Fee-only financial advisors in Los Altos, California
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Tony Blagrove Traveka Wealth Holds the CFP and CFA. Fees on file: percentage of assets.
- Nathan Dingler DiversiFi Capital Holds the CFP. Fees on file: ongoing planning fee, percentage of assets.
- Joel Meyer Meyer Financial Advisors Holds the CFA. Fees on file: one-time planning fee.
- Kanaka Szabo-Cummings Gates Pass Advisors Holds the CFP. Fees on file: percentage of assets, fixed fees.
- Rebecca Lyman Johnson Lyman Wealth Advisors Holds the CFP. Fees on file: percentage of assets, fixed fees.
- Brandon Smith Flywheel Private Wealth Holds the CFP. Fees on file: percentage of assets.
By the numbers
- Advisors listed
- 25
- Firms
- 11
- Hold the CFP
- 60%
- Other credentials: CFA 16%
- How they charge (of 25 with fees on file): percentage of assets 88% · ongoing planning fee 36% · fixed fees 32% · hourly 12%
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 Los Altos 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 Los Altos
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.
All 25 advisors in Los Altos
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Rob Lyman | Johnson Lyman Wealth Advisors | Los Altos | CFP | Percentage of assets, Fixed fees |
| Alfred Au | DiversiFi Capital | Los Altos | CFP | Ongoing planning fee, Percentage of assets |
| Brandon Kurz | DiversiFi Capital | Los Altos | CFP | Ongoing planning fee, Percentage of assets |
| Lily Zhang | DiversiFi Capital | Los Altos | CFP | Ongoing planning fee, Percentage of assets |
| Nathan Dingler | DiversiFi Capital | Los Altos | CFP | Ongoing planning fee, Percentage of assets |
| Raymond Vo | DiversiFi Capital | Los Altos | CFP | Ongoing planning fee, Percentage of assets |
| Thomas Lowish | DiversiFi Capital | Los Altos | CFP | Ongoing planning fee, Percentage of assets |
| Jared La Blue | DiversiFi Capital | Los Altos | Not listed | Ongoing planning fee, Percentage of assets |
| Brandon Smith | Flywheel Private Wealth | Los Altos | CFP | Percentage of assets |
| Donald Hejna | Stantum | Los Altos | CFA | Percentage of assets, Hourly |
| Kanaka Szabo-Cummings | Gates Pass Advisors | Los Altos | CFP | Percentage of assets, Fixed fees |
| Louise Alexander | Gates Pass Advisors | Los Altos | CFP | Percentage of assets, Fixed fees |
| Joel Meyer | Meyer Financial Advisors | Los Altos | CFA | One-time planning fee |
| Tony Blagrove | Traveka Wealth | Los Altos | CFA, CFP | Percentage of assets |
| Erik Schei | Gates Pass Advisors | Los Altos | CFA | Percentage of assets, Fixed fees |
| Kristen Worth | Flywheel Private Wealth | Los Altos | Not listed | Percentage of assets |
| Henry Reed | PWJohnson Wealth and Legacy | Los Altos | Not listed | Ongoing planning fee |
| Peter Johnson | PWJohnson Wealth and Legacy | Los Altos | Not listed | Ongoing planning fee |
| Annamalai Rajendran | Family CFO | Los Altos | CFP | Percentage of assets, Hourly |
| Rebecca Lyman | Johnson Lyman Wealth Advisors | Los Altos | CFP | Percentage of assets, Fixed fees |
| Sean McNally | Traveka Wealth | Los Altos | CFP | Percentage of assets |
| Sharon Paratte | Traveka Wealth | Los Altos | CFP | Percentage of assets |
| Eric Thurber | Three Bridge Wealth Advisors | Los Altos | Not listed | Percentage of assets, Hourly |
| Howard Smith | Changing Parameters | Los Altos | Not listed | Percentage of assets |
| Nicholas Winstead | Changing Parameters | Los Altos | Not listed | Percentage of assets |
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