Fee-only financial advisors in San Rafael, California
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Tanya Steinhofer Redwood Grove Wealth Management Holds the CFP and CFA. Fees on file: one-time planning fee.
- Lauren Friedlander Spectrum Financial Management Holds the CFP. Fees on file: percentage of assets.
- David Wolfensperger Stewart Wealth Management Holds the CFP. Fees on file: percentage of assets.
- Gregg Clarke Meritas Wealth Management Holds the CFP. Fees on file: percentage of assets, one-time planning fee.
- Paul Cordero Attune Financial Planning Holds the CFP. Fees on file: percentage of assets, ongoing planning fee.
- Kirk Ludwig WESTHILL Financial Advisors Holds the CFP. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 40
- Firms
- 16
- Hold the CFP
- 53%
- Other credentials: CFA 8% · ChFC 5%
- How they charge (of 40 with fees on file): percentage of assets 90% · fixed fees 57% · hourly 38% · one-time planning fee 23%
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 San Rafael 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 San Rafael
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.
All 40 advisors in San Rafael
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Daniel Tripp | Redwood Grove Wealth Management | San Rafael | CFP | One-time planning fee |
| David Wolfensperger | Stewart Wealth Management | San Rafael | CFP | Percentage of assets |
| Jared Barnecut | Stewart Wealth Management | San Rafael | CFP | Percentage of assets |
| Tanya Steinhofer | Redwood Grove Wealth Management | San Rafael | CFP, CFA | One-time planning fee |
| Brenda Friedlander | Spectrum Financial Management | San Rafael | CFP | Percentage of assets |
| Cassidy Murphy | Fiduciary Financial Group | San Rafael | CFP | Percentage of assets, Fixed fees |
| Lauren Friedlander | Spectrum Financial Management | San Rafael | CFP | Percentage of assets |
| Richard Davey | Fiduciary Financial Group | San Rafael | CFP | Percentage of assets, Fixed fees |
| Trevor Scotto | Fiduciary Financial Group | San Rafael | CFP | Percentage of assets, Fixed fees |
| Cristi Tanner | Meritas Wealth Management | San Rafael | CFP | Percentage of assets, One-time planning fee |
| Gregg Clarke | Meritas Wealth Management | San Rafael | CFP | Percentage of assets, One-time planning fee |
| Jacqueline Remar | Meritas Wealth Management | San Rafael | CFP | Percentage of assets, One-time planning fee |
| Jennifer Bahi | Meritas Wealth Management | San Rafael | CFP | Percentage of assets, One-time planning fee |
| Kenneth Gott | Meritas Wealth Management | San Rafael | CFP | Percentage of assets, One-time planning fee |
| Stuart Crandall | Hutchinson Capital Management | San Rafael | CFP | Percentage of assets, Hourly |
| Heidi Morshead | Shira Ridge Wealth Management | San Rafael | Not listed | Percentage of assets |
| Paul Cordero | Attune Financial Planning | San Rafael | CFP | Percentage of assets, Ongoing planning fee |
| Tuvshinjargal Odeh | Shira Ridge Wealth Management | San Rafael | Not listed | Percentage of assets |
| Benjamin Stewart | Stewart Wealth Management | San Rafael | Not listed | Percentage of assets |
| Gage Houser | Hutchinson Capital Management | San Rafael | CFA | Percentage of assets, Hourly |
| Kirk Ludwig | WESTHILL Financial Advisors | San Rafael | CFP, ChFC | Percentage of assets, Hourly |
| Matthew Taddei | WESTHILL Financial Advisors | San Rafael | CFP, ChFC | Percentage of assets, Hourly |
| Nicholas Safrit | WESTHILL Financial Advisors | San Rafael | CFP | Percentage of assets, Hourly |
| Samantha Keeler | WESTHILL Financial Advisors | San Rafael | CFP | Percentage of assets, Hourly |
| Steven Wilkes | Hutchinson Capital Management | San Rafael | CFA | Percentage of assets, Hourly |
| Benjamin Fookes | Fiduciary Financial Group | San Rafael | Not listed | Percentage of assets, Fixed fees |
| Christopher Moore | Fiduciary Financial Group | San Rafael | Not listed | Percentage of assets, Fixed fees |
| Jacqueline Rowe | Fiduciary Financial Group | San Rafael | Not listed | Percentage of assets, Fixed fees |
| Thomas Vogelheim | Fiduciary Financial Group | San Rafael | Not listed | Percentage of assets, Fixed fees |
| Jake Popoff | Hutchinson Capital Management | San Rafael | Not listed | Percentage of assets, Hourly |
| Thomas McAuliffe | Divorce financial consulting | San Rafael | Not listed | Hourly, One-time planning fee |
| Tiffani Clarke | Meritas Wealth Management | San Rafael | Not listed | Percentage of assets, One-time planning fee |
| Daniel Brown | Miles Brown Asset Management | San Rafael | Not listed | Percentage of assets, Hourly |
| Diane McCracken | WESTHILL Financial Advisors | San Rafael | Not listed | Percentage of assets, Hourly |
| Kian Nobari | Integrous | San Rafael | Not listed | Percentage of assets, Hourly |
| Meghan Hyland | WESTHILL Financial Advisors | San Rafael | Not listed | Percentage of assets, Hourly |
| Gary Thomas | Turner Financial Group | San Rafael | CFP | Percentage of assets, Hourly |
| Kelly Jones | Kelly Jones Investment Services | San Rafael | Not listed | Percentage of assets, Hourly |
| Michael Zaidlin | Madrone Investment Advisory | San Rafael | Not listed | Fixed fees |
| Robert Hunter | Marin Wealth Advisors | San Rafael | Not listed | Percentage of assets, Fixed fees |
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