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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
Evan Shorten Paragon Financial Partners Woodland Hills CFP Percentage of assets, Hourly
Frances Harkins Wheels UP Wealth Vallejo CFP Percentage of assets, Hourly
Frank Gavidia Globe & Anchor Wealth Management & Financial Planning Walnut Creek CFP Percentage of assets, Hourly
Frank Szymanek North Pier Fiduciary Management Marina Del Rey CFP Percentage of assets, Fixed fees
Frederick Brooks Blankinship & Foster Solana Beach CFP, CFA Percentage of assets, Hourly
Fredric Fisher Trinity Capital Management Santa Barbara CFP Percentage of assets, Hourly
Galen Herbst de Cortina Buff Your Finances Newbury Park CFP Percentage of assets, Hourly
Garrett Jones Crossroads Planning Orange CFP Percentage of assets, Hourly
Gary Cohen Archer Pointe Wealth Management Davis CFP Hourly, Fixed fees
Gary Thomas Turner Financial Group San Rafael CFP Percentage of assets, Hourly
George Salter Blossom Wealth Management San Ramon CFP Percentage of assets, Hourly
Gerardo Garcia Confianza Wealth Management Vista CFP Percentage of assets, Fixed fees
Gloria Rodriguez Golden Wealth Capital Sacramento CFP Percentage of assets, Hourly
Grant Ter-Avanesyan Grant Private Wealth Management Pleasanton CFP Percentage of assets, Hourly
Gregory Steele G.C. Steele & Company Solvang CFP Percentage of assets, Hourly
Griffin Graves Filigree Wealth Advisors Irvine CFP Percentage of assets, Hourly
Guo Liu Stone Steps Financial Alhambra CFP Percentage of assets, Hourly
Guy Keefer Keefer Pension Consulting El Segundo CFP Percentage of assets
Hannah Nolan Werba Rubin Papier Wealth Management San Jose CFP Percentage of assets
Heather Belli Willow Creek Wealth Management Sebastopol CFP Percentage of assets, Hourly
Helen Perez Wang Financial Santa Barbara CFP Percentage of assets, Hourly
Henk Pieters Investus Financial Costa Mesa CFP Percentage of assets, Hourly
Hilberto Cerda Cerda Munoz Advisors Whittier CFP Percentage of assets, Hourly
Hoby Pearce Alliance Advisory & Securities Westlake Village CFP Percentage of assets, Hourly
Huy Trieu Key Focus Wealth San Ramon CFP Percentage of assets, Hourly
Ian McLeod Sustainable Advisors Alliance San Francisco CFP Percentage of assets, Hourly
Jacob Rothman Rothman Investment Management Atascadero CFP, CFA Percentage of assets, Hourly
Jacob Weber Willow Creek Wealth Management Sebastopol CFP Percentage of assets, Hourly
Jacqueline Lewis Brooklyn FI San Marcos CFP Percentage of assets, Hourly
James Paulsen Taxable Wealth San Diego CFP Percentage of assets, Hourly
James Ripley RAI Wealth Management Placentia CFP Percentage of assets, Hourly
James West Platt Wealth Management San Diego CFP Percentage of assets, Hourly
James White Tempus Wealth Planning Irvine CFP Percentage of assets, Hourly
James Whiting Cheviot Value Management Beverly Hills CFP Percentage of assets, Hourly
Jamie Lovin Village Wealth Advisors Westlake Village CFP Percentage of assets, Hourly
Janet Gerlings Mana Financial Life Design Glendale CFP Percentage of assets, Hourly
Jarrett Suddarth Panoramic Financial Fresno CFP Percentage of assets, Hourly
Jason Draut Harborlight Investments El Cerrito CFP Percentage of assets, Hourly
Jason Gittins Willow Creek Wealth Management Sebastopol CFP Percentage of assets, Hourly
Jeff Fang Aqua Capital Advisors Los Angeles CFP Percentage of assets, Hourly
Jeffrey DeLarme Delarme Wealth Management Palos Verdes Estates CFP, CFA Percentage of assets
Jeffrey Kaylor Noble Wealth Management Newport Beach CFP Percentage of assets, Hourly
Jeffrey Sims Index Fund Advisors Irvine CFP Percentage of assets, Fixed fees
Jeffry Cole Team Wealth & Tax Advisors Temecula CFP Percentage of assets, Fixed fees
Jeremy Chaffin Telos Capital Management Ventura CFP Percentage of assets, Hourly
Jerome Greene JG Wealth Management Aliso Viejo CFP Percentage of assets, Fixed fees
Jesse Hindson Assembly Wealth Mill Valley CFP Percentage of assets, Hourly
Jessica Lu-Buetow Quantum Financial Advisors Pasadena CFP Percentage of assets, Hourly
Jinfeng Su Mcintosh Capital Advisors Los Angeles CFP Percentage of assets, Hourly
Joann Huber Tessara Wealth Burlingame CFP, PFS Percentage of assets, Hourly

Firms headquartered in California (1,191)

All 1,191 firms in California