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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
Sharon Bargetto Sage Financial Advisors Scotts Valley CFP Percentage of assets, Hourly
Sharon Paratte Traveka Wealth Los Altos CFP Percentage of assets
Shawn Tydlaska Tessara Wealth Burlingame CFP Percentage of assets, Hourly
Soumyalakshmi Parasuraman Griffin Black Redwood City CFP Percentage of assets, Hourly
Stacey Snow Prism Advisors Studio City CFP Percentage of assets, Hourly
Stefan Meierhofer Telos Capital Management San Diego CFP, CFA Percentage of assets, Hourly
Stefan Prvanov Blankinship & Foster Solana Beach CFP Percentage of assets, Hourly
Stephen Doster Pathview Wealth Advisors San Diego CFP Percentage of assets, Hourly
Stephen Moorman Libra Wealth Los Gatos CFP Hourly, Fixed fees
Stephen Philpott Nelson Capital Management Menlo Park CFP Percentage of assets, Hourly
Stephen Price-Hughes Excelsus Capital Management Manhattan Beach CFP Percentage of assets, Hourly
Stephen Rischall Navalign Encino CFP Percentage of assets, Hourly
Stephen Schliesser The Pacific Center for Financial Services Danville CFP Percentage of assets, Hourly
Steven Bell The Wealth Conservatory Plymouth CFP Percentage of assets, Hourly
Steven Karkenny Kanan Advisors Malibu CFP Percentage of assets, Hourly
Susan Gavrich Seasonal Strategy Alameda CFP Percentage of assets, Hourly
Susan Marki Marki Financial Services La Canada Flintridge CFP, CFA Percentage of assets, Hourly
Taylor Snider Kanan Advisors Malibu CFP Percentage of assets, Hourly
Teresa Kakadelas Blankinship & Foster Solana Beach CFP Percentage of assets, Hourly
Terrence Palazzolo Griffin Black Redwood City CFP Percentage of assets, Hourly
Terri McGray Longevity Capital Management Thousand Oaks CFP Percentage of assets, Hourly
Theresa Pablos Avise Financial Los Angeles CFP Percentage of assets, Hourly
Thinh Nguyen FOG City Advisors Albany CFP Percentage of assets, Fixed fees
Thomas Murphy T.M. Murphy Investment Management San Diego CFP Percentage of assets, Hourly
Thomas Porta Porta Investment Management Vallejo CFP, CFA Percentage of assets
Tierney Bosset Saratoga Research & Investment Management Saratoga CFP Percentage of assets
Timothy Drake Telos Capital Management San Diego CFP Percentage of assets, Hourly
Timothy Lourenco The Foundation Wealth Management Fresno CFP Percentage of assets, Hourly
Timothy Sagawa Gradient Capital Advisors San Diego CFP, CFA Percentage of assets, Hourly
Timothy Wallender Wallender, Timothy Joseph Manhattan Beach CFP Percentage of assets
Tina Vieregg Creative Capital Management Investments San Diego CFP Percentage of assets, Hourly
Travis McShane Eclectic Associates Fullerton CFP, CFA Percentage of assets, Hourly
Trent Benedetti Benedetti Financial Santa Maria CFP Percentage of assets, Hourly
Trevor Shaw Gradient Capital Advisors San Diego CFP Percentage of assets, Hourly
Trevor Stone Parkshore Wealth Management Granite Bay CFP Percentage of assets, Hourly
Troy Brown Tidecrest Wealth Management Newport Beach CFP Percentage of assets, Hourly
Tu Nguyen Sierra Pacific Private Wealth Pleasanton CFP Percentage of assets, Hourly
Tyler Aubrey Define Financial San Diego CFP Percentage of assets, Hourly
Uziel Gomez Avise Financial Los Angeles CFP Percentage of assets, Hourly
Vance Lavizzo Alliance Advisory & Securities Westlake Village CFP Percentage of assets, Hourly
Vernon Dransfeldt Equity Management Group Santa Rosa Valley CFP Percentage of assets
Vidalia Cornwall Tessara Wealth Burlingame CFP, ChFC Percentage of assets, Hourly
Wade Slome Sidoxia Capital Management Newport Beach CFP, CFA Percentage of assets, Hourly
Warren Binstock Telos Capital Management San Diego CFP Percentage of assets, Hourly
Wende Headley Quantum Financial Advisors Pasadena CFP Percentage of assets, Hourly
William Symons Eureka Financial Planners Eureka CFP Percentage of assets, Hourly
Winfield Stauffer Betterwealth San Jose CFP Percentage of assets
Yves-Marc Courtines Boundless Advice Manhattan Beach CFP, CFA Percentage of assets, Fixed fees
Zachary Ziegler Blankinship & Foster Solana Beach CFP Percentage of assets, Hourly
Zoe Bollinger Bollinger Capital Management Redondo Beach CFP Percentage of assets

Firms headquartered in California (1,191)

All 1,191 firms in California