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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
Alexander Schilling Union Square Global Wealth Management San Francisco Not listed Percentage of assets, Fixed fees
Alexandra Long Quantum Financial Advisors El Segundo Not listed Percentage of assets, Hourly
Alfred Slayton Core Wealth Partners Marina Del Rey Not listed Percentage of assets
Ali Bastani Seven Post Investment Office San Francisco Not listed Percentage of assets, Fixed fees
Allen Drake Royale Investment Advisor Lake Mathews Not listed Percentage of assets, Hourly
Allen Mellow KTF Investments Seal Beach Not listed Percentage of assets, Fixed fees
Amanda Leger Cheviot Value Management Beverly Hills Not listed Percentage of assets, Hourly
Amber Woods Lula Financial Oakland Not listed Subscription, Fixed fees
Amie Shapiro Lula Financial Oakland Not listed Subscription, Fixed fees
Amir Navab Great Gable Wealth Management Beverly Hills Not listed Percentage of assets
Amy Zwaan Yosemite Capital Management Newport Beach Not listed Percentage of assets, Hourly
Andreas Yanik Create My Wealth Winnetka Not listed Percentage of assets, Hourly
Andrew Brinkman Stableford Capital Mill Valley Not listed Percentage of assets, Hourly
Andrew Brooks Village Wealth Advisors Westlake Village Not listed Percentage of assets, Hourly
Andrew Early Saratoga Research & Investment Management Saratoga Not listed Percentage of assets
Andrew Fuller Beverly Hills Private Wealth Beverly Hills Not listed Percentage of assets, Hourly
Andrew Liu MKT Advisors Carlsbad Not listed Percentage of assets
Andrew Moretine The William Allan Long Beach Not listed Percentage of assets, Hourly
Andrew Price Hillcrest Financial Group Thousand Oaks Not listed Percentage of assets, Fixed fees
Andrew Ryan AWR Investment Management San Anselmo Not listed Percentage of assets, Fixed fees
Andrew Williams Gencap Portfolio Management Tiburon Not listed Percentage of assets, Hourly
Angel Valencia Portfolio Advisors Fresno Not listed Percentage of assets, Hourly
Anna Bogorodchenko Hillcrest Financial Group Thousand Oaks Not listed Percentage of assets, Fixed fees
Anna Miller Certified Planners San Ramon Not listed Percentage of assets, Hourly
Anne Page Index Fund Advisors Irvine Not listed Percentage of assets, Fixed fees
Annelizabeth Rogers Azimuth Wealth Advisors San Diego Not listed Percentage of assets, Hourly
Anthony Cantando Crosspoint Capital Management Orinda Not listed Percentage of assets
Anthony Herreres Alliance Advisory & Securities Westlake Village Not listed Percentage of assets, Hourly
Anthony Montenegro The Blackmont Group Fullerton Not listed Percentage of assets, Hourly
Anthony Purpero Harbor Hills Financial Advisors Montecito Not listed Percentage of assets, Hourly
Arthur Askil Titan Capital Management Turlock Not listed Percentage of assets, Fixed fees
Aryan Golzar Shabestary Navalign Encino Not listed Percentage of assets, Hourly
Ashley Monk Seven Post Investment Office San Francisco Not listed Percentage of assets, Fixed fees
Ashley Souza The Pacific Center for Financial Services Danville Not listed Percentage of assets, Hourly
Asif Suria Inside Arbitrage Advisors Foster City Not listed Percentage of assets
Athanasios Preovolos Alpha & Omega La Mesa Not listed Percentage of assets, Hourly
Aydin Pro Alliance Advisory & Securities Westlake Village Not listed Percentage of assets, Hourly
Barbara Crane Crane Investments Laguna Beach Not listed Percentage of assets, Hourly
Barry Craine Black Card Circle Sherman Oaks Not listed Percentage of assets, Hourly
Barry Kilzer Kilzer Wealth Management Carmel Not listed Percentage of assets, Hourly
Barry Waits Waits Investments Carlsbad Not listed Percentage of assets, Hourly
Basem Darwich MKT Advisors Carlsbad Not listed Percentage of assets
Benjamin Beckstead Yosemite Capital Management Newport Beach Not listed Percentage of assets, Hourly
Benjamin Cohen Marest Capital Encino Not listed Percentage of assets
Benjamin Packard Lula Financial Oakland Not listed Subscription, Fixed fees
Benjamin Reynoso FCG Wealth Management Visalia Not listed Percentage of assets, Hourly
Bethany Ely Three Oaks Wealth Gold River Not listed Percentage of assets, Hourly
Bing Cao Sky Vision Wealth Management Irvine Not listed Percentage of assets, Hourly
Brad Cotner Tempus Wealth Planning Irvine Not listed Percentage of assets, Hourly
Brad Saenz Coastwise Capital Group La Jolla Not listed Percentage of assets, Hourly

Firms headquartered in California (1,191)

All 1,191 firms in California