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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
Thomas Vaughan Retirement Capital Strategies San Jose Not listed Percentage of assets, Hourly
Tiarra Johnson Asset Planning Los Alamitos Not listed Percentage of assets, Hourly
Timothy Crane Crane Investments Laguna Beach Not listed Percentage of assets, Hourly
Timothy Kuns Advantage Financial Consultants Camarillo Not listed Percentage of assets, Hourly
Timothy Streufert Private Financial Counseling Los Angeles Not listed Percentage of assets
Timothy Sykes Oak Root Santa Barbara Not listed Percentage of assets
Todd Scalisi Newhouse Integrated Financial Advisors Soquel Not listed Percentage of assets, Hourly
Todd Sixt Strait & Sound San Francisco Not listed Percentage of assets, Hourly
Tonia Ryan AFS Investments Salinas Not listed Percentage of assets, Hourly
Tony Hsu Alethea Capital Management Rancho Santa Fe Not listed Percentage of assets, Performance-based fees
Tracy Miu Wealthspring Irvine Not listed Percentage of assets, Hourly
Tracy Shemano Quantum Financial Advisors Santa Monica Not listed Percentage of assets, Hourly
Trent Kolden Tidecrest Wealth Management Newport Beach Not listed Percentage of assets, Hourly
Troy Murphy Black Diamond Financial San Francisco Not listed Percentage of assets, Hourly
Turkessa Ferrer-Babich Westside Financial Advisors Los Angeles Not listed Percentage of assets, Hourly
Tyler Chandler Rothman Investment Management Atascadero Not listed Percentage of assets, Hourly
Valeria Jaramillo Echeverria North Pier Fiduciary Management Marina Del Rey Not listed Percentage of assets, Fixed fees
Valerie De Vol Assembly Wealth Mill Valley Not listed Percentage of assets, Hourly
Venkat Yarlagadda Index Fund Advisors Irvine Not listed Percentage of assets, Fixed fees
Vijay Kanal Stinson Capital Management San Mateo Not listed Percentage of assets, Hourly
Vivian Fox SAS Financial Advisors, LLC. San Francisco Not listed Percentage of assets, Hourly
Vivianna Zhao X and Y Advisors El Segundo Not listed Fixed fees
Walter Schwarz Lone Peak Asset Management Westlake Village Not listed Percentage of assets, Fixed fees
Wayne Caldwell Premier Financial Group Eureka Not listed Percentage of assets, Fixed fees
Wendy Atlin Westside Financial Advisors Los Angeles Not listed Percentage of assets, Hourly
Wesley Long Index Fund Advisors Irvine Not listed Percentage of assets, Fixed fees
Wesley Ursick Scsc Advisors Rancho Santa Fe Not listed Percentage of assets, Fixed fees
William Leitch Casilio Leitch Investments Walnut Creek Not listed Percentage of assets
William Paine Gencap Portfolio Management Tiburon Not listed Percentage of assets, Hourly
William Sheldon Mdrn Wealth Venice Not listed Percentage of assets, Hourly
William Tatis-Flanagan Financial Alternatives La Jolla Not listed Percentage of assets, Hourly
William Wong Antigravity Investments San Francisco Not listed Percentage of assets, Fixed fees
Xi Zhang Aligne Wealth Advisors Investment Management (awaim) Los Angeles Not listed Percentage of assets
Yevgeniy Oktyabrskiy Goodstein Wealth Management Encino Not listed Percentage of assets, Hourly
Zachary Norman Raub Brock Capital Management Larkspur Not listed Percentage of assets, Hourly

Firms headquartered in California (1,191)

All 1,191 firms in California