# Fee-only financial advisors in San Rafael, California > Start with a fee-only advisor in San Rafael whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Tanya Steinhofer of Redwood Grove Wealth Management, Lauren Friedlander of Spectrum Financial Management and David Wolfensperger of Stewart Wealth Management, chosen for their credentials and fees on file. Page: https://find.wellspent.co/locations/us/california/san-rafael/ 40 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 San Rafael? Start with a fee-only advisor in San Rafael whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Tanya Steinhofer of Redwood Grove Wealth Management, Lauren Friedlander of Spectrum Financial Management and David Wolfensperger of Stewart Wealth Management, chosen for their credentials and fees on file. ## How many fee-only advisors in San Rafael are there? The Wellspent public graph lists 40 fee-only advisors in San Rafael, at 16 firms. We counted every advisor record that fits, as of October 2026. ## What do fee-only advisors in San Rafael focus on? The most common focus among fee-only advisors in San Rafael is retirement planning (20), followed by tax planning (14) and executives (13). Advisors can list more than one. ## How do fee-only advisors in San Rafael charge? The most common fee among fee-only advisors in San Rafael is a percentage of assets, used by 90% of the 40 with fees on file. Many use more than one: 57% charge fixed fees and 38% 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 San Rafael hold the CFP? 53% of the 40 fee-only advisors in San Rafael 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 San Rafael? 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 | |---|---|---|---|---| | [Daniel Tripp](https://find.wellspent.co/advisors/daniel-tripp.md) | Redwood Grove Wealth Management | San Rafael, California | CFP | One-time planning fee | | [David Wolfensperger](https://find.wellspent.co/advisors/david-wolfensperger.md) | Stewart Wealth Management | San Rafael, California | CFP | Percentage of assets | | [Jared Barnecut](https://find.wellspent.co/advisors/jared-barnecut.md) | Stewart Wealth Management | San Rafael, California | CFP | Percentage of assets | | [Tanya Steinhofer](https://find.wellspent.co/advisors/tanya-steinhofer.md) | Redwood Grove Wealth Management | San Rafael, California | CFP, CFA | One-time planning fee | | [Brenda Friedlander](https://find.wellspent.co/advisors/brenda-friedlander.md) | Spectrum Financial Management | San Rafael, California | CFP | Percentage of assets | | [Cassidy Murphy](https://find.wellspent.co/advisors/cassidy-murphy.md) | Fiduciary Financial Group | San Rafael, California | CFP | Percentage of assets, Fixed fees | | [Lauren Friedlander](https://find.wellspent.co/advisors/lauren-friedlander.md) | Spectrum Financial Management | San Rafael, California | CFP | Percentage of assets | | [Richard Davey](https://find.wellspent.co/advisors/richard-davey.md) | Fiduciary Financial Group | San Rafael, California | CFP | Percentage of assets, Fixed fees | | [Trevor Scotto](https://find.wellspent.co/advisors/trevor-scotto.md) | Fiduciary Financial Group | San Rafael, California | CFP | Percentage of assets, Fixed fees | | [Cristi Tanner](https://find.wellspent.co/advisors/cristi-tanner.md) | Meritas Wealth Management | San Rafael, California | CFP | Percentage of assets, One-time planning fee, Ongoing planning fee | | [Gregg Clarke](https://find.wellspent.co/advisors/gregg-clarke.md) | Meritas Wealth Management | San Rafael, California | CFP | Percentage of assets, One-time planning fee, Ongoing planning fee | | [Jacqueline Remar](https://find.wellspent.co/advisors/jacqueline-remar.md) | Meritas Wealth Management | San Rafael, California | CFP | Percentage of assets, One-time planning fee, Ongoing planning fee | | [Jennifer Bahi](https://find.wellspent.co/advisors/jennifer-bahi.md) | Meritas Wealth Management | San Rafael, California | CFP | Percentage of assets, One-time planning fee, Ongoing planning fee | | [Kenneth Gott](https://find.wellspent.co/advisors/kenneth-gott.md) | Meritas Wealth Management | San Rafael, California | CFP | Percentage of assets, One-time planning fee, Ongoing planning fee | | [Stuart Crandall](https://find.wellspent.co/advisors/stuart-crandall.md) | Hutchinson Capital Management | San Rafael, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Heidi Morshead](https://find.wellspent.co/advisors/heidi-morshead.md) | Shira Ridge Wealth Management | San Rafael, California | | Percentage of assets | | [Paul Cordero](https://find.wellspent.co/advisors/paul-cordero.md) | Attune Financial Planning | San Rafael, California | CFP | Percentage of assets, Ongoing planning fee | | [Tuvshinjargal Odeh](https://find.wellspent.co/advisors/tuvshinjargal-odeh.md) | Shira Ridge Wealth Management | San Rafael, California | | Percentage of assets | | [Benjamin Stewart](https://find.wellspent.co/advisors/benjamin-stewart.md) | Stewart Wealth Management | San Rafael, California | | Percentage of assets | | [Gage Houser](https://find.wellspent.co/advisors/gage-houser.md) | Hutchinson Capital Management | San Rafael, California | CFA | Percentage of assets, Hourly, Fixed fees | | [Kirk Ludwig](https://find.wellspent.co/advisors/kirk-ludwig.md) | WESTHILL Financial Advisors | San Rafael, California | CFP, ChFC | Percentage of assets, Hourly, Fixed fees | | [Matthew Taddei](https://find.wellspent.co/advisors/matthew-taddei.md) | WESTHILL Financial Advisors | San Rafael, California | CFP, ChFC | Percentage of assets, Hourly, Fixed fees | | [Nicholas Safrit](https://find.wellspent.co/advisors/nicholas-safrit.md) | WESTHILL Financial Advisors | San Rafael, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Samantha Keeler](https://find.wellspent.co/advisors/samantha-keeler.md) | WESTHILL Financial Advisors | San Rafael, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Steven Wilkes](https://find.wellspent.co/advisors/steven-wilkes.md) | Hutchinson Capital Management | San Rafael, California | CFA | Percentage of assets, Hourly, Fixed fees | | [Benjamin Fookes](https://find.wellspent.co/advisors/benjamin-fookes.md) | Fiduciary Financial Group | San Rafael, California | | Percentage of assets, Fixed fees | | [Christopher Moore](https://find.wellspent.co/advisors/christopher-moore.md) | Fiduciary Financial Group | San Rafael, California | | Percentage of assets, Fixed fees | | [Jacqueline Rowe](https://find.wellspent.co/advisors/jacqueline-rowe.md) | Fiduciary Financial Group | San Rafael, California | | Percentage of assets, Fixed fees | | [Thomas Vogelheim](https://find.wellspent.co/advisors/thomas-vogelheim.md) | Fiduciary Financial Group | San Rafael, California | | Percentage of assets, Fixed fees | | [Jake Popoff](https://find.wellspent.co/advisors/jake-popoff.md) | Hutchinson Capital Management | San Rafael, California | | Percentage of assets, Hourly, Fixed fees | | [Thomas McAuliffe](https://find.wellspent.co/advisors/thomas-mcauliffe.md) | Divorce financial consulting | San Rafael, California | | Hourly, One-time planning fee | | [Tiffani Clarke](https://find.wellspent.co/advisors/tiffani-clarke.md) | Meritas Wealth Management | San Rafael, California | | Percentage of assets, One-time planning fee, Ongoing planning fee | | [Daniel Brown](https://find.wellspent.co/advisors/daniel-brown.md) | Miles Brown Asset Management | San Rafael, California | | Percentage of assets, Hourly, Fixed fees | | [Diane McCracken](https://find.wellspent.co/advisors/diane-mccracken.md) | WESTHILL Financial Advisors | San Rafael, California | | Percentage of assets, Hourly, Fixed fees | | [Kian Nobari](https://find.wellspent.co/advisors/kian-nobari.md) | Integrous | San Rafael, California | | Percentage of assets, Hourly, Fixed fees | | [Meghan Hyland](https://find.wellspent.co/advisors/meghan-hyland.md) | WESTHILL Financial Advisors | San Rafael, California | | Percentage of assets, Hourly, Fixed fees | | [Gary Thomas](https://find.wellspent.co/advisors/gary-thomas-1411067.md) | Turner Financial Group | San Rafael, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Kelly Jones](https://find.wellspent.co/advisors/kelly-jones.md) | Kelly Jones Investment Services | San Rafael, California | | Percentage of assets, Hourly, Fixed fees | | [Michael Zaidlin](https://find.wellspent.co/advisors/michael-zaidlin.md) | Madrone Investment Advisory | San Rafael, California | | Fixed fees | | [Robert Hunter](https://find.wellspent.co/advisors/robert-hunter.md) | Marin Wealth Advisors | San Rafael, 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).