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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
David Espineira Burton Enright Welch Walnut Creek CFP Percentage of assets
David Hutchison Triad Investment Management Newport Beach CFA Percentage of assets
David Wolfensperger Stewart Wealth Management San Rafael CFP Percentage of assets
Dianne Duva Arlington Financial Advisors Santa Barbara CFP Percentage of assets, Hourly
Emily Hermeno Prosperity Road Santa Ana CFP Percentage of assets, Hourly
Emin Nabiyev TriFlame Capital Roseville CFP, ChFC Percentage of assets, One-time planning fee
Eric Callahan Thryve Wealth Management Santa Barbara CFP Percentage of assets
Giovanna Leyva Tidemark Financial Partners San Diego CFP Flat fee or retainer, Percentage of assets
Gregory Syrios Syrios Wealth Management Group La Jolla CFP Percentage of assets, Fixed fees
Heidi Phan Rebalance Palo Alto CFP Percentage of assets
Jared Barnecut Stewart Wealth Management San Rafael CFP Percentage of assets
Jennifer Regan North Berkeley Wealth Management Berkeley CFP Percentage of assets
Jennifer Strong Kate Capital Group Westlake Village CFP Percentage of assets, Hourly
Jeremy Kovacevich Kaiyo Wealth San Diego CFP Percentage of assets
Jeremy Welch Burton Enright Welch Walnut Creek CFP Percentage of assets
Jodi Vleck Beta Wealth Group San Diego CFP Percentage of assets
John Heldman Triad Investment Management Laguna Niguel CFA Percentage of assets
Joseph Weiland Arlington Financial Advisors Santa Barbara CFP Percentage of assets, Hourly
Joshua Coniglio Pacific Capital Corona CFP Percentage of assets, Fixed fees
Joshua Simpson Illumination Wealth Management San Diego ChFC Flat fee or retainer, Ongoing planning fee
Juliana Moravy Elmwood Wealth Management Berkeley CFP Percentage of assets, Hourly
Katherine King North Berkeley Wealth Management Berkeley CFP Percentage of assets
Kelly Randall Burton Enright Welch Walnut Creek CFP Percentage of assets
Kevin Kolson Family Wealth Leadership Irvine CFP Percentage of assets, Hourly
Krysta Kelly D'Arcy Capital Management San Diego CFP Percentage of assets, Hourly
Kyle Jones Lindsey & Lindsey Wealth Management Culver City CFP Percentage of assets, Hourly
Louis Dagen Auspicious Financial Planning San Ramon CFP, ChFC Percentage of assets
Mary Storjohann Allora Wealth Chula Vista CFP Percentage of assets, Hourly
Matthew Cobas Kaiyo Wealth San Diego CFP Percentage of assets
Matthew Gatt North Berkeley Wealth Management Berkeley CFP Percentage of assets
Matthew Jude Rebalance Sacramento CFP Percentage of assets
Michael Yang Arlington Financial Advisors Santa Barbara CFP Percentage of assets, Hourly
Morgan Fippinger Pacific Capital Corona CFP, CFA Percentage of assets, Fixed fees
Nicholas Bzovi Ducere Wealth Management Newport Beach CFA Percentage of assets
Randall Francis Pacific Capital Corona CFP Percentage of assets, Fixed fees
Rielle Sanidad Presidio Capital Management San Diego CFP Percentage of assets, Hourly
Robert Enright Burton Enright Welch Walnut Creek CFP Percentage of assets
Samuel Wood-Bednarz North Berkeley Wealth Management Berkeley CFP Percentage of assets
Scott Pearring Seek First Campbell CFP Percentage of assets, Fixed fees
Shannon Lemon Elmwood Wealth Management Berkeley CFP Percentage of assets, Hourly
Shawn Landis HCR Wealth Advisors Los Angeles CFP Percentage of assets, Hourly
Sonja Breeding Rebalance Palo Alto CFP Percentage of assets
Stacey Panenhanouvong HCR Wealth Advisors Los Angeles CFP Percentage of assets, Hourly
Stone Churby Presidio Capital Management San Diego CFP Percentage of assets, Hourly
Stuart Schiffman Compound Wealth Advisors San Diego CFP, ChFC One-time planning fee
Tanya Steinhofer Redwood Grove Wealth Management San Rafael CFP, CFA One-time planning fee
Taylor Heininger Cloud Capital Management El Segundo CFA Percentage of assets
Troy Daum Wealth Analytics Poway CFP Percentage of assets, Hourly
Tyler Abney Tidemark Financial Partners San Diego CFP Flat fee or retainer, Percentage of assets
Tyrone Ross The right now adviser for the next-gen investor. 401 Financial San Diego CFP Hourly, Subscription

Firms headquartered in California (1,191)

All 1,191 firms in California