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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
Jackie Kleinman KB Financial Advisors San Francisco CFP Percentage of assets, Ongoing planning fee
Jonathan Wong Layari Financial Fullerton CFP, APMA, CRPC Percentage of assets, Fixed fees
Joshua Loveall KB Financial Advisors San Francisco CFP Percentage of assets, Ongoing planning fee
Joshua Richardson R&R Financial Brea CFP Percentage of assets
Kenneth Butler Butler Financial Services Westlake Village CFP Flat fee or retainer, One-time planning fee
Kevin Cheeks ImpactFI San Francisco CFP Percentage of assets, Fixed fees
Keythe Ward-Aguilar ProCore Advisors Newport Beach CFP Percentage of assets, One-time planning fee
Laurean Nardone Shira Ridge Wealth Management Larkspur CFP Percentage of assets
Lauren Williams Guiding your family’s wealth ProsperPlan Wealth Gold River CFP Percentage of assets, One-time planning fee
Lavina Nagar Maya Advisors, Inc. Palo Alto CFP Percentage of assets, Hourly
Lily Zhang DiversiFi Capital Los Altos CFP Ongoing planning fee, Percentage of assets
Mallory Davis MA Private Wealth San Carlos CFP Percentage of assets, Fixed fees
Mark Aguilar ProCore Advisors Newport Beach CFP Percentage of assets, One-time planning fee
Mark Boujikian Keymark Financial Rolling Hills Estates CFP Percentage of assets, Ongoing planning fee
Matthew Christl Wise Wealth Partners Folsom CFP Percentage of assets
Matthew Davis Sherwood Financial Partners Westlake Village CFP Percentage of assets, Hourly
Matthew Lewis TechView Wealth Advisors San Francisco CFP, CFA Percentage of assets
Mitch Christensen RS Crum Inc. Newport Beach CFP, MBA Percentage of assets, Fixed fees
Nathan Dingler DiversiFi Capital Los Altos CFP Ongoing planning fee, Percentage of assets
Nicole Peterkin Peterkin Financial Encinitas CFP Flat fee or retainer, Ongoing planning fee
Raymond Vo DiversiFi Capital Los Altos CFP Ongoing planning fee, Percentage of assets
Richard Schultz Pacific Investment Research Cupertino BS, CFP Percentage of assets, One-time planning fee
Samantha Vient Ellevest Costa Mesa CFP Percentage of assets, Flat fee or retainer
Scott Colton Colton Wealth Management Arcadia CPA/PFS, MST, CFP, CPA Ongoing planning fee
Steven Evensen Gerber Kawasaki is a forward-thinking wealth and investment management firm based in Santa Monica that helps individuals and families build, grow, and protect their wealth through personalized financial planning, investment strategies, and equity-compensation expertise. Gerber Kawasaki Wealth & Investment Management Santa Monica CFP Percentage of assets, Hourly
Thomas Lowish DiversiFi Capital Los Altos CFP Ongoing planning fee, Percentage of assets
Tyler Vasquez Three Arch Wealth Management Irvine CFP Percentage of assets
Yvonne Darby Sherwood Financial Partners Westlake Village CFP Percentage of assets, Hourly
Adrianne Yamaki Strategic Wealth Capital San Francisco CFP Percentage of assets, Fixed fees
Alexander Collins HCR Wealth Advisors Los Angeles CFP Percentage of assets, Hourly
Allison Meier Arlington Financial Advisors Santa Barbara CFP Percentage of assets, Hourly
Amy Thacher Blume Capital Management Berkeley CFP Percentage of assets, Hourly
Andrew Drennan D'Arcy Capital Management San Diego CFP Percentage of assets, Hourly
Anithah Neelakanda-Pillai AP Investment Management Mountain View CFP Percentage of assets, Flat fee or retainer
Ariana Alisjahbana North Berkeley Wealth Management Berkeley CFP Percentage of assets
Arpy Raval Shah Wealth Advisors Chino Hills CFP Percentage of assets, Fixed fees
Bradley Sayre Shared Vision Wealth Group Carlsbad CFP Percentage of assets, Hourly
Brian Breen Breen Wealth Management Petaluma CFP Percentage of assets
Brian Kozel North Berkeley Wealth Management Berkeley CFP Percentage of assets
Bryan Theall Shared Vision Wealth Group Carlsbad CFP Percentage of assets, Hourly
Calvin Lo Keystone Global Partners Monrovia CFP, CFA Percentage of assets
Carolina Ortiz Shared Vision Wealth Group Carlsbad CFP Percentage of assets, Hourly
Christie Whitney Rebalance Palo Alto CFP Percentage of assets
Christopher Hughes Burton Enright Welch Walnut Creek CFP Percentage of assets
Claudina Campbell Willow Grove Advisors Berkeley CFP Percentage of assets, Hourly
Cody Makela Arlington Financial Advisors Santa Barbara CFP Percentage of assets, Hourly
Daniel Huffman Cornerstone Financial Planning Other ChFC Flat fee or retainer, Ongoing planning fee
Daniel McCurdy McCurdy Financial Solutions Rocklin CFP, ChFC, CFA Percentage of assets, Hourly
Daniel Tripp Redwood Grove Wealth Management San Rafael CFP One-time planning fee
David Chenet Presidio Capital Management San Diego CFP, CFA Percentage of assets, Hourly

Firms headquartered in California (1,191)

All 1,191 firms in California