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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
Paul Davis Parkshore Wealth Management Granite Bay Not listed Percentage of assets, Hourly
Paul Fritch Paul Edward Fritch CPA Granada Hills Not listed Percentage of assets, Hourly
Paul Matheson Cheviot Value Management Los Angeles Not listed Percentage of assets, Hourly
Peter Crane Crane Investments Laguna Beach Not listed Percentage of assets, Hourly
Peter Kendall Tweddell Goldberg Investment Management Sonora Not listed Percentage of assets, Hourly
Pezhman Amini Integ Financial Investment Advisory Irvine Not listed Percentage of assets, Fixed fees
Phoenix Arnold Premier Financial Group Eureka Not listed Percentage of assets, Fixed fees
Pierre Gendreau Capo Creek Financial Solutions San Clemente Not listed Percentage of assets
Prabhu Mogulla Peaceful Advisors Tustin Not listed Percentage of assets, Fixed fees
Quynh Ho Werba Rubin Papier Wealth Management San Jose Not listed Percentage of assets
Randall Whitfield Telos Capital Management Ventura Not listed Percentage of assets, Hourly
Raphael Biderman Fairbanks Capital Management Rancho Santa Fe Not listed Percentage of assets
Raul Leon Blueprint Investments and Tax Planning Hayward Not listed Percentage of assets
Raymond Navarro Antigravity Investments San Francisco Not listed Percentage of assets, Fixed fees
Rebecca Shaw Serenus Wealth Advisors Santa Monica Not listed Percentage of assets, Fixed fees
Reese Rifredi Kane Investment Management Los Gatos Not listed Percentage of assets, Performance-based fees
Rex Jones IFC Advisors Los Angeles Not listed Percentage of assets, Fixed fees
Richard Holbrook Holbrook Global Strategies Foster City Not listed Percentage of assets, Hourly
Richard Vertucci Salient Wealth Planning Encinitas Not listed Percentage of assets, Fixed fees
Richard Yang BOS Taurus Diamond Bar Not listed Percentage of assets, Hourly
Robert Brooks The Financial Group Diamond Bar Not listed Percentage of assets, Hourly
Robert Dawson Dawson Investment Management Walnut Creek Not listed Percentage of assets, Hourly
Robert Hood Integris Wealth Management Monterey Not listed Percentage of assets, Hourly
Robert Hunter Marin Wealth Advisors San Rafael Not listed Percentage of assets, Fixed fees
Robert Jeppson Jeppson Wealth Management Manhattan Beach Not listed Percentage of assets, Fixed fees
Robert Kargenian Tabr Capital Management Orange Not listed Percentage of assets, Fixed fees
Robert Knight Alliance Advisory & Securities Westlake Village Not listed Percentage of assets, Hourly
Robert McDaniel Lighthouse Financial Services Brea Not listed Percentage of assets, Hourly
Robert Trieu Hickok Advisory Campbell Not listed Percentage of assets, Hourly
Robin Deshayes Miltonian Capital Management Los Olivos Not listed Percentage of assets, Fixed fees
Robin Sun Ellis Investment Partners Westminster Not listed Percentage of assets, Hourly
Rodney Roque RR Financial Management Fresno Not listed Percentage of assets, Hourly
Ronald Hudspeth Yosemite Capital Management Newport Beach Not listed Percentage of assets, Hourly
Ronald Lederkramer Ronald A. Lederkramer, CPA, CFP Los Angeles Not listed Percentage of assets
Ronald Moore Nine Pines Ventures San Ramon Not listed Percentage of assets, Fixed fees
Ronald Weintraub Fortitude Advisory Group Kentfield Not listed Percentage of assets, Hourly
Roque Wicker Westside Financial Advisors Los Angeles Not listed Percentage of assets, Hourly
Roshani Pandey True Root Financial San Francisco Not listed Percentage of assets, Hourly
Ross Herman HIP Investor Laguna Beach Not listed Percentage of assets, Hourly
Rostic Carapetian Covexic Glendale Not listed Percentage of assets, Fixed fees
Roxanne Desouza Seawise Financial Cardiff By The Sea Not listed Percentage of assets, Hourly
Roy Emanuel Dauntless Advisory Torrance Not listed Percentage of assets
Ryan Balderian Quantum Financial Advisors El Segundo Not listed Percentage of assets, Hourly
Ryan Beckler Verity Wealth Advisors Sausalito Not listed Percentage of assets, Hourly
Ryan Demartini JC Financial Services Loomis Not listed Percentage of assets, Fixed fees
Ryan Dugan Morgan Stevens Asset Management Coto De Caza Not listed Percentage of assets
Ryan McKee Catalyst Wealth Advisors Newport Beach Not listed Percentage of assets
Ryan Mende Mende Financial Council Carmel Not listed Percentage of assets
Ryan Sitrin Sitrin Capital Management Century City Not listed Percentage of assets
Salvatore Bommarito Keystone Private Wealth Palm Desert Not listed Percentage of assets, Hourly

Firms headquartered in California (1,191)

All 1,191 firms in California