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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
Wing-Yin Kong Willow Grove Advisors Berkeley CFP Percentage of assets, Hourly
Aaron Karas Insight Wealth Strategies San Ramon CFP Percentage of assets, Hourly
Adam Wilkins Boldin Mill Valley CFP Flat fee or retainer, Ongoing planning fee
Adrienne Stark Boldin Mill Valley CFP Flat fee or retainer, Ongoing planning fee
Alexander Boeri Miller Avenue Advisors Mill Valley CFP Percentage of assets, Fixed fees
Alexander Goldberg McIlrath | Eck Anaheim CFP Percentage of assets, Hourly
Alison Shannon Corvus Wealth Advisors Templeton CFP Percentage of assets
Andrew Barton Boldin Mill Valley CFP Flat fee or retainer, Ongoing planning fee
Andrew Nelson Praetorian Guard Wealth Management Carmel CFP Percentage of assets
Andrew Russell Dean Roland Russell Family Wealth Management San Diego CFP Percentage of assets
Angel Brown asendo wealth San Diego CFP Percentage of assets, Hourly
Anthony Leonti Corvus Wealth Advisors Templeton CFP Percentage of assets
Ara Oghoorian ACap Advisors & Accountants La Verne CFP, CFA Percentage of assets, Hourly
Barbara Norman Sage Path Solutions San Diego CFP Percentage of assets, Hourly
Barry Taylor Sand Hill Global Advisors San Francisco CFP Percentage of assets, Hourly
Benjamin Sampson Miller Avenue Advisors Mill Valley CFP Percentage of assets, Fixed fees
Brandon Berman Total Wealth Services Westlake Village CFP Percentage of assets
Brenda Friedlander Spectrum Financial Management San Rafael CFP Percentage of assets
Brian Proses Rational Investment Management Mill Valley CFP Percentage of assets
Brian Stormont Insight Wealth Strategies San Ramon CFP Percentage of assets, Hourly
Brianna Black Boldin Mill Valley CFP Flat fee or retainer, Ongoing planning fee
Bryan Buchert Kera Capital Sacramento CFP Percentage of assets, Hourly
Brynne Speizer Corvus Wealth Advisors San Luis Obispo CFP Percentage of assets
Caroline Curts Sand Hill Global Advisors Palo Alto CFP Percentage of assets, Hourly
Carolyn Herzog Corvus Wealth Advisors San Luis Obispo CFP, CFA Percentage of assets
Cassidy Murphy Fiduciary Financial Group San Rafael CFP Percentage of assets, Fixed fees
Chad Valchar R.I.T. Wealth Advisors Santa Barbara CFP Percentage of assets, Fixed fees
Chad Wauschek Pathway Advisor Fallbrook CFP Percentage of assets, Hourly
Charles Angle Rssic San Francisco CFP Percentage of assets, Hourly
Chaz Fahrner Sierra Wealth Strategies San Diego CFP Percentage of assets, Hourly
Cherie Putman Women's Wellness and Wealth Torrance CFP Percentage of assets, Hourly
Chloe Barnett Regatta Capital Group El Segundo CFP Percentage of assets, Hourly
Claudia Fitch Fitch Financial Advisors San Francisco CFP One-time planning fee
Cody Beaumont HFG Trust Gilroy CFP Percentage of assets, Hourly
Cynthia Miller Greykasell Wealth Strategies Danville CFP Percentage of assets, Hourly
Dale Woodward DW Financial Anaheim CFP Percentage of assets, Hourly
David Andrews Heritage Wealth Management San Diego CFP Percentage of assets, Hourly
David Chapman DFS Capital Management Brea CFP Percentage of assets, Hourly
David Chong Oaktree Wealth Group Brea CFP, CFA Percentage of assets, One-time planning fee
David Eisenhauer Greykasell Wealth Strategies Danville CFP Percentage of assets, Hourly
David Meucci Phase Change Wealth Management Sebastopol CFP Percentage of assets, Hourly
Derek Thomsen RED Seven Wealth Management La Palma CFP Percentage of assets, Fixed fees
Don Hilario Hilpan Moxie Wealth Management Irvine CFP Percentage of assets, Flat fee or retainer
Edward Williams Boldin Mill Valley CFP Flat fee or retainer, Ongoing planning fee
Elizabeth Cody Sand Hill Global Advisors Palo Alto CFP Percentage of assets, Hourly
Eric Strong Miller Avenue Advisors Mill Valley CFP Percentage of assets, Fixed fees
Erik Helmstetter Oder Investment Management Los Angeles CFP Percentage of assets
Evan Davies Praetorian Guard Wealth Management Carmel CFP Percentage of assets
Gloria Garcia Cisneros Empowering the Next Gen and First Gen to Build Wealth & Their Dream Lives LourdMurray Los Angeles CFP Percentage of assets, Flat fee or retainer
Ian Castille Capital Advantage Walnut Creek CFP Percentage of assets, Ongoing planning fee

Firms headquartered in California (1,191)

All 1,191 firms in California