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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
Thomas Donnelly Donnelly Investments West Hollywood CFP, JD Percentage of assets
Tom Lo Vested Financial Planning, LLC San Carlos CFP, MBA Ongoing planning fee
Tony Chan Crossroads Planning, LLC Orange CFP, EA Percentage of assets, Flat fee or retainer
Uchechi Kalu Greenlight Financial Planning Los Angeles CFP Ongoing planning fee
Walter Romatowski Castellan Financial Advisors Roseville CFP, CMA, MBA Hourly
Zack Swad Swad Wealth Management, LLC Santa Rosa CFP, AAMS, RLP Percentage of assets, Hourly
Andy Moran Ad Astra Financial Planning specializes in helping tech professionals navigate RSUs, stock options, tender offers, IPOs, and financial independence. We are a flat-fee, fee-only, fiduciary firm - we don't receive commissions or kickbacks or charge based on a percentage of your assets. Ad Astra Financial Planning Santa Rosa CFP Flat fee or retainer, Subscription
Anna Sergunina MainStreet Financial Planning Burlingame CFP Ongoing planning fee, One-time planning fee
Aubrey Williams Hourly, advice-only planning for FI/RE clients with ADHD or neurodivergence, whether just starting out, close to FI or already there. Open Path Financial, LLC Santa Barbara MS, MBA Hourly
Charles Ho Legacy Builders Financial Folsom CFP Ongoing planning fee
Christine Remedios Remedios Financial Planning San Francisco CFP Hourly, One-time planning fee
Daniel Andersen Parkshore Wealth Management Granite Bay CFP, CTEC Percentage of assets, Hourly
David Barson Barson Financial Planning San Mateo CFP, MBA Percentage of assets, One-time planning fee
David Carlson Sound Investment Management, LLC Newport Beach CFP, ChFC, CKA, MBA Percentage of assets
David Meyers Meyers Wealth Management Palo Alto CFP Hourly, Percentage of assets
David Waldrop Bridgeview Capital Advisors, Inc. El Dorado Hills CFP, CLU Percentage of assets, Hourly
Devin Watts Fallbrook Fi Clovis CFP Flat fee or retainer, Ongoing planning fee
Dirk Huybrechts HFM Advisors Los Angeles CFP One-time planning fee, Hourly
Elise Murphy Level Financial Advisors Glendora CFP, MSFP Percentage of assets, Hourly
Eric Toya Navigoe, LLC Redondo Beach CFP, EA Ongoing planning fee
Gabbi Cerezo Sustain Financial Inc. Culver City CFP, AFC Percentage of assets, Ongoing planning fee
Gary Pia Mission Street Wealth Planning South Pasadena CFP Percentage of assets, Fixed fees
George Guttman Guttman Financial Planning Santa Monica CFP, MBA Hourly, One-time planning fee
Jack O'Donnell JRO Wealth Management San Diego CFP, EA Percentage of assets, Hourly
James Freeman Financial Alternatives, Inc. La Jolla CFP Percentage of assets
Jayce Lowe Lighthouse Financial Services, Inc. Brea CFP Percentage of assets
Jesse Lownsbury BetterWealth San Jose CFP, CPA Percentage of assets
Jiayi Xu Global Wealth Harbor, LLC. Danville CFP, MBA Percentage of assets, One-time planning fee
Jill Shibuya Archvest Wealth Advisors, Inc. Concord CFP, BS Percentage of assets, Hourly
Jonathan Grannick Wonder Wealth LLC San Diego CFP Ongoing planning fee, Percentage of assets
Jonathan Heagle Mountain Vista Wealth Management Santa Barbara CFP, CFA Hourly
Justin Waller Waller Financial Coaching Folsom CEPA, CFP Flat fee or retainer
Katerina Minevich Forward Wealth Management Los Angeles CDFA, CFP, CFA, PhD Percentage of assets, Hourly
Kimberly Helm Quantum Financial Advisors, LLC Pasadena CFP, CDFA, CFA, MBA Percentage of assets, Hourly
Larson Patty Rothman Investment Management Atascadero CFP, CKA, EA, BS Percentage of assets, One-time planning fee
Mark Astrinos Libra Wealth LLC Los Gatos CFP, CPA/PFS, RLP Flat fee or retainer, Hourly
Mark Pingree Fog City Advisors, LLC Albany CFP, CPA, MBA Percentage of assets, Fixed fees
Mark Reyes Casita Financial Planning El Segundo CFP Ongoing planning fee
Mark Stempel Encore Wealth Advisors, LLC Nevada City CFP, EA Ongoing planning fee
Matthew Etzler Etzler Financial Advisors is a fee-only fiduciary firm providing comprehensive, conflict-free financial planning on a time-based model, helping clients make informed decisions and achieve peace of mind without sales or asset-based fees. Etzler Financial Advisors, LLC Red Bluff CFP Hourly, Subscription
Nycole Freer Eden Financial Aliso Viejo CFP Percentage of assets, Ongoing planning fee
Pamela Chen Refresh Investments LLC Santa Monica BS, CFA, CPA, MBA Percentage of assets, Flat fee or retainer
Patricia Jennerjohn Focused Finances, LLC Oakland CFP, MBA Hourly, Ongoing planning fee
Patricia Johnson Raise Financial Advisors Oakland CFP, MBA Percentage of assets, Ongoing planning fee
Rob Lyman Johnson Lyman Wealth Advisors Los Altos CFP Percentage of assets, Fixed fees
Ryan Hughes You work hard for your money. We’ll work hard to help you capitalize on what you’ve earned. Bull Oak is a full-service financial advisory firm. We provide investment management, financial planning, tax strategy, tax preparation and filing, and estate planning. Our all-inclusive service frees up your time and gives you an optimal wealth management experience with harmony between all aspects of your financial life. Bull Oak Rancho Santa Fe CFP Flat fee or retainer, Percentage of assets
Taylor Schulte Tax-smart retirement planning for investors with a $2MM+ nest egg. Define Financial San Diego CFP Percentage of assets, Flat fee or retainer
Vladimir Kouznetsov Retegy LLC Irvine CFP, EA Percentage of assets, Hourly
Whitney Kelley Pathways Advisory Group, Inc. Fresno CFP Percentage of assets, Hourly
Allen Regan Vistica Wealth Advisors Carlsbad CFP Percentage of assets, Flat fee or retainer

Firms headquartered in California (1,191)

All 1,191 firms in California