# Fee-only financial advisors in Pleasanton, California > Start with a fee-only advisor in Pleasanton whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Greg Crofton of Adap Tax Financial, Inc., Anthony Carr of Carr Wealth Management and Samah Naguib of Pleasanton Wealth, chosen for their credentials and fees on file. Page: https://find.wellspent.co/locations/us/california/pleasanton/ 26 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 Pleasanton? Start with a fee-only advisor in Pleasanton whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Greg Crofton of Adap Tax Financial, Inc., Anthony Carr of Carr Wealth Management and Samah Naguib of Pleasanton Wealth, chosen for their credentials and fees on file. ## How many fee-only advisors in Pleasanton are there? The Wellspent public graph lists 26 fee-only advisors in Pleasanton, at 10 firms. We counted every advisor record that fits, as of October 2026. ## What do fee-only advisors in Pleasanton focus on? The most common focus among fee-only advisors in Pleasanton is tax planning (13), followed by founders (13) and retirement planning (8). Advisors can list more than one. ## How do fee-only advisors in Pleasanton charge? All 26 fee-only advisors in Pleasanton with fees on file charge a percentage of assets. Many use more than one: 85% charge by the hour and 85% 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 Pleasanton hold the CFP? 31% of the 26 fee-only advisors in Pleasanton 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 Pleasanton? 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 | |---|---|---|---|---| | [Greg Crofton](https://find.wellspent.co/advisors/greg-crofton.md) | Adap Tax Financial, Inc. | Pleasanton, California | CFP, EA | Hourly, Flat fee or retainer, One-time planning fee, Percentage of assets | | [Iftikhar Ahmed](https://find.wellspent.co/advisors/iftikhar-ahmed.md) | Kaizen Financial Strategies | Pleasanton, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Riley Adams](https://find.wellspent.co/advisors/riley-adams.md) | Daniel M Kavanaugh CPA Inc | Pleasanton, California | CPA | Percentage of assets, Flat fee or retainer, Subscription, One-time planning fee | | [Saadia Ahmed](https://find.wellspent.co/advisors/saadia-ahmed.md) | Kaizen Financial Strategies | Pleasanton, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Anthony Carr](https://find.wellspent.co/advisors/anthony-carr.md) | Carr Wealth Management | Pleasanton, California | CFP | Percentage of assets | | [Carol Wikle](https://find.wellspent.co/advisors/carol-wikle.md) | Mirador Capital Partners | Pleasanton, California | CFP | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Don Garman](https://find.wellspent.co/advisors/don-garman.md) | Mirador Capital Partners | Pleasanton, California | CFP | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [John Stachnick](https://find.wellspent.co/advisors/john-stachnick.md) | Kaizen Financial Strategies | Pleasanton, California | | Percentage of assets, Hourly, Fixed fees | | [Samah Naguib](https://find.wellspent.co/advisors/samah-naguib.md) | Pleasanton Wealth | Pleasanton, California | CFA | Percentage of assets | | [Saul Greene](https://find.wellspent.co/advisors/saul-greene.md) | Kaizen Financial Strategies | Pleasanton, California | | Percentage of assets, Hourly, Fixed fees | | [Zaineb Sohail](https://find.wellspent.co/advisors/zaineb-sohail.md) | Kaizen Financial Strategies | Pleasanton, California | | Percentage of assets, Hourly, Fixed fees | | [Asha Culhane-Husain](https://find.wellspent.co/advisors/asha-culhane-husain.md) | Mirador Capital Partners | Pleasanton, California | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Christopher Connolly](https://find.wellspent.co/advisors/christopher-connolly.md) | Mirador Capital Partners | Pleasanton, California | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Jackson Vickers](https://find.wellspent.co/advisors/jackson-vickers.md) | Mirador Capital Partners | Pleasanton, California | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Joseph Garcia](https://find.wellspent.co/advisors/joseph-garcia.md) | Mirador Capital Partners | Pleasanton, California | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Mark Swoboda](https://find.wellspent.co/advisors/mark-swoboda.md) | Mirador Capital Partners | Pleasanton, California | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Grant Ter-Avanesyan](https://find.wellspent.co/advisors/grant-ter-avanesyan.md) | Grant Private Wealth Management | Pleasanton, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Tu Nguyen](https://find.wellspent.co/advisors/tu-nguyen.md) | Sierra Pacific Private Wealth | Pleasanton, California | CFP | Percentage of assets, Hourly, Fixed fees | | [David Hart](https://find.wellspent.co/advisors/david-hart.md) | Grant Private Wealth Management | Pleasanton, California | CFA | Percentage of assets, Hourly, Fixed fees | | [Robert Brown](https://find.wellspent.co/advisors/robert-brown.md) | The R.L. Brown Advisory Group | Pleasanton, California | CFA | Percentage of assets, Fixed fees | | [Daniel Copenhagen](https://find.wellspent.co/advisors/daniel-copenhagen.md) | Continuum Advisory | Pleasanton, California | | Percentage of assets, Hourly, Fixed fees | | [Faisal Shujayee](https://find.wellspent.co/advisors/faisal-shujayee.md) | Grant Private Wealth Management | Pleasanton, California | | Percentage of assets, Hourly, Fixed fees | | [Jacob Rodriguez](https://find.wellspent.co/advisors/jacob-rodriguez.md) | Sierra Pacific Private Wealth | Pleasanton, California | | Percentage of assets, Hourly, Fixed fees | | [Jamshid Kekobad](https://find.wellspent.co/advisors/jamshid-kekobad.md) | Grant Private Wealth Management | Pleasanton, California | | Percentage of assets, Hourly, Fixed fees | | [Lyudmila Ter-Avanesyan](https://find.wellspent.co/advisors/lyudmila-ter-avanesyan.md) | Grant Private Wealth Management | Pleasanton, California | | Percentage of assets, Hourly, Fixed fees | | [Taras Zatvarskiy](https://find.wellspent.co/advisors/taras-zatvarskiy.md) | Grant Private Wealth Management | Pleasanton, California | | Percentage of assets, Hourly, Fixed 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).