W Wellspent Public advisor graph
Get matched
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
Laura Lemoine Serenus Wealth Advisors Santa Monica CFP Percentage of assets, Fixed fees
Laura Mertz Blankinship & Foster Solana Beach CFP Percentage of assets, Hourly
Lawrence Grossman Archvest Wealth Advisors Concord CFP Percentage of assets, Hourly
Lawrence Rutherford Yosemite Capital Management Newport Beach CFP Percentage of assets, Hourly
Lee Robinson LEE R. Robinson & Associates Stockton CFP Percentage of assets, Fixed fees
Lena Kaloostian Trinity Capital Management Ventuta CFP Percentage of assets, Hourly
Leonard Cole Team Wealth & Tax Advisors Temecula CFP Percentage of assets, Fixed fees
Leslie Mallman Five Oceans Advisors Santa Monica CFP Percentage of assets, Fixed fees
Leslie Rea AG Wealth Management Irvine CFP Percentage of assets, Hourly
Lisa Nguyen Optimize Financial Irvine CFP Percentage of assets
Lorenzo Sanchez Lopez Pathview Wealth Advisors San Diego CFP Percentage of assets, Hourly
Marc Crosby Saratoga Research & Investment Management Saratoga CFP, CFA Percentage of assets
Marcelle Kako Financial Alternatives La Jolla CFP Percentage of assets, Hourly
Mariani Hummel Define Financial San Diego CFP Percentage of assets, Hourly
Mark Allen Continuum Advisory Folsom CFP Percentage of assets, Hourly
Mark McClenahan Saratoga Research & Investment Management Saratoga CFP Percentage of assets
Mark Rylance RS Crum Newport Beach CFP Percentage of assets, Fixed fees
Mark Sievers Epsilon Financial Group Fairfield CFP Percentage of assets, Hourly
Mark Sisto Sisto Investment Advisory Roseville CFP Percentage of assets, Hourly
Marten Mullins Black Horse Wealth Management San Diego CFP Percentage of assets
Martin Mazorra Private Wealth Advisors Fresno CFP, ChFC Percentage of assets, Hourly
Mary Brennan Stone Steps Financial Encinitas CFP Percentage of assets, Hourly
Matthew Higgins Quantum Financial Advisors Santa Monica CFP Percentage of assets, Hourly
Matthew Osypowski Kroeger Financial Partners Grass Valley CFP Percentage of assets, Hourly
Matthew Young Planned Solutions Folsom CFP Percentage of assets, Hourly
Mayank Madhavani Neya Capital Palmdale CFP, PFS Percentage of assets, Hourly
Meaghan Hemmings Blankinship & Foster Solana Beach CFP Percentage of assets, Hourly
Melissa Tiscareno Bradley & Company Private Wealth Management Concord CFP Percentage of assets, Hourly
Michael Anderson Maranantha Financial Ventura CFP Percentage of assets, Hourly
Michael Biggica Pixel Financial Planning San Francisco CFP Percentage of assets, Hourly
Michael Castro Contango Wealth Management Oakland CFP Percentage of assets, Hourly
Michael Hall Core Wealth Partners Santa Rosa CFP, ChFC Percentage of assets
Michael Hartman Mcdonald Hartman Wealth Advisors Santa Monica CFP Percentage of assets, Hourly
Michael Hudick Migh Financial Planner Los Gatos CFP Percentage of assets, Hourly
Michael Mazman Pathways Advisory Group Fresno CFP Percentage of assets, Hourly
Michael Mortenson Keystone Private Wealth Palm Desert CFP Percentage of assets, Hourly
Michael Templeman Templeman Wealth Management Rancho Santa Margarita CFP Percentage of assets, Hourly
Michael Vandenburg Coast Wealth Management San Clemente CFP Percentage of assets, Hourly
Michael Vogel Gencap Portfolio Management Tiburon CFP, CFA Percentage of assets, Hourly
Michael Young Clearview Financial San Diego CFP Percentage of assets, Fixed fees
Michael Zaplitny Fireside Financial Planning San Jose CFP Percentage of assets, Hourly
Michelle Bedsted Pathways Advisory Group Fresno CFP Percentage of assets, Hourly
Neil Jubaili Cedar Wealth Management La Jolla CFP Percentage of assets, Hourly
Nicholas Loeffelman Citrine Capital Huntington Beach CFP Percentage of assets, Fixed fees
Nicholas Mazorra Private Wealth Advisors Fresno CFP Percentage of assets, Hourly
Nicholas Piccarreta Index Fund Advisors Irvine CFP Percentage of assets, Fixed fees
Nicole Seghetti Luminary Financial Planning Modesto CFP Percentage of assets, Hourly
Omar Almaraz Pathview Wealth Advisors San Diego CFP Percentage of assets, Hourly
Orin Green Willow Creek Financial San Diego CFP Percentage of assets, Hourly
Orion Kroeger Kroeger Financial Partners Grass Valley CFP Percentage of assets, Hourly

Firms headquartered in California (1,191)

All 1,191 firms in California