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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
Patricia Fata Fata Financial Tiburon CFP Percentage of assets, Hourly
Patricia Patterson Premier Financial Planning San Diego CFP Percentage of assets, Hourly
Patrick Chu Marrick Wealth Irvine CFP Percentage of assets, Hourly
Patrick Coyne Wealth Management Advisors Ukiah CFP Percentage of assets
Patrick McDonnal Tamarind Financial Planning San Jose CFP Percentage of assets, Hourly
Paul Mannion Platform Wealth Advisors Goleta CFP Percentage of assets, Fixed fees
Paul Parotti SLO Money Managers Atascadero CFP Percentage of assets, Hourly
Pei-Shan Li Financial Alternatives La Jolla CFP Percentage of assets, Hourly
Peter Campbell Bull Oak Capital Rancho Santa Fe CFP Percentage of assets, Fixed fees
Peter Kozak Brightpath Wealth Planning Camarillo CFP Percentage of assets, Hourly
Peter Mattei Epsilon Financial Group Fairfield CFP Percentage of assets, Hourly
Peter Morton Hawkins Investment Counsel Pleasant Hill CFP Percentage of assets, Hourly
Raffaele Mari Global Wealth Management Corona Del Mar CFP Percentage of assets, Hourly
Randall Sanada Alliance Advisory & Securities Westlake Village CFP Percentage of assets, Hourly
Rasheed Ahmed Quantum Financial Advisors Santa Monica CFP Percentage of assets, Hourly
Rawson Gulick Willow Creek Wealth Management Sebastopol CFP Percentage of assets, Hourly
Raymond Gadbois Index Financial Advisors Healdsburg CFP Percentage of assets, Fixed fees
Rebecca Lyman Johnson Lyman Wealth Advisors Los Altos CFP Percentage of assets, Fixed fees
Richard Alpert Raub Brock Capital Management Larkspur CFP Percentage of assets, Hourly
Richard Russo Freedom Formula Wealth Management Sacramento CFP Percentage of assets, Fixed fees
Riley Stephenson Stephenson and Company San Clemente CFP, CFA Percentage of assets, Hourly
Robert Duncan Global Impact Wealth Management Riverside CFP Percentage of assets, Fixed fees
Robert Oliver Verity Wealth Advisors Sausalito CFP, CFA Percentage of assets, Hourly
Rodney Simms Gradient Capital Advisors San Diego CFP, ChFC Percentage of assets, Hourly
Ronnie Kahn Accumulation Strategies Woodland Hills CFP Percentage of assets, Hourly
Rory Vanderheyden Intelligent Investing Clayton CFP Percentage of assets, Hourly
Roy Sherman Sherman Asset Management Ventura CFP Percentage of assets, Fixed fees
Russell Hall Eclectic Associates Fullerton CFP Percentage of assets, Hourly
Ryan Cole Citrine Capital San Francisco CFP Percentage of assets, Fixed fees
Ryan Goldenhar Brooklyn FI San Diego CFP, CFA Percentage of assets, Hourly
Ryan Humbert Prism Advisors Studio City CFP Percentage of assets, Hourly
Saad El-Hajjaoui XEL Ontario CFP Percentage of assets, Fixed fees
Samantha Mockford Citrine Capital Sacramento CFP Percentage of assets, Fixed fees
Samuel Buchanan Asset Dedication San Francisco CFP Percentage of assets
Samuel Taylor Parkshore Wealth Management Granite Bay CFP Percentage of assets, Hourly
Sandra Bublitz Alliance Advisory & Securities Westlake Village CFP Percentage of assets, Hourly
Sandra Field Asset Planning Los Alamitos CFP Percentage of assets, Hourly
Sarah Huang New Spring Financial Planning San Ramon CFP Percentage of assets, Hourly
Scott Dauenhauer Meridian Wealth Management Murrieta CFP Percentage of assets, Hourly
Scott Gaynor Navalign Encino CFP Percentage of assets, Hourly
Scott Leonard Navigoe Redondo Beach CFP Percentage of assets, Fixed fees
Scott McIntyre Planned Solutions Folsom CFP Percentage of assets, Hourly
Scott Schwartz International Asset Management San Mateo CFP Percentage of assets, Fixed fees
Scott Shagrin Beverly Hills Private Wealth Beverly Hills CFP Percentage of assets, Hourly
Scott Sitrin Sitrin Capital Management Century City CFP Percentage of assets
Scott Swanson Quantum Financial Advisors Santa Monica CFP Percentage of assets, Hourly
Scott Williams Clutinger Williams & Verhoye San Diego CFP, CFA Percentage of assets, Hourly
Sean Kelly Kelly Financial Group Encinitas CFP Percentage of assets, Hourly
Sean McNally Traveka Wealth Los Altos CFP Percentage of assets
Sebastian Eccles Life Line Wealth Management Beverly Hills CFP Percentage of assets

Firms headquartered in California (1,191)

All 1,191 firms in California