# Fee-only financial advisors in Los Altos, California > Start with a fee-only advisor in Los Altos whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Tony Blagrove of Traveka Wealth, Nathan Dingler of DiversiFi Capital and Joel Meyer of Meyer Financial Advisors, chosen for their credentials and fees on file. Page: https://find.wellspent.co/locations/us/california/los-altos/ 25 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 Los Altos? Start with a fee-only advisor in Los Altos whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Tony Blagrove of Traveka Wealth, Nathan Dingler of DiversiFi Capital and Joel Meyer of Meyer Financial Advisors, chosen for their credentials and fees on file. ## How many fee-only advisors in Los Altos are there? The Wellspent public graph lists 25 fee-only advisors in Los Altos, at 11 firms. We counted every advisor record that fits, as of October 2026. ## What do fee-only advisors in Los Altos focus on? The most common focus among fee-only advisors in Los Altos is retirement planning (10), followed by high earners (10) and equity compensation (8). Advisors can list more than one. ## How do fee-only advisors in Los Altos charge? The most common fee among fee-only advisors in Los Altos is a percentage of assets, used by 88% of the 25 with fees on file. Many use more than one: 36% charge an ongoing planning fee and 32% charge fixed fees. ## 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 Los Altos hold the CFP? 60% of the 25 fee-only advisors in Los Altos 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 Los Altos? 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 | |---|---|---|---|---| | [Rob Lyman](https://find.wellspent.co/advisors/rob-lyman.md) | Johnson Lyman Wealth Advisors | Los Altos, California | CFP | Percentage of assets, Fixed fees | | [Alfred Au](https://find.wellspent.co/advisors/alfred-au.md) | DiversiFi Capital | Los Altos, California | CFP | Ongoing planning fee, Percentage of assets | | [Brandon Kurz](https://find.wellspent.co/advisors/brandon-kurz.md) | DiversiFi Capital | Los Altos, California | CFP | Ongoing planning fee, Percentage of assets | | [Lily Zhang](https://find.wellspent.co/advisors/lily-zhang.md) | DiversiFi Capital | Los Altos, California | CFP | Ongoing planning fee, Percentage of assets | | [Nathan Dingler](https://find.wellspent.co/advisors/nathan-dingler.md) | DiversiFi Capital | Los Altos, California | CFP | Ongoing planning fee, Percentage of assets | | [Raymond Vo](https://find.wellspent.co/advisors/raymond-vo.md) | DiversiFi Capital | Los Altos, California | CFP | Ongoing planning fee, Percentage of assets | | [Thomas Lowish](https://find.wellspent.co/advisors/thomas-lowish.md) | DiversiFi Capital | Los Altos, California | CFP | Ongoing planning fee, Percentage of assets | | [Jared La Blue](https://find.wellspent.co/advisors/jared-la-blue.md) | DiversiFi Capital | Los Altos, California | | Ongoing planning fee, Percentage of assets | | [Brandon Smith](https://find.wellspent.co/advisors/brandon-smith-5053905.md) | Flywheel Private Wealth | Los Altos, California | CFP | Percentage of assets | | [Donald Hejna](https://find.wellspent.co/advisors/donald-hejna.md) | Stantum | Los Altos, California | CFA | Percentage of assets, Hourly, Fixed fees | | [Kanaka Szabo-Cummings](https://find.wellspent.co/advisors/kanaka-szabo-cummings.md) | Gates Pass Advisors | Los Altos, California | CFP | Percentage of assets, Fixed fees | | [Louise Alexander](https://find.wellspent.co/advisors/louise-alexander.md) | Gates Pass Advisors | Los Altos, California | CFP | Percentage of assets, Fixed fees | | [Joel Meyer](https://find.wellspent.co/advisors/joel-meyer.md) | Meyer Financial Advisors | Los Altos, California | CFA | One-time planning fee | | [Tony Blagrove](https://find.wellspent.co/advisors/tony-blagrove.md) | Traveka Wealth | Los Altos, California | CFA, CFP | Percentage of assets | | [Erik Schei](https://find.wellspent.co/advisors/erik-schei.md) | Gates Pass Advisors | Los Altos, California | CFA | Percentage of assets, Fixed fees | | [Kristen Worth](https://find.wellspent.co/advisors/kristen-worth.md) | Flywheel Private Wealth | Los Altos, California | | Percentage of assets | | [Henry Reed](https://find.wellspent.co/advisors/henry-reed.md) | PWJohnson Wealth and Legacy | Los Altos, California | | Ongoing planning fee | | [Peter Johnson](https://find.wellspent.co/advisors/peter-johnson-1435611.md) | PWJohnson Wealth and Legacy | Los Altos, California | | Ongoing planning fee | | [Annamalai Rajendran](https://find.wellspent.co/advisors/annamalai-rajendran.md) | Family CFO | Los Altos, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Rebecca Lyman](https://find.wellspent.co/advisors/rebecca-lyman.md) | Johnson Lyman Wealth Advisors | Los Altos, California | CFP | Percentage of assets, Fixed fees | | [Sean McNally](https://find.wellspent.co/advisors/sean-mcnally.md) | Traveka Wealth | Los Altos, California | CFP | Percentage of assets | | [Sharon Paratte](https://find.wellspent.co/advisors/sharon-paratte.md) | Traveka Wealth | Los Altos, California | CFP | Percentage of assets | | [Eric Thurber](https://find.wellspent.co/advisors/eric-thurber.md) | Three Bridge Wealth Advisors | Los Altos, California | | Percentage of assets, Hourly, Fixed fees | | [Howard Smith](https://find.wellspent.co/advisors/howard-smith.md) | Changing Parameters | Los Altos, California | | Percentage of assets | | [Nicholas Winstead](https://find.wellspent.co/advisors/nicholas-winstead.md) | Changing Parameters | Los Altos, California | | Percentage of assets | ## 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).