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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
Howard Smith Changing Parameters Los Altos Not listed Percentage of assets
Hugo Gutierrez Mozqueda Portfolio Advisors Fresno Not listed Percentage of assets, Hourly
Hugo Lopez Lighthouse Advisory Services San Diego Not listed Percentage of assets, Hourly
Hui-Chiung Tseng Halcyon Investment Advisor Los Angeles Not listed Percentage of assets, Hourly
I-Jung Hsiao Halcyon Investment Advisor Los Angeles Not listed Percentage of assets, Hourly
Ida Jardines Martin & Company Valencia Not listed Percentage of assets, Hourly
Igor Mokhov CIF Advisors Sacramento Not listed Percentage of assets, Hourly
Ira Ravitz Beverly Hills Private Wealth Beverly Hills Not listed Percentage of assets, Hourly
Irene Timmons Monarch Wealth Strategies Santa Maria Not listed Percentage of assets, Hourly
Ivan Illan Aligne Wealth Advisors Investment Management (awaim) Los Angeles Not listed Percentage of assets
Jack Andrews Athena Investment Management Pasadena Not listed Percentage of assets, Hourly
Jack Harrington Hillcrest Financial Group Thousand Oaks Not listed Percentage of assets, Fixed fees
Jackson Steuber Foundry Financial Pasadena Not listed Percentage of assets, Fixed fees
Jacob Rodriguez Sierra Pacific Private Wealth Pleasanton Not listed Percentage of assets, Hourly
Jacob Weston Aligne Wealth Advisors Investment Management (awaim) Los Angeles Not listed Percentage of assets
Jacques Soenens Great Gable Wealth Management San Francisco Not listed Percentage of assets
James Bowler Colsara National Wealth Management San Diego Not listed Percentage of assets, Hourly
James Eckley Hardworking Capital Advisors Oxnard Not listed Percentage of assets, Hourly
James Gerber Integris Wealth Management Monterey Not listed Percentage of assets, Hourly
James Hague Janian Investment Advisers Santa Rosa Not listed Percentage of assets, Performance-based fees
James Hickman Oakleaf Asset Advisors Paso Robles Not listed Percentage of assets, Hourly
James Koch Koch Capital Management Alamo Not listed Percentage of assets, Fixed fees
James McClure O'boyle Wealth Management Beverly Hills Not listed Percentage of assets, Hourly
James Patterson Premier Financial Planning Valley Center Not listed Percentage of assets, Hourly
James Payne Molano Wealth Management Visalia Not listed Percentage of assets, Hourly
James Salter Blossom Wealth Management San Ramon Not listed Percentage of assets, Hourly
James Scheinberg North Pier Fiduciary Management Marina Del Rey Not listed Percentage of assets, Fixed fees
James Skorheim Skorheim Wealth Management Laguna Hills Not listed Percentage of assets, Hourly
James Skorheim Skorheim Wealth Management Laguna Hills Not listed Percentage of assets, Hourly
James Tanner Saratoga Research & Investment Management Saratoga Not listed Percentage of assets
Jamie Noriega Telos Capital Management San Diego Not listed Percentage of assets, Hourly
Jamshid Kekobad Grant Private Wealth Management Pleasanton Not listed Percentage of assets, Hourly
Jared Ong Prudent Investors Lake Forest Not listed Percentage of assets, Hourly
Jason Hathaway Legacy Wealth Advisors Newport Beach Not listed Percentage of assets, Fixed fees
Jason Papier Werba Rubin Papier Wealth Management San Jose Not listed Percentage of assets
Jason Prattes Prattes Wealth Partners Newport Beach Not listed Percentage of assets, Hourly
Jason Richter Rylander Richter El Segundo Not listed Percentage of assets, Fixed fees
Jason Romero Asset Dedication San Francisco Not listed Percentage of assets
Jason Toups Toups Capital Advisors Truckee Not listed Percentage of assets
Jaylene Pysnik Pysnik Financial Pasadena Not listed Percentage of assets, Hourly
Jeffrey Field Harrington Investments Napa Not listed Percentage of assets, Hourly
Jeffrey Garagliano Alliance Advisory & Securities Westlake Village Not listed Percentage of assets, Hourly
Jeffrey Karst Pathways Advisory Group Fresno Not listed Percentage of assets, Hourly
Jeffrey Robinson The Wealth Collaborative Corona Del Mar Not listed Percentage of assets, Fixed fees
Jeffrey Wheeler The Wealth Collaborative Corona Del Mar Not listed Percentage of assets, Fixed fees
Jeffrey Wimbish Kensington Investment Counsel Long Beach Not listed Percentage of assets
Jeffrey Wolman WWM Advisory Culver City Not listed Not listed
Jennifer McGee Equity Management Group Camarillo Not listed Percentage of assets
Jennifer Mulder Pathway Financial Services Los Angeles Not listed Percentage of assets, Hourly
Jennifer Schmitz Gencap Portfolio Management Tiburon Not listed Percentage of assets, Hourly

Firms headquartered in California (1,191)

All 1,191 firms in California