W Wellspent
Get matched
For advisors Get matched
Wellspent public graph/Locations/United States/California/Oakland

Fee-only financial advisors in Oakland, California

Which fee-only financial advisor should I talk to in Oakland?

Start with a fee-only advisor in Oakland whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Rosario Chacón of Wealth-Source Financial, Alicia Ivancovich of Financially Healthy and Patricia Jennerjohn of Focused Finances, LLC, chosen for their credentials and fees on file.

Get matched in 2 minutes See all 27

Where to start

Chosen from what each record shows: credentials and fees on file, one advisor per firm.

  • Rosario Chacón Wealth-Source Financial Holds the CFP and EA. Fees on file: ongoing planning fee, percentage of assets.
  • Alicia Ivancovich Financially Healthy Holds the CFP. Fees on file: percentage of assets, one-time planning fee.
  • Patricia Jennerjohn Focused Finances, LLC Holds the CFP. Fees on file: hourly, ongoing planning fee.
  • Cathy Curtis Curtis Financial Planning, LLC Holds the CFP. Fees on file: percentage of assets, flat fee or retainer.
  • Glenn Tom Personal Best Financial Holds the CFP. Fees on file: ongoing planning fee.
  • Patricia Johnson Raise Financial Advisors Holds the CFP. Fees on file: percentage of assets, ongoing planning fee.

By the numbers

Advisors listed
27
Firms
21
Hold the CFP
56%
  • Other credentials: CFA 4% · CPA 4% · EA 4%
  • How they charge (of 26 with fees on file): percentage of assets 77% · fixed fees 54% · hourly 50% · ongoing planning fee 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 Oakland by what you need

Find an advisor in California by fee, assets, or credential

Questions about fee-only advisors in Oakland

How many fee-only advisors in Oakland are there?

The Wellspent public graph lists 27 fee-only advisors in Oakland, at 21 firms. We counted every advisor record that fits, as of October 2026.

What do fee-only advisors in Oakland focus on?

The most common focus among fee-only advisors in Oakland is retirement planning (5), followed by sustainable investing (5) and small business owners (5). Advisors can list more than one.

How do fee-only advisors in Oakland charge?

The most common fee among fee-only advisors in Oakland is a percentage of assets, used by 77% of the 26 with fees on file. Many use more than one: 54% 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 Oakland hold the CFP?

56% of the 27 fee-only advisors in Oakland 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 Oakland?

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 27 advisors in Oakland

Fee-only advisors in Oakland, California: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Rosario Chacón Wealth-Source Financial Oakland CFP, CSLP, CDFA, EA Ongoing planning fee, Percentage of assets
Cathy Curtis Curtis Financial Planning, LLC Oakland CFP Percentage of assets, Flat fee or retainer
Cheryl Vesely Balance Financial Planning, LLC Oakland CFP, MA Percentage of assets, Hourly
Ella Taylor Ella Financial Advising Oakland CFP Percentage of assets, Hourly
Patricia Jennerjohn Focused Finances, LLC Oakland CFP, MBA Hourly, Ongoing planning fee
Patricia Johnson Raise Financial Advisors Oakland CFP, MBA Percentage of assets, Ongoing planning fee
Jane Yoo Jane Financial, LLC Oakland CFP, MBA Fixed fees
Alicia Ivancovich Financially Healthy Oakland CFP Percentage of assets, One-time planning fee
Michael Troxell Financial planning for folks with stock options and RSUs Modern Financial Planning Oakland CPA Hourly, Percentage of assets
Glenn Tom Personal Best Financial Oakland CFP Ongoing planning fee
Jane Swan Veris Wealth Partners Oakland CFA Percentage of assets, Hourly
Cathy McKee Modern Family Finance, LLC Oakland BA, MBA, CFP Not listed
Janet Wan Sierra Pacific Private Wealth, LLC Oakland CFP, CPFA Percentage of assets, Hourly
Lindsey Swanson We Financial Group Oakland CFP Percentage of assets, Hourly
Michael Lent Veris Wealth Partners Oakland Not listed Percentage of assets, Hourly
Rosario Chacon Wealth-Source Financial Oakland CFP, MBA Percentage of assets, Hourly
Trish Johnson Raise Financial Advisors LLC Oakland CFP, MBA Percentage of assets, Hourly
Troy White Hoodoo Financial Oakland Not listed Percentage of assets, Fixed fees
Michael Castro Contango Wealth Management Oakland CFP Percentage of assets, Hourly
Amber Woods Lula Financial Oakland Not listed Subscription, Fixed fees
Amie Shapiro Lula Financial Oakland Not listed Subscription, Fixed fees
Benjamin Packard Lula Financial Oakland Not listed Subscription, Fixed fees
Gerald Fegler Contango Wealth Management Oakland Not listed Percentage of assets, Hourly
John Spees Granite Capital Oakland Not listed Percentage of assets
Joseph Fuqua Granite Capital Oakland Not listed Percentage of assets
Scott Jacobs Werba Rubin Papier Wealth Management Oakland Not listed Percentage of assets
Thomas Swift Financial Avengers Oakland Not listed Percentage of assets

Want a shorter list in Oakland?

Tell us what you need and we'll narrow Oakland's 27 advisors to the few who fit.

Get matched in 2 minutes

More cities in California