# Fee-only financial advisors in Manhattan Beach, California > Start with a fee-only advisor in Manhattan Beach whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Yves-Marc Courtines of Boundless Advice, Sean Shannon of Monograph Wealth and Thomas Smith of Vita Wealth Advisors, chosen for their credentials and fees on file. Page: https://find.wellspent.co/locations/us/california/manhattan-beach/ 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 Manhattan Beach? Start with a fee-only advisor in Manhattan Beach whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Yves-Marc Courtines of Boundless Advice, Sean Shannon of Monograph Wealth and Thomas Smith of Vita Wealth Advisors, chosen for their credentials and fees on file. ## How many fee-only advisors in Manhattan Beach are there? The Wellspent public graph lists 25 fee-only advisors in Manhattan Beach, at 10 firms. We counted every advisor record that fits, as of October 2026. ## What do fee-only advisors in Manhattan Beach focus on? The most common focus among fee-only advisors in Manhattan Beach is estate planning (16), followed by family wealth transfer (16) and ultra-high-net-worth families (13). Advisors can list more than one. ## How do fee-only advisors in Manhattan Beach charge? All 25 fee-only advisors in Manhattan Beach with fees on file charge a percentage of assets. Many use more than one: 92% charge fixed fees and 60% 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 Manhattan Beach hold the CFP? 44% of the 25 fee-only advisors in Manhattan Beach 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 Manhattan Beach? 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 | |---|---|---|---|---| | [Tammy Trenta](https://find.wellspent.co/advisors/tammy-trenta.md) | Family Financial | Manhattan Beach, California | CFP | Percentage of assets, Fixed fees | | [Jessie Hale](https://find.wellspent.co/advisors/jessie-hale.md) | Vita Wealth Advisors | Manhattan Beach, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Kathleen Adams](https://find.wellspent.co/advisors/kathleen-adams.md) | Second 50 Financial | Manhattan Beach, California | CFP | Percentage of assets, Fixed fees | | [Thomas Smith](https://find.wellspent.co/advisors/thomas-smith-7976200.md) | Vita Wealth Advisors | Manhattan Beach, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Coco Lorenzo](https://find.wellspent.co/advisors/coco-lorenzo.md) | Monograph Wealth | Manhattan Beach, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Matthew Haefner](https://find.wellspent.co/advisors/matthew-haefner.md) | Monograph Wealth | Manhattan Beach, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Miguel Irazabal](https://find.wellspent.co/advisors/miguel-irazabal.md) | Monograph Wealth | Manhattan Beach, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Sean Shannon](https://find.wellspent.co/advisors/sean-shannon.md) | Monograph Wealth | Manhattan Beach, California | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Alexander Yaftali](https://find.wellspent.co/advisors/alexander-yaftali.md) | Monograph Wealth | Manhattan Beach, California | CFA | Percentage of assets, Hourly, Fixed fees | | [Joseph Chrisman](https://find.wellspent.co/advisors/joseph-chrisman.md) | Monograph Wealth | Manhattan Beach, California | CFA | Percentage of assets, Hourly, Fixed fees | | [Charles Womack](https://find.wellspent.co/advisors/charles-womack.md) | Womack Wealth and Business Management | Manhattan Beach, California | | Percentage of assets, Hourly, Fixed fees | | [Christopher Packard](https://find.wellspent.co/advisors/christopher-packard.md) | Womack Wealth and Business Management | Manhattan Beach, California | | Percentage of assets, Hourly, Fixed fees | | [David Swift](https://find.wellspent.co/advisors/david-swift.md) | Second 50 Financial | Manhattan Beach, California | | Percentage of assets, Fixed fees | | [Scott Womack](https://find.wellspent.co/advisors/scott-womack.md) | Womack Wealth and Business Management | Manhattan Beach, California | | Percentage of assets, Hourly, Fixed fees | | [Alexandra Ong](https://find.wellspent.co/advisors/alexandra-ong.md) | Monograph Wealth | Manhattan Beach, California | | Percentage of assets, Hourly, Fixed fees | | [William Martinet](https://find.wellspent.co/advisors/william-martinet.md) | Monograph Wealth | Manhattan Beach, California | | Percentage of assets, Hourly, Fixed fees | | [Stephen Price-Hughes](https://find.wellspent.co/advisors/stephen-price-hughes.md) | Excelsus Capital Management | Manhattan Beach, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Timothy Wallender](https://find.wellspent.co/advisors/timothy-wallender.md) | Wallender, Timothy Joseph | Manhattan Beach, California | CFP | Percentage of assets | | [Yves-Marc Courtines](https://find.wellspent.co/advisors/yves-marc-courtines.md) | Boundless Advice | Manhattan Beach, California | CFP, CFA | Percentage of assets, Fixed fees | | [Craig Morse](https://find.wellspent.co/advisors/craig-morse.md) | Jeppson Wealth Management | Manhattan Beach, California | | Percentage of assets, Fixed fees | | [Michael Ernst](https://find.wellspent.co/advisors/michael-ernst.md) | Ernst & CO. Wealth Management | Manhattan Beach, California | | Percentage of assets, Hourly, Performance-based fees | | [Michael Jeppson](https://find.wellspent.co/advisors/michael-jeppson.md) | Jeppson Wealth Management | Manhattan Beach, California | | Percentage of assets, Fixed fees | | [Michael Jeppson](https://find.wellspent.co/advisors/michael-jeppson-7827098.md) | Jeppson Wealth Management | Manhattan Beach, California | | Percentage of assets, Fixed fees | | [Michael Pearce](https://find.wellspent.co/advisors/michael-pearce.md) | Jeppson Wealth Management | Manhattan Beach, California | | Percentage of assets, Fixed fees | | [Robert Jeppson](https://find.wellspent.co/advisors/robert-jeppson.md) | Jeppson Wealth Management | Manhattan Beach, California | | Percentage of assets, Fixed fees | ## 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).