Fee-only financial advisors in Santa Barbara, California
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Jonathan Heagle Mountain Vista Wealth Management Holds the CFP and CFA. Fees on file: hourly.
- Aaron Ritter Abundant Wealth Partners Holds the CFP. Fees on file: hourly, ongoing planning fee.
- Bryan Foronjy Foronjy Financial Holds the CFP. Fees on file: percentage of assets, hourly.
- Eric Toubin Painted Porch Advisors Holds the CFA. Fees on file: percentage of assets, fixed fees.
- Chad Valchar R.I.T. Wealth Advisors Holds the CFP. Fees on file: percentage of assets, fixed fees.
- Cody Makela Arlington Financial Advisors Holds the CFP. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 52
- Firms
- 22
- Hold the CFP
- 38%
- Other credentials: CFA 6%
- How they charge (of 52 with fees on file): percentage of assets 90% · fixed fees 71% · hourly 56% · ongoing planning fee 6%
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 Santa Barbara 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 Santa Barbara
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.
All 52 advisors in Santa Barbara
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Aubrey Williams Hourly, advice-only planning for FI/RE clients with ADHD or neurodivergence, whether just starting out, close to FI or already there. | Open Path Financial, LLC | Santa Barbara | MS, MBA | Hourly |
| Jonathan Heagle | Mountain Vista Wealth Management | Santa Barbara | CFP, CFA | Hourly |
| Allison Meier | Arlington Financial Advisors | Santa Barbara | CFP | Percentage of assets, Hourly |
| Cody Makela | Arlington Financial Advisors | Santa Barbara | CFP | Percentage of assets, Hourly |
| Dianne Duva | Arlington Financial Advisors | Santa Barbara | CFP | Percentage of assets, Hourly |
| Eric Callahan | Thryve Wealth Management | Santa Barbara | CFP | Percentage of assets |
| Joseph Weiland | Arlington Financial Advisors | Santa Barbara | CFP | Percentage of assets, Hourly |
| Michael Yang | Arlington Financial Advisors | Santa Barbara | CFP | Percentage of assets, Hourly |
| Chad Valchar | R.I.T. Wealth Advisors | Santa Barbara | CFP | Percentage of assets, Fixed fees |
| Nathan Cultice | Castle Wealth Planning | Santa Barbara | CFP | Percentage of assets, Hourly |
| Joshua Hayes | Curtis Advisory Group | Santa Barbara | CFP | Percentage of assets, Hourly |
| Kristian Blom | Blom Levy & Co | Santa Barbara | Not listed | Flat fee or retainer, Ongoing planning fee |
| Arthur Swalley | Arlington Financial Advisors | Santa Barbara | Not listed | Percentage of assets, Hourly |
| Bryan Foronjy | Foronjy Financial | Santa Barbara | CFP | Percentage of assets, Hourly |
| Gary Dorfman | Thryve Wealth Management | Santa Barbara | Not listed | Percentage of assets |
| John Bell | Thryve Wealth Management | Santa Barbara | Not listed | Percentage of assets |
| John Lorenz | Arlington Financial Advisors | Santa Barbara | Not listed | Percentage of assets, Hourly |
| Richard Hughes | Arlington Financial Advisors | Santa Barbara | Not listed | Percentage of assets, Hourly |
| Aaron Ritter | Abundant Wealth Partners | Santa Barbara | CFP | Hourly, Ongoing planning fee |
| Grace McClellan | Painted Porch Advisors | Santa Barbara | CFP | Percentage of assets, Fixed fees |
| Justin Vlaanderen | Painted Porch Advisors | Santa Barbara | CFP | Percentage of assets, Fixed fees |
| Katharine Newell | Painted Porch Advisors | Santa Barbara | CFP | Percentage of assets, Fixed fees |
| Zachary Philipp | Painted Porch Advisors | Santa Barbara | CFP | Percentage of assets, Fixed fees |
| David Given | Curtis Advisory Group | Santa Barbara | Not listed | Percentage of assets, Hourly |
| Eric Toubin | Painted Porch Advisors | Santa Barbara | CFA | Percentage of assets, Fixed fees |
| Matthew Smith | Collar Capital Management | Santa Barbara | Not listed | Percentage of assets, Fixed fees |
| Ryan Curtis | Curtis Advisory Group | Santa Barbara | Not listed | Percentage of assets, Hourly |
| Timothy Lindvall | Painted Porch Advisors | Santa Barbara | CFA | Percentage of assets, Fixed fees |
| Austin Neddenriep | Foronjy Financial | Santa Barbara | Not listed | Percentage of assets, Hourly |
| Casey Marks | Foronjy Financial | Santa Barbara | Not listed | Percentage of assets, Hourly |
| Nuthira Neal | NNInvestmentAdvisory | Santa Barbara | Not listed | Percentage of assets, Hourly |
| Brian Lloyd | Painted Porch Advisors | Santa Barbara | Not listed | Percentage of assets, Fixed fees |
| Craig Schmitt | Painted Porch Advisors | Santa Barbara | Not listed | Percentage of assets, Fixed fees |
| Gregg Hackethal | Painted Porch Advisors | Santa Barbara | Not listed | Percentage of assets, Fixed fees |
| Joshua Keith | Laguna Capital Management | Santa Barbara | Not listed | Percentage of assets, Hourly |
| Kristen Ritter | Abundant Wealth Partners | Santa Barbara | Not listed | Hourly, Ongoing planning fee |
| Kurt Schliemann | Painted Porch Advisors | Santa Barbara | Not listed | Percentage of assets, Fixed fees |
| Nicholas Thanaet | Painted Porch Advisors | Santa Barbara | Not listed | Percentage of assets, Fixed fees |
| Robert Keith | Laguna Capital Management | Santa Barbara | Not listed | Percentage of assets, Hourly |
| Fredric Fisher | Trinity Capital Management | Santa Barbara | CFP | Percentage of assets, Hourly |
| Helen Perez | Wang Financial | Santa Barbara | CFP | Percentage of assets, Hourly |
| Jonathan Wang | Wang Financial | Santa Barbara | CFP | Percentage of assets, Hourly |
| Jovita Honor | Honor Family Office | Santa Barbara | CFP | Percentage of assets, Fixed fees |
| Jean-Luc Bourdon | Lucent Wealth Planning | Santa Barbara | PFS | Percentage of assets, Fixed fees |
| Brian Johnson | Monarch Wealth Strategies | Santa Barbara | Not listed | Percentage of assets, Hourly |
| Brian Schaffield | Summa Capital Management | Santa Barbara | Not listed | Percentage of assets |
| David Biehl | Capital Management Services | Santa Barbara | Not listed | Percentage of assets |
| Kevin Root | Oak Root | Santa Barbara | Not listed | Percentage of assets |
| Lucas Poteet | Monarch Wealth Strategies | Santa Barbara | Not listed | Percentage of assets, Hourly |
| Michael Riolo | Mountain Vista Wealth Management | Santa Barbara | Not listed | Percentage of assets, Hourly |
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