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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
Brady Bishop Waits Investments Carlsbad Not listed Percentage of assets, Hourly
Brandon Rosi Keystone Private Wealth Palm Desert Not listed Percentage of assets, Hourly
Brant Griffin North Pier Fiduciary Management Marina Del Rey Not listed Percentage of assets, Fixed fees
Brendan Fraleigh Moment Private Wealth Clayton Not listed Percentage of assets, Fixed fees
Brenna Cancilla Mission Street Wealth Planning Pasadena Not listed Percentage of assets, Fixed fees
Brent Greenshields Greenshields Capital El Segundo Not listed Percentage of assets, Fixed fees
Brent Lowe Granite Wealth Advisors Temecula Not listed Percentage of assets, Fixed fees
Brent Mick Strategic Retirement Advisors Elk Grove Not listed Percentage of assets, Hourly
Brent Pasqua Evermont Wealth Claremont Not listed Percentage of assets, Hourly
Brent Seehusen White Sail Advisors Huntington Beach Not listed Percentage of assets, Hourly
Brian Acard NWK Group San Francisco Not listed Percentage of assets, Fixed fees
Brian Hogan Stonebridge Capital Management NW San Anselmo Not listed Percentage of assets
Brian Johnson Monarch Wealth Strategies Santa Barbara Not listed Percentage of assets, Hourly
Brian Kavanaugh Archvest Wealth Advisors Concord Not listed Percentage of assets, Hourly
Brian Lee Seven Post Investment Office San Francisco Not listed Percentage of assets, Fixed fees
Brian Martin Martin & Company Valencia Not listed Percentage of assets, Hourly
Brian Miller 245 Investments Novato Not listed Percentage of assets, Performance-based fees
Brian Owen Team Wealth & Tax Advisors Temecula Not listed Percentage of assets, Fixed fees
Brian Schaffield Summa Capital Management Santa Barbara Not listed Percentage of assets
Bridget Quijada Index Fund Advisors Irvine Not listed Percentage of assets, Fixed fees
Brodie Cohen Cohen Capital Management Corte Madera Not listed Percentage of assets
Brooke Boyd Mdrn Wealth Venice Not listed Percentage of assets, Hourly
Brooks Sackett Chief Capital Management San Jose Not listed Percentage of assets, Hourly
Bruce Bligh Seven Post Investment Office San Francisco Not listed Percentage of assets, Fixed fees
Bruce Leppla Leppla Capital Management San Francisco Not listed Percentage of assets, Fixed fees
Bruce Sherman Telos Capital Management La Mesa Not listed Percentage of assets, Hourly
Bryan Duckett Duckett Wealth Management Irvine Not listed Percentage of assets, Fixed fees
Butch Safyurtlu Blue Chip Financial Advisors Newport Beach Not listed Percentage of assets, Hourly
Carl Carpenter Beacon Financial Partners Huntington Beach Not listed Percentage of assets, Hourly
Carl Demartini RB Capital Management Laguna Woods Not listed Percentage of assets, Hourly
Carla Simpson Premier Financial Group Eureka Not listed Percentage of assets, Fixed fees
Carolin Alaverdian Windsor Capital Management Valley Glen Not listed Percentage of assets, Hourly
Caroline Novak Sage Rhino Capital Menlo Park Not listed Percentage of assets, Hourly
Carter Osborne Planned Solutions Folsom Not listed Percentage of assets, Hourly
Cassidy Plair Sustainable Advisors Alliance Los Angeles Not listed Percentage of assets, Hourly
Catherine Dunnam Planned Solutions Folsom Not listed Percentage of assets, Hourly
Catherine Siphron Cheviot Value Management Beverly Hills Not listed Percentage of assets, Hourly
Chad Franck The Pacific Center for Financial Services Danville Not listed Percentage of assets, Hourly
Chad Germann First Financial Consulting Pasadena Not listed Percentage of assets, Hourly
Charles Carty Carty Financial Thousand Oaks Not listed Percentage of assets, Hourly
Charles Davis Kane Investment Management Los Gatos Not listed Percentage of assets, Performance-based fees
Charles Wyman Seven Post Investment Office San Francisco Not listed Percentage of assets, Fixed fees
Chris Varjabedian Lake Avenue Financial Woodland Hills Not listed Percentage of assets, Hourly
Christian Mejia Sivia Capital Partners Mill Valley Not listed Percentage of assets
Christian Welborn First Financial Consulting Pasadena Not listed Percentage of assets, Hourly
Christopher Caruso Veritas Wealth Partners San Mateo Not listed Percentage of assets, Hourly
Christopher De Lorimier O'connor Wealth Management Monrovia Not listed Percentage of assets
Christopher Diegelman Diegelman Capital Advisors Ventura Not listed Percentage of assets, Hourly
Christopher Fide Integrated Planning & Investments Clovis Not listed Percentage of assets, Fixed fees
Christopher Gallagher Gallagher Wealth Management Danville Not listed Percentage of assets, Hourly

Firms headquartered in California (1,191)

All 1,191 firms in California