Fee-only financial advisors in San Ramon, California
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Craig Braemer Blossom Wealth Management Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Mark Pitre California Financial Advisors Holds the CFP. Fees on file: percentage of assets, ongoing planning fee.
- Louis Dagen Auspicious Financial Planning Holds the CFP. Fees on file: percentage of assets.
- Paul Saad Collabria Capital, Inc Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee.
- Huy Trieu Key Focus Wealth Holds the CFP. Fees on file: percentage of assets, hourly.
- Sarah Huang New Spring Financial Planning Holds the CFP. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 46
- Firms
- 16
- Cities
- 2
- Hold the CFP
- 35%
- Other credentials: CFA 7% · ChFC 13%
- How they charge (of 46 with fees on file): percentage of assets 96% · fixed fees 48% · hourly 46% · ongoing planning fee 35%
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 Ramon 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 Ramon
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.
All 46 advisors in San Ramon
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Paul Saad | Collabria Capital, Inc | San Ramon | CFP, MBA | Flat fee or retainer, Ongoing planning fee |
| Louis Dagen | Auspicious Financial Planning | San Ramon | CFP, ChFC | Percentage of assets |
| Aaron Karas | Insight Wealth Strategies | San Ramon | CFP | Percentage of assets, Hourly |
| Brian Stormont | Insight Wealth Strategies | San Ramon | CFP | Percentage of assets, Hourly |
| Robert Agorastos | Insight Wealth Strategies | San Ramon | CFP | Percentage of assets, Hourly |
| Thomas Manetta I take great pride in having built a business that truly honors my clients best interests without interference from anything. This allows me to help my clients, without hurting them. | Manetta Wealth Management | San Ramon | Not listed | Percentage of assets |
| Timothy Raftis | Insight Wealth Strategies | San Ramon | CFP | Percentage of assets, Hourly |
| Anna Hong | New Insight Wealth Advisors | San Ramon | ChFC | Percentage of assets, Hourly |
| Dajin Yang | New Insight Wealth Advisors | San Ramon | CFA | Percentage of assets, Hourly |
| Kayla Fernandez | California Financial Advisors | San Ramon | CFP | Percentage of assets, Ongoing planning fee |
| Madeline Williams | California Financial Advisors | San Ramon | CFP | Percentage of assets, Ongoing planning fee |
| Mark Pitre | California Financial Advisors | San Ramon | CFP | Percentage of assets, Ongoing planning fee |
| Michael Maloon | California Financial Advisors | San Ramon | CFP, ChFC | Percentage of assets, Ongoing planning fee |
| Thomas Powers | California Financial Advisors | San Ramon | CFP, ChFC | Percentage of assets, Ongoing planning fee |
| Cole Durkin | Insight Wealth Strategies | San Ramon | CFA | Percentage of assets, Hourly |
| John Cordano | California Financial Advisors | San Ramon | ChFC | Percentage of assets, Ongoing planning fee |
| Michael Ye | New Insight Wealth Advisors | San Ramon | Not listed | Percentage of assets, Hourly |
| Raymond Tan | California Financial Advisors | San Ramon | ChFC | Percentage of assets, Ongoing planning fee |
| Seongsoo Lee | New Insight Wealth Advisors | San Ramon | Not listed | Percentage of assets, Hourly |
| Andre Luiz Paiva | Insight Wealth Strategies | San Ramon | Not listed | Percentage of assets, Hourly |
| Anthony Ortale | Insight Wealth Strategies | San Ramon | Not listed | Percentage of assets, Hourly |
| Chad Seegers | Insight Wealth Strategies | San Ramon | Not listed | Percentage of assets, Hourly |
| Preston Mayo | Insight Wealth Strategies | San Ramon | Not listed | Percentage of assets, Hourly |
| Gabriella Stamps | California Financial Advisors | San Ramon | Not listed | Percentage of assets, Ongoing planning fee |
| Jonathan Becker | California Financial Advisors | San Ramon | Not listed | Percentage of assets, Ongoing planning fee |
| Kyle Dennehy | California Financial Advisors | San Ramon | Not listed | Percentage of assets, Ongoing planning fee |
| Michelle Higgins | California Financial Advisors | San Ramon | Not listed | Percentage of assets, Ongoing planning fee |
| Nicholas Powers | California Financial Advisors | San Ramon | Not listed | Percentage of assets, Ongoing planning fee |
| Nicholas Venezia | California Financial Advisors | San Ramon | Not listed | Percentage of assets, Ongoing planning fee |
| Ryan Dennehy | California Financial Advisors | San Ramon | Not listed | Percentage of assets, Ongoing planning fee |
| Sean Maloon | California Financial Advisors | San Ramon | Not listed | Percentage of assets, Ongoing planning fee |
| Daniel Claffey | EdMD | San Ramon | Not listed | One-time planning fee |
| Faraz Sattar | Accretive Wealth Management | San Ramon | Not listed | Percentage of assets |
| Tejpartab Anand | Accretive Wealth Management | San Ramon | Not listed | Percentage of assets |
| Erick Ormsby | Alcosta Capital Management | San Ramon | Not listed | Percentage of assets |
| Shantnu Chandel | InverseWealth | San Ramon | Not listed | Percentage of assets, Fixed fees |
| Sumeet Ganju | InverseWealth | San Ramon | Not listed | Percentage of assets, Fixed fees |
| Angelica Kangas | Certified Planners | San Ramon | CFP | Percentage of assets, Hourly |
| Craig Braemer | Blossom Wealth Management | San Ramon | CFP, CFA | Percentage of assets, Hourly |
| George Salter | Blossom Wealth Management | San Ramon | CFP | Percentage of assets, Hourly |
| Huy Trieu | Key Focus Wealth | San Ramon | CFP | Percentage of assets, Hourly |
| Sarah Huang | New Spring Financial Planning | San Ramon | CFP | Percentage of assets, Hourly |
| Anna Miller | Certified Planners | San Ramon | Not listed | Percentage of assets, Hourly |
| James Salter | Blossom Wealth Management | San Ramon | Not listed | Percentage of assets, Hourly |
| Junmin Chang | Cannon Beach Financial Advisors | San Ramon | Not listed | Percentage of assets, Hourly |
| Ronald Moore | Nine Pines Ventures | San Ramon | Not listed | Percentage of assets, Fixed fees |
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