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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
Theodore Kay DLK Investment Management Solana Beach Not listed Percentage of assets, Hourly
Thomas Brenner DLK Investment Management Solana Beach Not listed Percentage of assets, Hourly
Thomas Rizzo Plectrum Advisers Altadena Not listed Percentage of assets, Hourly
Travis Henry Factory Los Angeles Not listed Percentage of assets, Hourly
Trenton Bryde Factory Los Angeles Not listed Percentage of assets, Hourly
We-Yu Chou New Asset Investment Advisor Milpitas Not listed Hourly, Percentage of assets
Wheelock Bingham Bingham Private Wealth San Francisco Not listed Percentage of assets
Whitney Johnson Baseline Investments San Francisco Not listed Percentage of assets
William Ward Ward & Associates San Diego Not listed Percentage of assets, Hourly
Zenia Delgado Galliott Capital Advisors Beverly Hills Not listed Percentage of assets, Hourly
Aaron Clark Monarch Wealth Strategies Los Angeles CFP Percentage of assets, Hourly
Aaron Kaplan Telos Capital Management San Diego CFP Percentage of assets, Hourly
Aaron Munoz Cerda Munoz Advisors Whittier CFP Percentage of assets, Hourly
Aaron Schwartz Mcfarland Associates Monterey CFP Percentage of assets, Hourly
Adam Salas Quantum Financial Advisors Santa Monica CFP, CFA Percentage of assets, Hourly
Adam Scott Wellacre Global Wealth Advisors Santa Monica CFP Percentage of assets, Fixed fees
Aileen Danley Oak Street Advisory Group Nevada City CFP Percentage of assets, Hourly
Aimee Calderon Eclectic Associates Fullerton CFP Percentage of assets, Hourly
Alan Werba Werba Rubin Papier Wealth Management San Jose CFP Percentage of assets
Alana Hall Creative Capital Management Investments San Diego CFP Percentage of assets, Hourly
Alexander Black Integris Wealth Management Monterey CFP Percentage of assets, Hourly
Alexander Flagg Sentry Advisors San Francisco CFP Percentage of assets
Alison Van Dyke First and Main Financial Piedmont CFP Percentage of assets, Hourly
Allan Leung Planvision Millbrae CFP Fixed fees
Amanda Bearden Financial ZEN San Francisco CFP Percentage of assets, Fixed fees
Amber Shrosbree Eclectic Associates Fullerton CFP Percentage of assets, Hourly
Amy Marietta Avise Financial Los Angeles CFP Percentage of assets, Hourly
Anabel Diaz-Garcia Natural Bridges Financial Advisors Santa Cruz CFP Fixed fees
Andrea Hilderbrand ST. Clair Financial Roseville CFP Percentage of assets, Hourly
Andrew Hoffarth Financial Alternatives La Jolla CFP Percentage of assets, Hourly
Andrew Howard Betterwealth San Jose CFP Percentage of assets
Andrew James Flores Portfolio Advisors Fresno CFP Percentage of assets, Hourly
Andrew Lancaster Crosspoint Capital Management Orinda CFP Percentage of assets
Andrew McVay Avalon Financial Advisors Laguna Hills CFP Hourly, Fixed fees
Angel Mendez RAI Wealth Management Placentia CFP Percentage of assets, Hourly
Angelica Kangas Certified Planners San Ramon CFP Percentage of assets, Hourly
Anita Singh Meridian Investment Counsel Lafayette CFP Percentage of assets, Hourly
Ann Fleming Fleming Financial Advising Walnut Creek CFP Percentage of assets, Hourly
Anna Kim Prudent Investors Mission Viejo CFP, CFA Percentage of assets, Hourly
Annamalai Rajendran Family CFO Los Altos CFP Percentage of assets, Hourly
Anthony Calderon Peak Financial Planning Canoga Park CFP Percentage of assets, Fixed fees
Anthony Schliesser The Pacific Center for Financial Services Danville CFP Percentage of assets, Hourly
Anton Madsen Stone Steps Financial Encinitas CFP Percentage of assets, Hourly
Antonio Andrade Antonio Andrade, CFP Ukiah CFP Percentage of assets, Hourly
Arpi Vardanyan Jones Wealth Advisors Pasadena CFP Percentage of assets, Hourly
Arrington Rhett Asset Dedication San Francisco CFP, ChFC Percentage of assets
Ashley Hamman Bridgeview Capital Advisors El Dorado Hills CFP Percentage of assets, Hourly
Ashley Stroud Pathview Wealth Advisors San Diego CFP Percentage of assets, Hourly
Autumn Vaughn Satori Wealth Management San Diego CFP Percentage of assets, Fixed fees
Barbara Gault Barbara S. Gault Sausalito CFP Percentage of assets, Hourly

Firms headquartered in California (1,191)

All 1,191 firms in California