# Fee-only financial advisors in Santa Barbara, California > Start with a fee-only advisor in Santa Barbara whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Jonathan Heagle of Mountain Vista Wealth Management, Aaron Ritter of Abundant Wealth Partners and Bryan Foronjy of Foronjy Financial, chosen for their credentials and fees on file. Page: https://find.wellspent.co/locations/us/california/santa-barbara/ 52 fee-only advisors listed; data last updated November 2, 2026. Fee-only means paid only by clients, never by commissions. ## Which fee-only financial advisor should I talk to in Santa Barbara? Start with a fee-only advisor in Santa Barbara whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Jonathan Heagle of Mountain Vista Wealth Management, Aaron Ritter of Abundant Wealth Partners and Bryan Foronjy of Foronjy Financial, chosen for their credentials and fees on file. ## How many fee-only advisors in Santa Barbara are there? The Wellspent public graph lists 52 fee-only advisors in Santa Barbara, at 22 firms. We counted every advisor record that fits, as of November 2026. ## What do fee-only advisors in Santa Barbara focus on? The most common focus among fee-only advisors in Santa Barbara is retirement planning (22), followed by retirees (17) and small business owners (16). Advisors can list more than one. ## How do fee-only advisors in Santa Barbara charge? The most common fee among fee-only advisors in Santa Barbara is a percentage of assets, used by 90% of the 52 with fees on file. Many use more than one: 71% 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 Santa Barbara hold the CFP? 38% of the 52 fee-only advisors in Santa Barbara 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 Santa Barbara? 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 | |---|---|---|---|---| | [Aubrey Williams](https://find.wellspent.co/advisors/aubrey-williams.md) | Open Path Financial, LLC | Santa Barbara, California | MS, MBA | Hourly | | [Jonathan Heagle](https://find.wellspent.co/advisors/jonathan-heagle.md) | Mountain Vista Wealth Management | Santa Barbara, California | CFP, CFA | Hourly | | [Allison Meier](https://find.wellspent.co/advisors/allison-meier.md) | Arlington Financial Advisors | Santa Barbara, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Cody Makela](https://find.wellspent.co/advisors/cody-makela.md) | Arlington Financial Advisors | Santa Barbara, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Dianne Duva](https://find.wellspent.co/advisors/dianne-duva.md) | Arlington Financial Advisors | Santa Barbara, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Eric Callahan](https://find.wellspent.co/advisors/eric-callahan.md) | Thryve Wealth Management | Santa Barbara, California | CFP | Percentage of assets | | [Joseph Weiland](https://find.wellspent.co/advisors/joseph-weiland.md) | Arlington Financial Advisors | Santa Barbara, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Michael Yang](https://find.wellspent.co/advisors/michael-yang.md) | Arlington Financial Advisors | Santa Barbara, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Chad Valchar](https://find.wellspent.co/advisors/chad-valchar.md) | R.I.T. Wealth Advisors | Santa Barbara , California | CFP | Percentage of assets, Fixed fees | | [Nathan Cultice](https://find.wellspent.co/advisors/nathan-cultice.md) | Castle Wealth Planning | Santa Barbara, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Joshua Hayes](https://find.wellspent.co/advisors/joshua-hayes.md) | Curtis Advisory Group | Santa Barbara, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Kristian Blom](https://find.wellspent.co/advisors/kristian-blom.md) | Blom Levy & Co | Santa Barbara, California | | Flat fee or retainer, Ongoing planning fee | | [Arthur Swalley](https://find.wellspent.co/advisors/arthur-swalley.md) | Arlington Financial Advisors | Santa Barbara, California | | Percentage of assets, Hourly, Fixed fees | | [Bryan Foronjy](https://find.wellspent.co/advisors/bryan-foronjy.md) | Foronjy Financial | Santa Barbara, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Gary Dorfman](https://find.wellspent.co/advisors/gary-dorfman.md) | Thryve Wealth Management | Santa Barbara, California | | Percentage of assets | | [John Bell](https://find.wellspent.co/advisors/john-bell-6709012.md) | Thryve Wealth Management | Santa Barbara, California | | Percentage of assets | | [John Lorenz](https://find.wellspent.co/advisors/john-lorenz.md) | Arlington Financial Advisors | Santa Barbara, California | | Percentage of assets, Hourly, Fixed fees | | [Richard Hughes](https://find.wellspent.co/advisors/richard-hughes.md) | Arlington Financial Advisors | Santa Barbara, California | | Percentage of assets, Hourly, Fixed fees | | [Aaron Ritter](https://find.wellspent.co/advisors/aaron-ritter.md) | Abundant Wealth Partners | Santa Barbara, California | CFP | Hourly, Ongoing planning fee | | [Grace McClellan](https://find.wellspent.co/advisors/grace-mcclellan.md) | Painted Porch Advisors | Santa Barbara, California | CFP | Percentage of assets, Fixed fees | | [Justin Vlaanderen](https://find.wellspent.co/advisors/justin-vlaanderen.md) | Painted Porch Advisors | Santa Barbara, California | CFP | Percentage of assets, Fixed fees | | [Katharine Newell](https://find.wellspent.co/advisors/katharine-newell.md) | Painted Porch Advisors | Santa Barbara, California | CFP | Percentage of assets, Fixed fees | | [Zachary Philipp](https://find.wellspent.co/advisors/zachary-philipp.md) | Painted Porch Advisors | Santa Barbara, California | CFP | Percentage of assets, Fixed fees | | [David Given](https://find.wellspent.co/advisors/david-given.md) | Curtis Advisory Group | Santa Barbara, California | | Percentage of assets, Hourly, Fixed fees | | [Eric Toubin](https://find.wellspent.co/advisors/eric-toubin.md) | Painted Porch Advisors | Santa Barbara, California | CFA | Percentage of assets, Fixed fees | | [Matthew Smith](https://find.wellspent.co/advisors/matthew-smith-4240416.md) | Collar Capital Management | Santa Barbara, California | | Percentage of assets, Fixed fees | | [Ryan Curtis](https://find.wellspent.co/advisors/ryan-curtis.md) | Curtis Advisory Group | Santa Barbara, California | | Percentage of assets, Hourly, Fixed fees | | [Timothy Lindvall](https://find.wellspent.co/advisors/timothy-lindvall.md) | Painted Porch Advisors | Santa Barbara, California | CFA | Percentage of assets, Fixed fees | | [Austin Neddenriep](https://find.wellspent.co/advisors/austin-neddenriep.md) | Foronjy Financial | Santa Barbara, California | | Percentage of assets, Hourly, Fixed fees | | [Casey Marks](https://find.wellspent.co/advisors/casey-marks.md) | Foronjy Financial | Santa Barbara, California | | Percentage of assets, Hourly, Fixed fees | | [Nuthira Neal](https://find.wellspent.co/advisors/nuthira-neal.md) | NNInvestmentAdvisory | Santa Barbara, California | | Percentage of assets, Hourly, Fixed fees | | [Brian Lloyd](https://find.wellspent.co/advisors/brian-lloyd.md) | Painted Porch Advisors | Santa Barbara, California | | Percentage of assets, Fixed fees | | [Craig Schmitt](https://find.wellspent.co/advisors/craig-schmitt.md) | Painted Porch Advisors | Santa Barbara, California | | Percentage of assets, Fixed fees | | [Gregg Hackethal](https://find.wellspent.co/advisors/gregg-hackethal.md) | Painted Porch Advisors | Santa Barbara, California | | Percentage of assets, Fixed fees | | [Joshua Keith](https://find.wellspent.co/advisors/joshua-keith.md) | Laguna Capital Management | Santa Barbara, California | | Percentage of assets, Hourly, Fixed fees | | [Kristen Ritter](https://find.wellspent.co/advisors/kristen-ritter.md) | Abundant Wealth Partners | Santa Barbara, California | | Hourly, Ongoing planning fee | | [Kurt Schliemann](https://find.wellspent.co/advisors/kurt-schliemann.md) | Painted Porch Advisors | Santa Barbara, California | | Percentage of assets, Fixed fees | | [Nicholas Thanaet](https://find.wellspent.co/advisors/nicholas-thanaet.md) | Painted Porch Advisors | Santa Barbara, California | | Percentage of assets, Fixed fees | | [Robert Keith](https://find.wellspent.co/advisors/robert-keith.md) | Laguna Capital Management | Santa Barbara, California | | Percentage of assets, Hourly, Fixed fees | | [Fredric Fisher](https://find.wellspent.co/advisors/fredric-fisher.md) | Trinity Capital Management | Santa Barbara, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Helen Perez](https://find.wellspent.co/advisors/helen-perez.md) | Wang Financial | Santa Barbara, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Jonathan Wang](https://find.wellspent.co/advisors/jonathan-wang.md) | Wang Financial | Santa Barbara, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Jovita Honor](https://find.wellspent.co/advisors/jovita-honor.md) | Honor Family Office | Santa Barbara, California | CFP | Percentage of assets, Fixed fees | | [Jean-Luc Bourdon](https://find.wellspent.co/advisors/jean-luc-bourdon.md) | Lucent Wealth Planning | Santa Barbara, California | PFS | Percentage of assets, Fixed fees | | [Brian Johnson](https://find.wellspent.co/advisors/brian-johnson.md) | Monarch Wealth Strategies | Santa Barbara, California | | Percentage of assets, Hourly | | [Brian Schaffield](https://find.wellspent.co/advisors/brian-schaffield.md) | Summa Capital Management | Santa Barbara, California | | Percentage of assets | | [David Biehl](https://find.wellspent.co/advisors/david-biehl.md) | Capital Management Services | Santa Barbara, California | | Percentage of assets | | [Kevin Root](https://find.wellspent.co/advisors/kevin-root.md) | Oak Root | Santa Barbara, California | | Percentage of assets | | [Lucas Poteet](https://find.wellspent.co/advisors/lucas-poteet.md) | Monarch Wealth Strategies | Santa Barbara, California | | Percentage of assets, Hourly | | [Michael Riolo](https://find.wellspent.co/advisors/michael-riolo.md) | Mountain Vista Wealth Management | Santa Barbara, California | | Percentage of assets, Hourly, Fixed fees | | [Nicole Allen](https://find.wellspent.co/advisors/nicole-allen.md) | Monarch Wealth Strategies | Santa Barbara, California | | Percentage of assets, Hourly | | [Timothy Sykes](https://find.wellspent.co/advisors/timothy-sykes.md) | Oak Root | Santa Barbara, California | | Percentage of assets | ## 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).