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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
Marc Lieberman Shorepine Wealth Management Tiburon CFA Percentage of assets, Hourly
Maria Wells Blankinship & Foster Solana Beach CFA Percentage of assets, Hourly
Matthew Casas Saratoga Research & Investment Management Saratoga CFA Percentage of assets
Matthew Higbie Birchwood Capital Carlsbad CFA Hourly, Fixed fees
Matthew King King Wealth Advisors San Mateo CFA Percentage of assets, Hourly
Michael Leavy Integris Wealth Management Monterey CFA Percentage of assets, Hourly
Michael Silane 21 West Wealth Management Tustin CFA Percentage of assets
Michael Verity Lighthouse Financial Services Brea CFA Percentage of assets, Hourly
Michael Whitehurst Telos Capital Management San Diego CFA Percentage of assets, Hourly
Nancy Woodall Meridian Investment Counsel Lafayette CFA, CIC Percentage of assets, Hourly
Nick Nejad Beverly Hills Private Wealth Beverly Hills CFA Percentage of assets, Hourly
Patrick Tinucci Raub Brock Capital Management Larkspur CFA Percentage of assets, Hourly
Paul Rossi Rossi Financial Group El Dorado Hills CFA Percentage of assets, Fixed fees
Peter Finkel Eliot Finkel Investment Counsel Beverly Hills CFA Percentage of assets
Peter Heilbron Trace Wealth Advisors Los Angeles CFA Percentage of assets, Fixed fees
Philip Spencer Saratoga Research & Investment Management Saratoga CFA Percentage of assets
Puneet Sahi Iron Horse Capital Irvine CFA Percentage of assets, Hourly
Rafay Khalid Solomon and Associates Irvine CFA Percentage of assets, Hourly
Ray Meadows Berkeley Investment Advisors Santa Rosa CFA Percentage of assets, Hourly
Raymond Chung Emerald Waves Investments Cupertino CFA Percentage of assets
Rebecca White Harrington Investments Napa CFA Percentage of assets, Hourly
Robert Brown The R.L. Brown Advisory Group Pleasanton CFA Percentage of assets, Fixed fees
Robert Hillberg Hillberg Capital Management Turlock PFS Percentage of assets, Hourly
Robert Horowitz Robert Horowitz Wealth Management Mill Valley CFA Percentage of assets, Hourly
Robert Meng Saratoga Research & Investment Management Saratoga CFA Percentage of assets
Robert Smith Mark Smith Financial Services Thousand Oaks PFS Percentage of assets, Hourly
Robert Wells Selby Wealth Management Emeryville CFA Percentage of assets, Hourly
Russell Murdock Eclectic Associates Huntington Beach CFA Percentage of assets, Hourly
Sathish Veeraraghavan First Principles Investment Management Los Gatos CFA Percentage of assets, Fixed fees
Scott Sommers First Financial Consulting Pasadena ChFC Percentage of assets, Hourly
Stephanie Bucko Mana Financial Life Design Glendale CFA Percentage of assets, Hourly
Takaya Weckle Clutinger Williams & Verhoye San Diego CFA Percentage of assets, Hourly
Timothy Menez Capital Management Advisor Group Walnut Creek ChFC Percentage of assets, Hourly
Victor Lai Bellwether Capital Management El Dorado Hills CFA Percentage of assets, Hourly
Vittorio Fratta Cedar Wealth Management Walnut Creek CFA Percentage of assets, Hourly
William Torres Cerda Munoz Advisors Cerritos PFS Percentage of assets, Hourly
Yvonne Madson Madson Wealth Advisors Santa Rosa ChFC Percentage of assets, Hourly
Aaron Shuchatowitz Shucha Wealth Management Sherman Oaks Not listed Percentage of assets, Hourly
Adam Anschultz Kanan Advisors Malibu Not listed Percentage of assets, Hourly
Adam Soroko Mertz Capital Studio City Not listed Percentage of assets, Hourly
Adam Wiatrak Core Wealth Partners Santa Rosa Not listed Percentage of assets
Alex Chalekian Lake Avenue Financial Pasadena Not listed Percentage of assets, Hourly
Alex Garcia AGG Asset Management Westlake Village Not listed Percentage of assets
Alex Gutt Alpenglobal Capital Tahoe City Not listed Percentage of assets
Alex Kiley Integris Wealth Management Monterey Not listed Percentage of assets, Hourly
Alex Owens Sage Rhino Capital Menlo Park Not listed Percentage of assets, Hourly
Alex Sander Martins Alexandre Aalexander Laguna Niguel Not listed Percentage of assets, Hourly
Alexander Anderson Heyman Wealth Management Encino Not listed Percentage of assets, Hourly
Alexander Conaghan Conaghan Financial Services Dublin Not listed Not listed
Alexander Page Page Capital Private Wealth Management Walnut Creek Not listed Percentage of assets, Hourly

Firms headquartered in California (1,191)

All 1,191 firms in California