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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
Jeremy Kallmann Maclean Capital Advisors Indian Wells Not listed Percentage of assets, Hourly
Jeremy Lau Prudent Investors Lake Forest Not listed Percentage of assets, Hourly
Jeremy Lindsey Clarity Advisors Group Redlands Not listed Percentage of assets, Fixed fees
Jeremy Nadel Nadel Private Wealth San Jose Not listed Percentage of assets, Hourly
Jeremy Sorci Premier Financial Group Eureka Not listed Percentage of assets, Fixed fees
Jerold Tweddell Tweddell Goldberg Investment Management Sonora Not listed Percentage of assets, Hourly
Jess Sansone KTF Investments Seal Beach Not listed Percentage of assets, Fixed fees
Jessica Cutler Integris Wealth Management Monterey Not listed Percentage of assets, Hourly
Jessica Henderson South Bay Financial Partners Torrance Not listed Percentage of assets, Hourly
Jin Vieth Organik Capital South Pasadena Not listed Percentage of assets, Performance-based fees
Joel Hendriks Cedar Ridge Investment Management Redlands Not listed Percentage of assets, Hourly
Johanna King King Wealth Advisors San Mateo Not listed Percentage of assets, Hourly
John Bargmann The Pacific Center for Financial Services Danville Not listed Percentage of assets, Hourly
John Burns Asset Dedication San Francisco Not listed Percentage of assets
John Callagy Asage Financial Lafayette Not listed Percentage of assets, Hourly
John Gloor Premier Financial Group Eureka Not listed Percentage of assets, Fixed fees
John Griesinger First Financial Consulting Pasadena Not listed Percentage of assets, Hourly
John Harrington Harrington Investments Napa Not listed Percentage of assets, Hourly
John Kerns Meridian Investment Counsel Lafayette Not listed Percentage of assets, Hourly
John Malaney Engineering Financial Independence Poway Not listed Percentage of assets, Hourly
John Marty RB Capital Management Burlingame Not listed Percentage of assets, Hourly
John Masegian Pruneyard Financial Group Cupertino Not listed Percentage of assets
John O'Connor O'connor Wealth Management Monrovia Not listed Percentage of assets
John Phelan Harrison Lazarus Advisors San Francisco Not listed Percentage of assets, Hourly
John Spees Granite Capital Oakland Not listed Percentage of assets
Jon Dennis Westside Financial Advisors Los Angeles Not listed Percentage of assets, Hourly
Jon Gross Orderly Finance Walnut Creek Not listed Percentage of assets, Hourly
Jonas Lee Aligne Wealth Advisors Investment Management (awaim) Los Angeles Not listed Percentage of assets
Jonathan Fairchild Telos Capital Management San Diego Not listed Percentage of assets, Hourly
Jonpaul Ursick Scsc Advisors Rancho Santa Fe Not listed Percentage of assets, Fixed fees
Joo Hong Kim Solomon Investment Consulting Los Angeles Not listed Percentage of assets, Hourly
Joseph Belli Impactadvisor Sf Not listed Percentage of assets, Hourly
Joseph Fuqua Granite Capital Oakland Not listed Percentage of assets
Joseph Kogon Parkwood Capital Management Newport Beach Not listed Percentage of assets
Joseph Malhas Private Financial Counseling Los Angeles Not listed Percentage of assets
Joseph McGinley Ellis Investment Partners San Jose Not listed Percentage of assets, Hourly
Joseph Oryang Creative Capital Management Investments San Diego Not listed Percentage of assets, Hourly
Joseph Szal Tempus Wealth Planning Irvine Not listed Percentage of assets, Hourly
Joshua Axel KTF Investments Seal Beach Not listed Percentage of assets, Fixed fees
Joshua Goldberg Bruin Wealth Advisors Woodland Hills Not listed Percentage of assets, Hourly
Joshua Winterswyk Evermont Wealth Claremont Not listed Percentage of assets, Hourly
Julian Scott Wellacre Global Wealth Advisors Santa Monica Not listed Percentage of assets, Fixed fees
Julianna Duckett Duckett Wealth Management Irvine Not listed Percentage of assets, Fixed fees
Junmin Chang Cannon Beach Financial Advisors San Ramon Not listed Percentage of assets, Hourly
Justin Brooks Seven Post Investment Office San Francisco Not listed Percentage of assets, Fixed fees
Justin Van Orden Prism Advisors Studio City Not listed Percentage of assets, Hourly
Jyoti Marshall The William Allan Oak Park Not listed Percentage of assets, Hourly
Kai Kramer Platt Wealth Management San Diego Not listed Percentage of assets, Hourly
Kaine Nicholas Shifting the Culture Wealth Partners San Pedro Not listed Percentage of assets, Fixed fees
Kana Liu Sky Vision Wealth Management Irvine Not listed Percentage of assets, Hourly

Firms headquartered in California (1,191)

All 1,191 firms in California