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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
Kara Boccella Serenus Wealth Advisors Santa Monica Not listed Percentage of assets, Fixed fees
Karen Craig Alpenglobal Capital Tahoe City Not listed Percentage of assets
Karmjit Bath Three Oaks Wealth Turlock Not listed Percentage of assets, Hourly
Kathleen Harney Pacific Wealth Care Yorba Linda Not listed Percentage of assets, Hourly
Kay Oh Integris Wealth Management Monterey Not listed Percentage of assets, Hourly
Kelli Cox Keystone Private Wealth Palm Desert Not listed Percentage of assets, Hourly
Kelly Jones Kelly Jones Investment Services San Rafael Not listed Percentage of assets, Hourly
Kelsey Ellis Seven Post Investment Office San Francisco Not listed Percentage of assets, Fixed fees
Kennedy Reardon IFC Advisors Los Angeles Not listed Percentage of assets, Fixed fees
Kent Stone Clutinger Williams & Verhoye San Diego Not listed Percentage of assets, Hourly
Kerrie Doughty-Lloyd Index Fund Advisors Irvine Not listed Percentage of assets, Fixed fees
Kevin Gilmore Gilmore Financial Services San Mateo Not listed Percentage of assets, Hourly
Kevin Root Oak Root Santa Barbara Not listed Percentage of assets
Kevin Tanner Saratoga Research & Investment Management Saratoga Not listed Percentage of assets
Kim Magana Marathon Capital Management Huntington Beach Not listed Percentage of assets, Hourly
Kristine Wallington The Wealth Collaborative Corona Del Mar Not listed Percentage of assets, Fixed fees
Kyla Orr Premier Financial Group Eureka Not listed Percentage of assets, Fixed fees
Kyla SyCip Griffin Black Redwood City Not listed Percentage of assets, Hourly
Kyle de Paolo Depaolo & MAY Strategic Wealth Ladera Ranch Not listed Percentage of assets, Hourly
Laura Ponticello Sage Rhino Capital Menlo Park Not listed Percentage of assets, Hourly
Laura Thomas International Asset Management Menlo Park Not listed Percentage of assets, Fixed fees
Laurel Jones Cedar Wealth Management San Francisco Not listed Percentage of assets, Hourly
Laurie Itkin Coastwise Capital Group La Jolla Not listed Percentage of assets, Hourly
Leigh Beaman Wheels UP Wealth Benicia Not listed Percentage of assets, Hourly
Leo Freeman Obran Capital Advisors Lincoln Not listed Percentage of assets, Hourly
Leo Martinez Epsilon Financial Group Fairfield Not listed Percentage of assets, Hourly
Lester Antman Simplyrich Carlsbad Not listed Percentage of assets, Fixed fees
Liam Apple Apple & Associates Grass Valley Not listed Percentage of assets, Hourly
Liza dela Cruz Alliance Advisory & Securities Westlake Village Not listed Percentage of assets, Hourly
Lizanina Lucero Seven Post Investment Office San Francisco Not listed Percentage of assets, Fixed fees
Long Nguyen Sigma3capital San Jose Not listed Percentage of assets, Hourly
Loren Kinczel Cultivate Financial Group Los Gatos Not listed Percentage of assets, Fixed fees
Lori Day Integrity Financial Advisors Simi Valley Not listed Percentage of assets
Lucas Poteet Monarch Wealth Strategies Santa Barbara Not listed Percentage of assets, Hourly
Lucian Lobelkarimi Luke Capital Palm Springs Not listed Percentage of assets
Luis Razo Guiding Wealth Management San Bernardino Not listed Percentage of assets, Hourly
Luis Salas Ruiz First Financial Consulting Pasadena Not listed Percentage of assets, Hourly
Luke Thatcher Keystone Private Wealth Palm Desert Not listed Percentage of assets, Hourly
Lyle Bonn Gencap Portfolio Management Tiburon Not listed Percentage of assets, Hourly
Lyudmila Ter-Avanesyan Grant Private Wealth Management Pleasanton Not listed Percentage of assets, Hourly
Manjeshwar Bhat Kane Investment Management Los Gatos Not listed Percentage of assets, Performance-based fees
Marc Ackerman IFC Advisors Los Angeles Not listed Percentage of assets, Fixed fees
Marc Edwards Gencap Portfolio Management Tiburon Not listed Percentage of assets, Hourly
Marcel Doumerc Eden Financial Aliso Viejo Not listed Percentage of assets, Hourly
Marco Mendoza IFC Advisors Los Angeles Not listed Percentage of assets, Fixed fees
Marcos Alvaro Harbor Hills Financial Advisors Montecito Not listed Percentage of assets, Hourly
Marcos Chavira Taxdude Financial Advisor Long Beach Not listed Percentage of assets, Hourly
Marcus Brutoco Fortuna Investors Dana Point Not listed Percentage of assets, Hourly
Marcus Harding Stillwater Investing Sunnyvale Not listed Percentage of assets, Hourly
Marcus Sitrin Sitrin Capital Management Century City Not listed Percentage of assets

Firms headquartered in California (1,191)

All 1,191 firms in California