# Fee-only financial advisors in Pasadena, California > Start with a fee-only advisor in Pasadena whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Kimberly Helm of Quantum Financial Advisors, LLC, John Schnieders of Schnieders Capital Management and Dominika Watson Umali of MyFi FInancial LLC, chosen for their credentials and fees on file. Page: https://find.wellspent.co/locations/us/california/pasadena/ 67 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 Pasadena? Start with a fee-only advisor in Pasadena whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Kimberly Helm of Quantum Financial Advisors, LLC, John Schnieders of Schnieders Capital Management and Dominika Watson Umali of MyFi FInancial LLC, chosen for their credentials and fees on file. ## How many fee-only advisors in Pasadena are there? The Wellspent public graph lists 67 fee-only advisors in Pasadena, at 27 firms. We counted every advisor record that fits, as of October 2026. ## What do fee-only advisors in Pasadena focus on? The most common focus among fee-only advisors in Pasadena is retirement planning (28), followed by family wealth transfer (25) and estate planning (20). Advisors can list more than one. ## How do fee-only advisors in Pasadena charge? The most common fee among fee-only advisors in Pasadena is a percentage of assets, used by 93% of the 67 with fees on file. Many use more than one: 75% charge by the hour and 67% charge fixed fees. ## 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 Pasadena hold the CFP? 30% of the 67 fee-only advisors in Pasadena 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 Pasadena? 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 | |---|---|---|---|---| | [Patrick Dinan](https://find.wellspent.co/advisors/patrick-dinan.md) | Impact Fiduciary | Pasadena, California | CFP, Chartered SRI Counselor | Percentage of assets, Fixed fees | | [Ryan Miyamoto](https://find.wellspent.co/advisors/ryan-miyamoto.md) | Derive Wealth | Pasadena, California | CFP, MBA | Flat fee or retainer, Ongoing planning fee | | [Kody Brown](https://find.wellspent.co/advisors/kody-brown.md) | Sequoia Financial Group | Pasadena, California | CFP, CRPS | Percentage of assets, Hourly, Subscription, Fixed fees, Performance-based fees | | [Kimberly Helm](https://find.wellspent.co/advisors/kimberly-helm.md) | Quantum Financial Advisors, LLC | Pasadena, California | CFP, CDFA, CFA, MBA, CPA | Percentage of assets, Hourly, Fixed fees | | [George Hasbun](https://find.wellspent.co/advisors/george-hasbun.md) | Clifford Swan | Pasadena, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Hollyn Sekiguchi](https://find.wellspent.co/advisors/hollyn-sekiguchi.md) | Pasadena Private Wealth | Pasadena, California | CFP | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Kathleen Gilmore](https://find.wellspent.co/advisors/kathleen-gilmore.md) | Clifford Swan | Pasadena, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Raymond Torres](https://find.wellspent.co/advisors/raymond-torres.md) | Clifford Swan | Pasadena, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Earl Jordan Yaokasin](https://find.wellspent.co/advisors/earl-jordan-yaokasin.md) | WealthArch Investment Services | Pasadena, California | CFA | Hourly | | [Michael Bernard](https://find.wellspent.co/advisors/michael-bernard.md) | Bernard & Johnson | Pasadena, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Rachael Johnson](https://find.wellspent.co/advisors/rachael-johnson.md) | Bernard & Johnson | Pasadena, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Austin Gewecke](https://find.wellspent.co/advisors/austin-gewecke.md) | Clifford Swan | Pasadena, California | CFA | Percentage of assets, Hourly, Fixed fees | | [Charlotte Anten](https://find.wellspent.co/advisors/charlotte-anten.md) | Clifford Swan | Pasadena, California | CFA | Percentage of assets, Hourly, Fixed fees | | [David Lin](https://find.wellspent.co/advisors/david-lin.md) | Clifford Swan | Pasadena, California | CFA | Percentage of assets, Hourly, Fixed fees | | [Donald Hall](https://find.wellspent.co/advisors/donald-hall.md) | Hall Capital Management | Pasadena, California | CFA | Percentage of assets | | [Lloyd Wong](https://find.wellspent.co/advisors/lloyd-wong.md) | Clifford Swan | Pasadena, California | CFA | Percentage of assets, Hourly, Fixed fees | | [Maxwell Pray](https://find.wellspent.co/advisors/maxwell-pray.md) | Clifford Swan | Pasadena, California | CFA | Percentage of assets, Hourly, Fixed fees | | [Murcy Huang](https://find.wellspent.co/advisors/murcy-huang.md) | Clifford Swan | Pasadena, California | CFA | Percentage of assets, Hourly, Fixed fees | | [Peter Boyle](https://find.wellspent.co/advisors/peter-boyle.md) | Clifford Swan | Pasadena, California | CFA | Percentage of assets, Hourly, Fixed fees | | [Randall Zaharia](https://find.wellspent.co/advisors/randall-zaharia.md) | Clifford Swan | Pasadena, California | CFA | Percentage of assets, Hourly, Fixed fees | | [Roger Gewecke](https://find.wellspent.co/advisors/roger-gewecke.md) | Clifford Swan | Pasadena, California | CFA | Percentage of assets, Hourly, Fixed fees | | [Dominika Watson Umali](https://find.wellspent.co/advisors/dominika-watson-umali.md) | MyFi FInancial LLC | Pasadena, California | CFA, CFP, MBA, MS | Hourly, Fixed fees | | [John Schnieders](https://find.wellspent.co/advisors/john-schnieders.md) | Schnieders Capital Management | Pasadena, California | CFP, CFA | Percentage of assets | | [Nancy Listiawan](https://find.wellspent.co/advisors/nancy-listiawan.md) | Vera Wealth | Pasadena, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Anthony Hunt](https://find.wellspent.co/advisors/anthony-hunt.md) | Pasadena Private Wealth | Pasadena, California | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Billy Yeh](https://find.wellspent.co/advisors/billy-yeh.md) | Clifford Swan | Pasadena, California | | Percentage of assets, Hourly, Fixed fees | | [Charles Coleman](https://find.wellspent.co/advisors/charles-coleman.md) | Pasadena Private Wealth | Pasadena, California | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Davis Thompson](https://find.wellspent.co/advisors/davis-thompson-716517.md) | Thompson & Thompson Investment Advisors | Pasadena, California | | Percentage of assets | | [Davis Thompson](https://find.wellspent.co/advisors/davis-thompson.md) | Thompson & Thompson Investment Advisors | Pasadena, California | | Percentage of assets | | [Elliott Hollingsworth](https://find.wellspent.co/advisors/elliott-hollingsworth.md) | Clifford Swan | Pasadena, California | | Percentage of assets, Hourly, Fixed fees | | [George Kaluhiokalani](https://find.wellspent.co/advisors/george-kaluhiokalani.md) | Pasadena Private Wealth | Pasadena, California | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Jack Tsai](https://find.wellspent.co/advisors/jack-tsai.md) | Tsai Wealth Management | Pasadena, California | PFS | Percentage of assets, Hourly | | [Kevin Cavanaugh](https://find.wellspent.co/advisors/kevin-cavanaugh.md) | Clifford Swan | Pasadena, California | | Percentage of assets, Hourly, Fixed fees | | [Leslie Ann Gutierrez](https://find.wellspent.co/advisors/leslie-ann-gutierrez.md) | Clifford Swan | Pasadena, California | | Percentage of assets, Hourly, Fixed fees | | [Nicole Vong](https://find.wellspent.co/advisors/nicole-vong.md) | Pasadena Private Wealth | Pasadena, California | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Raymundo Flores](https://find.wellspent.co/advisors/raymundo-flores.md) | Clifford Swan | Pasadena, California | | Percentage of assets, Hourly, Fixed fees | | [Thomas Koch](https://find.wellspent.co/advisors/thomas-koch.md) | Hall Capital Management | Pasadena, California | | Percentage of assets | | [Donna Chaney](https://find.wellspent.co/advisors/donna-chaney.md) | Chaney Financial Services | Pasadena, California | PFS | One-time planning fee, Ongoing planning fee | | [Greg Welborn](https://find.wellspent.co/advisors/greg-welborn.md) | First Financial Consulting | Pasadena, California | MBA | Percentage of assets, Hourly | | [James Schnieders](https://find.wellspent.co/advisors/james-schnieders.md) | Schnieders Capital Management | Pasadena, California | CFA | Percentage of assets | | [Lawrence Russell](https://find.wellspent.co/advisors/lawrence-russell.md) | Lawrence Russell and Company | Pasadena, California | | Hourly, Flat fee or retainer, One-time planning fee | | [Jason Kalman](https://find.wellspent.co/advisors/jason-kalman.md) | Schnieders Capital Management | Pasadena, California | | Percentage of assets | | [Arpi Vardanyan](https://find.wellspent.co/advisors/arpi-vardanyan.md) | Jones Wealth Advisors | Pasadena, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Christopher Mastro](https://find.wellspent.co/advisors/christopher-mastro.md) | Impact Fiduciary | Pasadena, California | CFP | Percentage of assets, Fixed fees | | [Christopher Siraganian](https://find.wellspent.co/advisors/christopher-siraganian.md) | First Financial Consulting | Pasadena, California | CFP | Percentage of assets, Hourly | | [Daniel Beckwith](https://find.wellspent.co/advisors/daniel-beckwith.md) | First Financial Consulting | Pasadena, California | CFP | Percentage of assets, Hourly | | [Jessica Lu-Buetow](https://find.wellspent.co/advisors/jessica-lu-buetow.md) | Quantum Financial Advisors | Pasadena, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Kevin Lum](https://find.wellspent.co/advisors/kevin-lum.md) | Foundry Financial | Pasadena, California | CFP | Percentage of assets, Fixed fees | | [Wende Headley](https://find.wellspent.co/advisors/wende-headley.md) | Quantum Financial Advisors | Pasadena, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Katherine Wimmer](https://find.wellspent.co/advisors/katherine-wimmer.md) | Wimmer Associates | Pasadena, California | CIC | Percentage of assets, Hourly, Fixed fees | | [Scott Sommers](https://find.wellspent.co/advisors/scott-sommers.md) | First Financial Consulting | Pasadena, California | ChFC | Percentage of assets, Hourly | | [Alex Chalekian](https://find.wellspent.co/advisors/alex-chalekian.md) | Lake Avenue Financial | Pasadena, California | | Percentage of assets, Hourly, Fixed fees | | [Brenna Cancilla](https://find.wellspent.co/advisors/brenna-cancilla.md) | Mission Street Wealth Planning | Pasadena, California | | Percentage of assets, Fixed fees | | [Chad Germann](https://find.wellspent.co/advisors/chad-germann.md) | First Financial Consulting | Pasadena, California | | Percentage of assets, Hourly | | [Christian Welborn](https://find.wellspent.co/advisors/christian-welborn.md) | First Financial Consulting | Pasadena, California | | Percentage of assets, Hourly | | [Elena Dunn](https://find.wellspent.co/advisors/elena-dunn.md) | Foundry Financial | Pasadena, California | | Percentage of assets, Fixed fees | | [Francisco Gonzales](https://find.wellspent.co/advisors/francisco-gonzales.md) | Qubera Wealth Management | Pasadena, California | | Percentage of assets, Hourly, Fixed fees | | [Jack Andrews](https://find.wellspent.co/advisors/jack-andrews.md) | Athena Investment Management | Pasadena, California | | Percentage of assets, Hourly, Fixed fees | | [Jackson Steuber](https://find.wellspent.co/advisors/jackson-steuber.md) | Foundry Financial | Pasadena, California | | Percentage of assets, Fixed fees | | [Jaylene Pysnik](https://find.wellspent.co/advisors/jaylene-pysnik.md) | Pysnik Financial | Pasadena, California | | Percentage of assets, Hourly | | [John Griesinger](https://find.wellspent.co/advisors/john-griesinger.md) | First Financial Consulting | Pasadena, California | | Percentage of assets, Hourly | | [Luis Salas Ruiz](https://find.wellspent.co/advisors/luis-salas-ruiz.md) | First Financial Consulting | Pasadena, California | | Percentage of assets, Hourly | | [Michael Pysnik](https://find.wellspent.co/advisors/michael-pysnik.md) | Pysnik Financial | Pasadena, California | | Percentage of assets, Hourly | | [Nicholas Hiebert](https://find.wellspent.co/advisors/nicholas-hiebert.md) | Foundry Financial | Pasadena, California | | Percentage of assets, Fixed fees | | [Nirav Desai](https://find.wellspent.co/advisors/nirav-desai.md) | Qubera Wealth Management | Pasadena, California | | Percentage of assets, Hourly, Fixed fees | | [Patricia Alexander](https://find.wellspent.co/advisors/patricia-alexander.md) | Mission Street Wealth Planning | Pasadena, California | | Percentage of assets, Fixed fees | | [Stephen McDonnell](https://find.wellspent.co/advisors/stephen-mcdonnell.md) | Mcdonnell Financial Services | Pasadena, California | | Percentage of assets, Hourly, Fixed fees, Performance-based 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).