# Fee-only financial advisors in San Ramon, California > Start with a fee-only advisor in San Ramon whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Craig Braemer of Blossom Wealth Management, Mark Pitre of California Financial Advisors and Louis Dagen of Auspicious Financial Planning, chosen for their credentials and fees on file. Page: https://find.wellspent.co/locations/us/california/san-ramon/ 46 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 Ramon? Start with a fee-only advisor in San Ramon whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Craig Braemer of Blossom Wealth Management, Mark Pitre of California Financial Advisors and Louis Dagen of Auspicious Financial Planning, chosen for their credentials and fees on file. ## How many fee-only advisors in San Ramon are there? The Wellspent public graph lists 46 fee-only advisors in San Ramon, at 16 firms. We counted every advisor record that fits, as of October 2026. ## What do fee-only advisors in San Ramon focus on? The most common focus among fee-only advisors in San Ramon is retirement planning (30), followed by retirees (30) and people close to retirement (29). Advisors can list more than one. ## How do fee-only advisors in San Ramon charge? The most common fee among fee-only advisors in San Ramon is a percentage of assets, used by 96% of the 46 with fees on file. Many use more than one: 48% charge fixed fees and 46% 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 Ramon hold the CFP? 35% of the 46 fee-only advisors in San Ramon 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 Ramon? 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 | |---|---|---|---|---| | [Paul Saad](https://find.wellspent.co/advisors/paul-saad.md) | Collabria Capital, Inc | San Ramon, California | CFP, MBA | Flat fee or retainer, Ongoing planning fee | | [Louis Dagen](https://find.wellspent.co/advisors/louis-dagen.md) | Auspicious Financial Planning | San Ramon, California | CFP, ChFC | Percentage of assets | | [Aaron Karas](https://find.wellspent.co/advisors/aaron-karas.md) | Insight Wealth Strategies | San Ramon, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Brian Stormont](https://find.wellspent.co/advisors/brian-stormont.md) | Insight Wealth Strategies | San Ramon, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Robert Agorastos](https://find.wellspent.co/advisors/robert-agorastos.md) | Insight Wealth Strategies | San Ramon, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Thomas Manetta](https://find.wellspent.co/advisors/thomas-manetta.md) | Manetta Wealth Management | San Ramon, California | | Percentage of assets | | [Timothy Raftis](https://find.wellspent.co/advisors/timothy-raftis.md) | Insight Wealth Strategies | San Ramon, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Anna Hong](https://find.wellspent.co/advisors/anna-hong.md) | New Insight Wealth Advisors | San Ramon, California | ChFC | Percentage of assets, Hourly, Fixed fees | | [Dajin Yang](https://find.wellspent.co/advisors/dajin-yang.md) | New Insight Wealth Advisors | San Ramon, California | CFA | Percentage of assets, Hourly, Fixed fees | | [Kayla Fernandez](https://find.wellspent.co/advisors/kayla-fernandez.md) | California Financial Advisors | San Ramon, California | CFP | Percentage of assets, Ongoing planning fee | | [Madeline Williams](https://find.wellspent.co/advisors/madeline-williams.md) | California Financial Advisors | San Ramon, California | CFP | Percentage of assets, Ongoing planning fee | | [Mark Pitre](https://find.wellspent.co/advisors/mark-pitre.md) | California Financial Advisors | San Ramon, California | CFP | Percentage of assets, Ongoing planning fee | | [Michael Maloon](https://find.wellspent.co/advisors/michael-maloon.md) | California Financial Advisors | San Ramon, California | CFP, ChFC | Percentage of assets, Ongoing planning fee | | [Thomas Powers](https://find.wellspent.co/advisors/thomas-powers.md) | California Financial Advisors | San Ramon, California | CFP, ChFC | Percentage of assets, Ongoing planning fee | | [Cole Durkin](https://find.wellspent.co/advisors/cole-durkin.md) | Insight Wealth Strategies | San Ramon, California | CFA | Percentage of assets, Hourly, Fixed fees | | [John Cordano](https://find.wellspent.co/advisors/john-cordano.md) | California Financial Advisors | San Ramon, California | ChFC | Percentage of assets, Ongoing planning fee | | [Michael Ye](https://find.wellspent.co/advisors/michael-ye.md) | New Insight Wealth Advisors | San Ramon, California | | Percentage of assets, Hourly, Fixed fees | | [Raymond Tan](https://find.wellspent.co/advisors/raymond-tan.md) | California Financial Advisors | San Ramon, California | ChFC | Percentage of assets, Ongoing planning fee | | [Seongsoo Lee](https://find.wellspent.co/advisors/seongsoo-lee.md) | New Insight Wealth Advisors | San Ramon, California | | Percentage of assets, Hourly, Fixed fees | | [Andre Luiz Paiva](https://find.wellspent.co/advisors/andre-luiz-paiva.md) | Insight Wealth Strategies | San Ramon, California | | Percentage of assets, Hourly, Fixed fees | | [Anthony Ortale](https://find.wellspent.co/advisors/anthony-ortale.md) | Insight Wealth Strategies | San Ramon, California | | Percentage of assets, Hourly, Fixed fees | | [Chad Seegers](https://find.wellspent.co/advisors/chad-seegers.md) | Insight Wealth Strategies | San Ramon, California | | Percentage of assets, Hourly, Fixed fees | | [Preston Mayo](https://find.wellspent.co/advisors/preston-mayo.md) | Insight Wealth Strategies | San Ramon, California | | Percentage of assets, Hourly, Fixed fees | | [Gabriella Stamps](https://find.wellspent.co/advisors/gabriella-stamps.md) | California Financial Advisors | San Ramon, California | | Percentage of assets, Ongoing planning fee | | [Jonathan Becker](https://find.wellspent.co/advisors/jonathan-becker.md) | California Financial Advisors | San Ramon, California | | Percentage of assets, Ongoing planning fee | | [Kyle Dennehy](https://find.wellspent.co/advisors/kyle-dennehy.md) | California Financial Advisors | San Ramon, California | | Percentage of assets, Ongoing planning fee | | [Michelle Higgins](https://find.wellspent.co/advisors/michelle-higgins.md) | California Financial Advisors | San Ramon, California | | Percentage of assets, Ongoing planning fee | | [Nicholas Powers](https://find.wellspent.co/advisors/nicholas-powers.md) | California Financial Advisors | San Ramon, California | | Percentage of assets, Ongoing planning fee | | [Nicholas Venezia](https://find.wellspent.co/advisors/nicholas-venezia.md) | California Financial Advisors | San Ramon, California | | Percentage of assets, Ongoing planning fee | | [Ryan Dennehy](https://find.wellspent.co/advisors/ryan-dennehy.md) | California Financial Advisors | San Ramon, California | | Percentage of assets, Ongoing planning fee | | [Sean Maloon](https://find.wellspent.co/advisors/sean-maloon.md) | California Financial Advisors | San Ramon, California | | Percentage of assets, Ongoing planning fee | | [Daniel Claffey](https://find.wellspent.co/advisors/daniel-claffey.md) | EdMD | San Ramon, California | | One-time planning fee | | [Faraz Sattar](https://find.wellspent.co/advisors/faraz-sattar.md) | Accretive Wealth Management | San Ramon, California | | Percentage of assets | | [Tejpartab Anand](https://find.wellspent.co/advisors/tejpartab-anand.md) | Accretive Wealth Management | San Ramon, California | | Percentage of assets | | [Erick Ormsby](https://find.wellspent.co/advisors/erick-ormsby.md) | Alcosta Capital Management | San Ramon, California | | Percentage of assets | | [Shantnu Chandel](https://find.wellspent.co/advisors/shantnu-chandel.md) | InverseWealth | San Ramon, California | | Percentage of assets, Fixed fees | | [Sumeet Ganju](https://find.wellspent.co/advisors/sumeet-ganju.md) | InverseWealth | San Ramon, California | | Percentage of assets, Fixed fees | | [Angelica Kangas](https://find.wellspent.co/advisors/angelica-kangas.md) | Certified Planners | San Ramon, California | CFP | Percentage of assets, Hourly | | [Craig Braemer](https://find.wellspent.co/advisors/craig-braemer.md) | Blossom Wealth Management | San Ramon, California | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [George Salter](https://find.wellspent.co/advisors/george-salter.md) | Blossom Wealth Management | San Ramon, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Huy Trieu](https://find.wellspent.co/advisors/huy-trieu.md) | Key Focus Wealth | San Ramon, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Sarah Huang](https://find.wellspent.co/advisors/sarah-huang.md) | New Spring Financial Planning | San Ramon, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Anna Miller](https://find.wellspent.co/advisors/anna-miller.md) | Certified Planners | San Ramon, California | | Percentage of assets, Hourly | | [James Salter](https://find.wellspent.co/advisors/james-salter.md) | Blossom Wealth Management | San Ramon, California | | Percentage of assets, Hourly, Fixed fees | | [Junmin Chang](https://find.wellspent.co/advisors/junmin-chang.md) | Cannon Beach Financial Advisors | San Ramon, California | | Percentage of assets, Hourly, Fixed fees | | [Ronald Moore](https://find.wellspent.co/advisors/ronald-moore.md) | Nine Pines Ventures | San Ramon, 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).