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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
Andrew Weld Telos Capital Management San Diego CFA Percentage of assets, Hourly
Anthony Wan Wealthboost Advisors San Francisco CFA Percentage of assets, Hourly
Barbara Wright VAN Strum & Towne San Francisco CFA Percentage of assets, Fixed fees
Benjamin Rones R & R Financial Temecula CFA Percentage of assets, Fixed fees
Brett Janis Strong Bridge Advisors San Francisco CFA Percentage of assets, Hourly
Brian Jacobs Aptus Capital Advisors Piedmont CFA Percentage of assets, Fixed fees
Brooks Nelson Nelson Capital Management Menlo Park CFA Percentage of assets, Hourly
Charles Chamberlin Telos Capital Management San Diego CFA Percentage of assets, Hourly
Charles Rogers Azimuth Wealth Advisors San Diego ChFC Percentage of assets, Hourly
Charles Tracy Bellwether Capital Management Fair Oaks CFA Percentage of assets, Hourly
Chitra Staley TPW Finance Mountain View CFA Fixed fees
Chris Cho Fairbanks Capital Management Rancho Santa Fe CFA Percentage of assets
Christopher Olin Alesia Investment Management Torrance CFA Percentage of assets, Performance-based fees
Daniel Goldberg Goldberg Financial Advisors El Segundo CFA Percentage of assets, Hourly
Daniel Heyman Heyman Wealth Management Encino PFS, CFA Percentage of assets, Hourly
Darcy Smoot Nelson Capital Management Menlo Park CFA Percentage of assets, Hourly
David Hart Grant Private Wealth Management Pleasanton CFA Percentage of assets, Hourly
David Smith Redwood Park Advisors Redwood City CFA Percentage of assets, Hourly
David Ward Brookside Strategy and Consulting Burbank CFA Percentage of assets, Fixed fees
Deborah Hurwicz Madson Wealth Advisors Santa Rosa ChFC Percentage of assets, Hourly
Devin Weinstein Coast Bridge Capital Los Angeles CFA Percentage of assets
Douglas Hutchinson Assembly Wealth Mill Valley CFA Percentage of assets, Hourly
Elizabeth Mihalka Altamont Wealth Management Livermore CFA Percentage of assets, Hourly
Eric Richards Raub Brock Capital Management Larkspur CFA Percentage of assets, Hourly
Eric Wheeler First and Main Financial Piedmont CFA Percentage of assets, Hourly
Evan Ke VAN Strum & Towne San Francisco CFA Percentage of assets, Fixed fees
Francisco Lopez Willow Creek Financial San Diego CFA Percentage of assets, Hourly
Gary Karz WWM Advisory Culver City CFA Not listed
Gary Pevey AFS Investments Turlock ChFC Percentage of assets, Hourly
Gregory Sommer Raub Brock Capital Management Larkspur CFA Percentage of assets, Hourly
Gregory Zedlar California Capital Management North Hollywood ChFC Percentage of assets, Hourly
Han Liu Banyan Lake Capital San Mateo CFA Percentage of assets, Hourly
Harris Holzberg Holzberg Wealth Management Corte Madera ChFC Percentage of assets, Hourly
Igor Lotsvin Sage Rhino Capital Menlo Park CFA Percentage of assets, Hourly
James Collins VAN Strum & Towne San Francisco CFA Percentage of assets, Fixed fees
Jason Escamilla Impactadvisor Sf CFA Percentage of assets, Hourly
Jean-Luc Bourdon Lucent Wealth Planning Santa Barbara PFS Percentage of assets, Fixed fees
Jeremy Fletcher Asset Dedication San Francisco CFA Percentage of assets
John Bollinger Bollinger Capital Management Redondo Beach CFA Percentage of assets
John Defonso Aqua Capital Advisors Los Angeles CFA Percentage of assets, Hourly
John Goldberg Capital Trust Advisors Piedmont CFA Percentage of assets
Joseph Curtis Resolve Financial Walnut Creek ChFC Percentage of assets, Hourly
Joseph Pollard Saratoga Research & Investment Management Saratoga CFA Percentage of assets
Jun Zhu Crystal Investment Management Mopraga CFA Percentage of assets, Performance-based fees
Katherine Wimmer Wimmer Associates Pasadena CIC Percentage of assets, Hourly
Keith Bong Sidoxia Capital Management Newport Beach CFA Percentage of assets, Hourly
Kevin Ashworth Delarme Wealth Management Palos Verdes Estates CFA Percentage of assets
Kristin Horton Haven Capital Group Westlake Village CFA Percentage of assets, Hourly
Leon Shirman Emerald Hills Capital Redwood City CFA Percentage of assets, Hourly
Lisa Westermark Beverly Hills Private Wealth Beverly Hills ChFC Percentage of assets, Hourly

Firms headquartered in California (1,191)

All 1,191 firms in California