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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
Michael Lewis Lewis Advisory Group San Diego Not listed Percentage of assets, Hourly
Michael McCall Michael J.D. Mccall Bear Valley Springs Not listed Percentage of assets
Michael McCoy Arden Wealth Management Danville Not listed Percentage of assets, Fixed fees
Michael Meylor IFC Advisors Los Angeles Not listed Percentage of assets, Fixed fees
Michael Partlow Navalign Encino Not listed Percentage of assets, Hourly
Michael Pearce Jeppson Wealth Management Manhattan Beach Not listed Percentage of assets, Fixed fees
Michael Pysnik Pysnik Financial Pasadena Not listed Percentage of assets, Hourly
Michael Riolo Mountain Vista Wealth Management Santa Barbara Not listed Percentage of assets, Hourly
Michael Salam Atala Financial Calabasas Not listed Percentage of assets, Hourly
Michael Setlich Westside Financial Advisors Los Angeles Not listed Percentage of assets, Hourly
Michael Starr Stellar Financial Planning Fremont Not listed Percentage of assets, Hourly
Michael Stoner Bull Oak Capital Rancho Santa Fe Not listed Percentage of assets, Fixed fees
Michael Zaidlin Madrone Investment Advisory San Rafael Not listed Fixed fees
Michele Sine Impactadvisor Sf Not listed Percentage of assets, Hourly
Michelle Miller Delarme Wealth Management Palos Verdes Estates Not listed Percentage of assets
Micki Hicks The Leonard Financial Group Riverside Not listed Percentage of assets, Hourly
Min Kim Twin Lakes Capital Redwood Shores Not listed Percentage of assets
Monique San Miguel Lopez SAS Financial Advisors, LLC. San Francisco Not listed Percentage of assets, Hourly
Monte Malhotra Money Intelligence Santa Clara Not listed Percentage of assets, Hourly
Morgan Stevens Morgan Stevens Asset Management Coto De Caza Not listed Percentage of assets
Nadim Nahas NWK Group San Francisco Not listed Percentage of assets, Fixed fees
Nancy Challenger Challenger Wealth Management Aliso Viejo Not listed Percentage of assets, Hourly
Nathan Torinus TOR Wealth Advisors Folsom Not listed Percentage of assets, Hourly
Nathaniel Cohen Marest Capital Encino Not listed Percentage of assets
Navy Klomsue Financial Equations Advisors Corona Not listed Percentage of assets, Fixed fees
Neal Rutter Index Fund Advisors Irvine Not listed Percentage of assets, Fixed fees
Neeka Miremadi Attainable Wealth West Hills Not listed Percentage of assets, Hourly
Neil Janis Janis Financial Oxnard Not listed Percentage of assets, Hourly
Neil Mason Eden Financial Newport Beach Not listed Percentage of assets, Hourly
Neville Richardson Alpha Private Wealth Advisors San Francisco Not listed Percentage of assets, Hourly
Nga Ho Monarch Wealth Strategies Los Angeles Not listed Percentage of assets, Hourly
Nhaman Pelphrey IFC Advisors Los Angeles Not listed Percentage of assets, Fixed fees
Nicholas Goldthorpe Assembly Wealth Mill Valley Not listed Percentage of assets, Hourly
Nicholas Hiebert Foundry Financial Pasadena Not listed Percentage of assets, Fixed fees
Nicholas Pardini Spearhead Advisors Newport Beach Not listed Percentage of assets
Nicholas Raffin The Raffin Group Los Altos Hills Not listed Percentage of assets, Hourly
Nicholas Winstead Changing Parameters Los Altos Not listed Percentage of assets
Nickie Dally Blueprint Investments and Tax Planning Elk Grove Not listed Percentage of assets
Nicole Allen Monarch Wealth Strategies Santa Barbara Not listed Percentage of assets, Hourly
Nicole Glazer Sage Rhino Capital Menlo Park Not listed Percentage of assets, Hourly
Nirav Desai Qubera Wealth Management Pasadena Not listed Percentage of assets, Hourly
Olga Mavrody Olma Advisors Los Gatos Not listed Percentage of assets, Hourly
Omar Nasir Pierpont Investment Group Ontario Not listed Percentage of assets
Orlan Larson Larson, Orlan Blaine Santa Clarita Not listed Percentage of assets, Hourly
Orlando Plascencia Trinity Capital Management Upland Not listed Percentage of assets, Hourly
Paolo Bernardi Paolo Bernardi Advisor Sausalito Not listed Percentage of assets, Hourly
Patricia Alexander Mission Street Wealth Planning Pasadena Not listed Percentage of assets, Fixed fees
Patrick Fischer Coastwise Capital Group La Jolla Not listed Percentage of assets, Hourly
Patrick McIlrath Alliance Advisory & Securities Westlake Village Not listed Percentage of assets, Hourly
Paul Cohen Marest Capital Encino Not listed Percentage of assets

Firms headquartered in California (1,191)

All 1,191 firms in California