Fee-only financial advisors in Fresno, California
Which fee-only financial advisor should I talk to in Fresno?
Start with a fee-only advisor in Fresno whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Taylor Whelan of Whelan Financial, Tina Mistry of Portfolio Advisors, Inc and Andrew McFadden of Panoramic Financial Advice, 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.
- Taylor Whelan Whelan Financial Holds the CFP and CFA. Fees on file: percentage of assets, fixed fees.
- Tina Mistry Portfolio Advisors, Inc Holds the CFP. Fees on file: percentage of assets.
- Andrew McFadden Panoramic Financial Advice Holds the CFP. Fees on file: flat fee or retainer.
- Tommy Lopez Coffeehouse Capital LLC | Financial Planning and Wealth Management Holds the CFP. Fees on file: hourly, one-time planning fee.
- Timothy Lourenco The Foundation Wealth Management Holds the CFP. Fees on file: percentage of assets, hourly.
- Michael Mazman Pathways Advisory Group Holds the CFP. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 26
- Firms
- 14
- Hold the CFP
- 77%
- Other credentials: CFA 4% · ChFC 4%
- How they charge (of 26 with fees on file): percentage of assets 92% · fixed fees 65% · hourly 62% · one-time planning fee 4%
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 Fresno 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 Fresno
How many fee-only advisors in Fresno are there?
The Wellspent public graph lists 26 fee-only advisors in Fresno, at 14 firms. We counted every advisor record that fits, as of October 2026.
What do fee-only advisors in Fresno focus on?
The most common focus among fee-only advisors in Fresno is retirement planning (12), followed by tax planning (12) and estate planning (10). Advisors can list more than one.
How do fee-only advisors in Fresno charge?
The most common fee among fee-only advisors in Fresno is a percentage of assets, used by 92% of the 26 with fees on file. Many use more than one: 65% charge fixed fees and 62% 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 Fresno hold the CFP?
77% of the 26 fee-only advisors in Fresno 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 Fresno?
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 26 advisors in Fresno
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Tommy Lopez | Coffeehouse Capital LLC | Financial Planning and Wealth Management | Fresno | CFP, CRPC | Hourly, One-time planning fee |
| AJ Flores | Portfolio Advisors, Inc. | Fresno | CFP | Percentage of assets |
| Tina Mistry | Portfolio Advisors, Inc | Fresno | CFP | Percentage of assets |
| Andrew McFadden | Panoramic Financial Advice | Fresno | CFP, MBA | Flat fee or retainer |
| Whitney Kelley | Pathways Advisory Group, Inc. | Fresno | CFP | Percentage of assets, Hourly |
| Lori Ong | Whelan Financial | Fresno | CFP | Percentage of assets, Fixed fees |
| Michael Manjarrez | Whelan Financial | Fresno | CFP | Percentage of assets, Fixed fees |
| Michael Ryan | Whelan Financial | Fresno | CFP | Percentage of assets, Fixed fees |
| Portia White | Whelan Financial | Fresno | CFP | Percentage of assets, Fixed fees |
| Stephen Detweiler | Whelan Financial | Fresno | CFP | Percentage of assets, Fixed fees |
| Taylor Whelan | Whelan Financial | Fresno | CFP, CFA | Percentage of assets, Fixed fees |
| Vincent Whelan | Whelan Financial | Fresno | CFP | Percentage of assets, Fixed fees |
| Matthew White | Endurance Investment Strategies | Fresno | Not listed | Percentage of assets, Hourly |
| Andrew James Flores | Portfolio Advisors | Fresno | CFP | Percentage of assets, Hourly |
| Dustin Smith | Pathways Advisory Group | Fresno | CFP | Percentage of assets, Hourly |
| Jarrett Suddarth | Panoramic Financial | Fresno | CFP | Percentage of assets, Hourly |
| Martin Mazorra | Private Wealth Advisors | Fresno | CFP, ChFC | Percentage of assets, Hourly |
| Michael Mazman | Pathways Advisory Group | Fresno | CFP | Percentage of assets, Hourly |
| Michelle Bedsted | Pathways Advisory Group | Fresno | CFP | Percentage of assets, Hourly |
| Nicholas Mazorra | Private Wealth Advisors | Fresno | CFP | Percentage of assets, Hourly |
| Timothy Lourenco | The Foundation Wealth Management | Fresno | CFP | Percentage of assets, Hourly |
| Angel Valencia | Portfolio Advisors | Fresno | Not listed | Percentage of assets, Hourly |
| Hugo Gutierrez Mozqueda | Portfolio Advisors | Fresno | Not listed | Percentage of assets, Hourly |
| Jeffrey Karst | Pathways Advisory Group | Fresno | Not listed | Percentage of assets, Hourly |
| Rodney Roque | RR Financial Management | Fresno | Not listed | Percentage of assets, Hourly |
| Shawn Young | RB Capital Management | Fresno | Not listed | Percentage of assets, Hourly |
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