Anthony Sam Alpha Solutions Investment Advisors South San Francisco Not listed Percentage of assets
Anthony Spangenberg WP Advisors South San Francisco Not listed Percentage of assets
Antoine Souma Galliott Capital Advisors Beverly Hills Not listed Percentage of assets, Hourly
Ara Gasparian WESCAP Group Glendale Not listed Percentage of assets, Hourly
Aria Khalili Pariax Private Wealth Management Newport Beach Not listed Percentage of assets
Arvind Chopra SagePointe Advisors Fremont Not listed Percentage of assets

Firms headquartered in California (1,191)

All 1,191 firms in California