Fee-only financial advisors in Pleasanton, California
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Greg Crofton Adap Tax Financial, Inc. Holds the CFP and EA. Fees on file: hourly, flat fee or retainer.
- Anthony Carr Carr Wealth Management Holds the CFP. Fees on file: percentage of assets.
- Samah Naguib Pleasanton Wealth Holds the CFA. Fees on file: percentage of assets.
- Riley Adams Daniel M Kavanaugh CPA Inc Holds the CPA. Fees on file: percentage of assets, flat fee or retainer.
- Grant Ter-Avanesyan Grant Private Wealth Management Holds the CFP. Fees on file: percentage of assets, hourly.
- Don Garman Mirador Capital Partners Holds the CFP. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 26
- Firms
- 10
- Hold the CFP
- 31%
- Other credentials: CFA 12% · CPA 4% · EA 4%
- How they charge (of 26 with fees on file): percentage of assets 100% · hourly 85% · fixed fees 85% · performance-based fees 27%
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 Pleasanton 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 Pleasanton
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.
All 26 advisors in Pleasanton
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Greg Crofton | Adap Tax Financial, Inc. | Pleasanton | CFP, EA | Hourly, Flat fee or retainer |
| Iftikhar Ahmed | Kaizen Financial Strategies | Pleasanton | CFP | Percentage of assets, Hourly |
| Riley Adams We offer tax, accounting, financial planning, and investment advisory services for small-to-midsize businesses, wealth advisory clients, and high-net worth individuals. | Daniel M Kavanaugh CPA Inc | Pleasanton | CPA | Percentage of assets, Flat fee or retainer |
| Saadia Ahmed | Kaizen Financial Strategies | Pleasanton | CFP | Percentage of assets, Hourly |
| Anthony Carr | Carr Wealth Management | Pleasanton | CFP | Percentage of assets |
| Carol Wikle | Mirador Capital Partners | Pleasanton | CFP | Percentage of assets, Hourly |
| Don Garman | Mirador Capital Partners | Pleasanton | CFP | Percentage of assets, Hourly |
| John Stachnick | Kaizen Financial Strategies | Pleasanton | Not listed | Percentage of assets, Hourly |
| Samah Naguib | Pleasanton Wealth | Pleasanton | CFA | Percentage of assets |
| Saul Greene | Kaizen Financial Strategies | Pleasanton | Not listed | Percentage of assets, Hourly |
| Zaineb Sohail | Kaizen Financial Strategies | Pleasanton | Not listed | Percentage of assets, Hourly |
| Asha Culhane-Husain | Mirador Capital Partners | Pleasanton | Not listed | Percentage of assets, Hourly |
| Christopher Connolly | Mirador Capital Partners | Pleasanton | Not listed | Percentage of assets, Hourly |
| Jackson Vickers | Mirador Capital Partners | Pleasanton | Not listed | Percentage of assets, Hourly |
| Joseph Garcia | Mirador Capital Partners | Pleasanton | Not listed | Percentage of assets, Hourly |
| Mark Swoboda | Mirador Capital Partners | Pleasanton | Not listed | Percentage of assets, Hourly |
| Grant Ter-Avanesyan | Grant Private Wealth Management | Pleasanton | CFP | Percentage of assets, Hourly |
| Tu Nguyen | Sierra Pacific Private Wealth | Pleasanton | CFP | Percentage of assets, Hourly |
| David Hart | Grant Private Wealth Management | Pleasanton | CFA | Percentage of assets, Hourly |
| Robert Brown | The R.L. Brown Advisory Group | Pleasanton | CFA | Percentage of assets, Fixed fees |
| Daniel Copenhagen | Continuum Advisory | Pleasanton | Not listed | Percentage of assets, Hourly |
| Faisal Shujayee | Grant Private Wealth Management | Pleasanton | Not listed | Percentage of assets, Hourly |
| Jacob Rodriguez | Sierra Pacific Private Wealth | Pleasanton | Not listed | Percentage of assets, Hourly |
| Jamshid Kekobad | Grant Private Wealth Management | Pleasanton | Not listed | Percentage of assets, Hourly |
| Lyudmila Ter-Avanesyan | Grant Private Wealth Management | Pleasanton | Not listed | Percentage of assets, Hourly |
| Taras Zatvarskiy | Grant Private Wealth Management | Pleasanton | Not listed | Percentage of assets, Hourly |
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