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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
Samantha Dalby Spearhead Advisors Newport Beach Not listed Percentage of assets
Samuel Landman Westside Financial Advisors Los Angeles Not listed Percentage of assets, Hourly
Sanford Lowengart Capital Trust Advisors Montgomery Street Not listed Percentage of assets
Sara Blandford Brave New Wealth Westlake Village Not listed Percentage of assets, Hourly
Sarah Anderson SLO Money Managers Atascadero Not listed Percentage of assets, Hourly
Sarah Gassert Equity Management Group Santa Rosa Valley Not listed Percentage of assets
Sarah Gatens Gatens Financial Los Angeles Not listed Percentage of assets, Hourly
Scott Jacobs Werba Rubin Papier Wealth Management Oakland Not listed Percentage of assets
Scott Kyle Coastwise Capital Group La Jolla Not listed Percentage of assets, Hourly
Scott Van Epps Process Wealth Roseville Not listed Percentage of assets, Hourly
Scott Weber Wealthlynk Fallbrook Not listed Percentage of assets
Sean Sottile Alliance Advisory & Securities Westlake Village Not listed Percentage of assets, Hourly
Shahab Tabatabai S & L Financial Management Walnut Not listed Percentage of assets, Fixed fees
Shane Clark International Asset Management San Mateo Not listed Percentage of assets, Fixed fees
Shannon Druivenga Planned Solutions Folsom Not listed Percentage of assets, Hourly
Shareen Balkey Index Fund Advisors Irvine Not listed Percentage of assets, Fixed fees
Shauket Sherali Spondeo Capital Los Angeles Not listed Percentage of assets
Shawn Patt Atala Financial Calabasas Not listed Percentage of assets, Hourly
Shawn Young RB Capital Management Fresno Not listed Percentage of assets, Hourly
Shayan Lankarani O'boyle Wealth Management Beverly Hills Not listed Percentage of assets, Hourly
Shoichi Sato Saratoga Research & Investment Management Saratoga Not listed Percentage of assets
Spencer Maccuish Alliance Advisory & Securities Westlake Village Not listed Percentage of assets, Hourly
Stephen Banta Banta Asset Management Newport Beach Not listed Percentage of assets, Hourly
Stephen Bradley Gencap Portfolio Management Tiburon Not listed Percentage of assets, Hourly
Stephen Gilbreth Tempus Wealth Planning Irvine Not listed Percentage of assets, Hourly
Stephen Huxley Asset Dedication San Francisco Not listed Percentage of assets
Stephen Johns Martin & Company Valencia Not listed Percentage of assets, Hourly
Stephen McDonnell Mcdonnell Financial Services Pasadena Not listed Percentage of assets, Hourly
Stephen Scherer Private Financial Counseling Los Angeles Not listed Percentage of assets
Steve Jurman Simplyrich Burbank Not listed Percentage of assets, Fixed fees
Steve Trinh Navalign Encino Not listed Percentage of assets, Hourly
Steven Ocheltree RB Capital Management Morro Bay Not listed Percentage of assets, Hourly
Steven Roy Cambyses Financial Advisors North Hollywood Not listed Percentage of assets
Steven Sturner Tempus Wealth Planning Irvine Not listed Percentage of assets, Hourly
Sulaiman Parwiz Golden Lion Wealth Management Concord Not listed Percentage of assets, Fixed fees
Suresh Donthineni Olympia Wealth Management Lafayette Not listed Percentage of assets, Hourly
Susanna Han Sentry Advisors San Francisco Not listed Percentage of assets
Suzanne Cox Betterwealth San Jose Not listed Percentage of assets
Suzy Hong Wealthboost Advisors San Francisco Not listed Percentage of assets, Hourly
Szu-Han Wang Equita Financial Network Saratoga Not listed Percentage of assets, Hourly
Tara Koda California Capital Management Burbank Not listed Percentage of assets, Hourly
Taras Zatvarskiy Grant Private Wealth Management Pleasanton Not listed Percentage of assets, Hourly
Taylor Jobe MKT Advisors Carlsbad Not listed Percentage of assets
Teresa Conley Premier Financial Group Eureka Not listed Percentage of assets, Fixed fees
Teresa Sollom Premier Financial Group Eureka Not listed Percentage of assets, Fixed fees
Terri Grassi RAI Wealth Management Mission Viejo Not listed Percentage of assets, Hourly
Thomas Bray Bray Financial Advisors Mill Valley Not listed Percentage of assets, Hourly
Thomas Felgner Oliver Regan Advisors San Marino Not listed Percentage of assets, Hourly
Thomas Moreland Sherwood Oak Knoll San Marino Not listed Percentage of assets, Hourly
Thomas Swift Financial Avengers Oakland Not listed Percentage of assets

Firms headquartered in California (1,191)

All 1,191 firms in California