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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
Daniel Sexton RS Crum Newport Beach CFP Percentage of assets, Fixed fees
Darius Gagne Quantum Financial Advisors Santa Monica CFP Percentage of assets, Hourly
Darren Bloom Wealthetic San Diego CFP Percentage of assets, Hourly
Daryl Wong Planned Solutions Folsom CFP Percentage of assets, Hourly
David Dewolf Quantum Financial Advisors El Segundo CFP Percentage of assets, Hourly
David Harrington Hillcrest Financial Group Thousand Oaks CFP, ChFC Percentage of assets, Fixed fees
David Homan Willow Creek Wealth Management Sebastopol CFP Percentage of assets, Hourly
David Horvitz Cheviot Value Management Beverly Hills CFP Percentage of assets, Hourly
David Jones Yosemite Capital Management Newport Beach CFP Percentage of assets, Hourly
David Lawrence Willow Creek Wealth Management Sebastopol CFP Percentage of assets, Hourly
David Little Eclectic Associates Fullerton CFP, CFA Percentage of assets, Hourly
David Macleod Eclectic Associates Fullerton CFP, CFA Percentage of assets, Hourly
David Tassone Avise Financial Los Angeles CFP Percentage of assets, Hourly
David Wagner Tidecrest Wealth Management Newport Beach CFP Percentage of assets, Hourly
David Yu Pacific United Planning Playadel Rey CFP Percentage of assets, Fixed fees
Dawn Pedicord Pedicord Wealth Management Rocklin CFP Percentage of assets, Hourly
Dean Kernus Willow Creek Financial San Diego CFP, PFS Percentage of assets, Hourly
Dean Solomon Hillcrest Financial Group Thousand Oaks CFP Percentage of assets, Fixed fees
Declan Lynch Assembly Wealth Mill Valley CFP Percentage of assets, Hourly
Denise Delaney Index Fund Advisors Irvine CFP Percentage of assets, Fixed fees
Derick Kann Index Fund Advisors Irvine CFP, ChFC Percentage of assets, Fixed fees
Devon Galindo Serenus Wealth Advisors Santa Monica CFP, ChFC Percentage of assets, Fixed fees
Donald Hance Glenmore Financial, INC, Lifesighted Hermosa Beach CFP Percentage of assets, Hourly
Donald Hance Glenmore Financial, INC, Lifesighted Hermosa Beach CFP Percentage of assets, Hourly
Donald St. Clair ST. Clair Financial Roseville CFP Percentage of assets, Hourly
Donovan Roberson Platform Wealth Advisors Goleta CFP Percentage of assets, Fixed fees
Douglas Michie Ventura Coast Wealth Management Ventura CFP Percentage of assets, Hourly
Dusan Zachystal International Asset Management Emerald Hills CFP, CFA Percentage of assets, Fixed fees
Dustin Smith Pathways Advisory Group Fresno CFP Percentage of assets, Hourly
Dustin Watts Team Wealth & Tax Advisors Temecula CFP Percentage of assets, Fixed fees
Edward Buchan TED Buchan & Company San Diego CFP Percentage of assets, Fixed fees
Ekaterina Atanassov Neumann Capital Management Foster City CFP, CFA Percentage of assets
Eleonora Tomasello Corinthian Wealth Management San Jose CFP Percentage of assets, Hourly
Elizabeth Greulich Quantum Financial Advisors Santa Monica CFP Percentage of assets, Hourly
Elizabeth Prindle SAS Financial Advisors, LLC. San Francisco CFP Percentage of assets, Hourly
Emily Duran Seven Post Investment Office San Francisco CFP Percentage of assets, Fixed fees
Emily Swan Alliance Advisory & Securities Westlake Village CFP Percentage of assets, Hourly
Enrique Figueroa Veritas Wealth Partners San Mateo CFP Percentage of assets, Hourly
Eric Allbin Seven Post Investment Office San Francisco CFP Percentage of assets, Fixed fees
Eric Keating Willow Creek Wealth Management Sebastopol CFP Percentage of assets, Hourly
Eric Lai Archvest Wealth Advisors Concord CFP Percentage of assets, Hourly
Eric Papa RS Crum Newport Beach CFP Percentage of assets, Fixed fees
Eric Rodriguez Wealthbuilders Carlsbad CFP Percentage of assets, Hourly
Eric Schmid TED Buchan & Company San Diego CFP Percentage of assets, Fixed fees
Eric Yeager Gradient Capital Advisors San Diego CFP Percentage of assets, Hourly
Eric Zurbrugg IFC Advisors Los Angeles CFP Percentage of assets, Fixed fees
Erik Wolfers First and Main Financial Piedmont CFP Percentage of assets, Hourly
Erin Nelsen Asset Planning Los Alamitos CFP Percentage of assets, Hourly
Evan Loomis Level Financial Advisors Hemet CFP Percentage of assets, Hourly
Evan Nelson Nelson Capital Management Menlo Park CFP Percentage of assets, Hourly

Firms headquartered in California (1,191)

All 1,191 firms in California