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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
Joshua Iversen Syzygy Financial Irvine Not listed Percentage of assets, Hourly
Joshua Keith Laguna Capital Management Santa Barbara Not listed Percentage of assets, Hourly
Keli Cole Avalon Capital Management Menlo Park Not listed Percentage of assets, Hourly
Kelly Doyle Wealthrise Financial Planning Carlsbad Not listed Hourly
Kenneth Sleeper Sierra Investment Management Santa Monica Not listed Percentage of assets
Kevin Martin Ark Wealth Advisors Yorba Linda Not listed Percentage of assets, Hourly
Kevin Ward Ward & Associates San Diego Not listed Percentage of assets, Hourly
Khanh Nguyen Ayla Capital Los Angeles Not listed Percentage of assets, Hourly
Kristen Ritter Abundant Wealth Partners Santa Barbara Not listed Hourly, Ongoing planning fee
Kurt Schliemann Painted Porch Advisors Santa Barbara Not listed Percentage of assets, Fixed fees
Leanne Sindell L&S Advisors Los Angeles Not listed Percentage of assets, Hourly
Leslie Krampert Atlas Capital Advisors San Francisco Not listed Percentage of assets, Performance-based fees
Lin-Chun Liu L&S Advisors Los Angeles Not listed Percentage of assets, Hourly
Maribel Thomas Fiduciary Experts Murrieta Not listed Percentage of assets, Hourly
Marshall Quan Sierra Investment Management Santa Monica Not listed Percentage of assets
Matthew White Endurance Investment Strategies Fresno Not listed Percentage of assets, Hourly
Max McGrail MMM Capital Ventures Huntington Beach Not listed Percentage of assets, Hourly
Michael Souza KOA Wealth Management Encinitas Not listed Percentage of assets, Hourly
Mitchell Kitayama Winslow Drake Cathedral City Not listed Flat fee or retainer
Montague Guild,Jr. Guild Investment Management Westlake Village Not listed Percentage of assets, Subscription
Nan Cheng ValueTech Private Advisors Diamond Bar Not listed Percentage of assets, Hourly
Nathalie Lai Alpha Solutions Investment Advisors South San Francisco Not listed Percentage of assets
Nathan Brummel Sierra Investment Management Santa Monica Not listed Percentage of assets
Nicholas Thanaet Painted Porch Advisors Santa Barbara Not listed Percentage of assets, Fixed fees
Nicolas Benit We Financial Group San Francisco Not listed Percentage of assets, Hourly
Nolan Gouveia Ark Wealth Advisors Riverside Not listed Percentage of assets, Hourly
Ofer Ben-Menahem L&S Advisors Irvine Not listed Percentage of assets, Hourly
Paul Feinstein Audent Global Asset Management Beverly Hills Not listed Percentage of assets, Fixed fees
Paul Hewitt Optimus Advisory Group Irvine Not listed Percentage of assets, Hourly
Paul Resnick Osborne Partners San Francisco Not listed Percentage of assets, Performance-based fees
Peter Johnson PWJohnson Wealth and Legacy Los Altos Not listed Ongoing planning fee
Rajesh Bijlani BRsquared Danville Not listed Percentage of assets, Hourly
Ralph Scott L&S Advisors Los Angeles Not listed Percentage of assets, Hourly
Richard Nerad Nerad + Deppe Wealth Management La Jolla Not listed Percentage of assets, Ongoing planning fee
Robert Ades Ades Investment Counsel Los Angeles Not listed Percentage of assets, Hourly
Robert Keith Laguna Capital Management Santa Barbara Not listed Percentage of assets, Hourly
Ross Revenaugh Avalon Capital Management Menlo Park Not listed Percentage of assets, Hourly
Russell Silvestri Atlas Capital Advisors San Francisco Not listed Percentage of assets, Performance-based fees
Ryan Brouillette L&S Advisors Los Angeles Not listed Percentage of assets, Hourly
Samantha Hawley Winslow Drake Cathedral City Not listed Flat fee or retainer
Seema Rajoura Osborne Partners San Francisco Not listed Percentage of assets, Performance-based fees
Shantnu Chandel InverseWealth San Ramon Not listed Percentage of assets, Fixed fees
Sonia Von Berg Osborne Partners San Francisco Not listed Percentage of assets, Performance-based fees
Sri Palasamudram DisruptiveSecularGrowth Moutian View Not listed Percentage of assets
Stephen Philliber WP Advisors South San Francisco Not listed Percentage of assets
Steve Rumsey Optimus Advisory Group Irvine Not listed Percentage of assets, Hourly
Steven Deppe Nerad + Deppe Wealth Management La Jolla Not listed Percentage of assets, Ongoing planning fee
Steven Toomey Wholeness Financial Richmond Not listed Percentage of assets, Hourly
Sumeet Ganju InverseWealth San Ramon Not listed Percentage of assets, Fixed fees
Sy Lippman L&S Advisors Los Angeles Not listed Percentage of assets, Hourly

Firms headquartered in California (1,191)

All 1,191 firms in California