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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
Margy Lin Halcyon Investment Advisor Los Angeles Not listed Percentage of assets, Hourly
Marian Wellman International Asset Management San Mateo Not listed Percentage of assets, Fixed fees
Marjan Soleimanieh Marin Wealth Advisors Novato Not listed Percentage of assets, Fixed fees
Mark Banta Banta Asset Management Newport Beach Not listed Percentage of assets, Hourly
Mark Bonds Crystal Cove Asset Management Newport Beach Not listed Percentage of assets, Fixed fees
Mark Dyer Mechfi Sacramento Not listed Percentage of assets, Fixed fees
Mark Harris Mark Harris Services Cameron Park Not listed Percentage of assets, Hourly
Mark Hebner Index Fund Advisors Irvine Not listed Percentage of assets, Fixed fees
Mark Huffman Mark C. Huffman, Cpa/ria San Diego Not listed Percentage of assets
Mark Kalinowsky Kalinowsky Asset Management San Jose Not listed Percentage of assets, Hourly
Mark Keating Willow Creek Wealth Management Sebastopol Not listed Percentage of assets, Hourly
Mark Leavitt Enspire Wealth Management Santa Rosa Not listed Percentage of assets, Fixed fees
Mark Olhoeft Olhoeft Financial San Juan Capistrano Not listed Percentage of assets, Hourly
Mark Zielinski Fiduciary Architects Newport Beach Not listed Percentage of assets, Hourly
Marla Schroeder Contravisory Investment Management Moraga Not listed Percentage of assets, Performance-based fees
Marte Werner NWK Group San Francisco Not listed Percentage of assets, Fixed fees
Martin Bicker Waverley Wealth Management Mountain View Not listed Percentage of assets
Martin Irani Cheviot Value Management Beverly Hills Not listed Percentage of assets, Hourly
Martin Johnson 361 Financial Planning Walnut Creek Not listed Percentage of assets
Martin Rosenzveig Martin W. Rosenzveig & Beverly Hills Not listed Percentage of assets, Hourly
Mary Brunson Index Fund Advisors Irvine Not listed Percentage of assets, Fixed fees
Mary Mizera Premier Financial Group Eureka Not listed Percentage of assets, Fixed fees
Mary Russell Werba Rubin Papier Wealth Management San Jose Not listed Percentage of assets
Mathew Spencer Saratoga Research & Investment Management Saratoga Not listed Percentage of assets
Matt Stadelman Navalign Encino Not listed Percentage of assets, Hourly
Matthew Burnias MB Blue GP Santa Monica Not listed Percentage of assets
Matthew Fee Sr99advisors Simi Valley Not listed Percentage of assets, Hourly
Matthew Keating Saratoga Research & Investment Management Saratoga Not listed Percentage of assets
Matthew King No-Load Asset Management Carmel Not listed Percentage of assets, Hourly
Matthew Medeiros Clelland & Company San Diego Not listed Percentage of assets, Hourly
Matthew Theal Evermont Wealth Claremont Not listed Percentage of assets, Hourly
Matthew Warner Peak Financial Planning Canoga Park Not listed Percentage of assets, Fixed fees
Maxwell Madson Madson Wealth Advisors Santa Rosa Not listed Percentage of assets, Hourly
McGinnis McCoy Prism Advisors Studio City Not listed Percentage of assets, Hourly
Megan Morrice HIP Investor Laguna Beach Not listed Percentage of assets, Hourly
Melani List Asset Planning Los Alamitos Not listed Percentage of assets, Hourly
Melissa Larson Larson, Orlan Blaine Santa Clarita Not listed Percentage of assets, Hourly
Mercy Tanudjojo Fullguards Financial Santa Cruz Not listed Percentage of assets, Hourly
Mia Carla Dizon Sage Rhino Capital Menlo Park Not listed Percentage of assets, Hourly
Michael Banta Banta Asset Management Newport Beach Not listed Percentage of assets, Hourly
Michael Bergines Prospero Wealth San Jose Not listed Percentage of assets, Hourly
Michael Burke AMB Financial Temecula Not listed Hourly, Fixed fees
Michael Carmo Tempus Wealth Planning Irvine Not listed Percentage of assets, Hourly
Michael Ching Nardene Wealth Management Brentwood Not listed Percentage of assets, Hourly
Michael Ernst Ernst & CO. Wealth Management Manhattan Beach Not listed Percentage of assets, Hourly
Michael Harnett Harnett Investment Advisers Carlsbad Not listed Percentage of assets
Michael Hathaway Epsilon Financial Group Fairfield Not listed Percentage of assets, Hourly
Michael Immerman Kingsbridge Wealth Management Newport Beach Not listed Percentage of assets
Michael Jeppson Jeppson Wealth Management Manhattan Beach Not listed Percentage of assets, Fixed fees
Michael Jeppson Jeppson Wealth Management Manhattan Beach Not listed Percentage of assets, Fixed fees

Firms headquartered in California (1,191)

All 1,191 firms in California