# Fee-only financial advisors in Sacramento, California > Start with a fee-only advisor in Sacramento whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Susan Soesbe of Soesbe Financial, LLC, Tony Matheson of Slalom Wealth Management and Matthew Jude of Rebalance, chosen for their credentials and fees on file. Page: https://find.wellspent.co/locations/us/california/sacramento/ 32 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 Sacramento? Start with a fee-only advisor in Sacramento whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Susan Soesbe of Soesbe Financial, LLC, Tony Matheson of Slalom Wealth Management and Matthew Jude of Rebalance, chosen for their credentials and fees on file. ## How many fee-only advisors in Sacramento are there? The Wellspent public graph lists 32 fee-only advisors in Sacramento, at 20 firms. We counted every advisor record that fits, as of October 2026. ## What do fee-only advisors in Sacramento focus on? The most common focus among fee-only advisors in Sacramento is retirement planning (21), followed by tax planning (12) and estate planning (10). Advisors can list more than one. ## How do fee-only advisors in Sacramento charge? The most common fee among fee-only advisors in Sacramento is a percentage of assets, used by 97% of the 32 with fees on file. Many use more than one: 69% charge fixed fees and 56% 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 Sacramento hold the CFP? 63% of the 32 fee-only advisors in Sacramento 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 Sacramento? 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 | |---|---|---|---|---| | [Susan Soesbe](https://find.wellspent.co/advisors/susan-soesbe.md) | Soesbe Financial, LLC | Sacramento, California | CFP, EA, MBA | Percentage of assets, Hourly, One-time planning fee, Flat fee or retainer | | [Steven Pitchford](https://find.wellspent.co/advisors/steven-pitchford.md) | Towerpoint Wealth | Sacramento, California | CFP | Percentage of assets, One-time planning fee | | [Tony Matheson](https://find.wellspent.co/advisors/tony-matheson.md) | Slalom Wealth Management | Sacramento, California | CFA, CFP | Percentage of assets, Hourly, Fixed fees | | [Matthew Jude](https://find.wellspent.co/advisors/matthew-jude.md) | Rebalance | Sacramento, California | CFP | Percentage of assets | | [Bryan Buchert](https://find.wellspent.co/advisors/bryan-buchert.md) | Kera Capital | Sacramento, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Joseph Eschleman](https://find.wellspent.co/advisors/joseph-eschleman.md) | Towerpoint Wealth | Sacramento, California | | Percentage of assets, One-time planning fee | | [Matthew Page](https://find.wellspent.co/advisors/matthew-page.md) | True Wave Financial Planners | Sacramento, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Megan Miller](https://find.wellspent.co/advisors/megan-miller.md) | Towerpoint Wealth | Sacramento, California | | Percentage of assets, One-time planning fee | | [Nathan Billigmeier](https://find.wellspent.co/advisors/nathan-billigmeier.md) | Towerpoint Wealth | Sacramento, California | | Percentage of assets, One-time planning fee | | [Todd Hadley](https://find.wellspent.co/advisors/todd-hadley.md) | True Wave Financial Planners | Sacramento, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Jesse Nix](https://find.wellspent.co/advisors/jesse-nix.md) | Nix Wealth Management | Sacramento, California | CFP | Percentage of assets | | [Joseph Nix](https://find.wellspent.co/advisors/joseph-nix.md) | Nix Wealth Management | Sacramento, California | CFP | Percentage of assets | | [Anthony Wright](https://find.wellspent.co/advisors/anthony-wright.md) | Twin Rivers Wealth Management | Sacramento, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Dominick Anton](https://find.wellspent.co/advisors/dominick-anton.md) | Twin Rivers Wealth Management | Sacramento, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Marc Bacsafra](https://find.wellspent.co/advisors/marc-bacsafra.md) | Twin Rivers Wealth Management | Sacramento, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Peter Moulton](https://find.wellspent.co/advisors/peter-moulton.md) | Twin Rivers Wealth Management | Sacramento, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Eugene Hsu](https://find.wellspent.co/advisors/eugene-hsu.md) | Archer Pointe Wealth Management | Sacramento, California | CFP | Hourly, Fixed fees | | [Paige Farrell](https://find.wellspent.co/advisors/paige-farrell.md) | Endeavor Financial Planning | Sacramento, California | CFP, MA | Percentage of assets, Fixed fees | | [Kwadwo Osei](https://find.wellspent.co/advisors/kwadwo-osei.md) | Atwima Wealth | Sacramento, California | CFA | Percentage of assets, Fixed fees | | [Paola Quintero Salazar](https://find.wellspent.co/advisors/paola-quintero-salazar.md) | True Wave Financial Planners | Sacramento, California | | Percentage of assets, Hourly, Fixed fees | | [Samuel Vance](https://find.wellspent.co/advisors/samuel-vance.md) | True Wave Financial Planners | Sacramento, California | | Percentage of assets, Hourly, Fixed fees | | [Bradley Harsch](https://find.wellspent.co/advisors/bradley-harsch.md) | StratiCo | Sacramento, California | | Percentage of assets, Hourly, Fixed fees | | [Collin Sinnott](https://find.wellspent.co/advisors/collin-sinnott.md) | StratiCo | Sacramento, California | | Percentage of assets, Hourly, Fixed fees | | [Joseph Nix](https://find.wellspent.co/advisors/joseph-nix-1064977.md) | Nix Wealth Management | Sacramento, California | | Percentage of assets | | [Ryan Mason](https://find.wellspent.co/advisors/ryan-mason.md) | Argos Wealth Advisors | Sacramento, California | | Percentage of assets, Hourly, Fixed fees | | [Gloria Rodriguez](https://find.wellspent.co/advisors/gloria-rodriguez.md) | Golden Wealth Capital | Sacramento, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Joshua Hurd](https://find.wellspent.co/advisors/joshua-hurd.md) | Sightline Wealth | Sacramento, California | CFP | Percentage of assets | | [Kayla Phillips](https://find.wellspent.co/advisors/kayla-phillips.md) | Purposeful Strategic Partners | Sacramento, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Richard Russo](https://find.wellspent.co/advisors/richard-russo.md) | Freedom Formula Wealth Management | Sacramento, California | CFP | Percentage of assets, Fixed fees | | [Samantha Mockford](https://find.wellspent.co/advisors/samantha-mockford.md) | Citrine Capital | Sacramento, California | CFP | Percentage of assets, Fixed fees | | [Igor Mokhov](https://find.wellspent.co/advisors/igor-mokhov.md) | CIF Advisors | Sacramento, California | | Percentage of assets, Hourly, Fixed fees | | [Mark Dyer](https://find.wellspent.co/advisors/mark-dyer.md) | Mechfi | Sacramento, California | | Percentage of assets, 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).