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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
Iftikhar Ahmed Kaizen Financial Strategies Pleasanton CFP Percentage of assets, Hourly
Janet Hoffmann Sand Hill Global Advisors San Francisco CFP, CFA Percentage of assets, Hourly
Jason Terhune Capital Advantage Walnut Creek CFP Percentage of assets, Ongoing planning fee
Jefferson Rotherham Sierra Wealth Strategies Coronado CFP Percentage of assets, Hourly
Jeffrey Abadie Sand Hill Global Advisors San Francisco CFP Percentage of assets, Hourly
Jeffrey Pih Pih Investments South Pasadena CFP Percentage of assets
Jeffrey Wiyninger Pathway Advisor Fallbrook CFP Percentage of assets, Hourly
Jerod Fenton RED Seven Wealth Management Escondido CFP Percentage of assets, Fixed fees
Jessie Hale Vita Wealth Advisors Manhattan Beach CFP Percentage of assets, Hourly
John Kamola JW Financial Advisors Santa Rosa CFP Flat fee or retainer, Hourly
John McCormick Regatta Capital Group El Segundo CFP Percentage of assets, Hourly
John McNertney Green Ocean Global San Francisco CFP Percentage of assets, Fixed fees
John Richardson RED Seven Wealth Management Escondido CFP Percentage of assets, Fixed fees
Jordan Gibbs Heritage Wealth Management San Diego CFP Percentage of assets, Hourly
Joseph Clark Praetorian Guard Wealth Management Carmel CFP Percentage of assets
Joseph Hendrickson PCM Encore Folsom CFP Percentage of assets, Fixed fees
Joseph Sweeney Sweeney & Michel Chico CFP Percentage of assets, Hourly
Justin Mayo Sierra Wealth Strategies El Cajon CFP Percentage of assets, Hourly
Kathleen Adams Second 50 Financial Manhattan Beach CFP Percentage of assets, Fixed fees
Kenneth Cala Lowery Thomas Alameda CFP Percentage of assets
Kevin Campbell McIlrath | Eck San Luis Obispo CFP Percentage of assets, Hourly
Kimberleigh Williams Sand Hill Global Advisors Palo Alto CFP Percentage of assets, Hourly
Kristin Short Confide Thousand Oaks CFP Percentage of assets, One-time planning fee
Lauren Friedlander Spectrum Financial Management San Rafael CFP Percentage of assets
Lori Ong Whelan Financial Fresno CFP Percentage of assets, Fixed fees
Louis Guajardo Moonshot Planning Montclair CFP Ongoing planning fee
Lyndon Lorenz Boldin Mill Valley CFP Flat fee or retainer, Ongoing planning fee
Marc Roland Dean Roland Russell Family Wealth Management San Diego CFP, PFS Percentage of assets
Mark Hill DeDora Capital Napa CFP Percentage of assets, Hourly
Mark Moberg Green Ocean Global San Francisco CFP Percentage of assets, Fixed fees
Matthew Crisafulli ACap Advisors & Accountants Studio City CFP Percentage of assets, Hourly
Maxwell Gallagher 24Acres Wealth Management Redondo Beach CFP Percentage of assets, Fixed fees
Michael Dunlap Pathway Advisor Fallbrook CFP Percentage of assets, Hourly
Michael Manjarrez Whelan Financial Fresno CFP Percentage of assets, Fixed fees
Michael Ryan Whelan Financial Fresno CFP Percentage of assets, Fixed fees
Michael Troxell Financial planning for folks with stock options and RSUs Modern Financial Planning Oakland CPA Hourly, Percentage of assets
Millu Ramirez Highline Wealth Partners Sherman Oaks CFP Percentage of assets, Hourly
Miriam Santiago Sand Hill Global Advisors Palo Alto CFP Percentage of assets, Hourly
Neil Unger AIRE Advisors Beverly Hills CFP Percentage of assets, Hourly
Nicholas Ozer Regatta Capital Group El Segundo CFP Percentage of assets, Hourly
Noa Hoffman Green Ocean Global San Francisco CFP Percentage of assets, Fixed fees
Paul Dedora DeDora Capital Napa CFP Percentage of assets, Hourly
Philip Kirshman Manchester Capital Management Montecito CFP, CFA Percentage of assets, Fixed fees
Philip Maravilla PracticeCFO San Diego CFP Percentage of assets, Fixed fees
Portia White Whelan Financial Fresno CFP Percentage of assets, Fixed fees
Rand Borresen Ascend Financial Advisers Irvine CFP Percentage of assets, Hourly
Richard Davey Fiduciary Financial Group San Rafael CFP Percentage of assets, Fixed fees
Richard Hewitt Praetorian Guard Wealth Management Carmel CFP Percentage of assets
Riley Adams We offer tax, accounting, financial planning, and investment advisory services for small-to-midsize businesses, wealth advisory clients, and high-net worth individuals. Daniel M Kavanaugh CPA Inc Pleasanton CPA Percentage of assets, Flat fee or retainer
Risley Sams RHS Financial San Francisco CFP Percentage of assets

Firms headquartered in California (1,191)

All 1,191 firms in California