Fee-only financial advisors in Manhattan Beach, California
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Yves-Marc Courtines Boundless Advice Holds the CFP and CFA. Fees on file: percentage of assets, fixed fees.
- Sean Shannon Monograph Wealth Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Thomas Smith Vita Wealth Advisors Holds the CFP. Fees on file: percentage of assets, hourly.
- Stephen Price-Hughes Excelsus Capital Management Holds the CFP. Fees on file: percentage of assets, hourly.
- Timothy Wallender Wallender, Timothy Joseph Holds the CFP. Fees on file: percentage of assets.
- Tammy Trenta Family Financial Holds the CFP. Fees on file: percentage of assets, fixed fees.
By the numbers
- Advisors listed
- 25
- Firms
- 10
- Hold the CFP
- 44%
- Other credentials: CFA 16%
- How they charge (of 25 with fees on file): percentage of assets 100% · fixed fees 92% · hourly 60% · performance-based fees 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 Manhattan Beach 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 Manhattan Beach
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.
All 25 advisors in Manhattan Beach
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Tammy Trenta | Family Financial | Manhattan Beach | CFP | Percentage of assets, Fixed fees |
| Jessie Hale | Vita Wealth Advisors | Manhattan Beach | CFP | Percentage of assets, Hourly |
| Kathleen Adams | Second 50 Financial | Manhattan Beach | CFP | Percentage of assets, Fixed fees |
| Thomas Smith | Vita Wealth Advisors | Manhattan Beach | CFP | Percentage of assets, Hourly |
| Coco Lorenzo | Monograph Wealth | Manhattan Beach | CFP | Percentage of assets, Hourly |
| Matthew Haefner | Monograph Wealth | Manhattan Beach | CFP | Percentage of assets, Hourly |
| Miguel Irazabal | Monograph Wealth | Manhattan Beach | CFP | Percentage of assets, Hourly |
| Sean Shannon | Monograph Wealth | Manhattan Beach | CFP, CFA | Percentage of assets, Hourly |
| Alexander Yaftali | Monograph Wealth | Manhattan Beach | CFA | Percentage of assets, Hourly |
| Joseph Chrisman | Monograph Wealth | Manhattan Beach | CFA | Percentage of assets, Hourly |
| Charles Womack | Womack Wealth and Business Management | Manhattan Beach | Not listed | Percentage of assets, Hourly |
| Christopher Packard | Womack Wealth and Business Management | Manhattan Beach | Not listed | Percentage of assets, Hourly |
| David Swift | Second 50 Financial | Manhattan Beach | Not listed | Percentage of assets, Fixed fees |
| Scott Womack | Womack Wealth and Business Management | Manhattan Beach | Not listed | Percentage of assets, Hourly |
| Alexandra Ong | Monograph Wealth | Manhattan Beach | Not listed | Percentage of assets, Hourly |
| William Martinet | Monograph Wealth | Manhattan Beach | Not listed | Percentage of assets, Hourly |
| Stephen Price-Hughes | Excelsus Capital Management | Manhattan Beach | CFP | Percentage of assets, Hourly |
| Timothy Wallender | Wallender, Timothy Joseph | Manhattan Beach | CFP | Percentage of assets |
| Yves-Marc Courtines | Boundless Advice | Manhattan Beach | CFP, CFA | Percentage of assets, Fixed fees |
| Craig Morse | Jeppson Wealth Management | Manhattan Beach | Not listed | Percentage of assets, Fixed fees |
| Michael Ernst | Ernst & CO. Wealth Management | Manhattan Beach | Not listed | Percentage of assets, Hourly |
| Michael Jeppson | Jeppson Wealth Management | Manhattan Beach | Not listed | Percentage of assets, Fixed fees |
| Michael Jeppson | Jeppson Wealth Management | Manhattan Beach | Not listed | Percentage of assets, Fixed fees |
| Michael Pearce | Jeppson Wealth Management | Manhattan Beach | Not listed | Percentage of assets, Fixed fees |
| Robert Jeppson | Jeppson Wealth Management | Manhattan Beach | Not listed | Percentage of assets, Fixed fees |
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