Fee-only financial advisors in El Segundo, California
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Jackson Xu X AND Y ADVISORS, INC. Holds the CFP and CFA. Fees on file: ongoing planning fee.
- John Pak Otium Advisory Group Holds the CFP and EA. Fees on file: flat fee or retainer, hourly.
- Taylor Heininger Cloud Capital Management Holds the CFA. Fees on file: percentage of assets.
- Mark Reyes Casita Financial Planning Holds the CFP. Fees on file: ongoing planning fee.
- Britt Joyce Regatta Capital Group Holds the CFA. Fees on file: percentage of assets, hourly.
- Daniel Goldberg Goldberg Financial Advisors Holds the CFA. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 31
- Firms
- 14
- Hold the CFP
- 32%
- Other credentials: CFA 13% · EA 3%
- How they charge (of 31 with fees on file): percentage of assets 87% · fixed fees 71% · hourly 58% · performance-based fees 42%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Find an advisor in El Segundo by what you need
Find an advisor in California by fee, assets, or credential
- Hourly financial advisors
- Flat-fee financial advisors
- One-time financial plans
- Financial advisors with no minimum
- Advisors for under $500,000
- Advisors for $500,000 to $1 million
- Advisors for $1 million to $3 million
- Advisors for over $3 million
- CFP financial advisors
- CFA financial advisors
- ChFC financial advisors
- Virtual financial advisors
Questions about fee-only advisors in El Segundo
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.
All 31 advisors in El Segundo
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Jackson Xu | X AND Y ADVISORS, INC. | El Segundo | CFP, CFA | Ongoing planning fee |
| John Pak | Otium Advisory Group | El Segundo | BA, CFP, EA, MST | Flat fee or retainer, Hourly |
| Mark Reyes | Casita Financial Planning | El Segundo | CFP | Ongoing planning fee |
| Taylor Heininger | Cloud Capital Management | El Segundo | CFA | Percentage of assets |
| Chloe Barnett | Regatta Capital Group | El Segundo | CFP | Percentage of assets, Hourly |
| John McCormick | Regatta Capital Group | El Segundo | CFP | Percentage of assets, Hourly |
| Nicholas Ozer | Regatta Capital Group | El Segundo | CFP | Percentage of assets, Hourly |
| Russell Mohberg | Regatta Capital Group | El Segundo | CFP | Percentage of assets, Hourly |
| Britt Joyce | Regatta Capital Group | El Segundo | CFA | Percentage of assets, Hourly |
| Benjamin Satterfield | Regatta Capital Group | El Segundo | Not listed | Percentage of assets, Hourly |
| Ellen Himmel | Regatta Capital Group | El Segundo | Not listed | Percentage of assets, Hourly |
| Erika Jenkins | Regatta Capital Group | El Segundo | Not listed | Percentage of assets, Hourly |
| Grant Nabell | Regatta Capital Group | El Segundo | Not listed | Percentage of assets, Hourly |
| Lindsey Diranian | Regatta Capital Group | El Segundo | Not listed | Percentage of assets, Hourly |
| Lisa Margulies | Regatta Capital Group | El Segundo | Not listed | Percentage of assets, Hourly |
| Robert Robinson | Cosmos Wealth | El Segundo | Not listed | Percentage of assets, Hourly |
| Spencer Kelly | Regatta Capital Group | El Segundo | Not listed | Percentage of assets, Hourly |
| Christopher Casanega | Sharper & Granite | El Segundo | Not listed | Percentage of assets |
| Kristian Mtetwa | Atlas Financial | El Segundo | Not listed | Percentage of assets, Fixed fees |
| Ryan Peabody | Sharper & Granite | El Segundo | Not listed | Percentage of assets |
| Tina Herrera | Sharper & Granite | El Segundo | Not listed | Percentage of assets |
| Christopher Rylander | Rylander Richter | El Segundo | CFP | Percentage of assets, Fixed fees |
| David Dewolf | Quantum Financial Advisors | El Segundo | CFP | Percentage of assets, Hourly |
| Guy Keefer | Keefer Pension Consulting | El Segundo | CFP | Percentage of assets |
| Daniel Goldberg | Goldberg Financial Advisors | El Segundo | CFA | Percentage of assets, Hourly |
| Alexandra Long | Quantum Financial Advisors | El Segundo | Not listed | Percentage of assets, Hourly |
| Brent Greenshields | Greenshields Capital | El Segundo | Not listed | Percentage of assets, Fixed fees |
| Edward Berry | Greenshields Capital | El Segundo | Not listed | Percentage of assets, Fixed fees |
| Jason Richter | Rylander Richter | El Segundo | Not listed | Percentage of assets, Fixed fees |
| Ryan Balderian | Quantum Financial Advisors | El Segundo | Not listed | Percentage of assets, Hourly |
| Vivianna Zhao | X and Y Advisors | El Segundo | Not listed | Fixed fees |
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