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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
Christopher Hurtado Seven Post Investment Office San Francisco Not listed Percentage of assets, Fixed fees
Christopher Randall Axis Capital Management Hermosa Beach Not listed Hourly, Fixed fees
Christopher Ridout Westside Financial Advisors Los Angeles Not listed Percentage of assets, Hourly
Christopher Soukup Lighthouse Financial Services Brea Not listed Percentage of assets, Hourly
Christopher Young Waterfront Advisors Avalon Not listed Percentage of assets, Fixed fees
Christy Moore Stewardship Wealth Management Solutions Huntington Beach Not listed Percentage of assets, Hourly
Clifford Downie Downie Financial Group Mission Viejo Not listed Percentage of assets, Hourly
Cole Murphy North Pier Fiduciary Management Marina Del Rey Not listed Percentage of assets, Fixed fees
Colm Oboyle O'boyle Wealth Management Beverly Hills Not listed Percentage of assets, Hourly
Connor Ludwig Wealthetic San Diego Not listed Percentage of assets, Hourly
Connor MacKenzie Financial Alternatives La Jolla Not listed Percentage of assets, Hourly
Consuelo Webb Mari Legacy Group Calabasas Not listed Percentage of assets, Hourly
Corey Casilio Casilio Leitch Investments Walnut Creek Not listed Percentage of assets
Corey Johnson Shorebird Newport Beach Not listed Percentage of assets, Hourly
Corinne Fond MKT Advisors Carlsbad Not listed Percentage of assets
Corrine Fields Willow Creek Financial San Diego Not listed Percentage of assets, Hourly
Cory Reader Brogan Asset Management Blythe Not listed Percentage of assets, Hourly
Craig Morse Jeppson Wealth Management Manhattan Beach Not listed Percentage of assets, Fixed fees
Crystal Lary Alliance Advisory & Securities Westlake Village Not listed Percentage of assets, Hourly
Damion Smith Great Gable Wealth Management Beverly Hills Not listed Percentage of assets
Dana Franco-Young Sage Rhino Capital Menlo Park Not listed Percentage of assets, Hourly
Dana Morgera Bull Oak Capital Rancho Santa Fe Not listed Percentage of assets, Fixed fees
Daniel Beatty Selby Wealth Management Emeryville Not listed Percentage of assets, Hourly
Daniel Carmo Tempus Wealth Planning Irvine Not listed Percentage of assets, Hourly
Daniel Copenhagen Continuum Advisory Pleasanton Not listed Percentage of assets, Hourly
Daniel Fedder Seven Post Investment Office San Francisco Not listed Percentage of assets, Fixed fees
Daniel McCourt Financial Planning Associates Aptos Not listed Hourly
Daniel Wu Strait & Sound Burlingame Not listed Percentage of assets, Hourly
Daniel Yeoman Asset Dedication San Francisco Not listed Percentage of assets
Danny Seth Capital Fluency Irvine Not listed Percentage of assets, Hourly
Darren Crume Marathon Capital Management Huntington Beach Not listed Percentage of assets, Hourly
Darren Moss D. Moss Wealth Management West Hollywood Not listed Percentage of assets, Fixed fees
Darren Pollock Cheviot Value Management Los Angeles Not listed Percentage of assets, Hourly
David Biehl Capital Management Services Santa Barbara Not listed Percentage of assets
David Dardashti Spearhead Advisors Newport Beach Not listed Percentage of assets
David Jacobs Navalign Encino Not listed Percentage of assets, Hourly
David Leonhart Team Wealth & Tax Advisors Temecula Not listed Percentage of assets, Fixed fees
David Matthew Bruin Wealth Advisors Woodland Hills Not listed Percentage of assets, Hourly
David Molano Molano Wealth Management Visalia Not listed Percentage of assets, Hourly
David Naylor Soundhaven Capital Management Westlake Village Not listed Percentage of assets, Fixed fees
David Van Overeem RMR Capital Management Tustin Not listed Percentage of assets
Dean Parsons Global Diversified Investments Yucaipa Not listed Percentage of assets, Hourly
Delaney King No-Load Asset Management Carmel Not listed Percentage of assets, Hourly
Denise Farkas Sage Rhino Capital Menlo Park Not listed Percentage of assets, Hourly
Dennis Kane Kane Investment Management Los Gatos Not listed Percentage of assets, Performance-based fees
Diane Vanaman Prism Advisors Studio City Not listed Percentage of assets, Hourly
Dong Zhang Evla Hills Equity Services Saratoga Not listed Percentage of assets, Performance-based fees
Donna Williams Waverley Wealth Management Mountain View Not listed Percentage of assets
Douglas Dial Capital Partners Investment Group Altadena Not listed Percentage of assets, Hourly
Douglas Jankowski RS Crum Newport Beach Not listed Percentage of assets, Fixed fees

Firms headquartered in California (1,191)

All 1,191 firms in California