Fee-only financial advisors in Los Angeles, California
Which fee-only financial advisor should I talk to in Los Angeles?
Start with a fee-only advisor in Los Angeles whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Arielle Bittoni of Good Balance Financial Planning, Kathleen Connors Dowdy of EP Wealth Advisors and Katerina Minevich of Forward Wealth 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.
- Arielle Bittoni Good Balance Financial Planning Holds the CFP and CFA. Fees on file: percentage of assets, ongoing planning fee.
- Kathleen Connors Dowdy EP Wealth Advisors Holds the CFP and EA. Fees on file: percentage of assets, hourly.
- Katerina Minevich Forward Wealth Management Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- David Frank Turning Point Planning LLC Holds the CFP. Fees on file: percentage of assets, ongoing planning fee.
- Alfred McIntosh McIntosh Capital Advisors, Inc. Holds the CFP. Fees on file: percentage of assets, flat fee or retainer.
- Greg Vojtanek Fade In Financial Holds the CFP. Fees on file: ongoing planning fee, hourly.
By the numbers
- Advisors listed
- 123
- Firms
- 64
- Hold the CFP
- 35%
- Other credentials: CFA 7% · CPA 1% · EA 1%
- How they charge (of 122 with fees on file): percentage of assets 93% · hourly 70% · fixed fees 58% · one-time planning fee 8%
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 Angeles 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 Angeles
How many fee-only advisors in Los Angeles are there?
The Wellspent public graph lists 123 fee-only advisors in Los Angeles, at 64 firms. We counted every advisor record that fits, as of October 2026.
What do fee-only advisors in Los Angeles focus on?
The most common focus among fee-only advisors in Los Angeles is tax planning (33), followed by retirement planning (32) and estate planning (31). Advisors can list more than one.
How do fee-only advisors in Los Angeles charge?
The most common fee among fee-only advisors in Los Angeles is a percentage of assets, used by 93% of the 122 with fees on file. Many use more than one: 70% charge by the hour and 58% charge fixed fees.
How much do fee-only financial advisors charge in Los Angeles?
Fee-only financial advisors in Los Angeles charge a median of $7,800 a year for ongoing planning. We found this across the published prices of 5 Los Angeles firms.
How much does a one-time financial plan cost in Los Angeles?
A one-time financial plan from a fee-only firm in Los Angeles has a median price of $1,025. We found this across the published prices of 8 Los Angeles firms.
How many fee-only advisors in Los Angeles hold the CFP?
35% of the 123 fee-only advisors in Los Angeles 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 Angeles?
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 123 advisors in Los Angeles
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Al Faber Collaborative, do-it-with-you hourly or flat-fee planning for people who want to stay in control, with no product sales or ongoing fees. | DIWY Financial Planning | Los Angeles | CFP, ChFC, CLU, MBA | One-time planning fee, Hourly |
| Kathleen Connors Dowdy | EP Wealth Advisors | Los Angeles | CFP, EA, CLU, MS | Percentage of assets, Hourly |
| Patrick Yaghoobians | Noor Financial Services | Los Angeles | CFP | Flat fee or retainer, Ongoing planning fee |
| David Frank | Turning Point Planning LLC | Los Angeles | CFP | Percentage of assets, Ongoing planning fee |
| Gabriel Anderson | Crafted Wealth Management, LLC | Los Angeles | CFP, ChFC, CLU | Percentage of assets, Ongoing planning fee |
| Arielle Bittoni | Good Balance Financial Planning | Los Angeles | BA, CFA, CFP | Percentage of assets, Ongoing planning fee |
| Cynthia Jabr | Brand New Day Wealth Planning | Los Angeles | CFP | Flat fee or retainer, Hourly |
| Leighann Miko | Equalis Financial | Los Angeles | CFP, MST, RLP, BA | Percentage of assets, Ongoing planning fee |
| Catherine Hawley | Hawley Personal Finance | Los Angeles | CFP | Hourly, Flat fee or retainer |
| Greg Vojtanek | Fade In Financial | Los Angeles | BA, CFP | Ongoing planning fee, Hourly |
| Patrick Whalen | Whalen Financial Planning | Los Angeles | CFP, CTFA | Hourly, One-time planning fee |
| Alfred McIntosh | McIntosh Capital Advisors, Inc. | Los Angeles | CFP | Percentage of assets, Flat fee or retainer |
| Bill Holliday | AIO Financial, LLC | Los Angeles | Not listed | Percentage of assets, Ongoing planning fee |
| Uchechi Kalu | Greenlight Financial Planning | Los Angeles | CFP | Ongoing planning fee |
| Dirk Huybrechts | HFM Advisors | Los Angeles | CFP | One-time planning fee, Hourly |
| Katerina Minevich | Forward Wealth Management | Los Angeles | CDFA, CFP, CFA, PhD | Percentage of assets, Hourly |
| Alexander Collins | HCR Wealth Advisors | Los Angeles | CFP | Percentage of assets, Hourly |
| Shawn Landis | HCR Wealth Advisors | Los Angeles | CFP | Percentage of assets, Hourly |
| Stacey Panenhanouvong | HCR Wealth Advisors | Los Angeles | CFP | Percentage of assets, Hourly |
| Erik Helmstetter | Oder Investment Management | Los Angeles | CFP | Percentage of assets |
| Gloria Garcia Cisneros Empowering the Next Gen and First Gen to Build Wealth & Their Dream Lives | LourdMurray | Los Angeles | CFP | Percentage of assets, Flat fee or retainer |
| Bryan Molinar | Atlas Legacy Advisors | Los Angeles | CFP | Percentage of assets, Hourly |
| Craig Farkas | Harold Davidson & Associates | Los Angeles | CFP | Percentage of assets, Hourly |
| Jordan Kahn | HCR Wealth Advisors | Los Angeles | CFA | Percentage of assets, Hourly |
| Li-Wei Chang | 7Summit Advisors | Los Angeles | CFP | Percentage of assets |
| Matthew Fulton | Atlas Legacy Advisors | Los Angeles | CFP | Percentage of assets, Hourly |
| Melanie Perry | Sustainable Wealth Advisory Group | Los Angeles | CFP | Percentage of assets, Hourly |
| Noah Damsky | Marina Wealth Advisors | Los Angeles | CFA | Percentage of assets, Hourly |
| Gregory Legorreta | Loam Advisory | Los Angeles | Not listed | One-time planning fee, Flat fee or retainer |
| Matthew Heller | HCR Wealth Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Steven Campeas | HCR Wealth Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Alyssa Crews | Silver Oak Wealth Advisors | Los Angeles | CFP | Percentage of assets, Hourly |
| Andrew Bernell | Century Park Wealth Management | Los Angeles | CFP, CPA, JD | Not listed |
| Brandon Lew | Kera Capital | Los Angeles | Not listed | Percentage of assets, Hourly |
| David Rae | DRM Wealth Management LLC | Los Angeles | CFP | Percentage of assets, Hourly |
| David Zuckerman | Zuckerman Capital Management | Los Angeles | CFP | Percentage of assets |
| Keith Crenshaw | Crenshaw Capital Management | Los Angeles | Not listed | Percentage of assets |
| Laura Robayo | Silver Oak Wealth Advisors | Los Angeles | CFP | Percentage of assets, Hourly |
| Marie Thomasson | Modern Assets | Los Angeles | CFP | Percentage of assets, Hourly |
| Max Pashman | Pashman Financial LLC | Los Angeles | CFP | Percentage of assets, Hourly |
| Mitra Shahi | Wealth Management Partners | Los Angeles | Not listed | Percentage of assets |
| Pasha Shemirani | Wealth Management Partners | Los Angeles | Not listed | Percentage of assets |
| Shufan Cao | Silver Oak Wealth Advisors | Los Angeles | CFP | Percentage of assets, Hourly |
| Geert Criel | Pasadena Private Wealth | Los Angeles | Not listed | Percentage of assets, Hourly |
| Harold Davidson | Harold Davidson & Associates | Los Angeles | Not listed | Percentage of assets, Hourly |
| Jivko Velev | Velev Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Kyle Fulton | Seneca Private Wealth | Los Angeles | Not listed | Percentage of assets, Hourly |
| Marc Rosenbach | Atlas Legacy Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Matthew Murawski | Murawski Wealth Management | Los Angeles | Not listed | Percentage of assets |
| Scott Shlecter | Pasadena Private Wealth | Los Angeles | Not listed | Percentage of assets, Hourly |
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