Fee-only financial advisors in Mill Valley, California
Which fee-only financial advisor should I talk to in Mill Valley?
Start with a fee-only advisor in Mill Valley whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Edward Williams of Boldin, Brian Proses of Rational Investment Management and Benjamin Sampson of Miller Avenue 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.
- Edward Williams Boldin Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee.
- Brian Proses Rational Investment Management Holds the CFP. Fees on file: percentage of assets.
- Benjamin Sampson Miller Avenue Advisors Holds the CFP. Fees on file: percentage of assets, fixed fees.
- Douglas Hutchinson Assembly Wealth Holds the CFA. Fees on file: percentage of assets, hourly.
- Corey Saft Sivia Capital Partners Holds the CFP. Fees on file: percentage of assets.
- Michael Yongue Private Wealth Partners Holds the CFA. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 30
- Firms
- 10
- Hold the CFP
- 43%
- Other credentials: CFA 13%
- How they charge (of 30 with fees on file): percentage of assets 77% · fixed fees 60% · hourly 50% · flat fee or retainer 23%
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 Mill Valley 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 Mill Valley
How many fee-only advisors in Mill Valley are there?
The Wellspent public graph lists 30 fee-only advisors in Mill Valley, at 10 firms. We counted every advisor record that fits, as of October 2026.
What do fee-only advisors in Mill Valley focus on?
The most common focus among fee-only advisors in Mill Valley is tax planning (12), followed by retirement planning (12) and estate planning (11). Advisors can list more than one.
How do fee-only advisors in Mill Valley charge?
The most common fee among fee-only advisors in Mill Valley is a percentage of assets, used by 77% of the 30 with fees on file. Many use more than one: 60% charge fixed fees and 50% 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 Mill Valley hold the CFP?
43% of the 30 fee-only advisors in Mill Valley 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 Mill Valley?
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 30 advisors in Mill Valley
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Adam Wilkins | Boldin | Mill Valley | CFP | Flat fee or retainer, Ongoing planning fee |
| Adrienne Stark | Boldin | Mill Valley | CFP | Flat fee or retainer, Ongoing planning fee |
| Alexander Boeri | Miller Avenue Advisors | Mill Valley | CFP | Percentage of assets, Fixed fees |
| Andrew Barton | Boldin | Mill Valley | CFP | Flat fee or retainer, Ongoing planning fee |
| Benjamin Sampson | Miller Avenue Advisors | Mill Valley | CFP | Percentage of assets, Fixed fees |
| Brian Proses | Rational Investment Management | Mill Valley | CFP | Percentage of assets |
| Brianna Black | Boldin | Mill Valley | CFP | Flat fee or retainer, Ongoing planning fee |
| Edward Williams | Boldin | Mill Valley | CFP | Flat fee or retainer, Ongoing planning fee |
| Eric Strong | Miller Avenue Advisors | Mill Valley | CFP | Percentage of assets, Fixed fees |
| Lyndon Lorenz | Boldin | Mill Valley | CFP | Flat fee or retainer, Ongoing planning fee |
| Frank Greene | Private Wealth Partners | Mill Valley | CFA | Percentage of assets, Hourly |
| Michael Yongue | Private Wealth Partners | Mill Valley | CFA | Percentage of assets, Hourly |
| Daniel Sinton | Rational Investment Management | Mill Valley | Not listed | Percentage of assets |
| Stephen Chen | Boldin | Mill Valley | Not listed | Flat fee or retainer, Ongoing planning fee |
| Hubert Lenczowski | Private Wealth Partners | Mill Valley | Not listed | Percentage of assets, Hourly |
| Jason Saxon | Private Wealth Partners | Mill Valley | Not listed | Percentage of assets, Hourly |
| Richard Kuchen | Private Wealth Partners | Mill Valley | Not listed | Percentage of assets, Hourly |
| William Dagley | Private Wealth Partners | Mill Valley | Not listed | Percentage of assets, Hourly |
| William Promes | Austin Creek Capital | Mill Valley | Not listed | Percentage of assets, Fixed fees |
| Corey Saft | Sivia Capital Partners | Mill Valley | CFP | Percentage of assets |
| Declan Lynch | Assembly Wealth | Mill Valley | CFP | Percentage of assets, Hourly |
| Jesse Hindson | Assembly Wealth | Mill Valley | CFP | Percentage of assets, Hourly |
| Douglas Hutchinson | Assembly Wealth | Mill Valley | CFA | Percentage of assets, Hourly |
| Robert Horowitz | Robert Horowitz Wealth Management | Mill Valley | CFA | Percentage of assets, Hourly |
| Andrew Brinkman | Stableford Capital | Mill Valley | Not listed | Percentage of assets, Hourly |
| Christian Mejia | Sivia Capital Partners | Mill Valley | Not listed | Percentage of assets |
| Gabriel Burczyk | Assembly Wealth | Mill Valley | Not listed | Percentage of assets, Hourly |
| Nicholas Goldthorpe | Assembly Wealth | Mill Valley | Not listed | Percentage of assets, Hourly |
| Thomas Bray | Bray Financial Advisors | Mill Valley | Not listed | Percentage of assets, Hourly |
| Valerie De Vol | Assembly Wealth | Mill Valley | Not listed | Percentage of assets, Hourly |
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