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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
Easan Arulanantham Retirement Capital Strategies San Jose Not listed Percentage of assets, Hourly
Easton Miller Miller Financial Services San Juan Capistrano Not listed Percentage of assets
Edward Berry Greenshields Capital El Segundo Not listed Percentage of assets, Fixed fees
Efren Bolisay Sitrin Capital Management Century City Not listed Percentage of assets
Eldridge Gray Seven Post Investment Office San Francisco Not listed Percentage of assets, Fixed fees
Elean Mendoza Paragon Financial Partners Woodland Hills Not listed Percentage of assets, Hourly
Elena Dunn Foundry Financial Pasadena Not listed Percentage of assets, Fixed fees
Elizabeth Brunson Index Fund Advisors Irvine Not listed Percentage of assets, Fixed fees
Elizabeth Gibson Integris Wealth Management Monterey Not listed Percentage of assets, Hourly
Elizabeth Ly Sentry Advisors San Francisco Not listed Percentage of assets
Emebet Estifanos Kane Investment Management Los Gatos Not listed Percentage of assets, Performance-based fees
Eric Henrickson Solomon and Associates Irvine Not listed Percentage of assets, Hourly
Eric Hickok Hickok Advisory Campbell Not listed Percentage of assets, Hourly
Eric Simms Gradient Capital Advisors San Diego Not listed Percentage of assets, Hourly
Eric Thurber Three Bridge Wealth Advisors Los Altos Not listed Percentage of assets, Hourly
Erik Midas Midas Capital Management San Francisco Not listed Percentage of assets, Hourly
Evan Epstein Seven Post Investment Office San Francisco Not listed Percentage of assets, Fixed fees
Evan Salke Alpine Peaks Consulting Alpine Meadows Not listed Hourly, Fixed fees
Evelyn Foo Kingsbridge Wealth Management Newport Beach Not listed Percentage of assets
Faisal Shujayee Grant Private Wealth Management Pleasanton Not listed Percentage of assets, Hourly
Fatemeh Ashouri Monarch Wealth Strategies Los Angeles Not listed Percentage of assets, Hourly
Fiel Barrow Alpha & Omega La Mesa Not listed Percentage of assets, Hourly
Francisco Gonzales Qubera Wealth Management Pasadena Not listed Percentage of assets, Hourly
Francois Viljoen IFC Advisors Los Angeles Not listed Percentage of assets, Fixed fees
Francoise Crandell Premier Financial Group Eureka Not listed Percentage of assets, Fixed fees
Frank Bruno Money Intelligence Santa Clara Not listed Percentage of assets, Hourly
Frank Sciotto Integrated Capital Management Carson Not listed Percentage of assets, Hourly
Fred Rudd Financial Strategies Nevada City Not listed Percentage of assets
Gabriel Burczyk Assembly Wealth Mill Valley Not listed Percentage of assets, Hourly
Gahng Choi Westside Financial Advisors Los Angeles Not listed Percentage of assets, Hourly
Gail Gonzales Financial Equations Advisors Corona Not listed Percentage of assets, Fixed fees
Gardner Osborne Osborne Capital Management San Diego Not listed Percentage of assets, Hourly
Gary Hitzler Tempus Wealth Planning Irvine Not listed Percentage of assets, Hourly
George Wehrfritz Saratoga Research & Investment Management Salinas Not listed Percentage of assets
Georgia Nordquist Premier Financial Group Eureka Not listed Percentage of assets, Fixed fees
Gerald Fegler Contango Wealth Management Oakland Not listed Percentage of assets, Hourly
Gerald Graves Filigree Wealth Advisors Laguna Niguel Not listed Percentage of assets, Hourly
Ginger Weber Premier Financial Group Eureka Not listed Percentage of assets, Fixed fees
Glen Calkins Ketron Financial Novato Not listed Percentage of assets, Fixed fees
Glen Davenport Davenport Wealth Advisors Castro Valley Not listed Percentage of assets, Fixed fees
Glenn Andrade AFS Investments Turlock Not listed Percentage of assets, Hourly
Gordon Shuler Index Fund Advisors Irvine Not listed Percentage of assets, Fixed fees
Grant Colin Monarch Wealth Strategies Los Angeles Not listed Percentage of assets, Hourly
Gregory Ashcraft R & R Financial Temecula Not listed Percentage of assets, Fixed fees
Gregory Crawford Crawford Financial Planning & Consulting Modesto Not listed Percentage of assets, Hourly
Gregory Metzger North Pier Fiduciary Management Marina Del Rey Not listed Percentage of assets, Fixed fees
Gregory Powell Sentry Advisors San Francisco Not listed Percentage of assets
Griffin Sheehy Willow Creek Wealth Management Sebastopol Not listed Percentage of assets, Hourly
Harlan Malter Saposh & Malter Aliso Viejo Not listed Percentage of assets, Hourly
Harrison Lazarus, Jr. Harrison Lazarus Advisors San Francisco Not listed Percentage of assets, Hourly

Firms headquartered in California (1,191)

All 1,191 firms in California