Fee-only financial advisors in Pasadena, California
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Kimberly Helm Quantum Financial Advisors, LLC Holds the CFP, CFA and CPA. Fees on file: percentage of assets, hourly.
- John Schnieders Schnieders Capital Management Holds the CFP and CFA. Fees on file: percentage of assets.
- Dominika Watson Umali MyFi FInancial LLC Holds the CFP and CFA. Fees on file: hourly, fixed fees.
- Earl Jordan Yaokasin WealthArch Investment Services Holds the CFA. Fees on file: hourly.
- Ryan Miyamoto Derive Wealth Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee.
- Donald Hall Hall Capital Management Holds the CFA. Fees on file: percentage of assets.
By the numbers
- Advisors listed
- 67
- Firms
- 27
- Hold the CFP
- 30%
- Other credentials: CFA 22% · CPA 1% · ChFC 1%
- How they charge (of 67 with fees on file): percentage of assets 93% · hourly 75% · fixed fees 67% · performance-based fees 10%
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 Pasadena 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 Pasadena
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.
All 67 advisors in Pasadena
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Patrick Dinan | Impact Fiduciary | Pasadena | CFP, Chartered SRI Counselor | Percentage of assets, Fixed fees |
| Ryan Miyamoto | Derive Wealth | Pasadena | CFP, MBA | Flat fee or retainer, Ongoing planning fee |
| Kody Brown | Sequoia Financial Group | Pasadena | CFP, CRPS | Percentage of assets, Hourly |
| Kimberly Helm | Quantum Financial Advisors, LLC | Pasadena | CFP, CDFA, CFA, MBA | Percentage of assets, Hourly |
| George Hasbun | Clifford Swan | Pasadena | CFP | Percentage of assets, Hourly |
| Hollyn Sekiguchi | Pasadena Private Wealth | Pasadena | CFP | Percentage of assets, Hourly |
| Kathleen Gilmore | Clifford Swan | Pasadena | CFP | Percentage of assets, Hourly |
| Raymond Torres | Clifford Swan | Pasadena | CFP | Percentage of assets, Hourly |
| Earl Jordan Yaokasin | WealthArch Investment Services | Pasadena | CFA | Hourly |
| Michael Bernard | Bernard & Johnson | Pasadena | CFP | Percentage of assets, Hourly |
| Rachael Johnson | Bernard & Johnson | Pasadena | CFP | Percentage of assets, Hourly |
| Austin Gewecke | Clifford Swan | Pasadena | CFA | Percentage of assets, Hourly |
| Charlotte Anten | Clifford Swan | Pasadena | CFA | Percentage of assets, Hourly |
| David Lin | Clifford Swan | Pasadena | CFA | Percentage of assets, Hourly |
| Donald Hall | Hall Capital Management | Pasadena | CFA | Percentage of assets |
| Lloyd Wong | Clifford Swan | Pasadena | CFA | Percentage of assets, Hourly |
| Maxwell Pray | Clifford Swan | Pasadena | CFA | Percentage of assets, Hourly |
| Murcy Huang | Clifford Swan | Pasadena | CFA | Percentage of assets, Hourly |
| Peter Boyle | Clifford Swan | Pasadena | CFA | Percentage of assets, Hourly |
| Randall Zaharia | Clifford Swan | Pasadena | CFA | Percentage of assets, Hourly |
| Roger Gewecke | Clifford Swan | Pasadena | CFA | Percentage of assets, Hourly |
| Dominika Watson Umali | MyFi FInancial LLC | Pasadena | CFA, CFP, MBA, MS | Hourly, Fixed fees |
| John Schnieders | Schnieders Capital Management | Pasadena | CFP, CFA | Percentage of assets |
| Nancy Listiawan | Vera Wealth | Pasadena | CFP | Percentage of assets, Hourly |
| Anthony Hunt | Pasadena Private Wealth | Pasadena | Not listed | Percentage of assets, Hourly |
| Billy Yeh | Clifford Swan | Pasadena | Not listed | Percentage of assets, Hourly |
| Charles Coleman | Pasadena Private Wealth | Pasadena | Not listed | Percentage of assets, Hourly |
| Davis Thompson | Thompson & Thompson Investment Advisors | Pasadena | Not listed | Percentage of assets |
| Davis Thompson | Thompson & Thompson Investment Advisors | Pasadena | Not listed | Percentage of assets |
| Elliott Hollingsworth | Clifford Swan | Pasadena | Not listed | Percentage of assets, Hourly |
| George Kaluhiokalani | Pasadena Private Wealth | Pasadena | Not listed | Percentage of assets, Hourly |
| Jack Tsai | Tsai Wealth Management | Pasadena | PFS | Percentage of assets, Hourly |
| Kevin Cavanaugh | Clifford Swan | Pasadena | Not listed | Percentage of assets, Hourly |
| Leslie Ann Gutierrez | Clifford Swan | Pasadena | Not listed | Percentage of assets, Hourly |
| Nicole Vong | Pasadena Private Wealth | Pasadena | Not listed | Percentage of assets, Hourly |
| Raymundo Flores | Clifford Swan | Pasadena | Not listed | Percentage of assets, Hourly |
| Thomas Koch | Hall Capital Management | Pasadena | Not listed | Percentage of assets |
| Donna Chaney | Chaney Financial Services | Pasadena | PFS | One-time planning fee, Ongoing planning fee |
| Greg Welborn | First Financial Consulting | Pasadena | MBA | Percentage of assets, Hourly |
| James Schnieders | Schnieders Capital Management | Pasadena | CFA | Percentage of assets |
| Lawrence Russell | Lawrence Russell and Company | Pasadena | Not listed | Hourly, Flat fee or retainer |
| Jason Kalman | Schnieders Capital Management | Pasadena | Not listed | Percentage of assets |
| Arpi Vardanyan | Jones Wealth Advisors | Pasadena | CFP | Percentage of assets, Hourly |
| Christopher Mastro | Impact Fiduciary | Pasadena | CFP | Percentage of assets, Fixed fees |
| Christopher Siraganian | First Financial Consulting | Pasadena | CFP | Percentage of assets, Hourly |
| Daniel Beckwith | First Financial Consulting | Pasadena | CFP | Percentage of assets, Hourly |
| Jessica Lu-Buetow | Quantum Financial Advisors | Pasadena | CFP | Percentage of assets, Hourly |
| Kevin Lum | Foundry Financial | Pasadena | CFP | Percentage of assets, Fixed fees |
| Wende Headley | Quantum Financial Advisors | Pasadena | CFP | Percentage of assets, Hourly |
| Katherine Wimmer | Wimmer Associates | Pasadena | CIC | Percentage of assets, Hourly |
Want a shorter list in Pasadena?
Tell us what you need and we'll narrow Pasadena's 67 advisors to the few who fit.
Get matched in 2 minutes