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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
Arnie Cabiles Achievable Wealth Benicia CFP, EA Ongoing planning fee
Brett Cicinelli Confluence Capital Advisors Woodland Hills CFP, CFA Percentage of assets
Bugra Bakan Occidental Asset Management Burlingame CFP Ongoing planning fee
Christian Litscher Illumination Wealth Management San Diego CFP, CFA Flat fee or retainer, Ongoing planning fee
Christine Papelian Illumination Wealth Management San Diego CFP Flat fee or retainer, Ongoing planning fee
Christine Skoczek Vistica Wealth Advisors San Diego CFP Percentage of assets, Flat fee or retainer
David Kim Illumination Wealth Management San Diego CFP Flat fee or retainer, Ongoing planning fee
Edward Yoon MQ Private Wealth Torrance CFP Percentage of assets, Hourly
Erin Hadley Occidental Asset Management Burlingame CFP Ongoing planning fee
Faruk Jaffer Index Gurus Concord CFP, ChFC Percentage of assets, One-time planning fee
Ginger Ames Whisper Financial LLC Cobb CFP, EA Percentage of assets, Hourly
Jack Stemper Ducere Wealth Management Newport Beach CFP Percentage of assets
James Griffin Occidental Asset Management Burlingame CFP Ongoing planning fee
Jane Yoo Jane Financial, LLC Oakland CFP, MBA Fixed fees
Jarrett Topel Topel & DiStasi Wealth Management Berkeley CFP Percentage of assets, Flat fee or retainer
Jay Hutchins The Wealth Conservatory Plymouth AEP, AIFA, CDFA, CFP One-time planning fee, Ongoing planning fee
Jeffrey Clark Redwood Money San Jose CFP Percentage of assets, Ongoing planning fee
Jeffrey Vistica Vistica Wealth Advisors Carlsbad CFP, ChFC Percentage of assets, Flat fee or retainer
Jessica Lanning Lanning Financial San Francisco CFP Percentage of assets, One-time planning fee
Jim Frazin Communitas Financial Planning PBC San Francisco CFP Hourly, Percentage of assets
John Kenny Illumination Wealth Management Berkeley CFP Flat fee or retainer, Ongoing planning fee
Jon Henderson Echo45 Advisors Walnut Creek CFP Percentage of assets
Maureen Recker Bridgelane Financial San Francisco CFP, MBA Percentage of assets, Hourly
Mike Biggica Pixel Financial Planning, LLC San Francisco CFP, MBA Percentage of assets, Ongoing planning fee
Nathaniel Sarkar Redwood Money Sunnyvale CFP Percentage of assets, Ongoing planning fee
Nick Covyeau Swell Financial Costa Mesa CFP Percentage of assets, Hourly
Norman Mangina Illumination Wealth Management Palm Springs CFP Flat fee or retainer, Ongoing planning fee
Paul Crosbie Straightforward, tax-informed plans for do-it-yourselfers who want sound advice they can understand and carry out on their own. WealthMap Planning San Luis Obispo CPA/PFS One-time planning fee, Hourly
Ronald Bernstein Prism Planning Partners Rancho Mirage CFP, PFS One-time planning fee
Sara Gawick Illumination Wealth Management San Diego CFP Flat fee or retainer, Ongoing planning fee
Sara Lovell 21 West Wealth Management Tustin CFP Percentage of assets
Shalmali Kulkarni Pathview Wealth Advisors San Diego CFP, Certified Student Loan Professional, CPA, EA Percentage of assets, Hourly
Steven Pitchford Towerpoint Wealth Sacramento CFP Percentage of assets, One-time planning fee
Tammy Trenta Family Financial Manhattan Beach CFP Percentage of assets, Fixed fees
Thao Truong Anora Wealth San Marcos CFP, CDFA Percentage of assets, Fixed fees
Tony Matheson Slalom Wealth Management Sacramento CFA, CFP Percentage of assets, Hourly
Ty Rollins A simple, low-maintenance Retirement Roadmap for individuals and couples near or in retirement, with personalized recommendations. Ty Rollins, Inc. Walnut Creek MBA, EA Subscription
Ulrich Keller Ducere Wealth Management Newport Beach CFP Percentage of assets
Victor Gersten Cross Border Wealth Advisors San Diego CFP Percentage of assets, Ongoing planning fee
Zachary Benton Illumination Wealth Management San Diego CFP Flat fee or retainer, Ongoing planning fee
Zane Keller Ducere Wealth Management Newport Beach CFP Percentage of assets
Alfred Au DiversiFi Capital Los Altos CFP Ongoing planning fee, Percentage of assets
Alicia Ivancovich Financially Healthy Oakland CFP Percentage of assets, One-time planning fee
Becky Vasquez Three Arch Wealth Management Irvine CFP Percentage of assets
Billy Hatton Billfold Budget Counseling Sherman Oaks CFP Hourly, Subscription
Brandon Kurz DiversiFi Capital Los Altos CFP Ongoing planning fee, Percentage of assets
Bridget Harkins Wheels Up Wealth, Inc. Benicia CFP One-time planning fee
Bryan Ward ProCore Advisors Newport Beach CFP Percentage of assets, One-time planning fee
Daniel Cadena Cadena Financial Planning & Tax Services San Diego CFP Hourly, One-time planning fee
Derek Munchow Augustus Wealth Long Beach CFP, ChFC Hourly, Ongoing planning fee

Firms headquartered in California (1,191)

All 1,191 firms in California