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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
Barbara Steinmetz Steinmetz Financial Planning Redwood City CFP Percentage of assets, Hourly
Benjamin Pettigrew Redwood Park Advisors Redwood City CFP Percentage of assets, Hourly
Benjamin Simonds Alliance Advisory & Securities Westlake Village CFP Percentage of assets, Hourly
Blair Aihara Aihara Wealth Management Torrance CFP Percentage of assets, Hourly
Bradley Hammerman Beverly Hills Private Wealth Beverly Hills CFP Percentage of assets, Hourly
Bradley Stephenson Stephenson and Company San Clemente CFP Percentage of assets, Hourly
Brandon Sussman Traction Wealth Management San Diego CFP Percentage of assets, Fixed fees
Brandon Thorsten Merrithew & Thorsten San Diego CFP Percentage of assets
Bret Elliott Elliott Financial Pacific Grove CFP Hourly
Bret Schultz Martin & Company Valencia CFP Percentage of assets, Hourly
Brett Lathrup Blankinship & Foster Solana Beach CFP Percentage of assets, Hourly
Brett Nussen Willow Creek Financial San Diego CFP Percentage of assets, Hourly
Brian Duvall Asset Dedication San Francisco CFP Percentage of assets
Brian Matter Creative Capital Management Investments San Diego CFP Percentage of assets, Hourly
Carl Lachman Eclectic Associates Fullerton CFP Percentage of assets, Hourly
Carol Gosho Gosho Financial Group San Mateo CFP Percentage of assets, Hourly
Carol O'Boyle O'boyle Wealth Management Beverly Hills CFP Percentage of assets, Hourly
Caroline Gorham Neumann Capital Management Foster City CFP Percentage of assets
Casey Witters Optimize Financial Irvine CFP Percentage of assets
Cayden Norton Tempus Wealth Planning Irvine CFP Percentage of assets, Hourly
Charles Schwab Define Financial San Diego CFP Percentage of assets, Hourly
Chase Armer Planned Solutions Folsom CFP Percentage of assets, Hourly
Cheryl Gross Raub Brock Capital Management Larkspur CFP Percentage of assets, Hourly
Christina Kramlich Cantata Wealth Management Petaluma CFP Percentage of assets, Fixed fees
Christopher Girbes-Pierce Five Oceans Advisors Santa Monica CFP Percentage of assets, Fixed fees
Christopher Jaccard Financial Alternatives La Jolla CFP, CFA Percentage of assets, Hourly
Christopher Mastro Impact Fiduciary Pasadena CFP Percentage of assets, Fixed fees
Christopher Rylander Rylander Richter El Segundo CFP Percentage of assets, Fixed fees
Christopher Sheehy Harborlight Investments El Cerrito CFP Percentage of assets, Hourly
Christopher Siraganian First Financial Consulting Pasadena CFP Percentage of assets, Hourly
Christopher Tyler Alliance Advisory & Securities Westlake Village CFP Percentage of assets, Hourly
Christopher Wentzien Natural Bridges Financial Advisors Santa Cruz CFP Fixed fees
Clarissa Hartono Eclectic Associates Fullerton CFP Percentage of assets, Hourly
Claudia Deras Sosa Corinthian Wealth Management San Jose CFP Percentage of assets, Hourly
Cody Emerson Peak Financial Planning Canoga Park CFP Percentage of assets, Fixed fees
Colin Summers Bull Oak Capital Rancho Santa Fe CFP Percentage of assets, Fixed fees
Collin Zines Stephenson and Company San Clemente CFP Percentage of assets, Hourly
Corey Saft Sivia Capital Partners Mill Valley CFP Percentage of assets
Craig Braemer Blossom Wealth Management San Ramon CFP, CFA Percentage of assets, Hourly
Crystal Kozlak Brooklyn FI San Bernardino CFP Percentage of assets, Hourly
Damon Robertson Financial Alternatives La Jolla CFP Percentage of assets, Hourly
Daniel Apple Apple & Associates Grass Valley CFP Percentage of assets, Hourly
Daniel Baker Trinity Capital Management Rancho Cucamonga CFP Percentage of assets, Hourly
Daniel Beckwith First Financial Consulting Pasadena CFP Percentage of assets, Hourly
Daniel Boston The Butterfield Group Simi Valley CFP Percentage of assets, Hourly
Daniel Chong Index Fund Advisors Irvine CFP Percentage of assets, Fixed fees
Daniel Nandor Eclectic Associates Fullerton CFP Percentage of assets, Hourly
Daniel Peterson Northbay Advisors Rohnert Park CFP Percentage of assets, Hourly
Daniel Pichardo Bridge Capital Consulting Newport Beach CFP Percentage of assets, Hourly
Daniel Platt Neumann Capital Management Foster City CFP, CFA Percentage of assets

Firms headquartered in California (1,191)

All 1,191 firms in California