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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
Jodee Lownsbury Betterwealth San Jose CFP Percentage of assets
Joe Moser Five Oceans Advisors Santa Monica CFP Percentage of assets, Fixed fees
Joel Ransford Planned Solutions Folsom CFP Percentage of assets, Hourly
John Eing Quantum Financial Advisors Santa Monica CFP Percentage of assets, Hourly
John Knolle Saranap Wealth Advisors Walnut Creek CFP Percentage of assets, Fixed fees
John Liles John H. Liles, CFP Napa CFP Percentage of assets, Hourly
John Rutledge Phoundational Nicasio CFP, CFA Hourly, Fixed fees
John Wenzel Archvest Wealth Advisors Concord CFP Percentage of assets, Hourly
John Williams Optimize Financial Irvine CFP Percentage of assets
Jon Beyrer Blankinship & Foster Solana Beach CFP Percentage of assets, Hourly
Jon Courtney Village Wealth Advisors Westlake Village CFP Percentage of assets, Hourly
Jon Rehurek Alliance Advisory & Securities Westlake Village CFP Percentage of assets, Hourly
Jon Theriault RS Crum Newport Beach CFP Percentage of assets, Fixed fees
Jonathan Berman Irontree Wealth Management Fullerton CFP Percentage of assets, Hourly
Jonathan Holt Integrated Planning & Investments Clovis CFP Percentage of assets, Fixed fees
Jonathan Wang Wang Financial Santa Barbara CFP Percentage of assets, Hourly
Jonathan Yoo Tempus Wealth Planning Irvine CFP Percentage of assets, Hourly
Joseph O'Boyle O'boyle Wealth Management Beverly Hills CFP Percentage of assets, Hourly
Joseph Perez Peak Financial Planning Calabasas CFP Percentage of assets, Fixed fees
Joseph Wells Selby Wealth Management Emeryville CFP, CFA Percentage of assets, Hourly
Joshua Colton Colton Wealth Management Arcadia CFP Percentage of assets
Joshua Hurd Sightline Wealth Sacramento CFP Percentage of assets
Joshua Rendler Define Financial San Diego CFP Percentage of assets, Hourly
Jovita Honor Honor Family Office Santa Barbara CFP Percentage of assets, Fixed fees
Juan Aguilar Pathview Wealth Advisors San Diego CFP Percentage of assets, Hourly
Justin Falzone Mdrn Wealth Venice CFP Percentage of assets, Hourly
Justin Sloan RB Capital Management Windsor CFP, CFA Percentage of assets, Hourly
Karen Medford Fleming Financial Advising Walnut Creek CFP Percentage of assets, Hourly
Karen Miller Gasber Financial Advisors Folsom CFP Percentage of assets, Hourly
Karl Hicks The Leonard Financial Group Riverside CFP Percentage of assets, Hourly
Kate Gregory Walker RAI Wealth Management Placentia CFP Percentage of assets, Hourly
Katherine Woolever Integris Wealth Management Monterey CFP Percentage of assets, Hourly
Katrina Soelter Avise Financial Los Angeles CFP Percentage of assets, Hourly
Kayla Phillips Purposeful Strategic Partners Sacramento CFP Percentage of assets, Hourly
Kelly Jennings Asset Dedication San Francisco CFP Percentage of assets
Kenneth Cornutt Westside Financial Advisors Los Angeles CFP, PFS Percentage of assets, Hourly
Kenneth Gross Strategic Financial Thousand Oaks CFP Hourly, Fixed fees
Kevin Cifuentes Veritas Financial Consulting Monrovia CFP Percentage of assets, Hourly
Kevin Hawley Navalign Encino CFP Percentage of assets, Hourly
Kevin Lum Foundry Financial Pasadena CFP Percentage of assets, Fixed fees
Kevin Mahoney Integris Wealth Management Monterey CFP Percentage of assets, Hourly
Kevin Martin Oak Peak Financial Menlo Park CFP Percentage of assets, Hourly
Kevin Weaver Sidoxia Capital Management Newport Beach CFP Percentage of assets, Hourly
Khoi Nguyen Wata Capital San Francisco CFP, CFA Percentage of assets, Fixed fees
Kimberly Benson Creative Capital Management Investments San Diego CFP Percentage of assets, Hourly
Kristi Tidwell Asset Dedication San Francisco CFP Percentage of assets
Kyle Hurt Foundry Financial Costa Mesa CFP Percentage of assets, Fixed fees
Lameck Lukanga Life Line Wealth Management Beverly Hills CFP Percentage of assets
Larry Behage Behage Financial Campbell CFP Percentage of assets, Hourly
Laura Chernov Balanced Financial Advisors Sausalito CFP Percentage of assets, Hourly

Firms headquartered in California (1,191)

All 1,191 firms in California