# Fee-only financial advisors in El Segundo, California > Start with a fee-only advisor in El Segundo whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Jackson Xu of X AND Y ADVISORS, INC., John Pak of Otium Advisory Group and Taylor Heininger of Cloud Capital Management, chosen for their credentials and fees on file. Page: https://find.wellspent.co/locations/us/california/el-segundo/ 31 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## Which fee-only financial advisor should I talk to in El Segundo? Start with a fee-only advisor in El Segundo whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Jackson Xu of X AND Y ADVISORS, INC., John Pak of Otium Advisory Group and Taylor Heininger of Cloud Capital Management, chosen for their credentials and fees on file. ## How many fee-only advisors in El Segundo are there? The Wellspent public graph lists 31 fee-only advisors in El Segundo, at 14 firms. We counted every advisor record that fits, as of October 2026. ## What do fee-only advisors in El Segundo focus on? The most common focus among fee-only advisors in El Segundo is tax planning (16), followed by sustainable investing (15) and equity compensation (14). Advisors can list more than one. ## How do fee-only advisors in El Segundo charge? The most common fee among fee-only advisors in El Segundo is a percentage of assets, used by 87% of the 31 with fees on file. Many use more than one: 71% charge fixed fees and 58% charge by the hour. ## How much do fee-only financial advisors charge in California? Fee-only financial advisors in California charge a median of $6,000 a year for ongoing planning. We found this across the published prices of 112 California firms. ## How many fee-only advisors in El Segundo hold the CFP? 32% of the 31 fee-only advisors in El Segundo hold the CFP certification, based on the credentials listed on each record. ## Does California tax income on top of federal tax? Yes. California has a state income tax, so a financial plan for a California resident should project it alongside federal tax. ## How current is this list of fee-only advisors in El Segundo? Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Jackson Xu](https://find.wellspent.co/advisors/jackson-xu.md) | X AND Y ADVISORS, INC. | El Segundo, California | CFP, CFA | Ongoing planning fee | | [John Pak](https://find.wellspent.co/advisors/john-pak.md) | Otium Advisory Group | El Segundo, California | BA, CFP, EA, MST, RICP | Flat fee or retainer, Hourly, One-time planning fee | | [Mark Reyes](https://find.wellspent.co/advisors/mark-reyes.md) | Casita Financial Planning | El Segundo, California | CFP | Ongoing planning fee | | [Taylor Heininger](https://find.wellspent.co/advisors/taylor-heininger.md) | Cloud Capital Management | El Segundo, California | CFA | Percentage of assets | | [Chloe Barnett](https://find.wellspent.co/advisors/chloe-barnett.md) | Regatta Capital Group | El Segundo, California | CFP | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [John McCormick](https://find.wellspent.co/advisors/john-mccormick.md) | Regatta Capital Group | El Segundo, California | CFP | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Nicholas Ozer](https://find.wellspent.co/advisors/nicholas-ozer.md) | Regatta Capital Group | El Segundo, California | CFP | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Russell Mohberg](https://find.wellspent.co/advisors/russell-mohberg.md) | Regatta Capital Group | El Segundo, California | CFP | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Britt Joyce](https://find.wellspent.co/advisors/britt-joyce.md) | Regatta Capital Group | El Segundo, California | CFA | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Benjamin Satterfield](https://find.wellspent.co/advisors/benjamin-satterfield.md) | Regatta Capital Group | El Segundo, California | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Ellen Himmel](https://find.wellspent.co/advisors/ellen-himmel.md) | Regatta Capital Group | El Segundo, California | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Erika Jenkins](https://find.wellspent.co/advisors/erika-jenkins.md) | Regatta Capital Group | El Segundo, California | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Grant Nabell](https://find.wellspent.co/advisors/grant-nabell.md) | Regatta Capital Group | El Segundo, California | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Lindsey Diranian](https://find.wellspent.co/advisors/lindsey-diranian.md) | Regatta Capital Group | El Segundo, California | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Lisa Margulies](https://find.wellspent.co/advisors/lisa-margulies.md) | Regatta Capital Group | El Segundo, California | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Robert Robinson](https://find.wellspent.co/advisors/robert-robinson-6386867.md) | Cosmos Wealth | El Segundo, California | | Percentage of assets, Hourly | | [Spencer Kelly](https://find.wellspent.co/advisors/spencer-kelly.md) | Regatta Capital Group | El Segundo, California | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Christopher Casanega](https://find.wellspent.co/advisors/christopher-casanega.md) | Sharper & Granite | El Segundo, California | | Percentage of assets | | [Kristian Mtetwa](https://find.wellspent.co/advisors/kristian-mtetwa.md) | Atlas Financial | El Segundo, California | | Percentage of assets, Fixed fees, Performance-based fees | | [Ryan Peabody](https://find.wellspent.co/advisors/ryan-peabody.md) | Sharper & Granite | El Segundo, California | | Percentage of assets | | [Tina Herrera](https://find.wellspent.co/advisors/tina-herrera.md) | Sharper & Granite | El Segundo, California | | Percentage of assets | | [Christopher Rylander](https://find.wellspent.co/advisors/christopher-rylander.md) | Rylander Richter | El Segundo, California | CFP | Percentage of assets, Fixed fees | | [David Dewolf](https://find.wellspent.co/advisors/david-dewolf.md) | Quantum Financial Advisors | El Segundo, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Guy Keefer](https://find.wellspent.co/advisors/guy-keefer.md) | Keefer Pension Consulting | El Segundo, California | CFP | Percentage of assets | | [Daniel Goldberg](https://find.wellspent.co/advisors/daniel-goldberg-5289617.md) | Goldberg Financial Advisors | El Segundo, California | CFA | Percentage of assets, Hourly, Fixed fees | | [Alexandra Long](https://find.wellspent.co/advisors/alexandra-long.md) | Quantum Financial Advisors | El Segundo, California | | Percentage of assets, Hourly, Fixed fees | | [Brent Greenshields](https://find.wellspent.co/advisors/brent-greenshields.md) | Greenshields Capital | El Segundo, California | | Percentage of assets, Fixed fees | | [Edward Berry](https://find.wellspent.co/advisors/edward-berry.md) | Greenshields Capital | El Segundo, California | | Percentage of assets, Fixed fees | | [Jason Richter](https://find.wellspent.co/advisors/jason-richter.md) | Rylander Richter | El Segundo, California | | Percentage of assets, Fixed fees | | [Ryan Balderian](https://find.wellspent.co/advisors/ryan-balderian.md) | Quantum Financial Advisors | El Segundo, California | | Percentage of assets, Hourly, Fixed fees | | [Vivianna Zhao](https://find.wellspent.co/advisors/vivianna-zhao.md) | X and Y Advisors | El Segundo, California | | Fixed fees | ## About this data Sources and verification: https://find.wellspent.co/methodology/ Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).