# Fee-only financial advisors in Santa Monica, California > Start with a fee-only advisor in Santa Monica whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Pamela Chen of Refresh Investments LLC, Christopher Stroup of Silicon Beach Financial and Adam Salas of Quantum Financial Advisors, chosen for their credentials and fees on file. Page: https://find.wellspent.co/locations/us/california/santa-monica/ 34 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 Santa Monica? Start with a fee-only advisor in Santa Monica whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Pamela Chen of Refresh Investments LLC, Christopher Stroup of Silicon Beach Financial and Adam Salas of Quantum Financial Advisors, chosen for their credentials and fees on file. ## How many fee-only advisors in Santa Monica are there? The Wellspent public graph lists 34 fee-only advisors in Santa Monica, at 16 firms. We counted every advisor record that fits, as of October 2026. ## What do fee-only advisors in Santa Monica focus on? The most common focus among fee-only advisors in Santa Monica is tax planning (7), followed by founders (4) and retirement planning (4). Advisors can list more than one. ## How do fee-only advisors in Santa Monica charge? The most common fee among fee-only advisors in Santa Monica is a percentage of assets, used by 94% of the 34 with fees on file. Many use more than one: 71% charge fixed fees and 50% 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 Monica hold the CFP? 53% of the 34 fee-only advisors in Santa Monica 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 Monica? 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 | |---|---|---|---|---| | [Christopher Stroup](https://find.wellspent.co/advisors/christopher-stroup.md) | Silicon Beach Financial | Santa Monica, California | CFP, MBA, EA | Percentage of assets, Ongoing planning fee | | [George Guttman](https://find.wellspent.co/advisors/george-guttman.md) | Guttman Financial Planning | Santa Monica, California | CFP, MBA | Hourly, One-time planning fee | | [Pamela Chen](https://find.wellspent.co/advisors/pamela-chen.md) | Refresh Investments LLC | Santa Monica, California | BS, CFA, CPA, MBA | Percentage of assets, Flat fee or retainer, One-time planning fee | | [Steven Evensen](https://find.wellspent.co/advisors/steven-evensen.md) | Gerber Kawasaki Wealth & Investment Management | Santa Monica, California | CFP | Percentage of assets, Hourly | | [Daniel Johnson](https://find.wellspent.co/advisors/daniel-johnson-5819978.md) | Windfall Advisors | Santa Monica, California | | Percentage of assets, Hourly, Fixed fees | | [Lisa Junghahn](https://find.wellspent.co/advisors/lisa-junghahn.md) | Cycle Financial Planning | Santa Monica, California | CFP, JD, MA | Hourly, Fixed fees | | [Eric Johanson](https://find.wellspent.co/advisors/eric-johanson.md) | Scope Wealth Management | Santa Monica, California | CFA | Percentage of assets, Hourly, Fixed fees | | [Mary Kusnic](https://find.wellspent.co/advisors/mary-kusnic.md) | Victus Capital Wealth | Santa Monica, California | | Percentage of assets, Hourly, Fixed fees | | [Robert Jones](https://find.wellspent.co/advisors/robert-jones-3111524.md) | Victus Capital Wealth | Santa Monica, California | | Percentage of assets, Hourly, Fixed fees | | [Alexandra Markulis](https://find.wellspent.co/advisors/alexandra-markulis.md) | The Wealth Collaborative | Santa Monica, California | | Percentage of assets, Hourly, Fixed fees | | [David Wright](https://find.wellspent.co/advisors/david-wright.md) | Sierra Investment Management | Santa Monica, California | | Percentage of assets | | [Gira Patel](https://find.wellspent.co/advisors/gira-patel.md) | Sierra Investment Management | Santa Monica, California | | Percentage of assets | | [Kenneth Sleeper](https://find.wellspent.co/advisors/kenneth-sleeper.md) | Sierra Investment Management | Santa Monica, California | | Percentage of assets | | [Marshall Quan](https://find.wellspent.co/advisors/marshall-quan.md) | Sierra Investment Management | Santa Monica, California | | Percentage of assets | | [Nathan Brummel](https://find.wellspent.co/advisors/nathan-brummel.md) | Sierra Investment Management | Santa Monica, California | | Percentage of assets | | [Adam Salas](https://find.wellspent.co/advisors/adam-salas.md) | Quantum Financial Advisors | Santa Monica, California | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Adam Scott](https://find.wellspent.co/advisors/adam-scott.md) | Wellacre Global Wealth Advisors | Santa Monica, California | CFP | Percentage of assets, Fixed fees | | [Christopher Girbes-Pierce](https://find.wellspent.co/advisors/christopher-girbes-pierce.md) | Five Oceans Advisors | Santa Monica, California | CFP | Percentage of assets, Fixed fees | | [Darius Gagne](https://find.wellspent.co/advisors/darius-gagne.md) | Quantum Financial Advisors | Santa Monica, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Devon Galindo](https://find.wellspent.co/advisors/devon-galindo.md) | Serenus Wealth Advisors | Santa Monica, California | CFP, ChFC | Percentage of assets, Fixed fees | | [Elizabeth Greulich](https://find.wellspent.co/advisors/elizabeth-greulich.md) | Quantum Financial Advisors | Santa Monica, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Joe Moser](https://find.wellspent.co/advisors/joe-moser.md) | Five Oceans Advisors | Santa Monica, California | CFP | Percentage of assets, Fixed fees | | [John Eing](https://find.wellspent.co/advisors/john-eing.md) | Quantum Financial Advisors | Santa Monica, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Laura Lemoine](https://find.wellspent.co/advisors/laura-lemoine.md) | Serenus Wealth Advisors | Santa Monica, California | CFP | Percentage of assets, Fixed fees | | [Leslie Mallman](https://find.wellspent.co/advisors/leslie-mallman.md) | Five Oceans Advisors | Santa Monica, California | CFP | Percentage of assets, Fixed fees | | [Matthew Higgins](https://find.wellspent.co/advisors/matthew-higgins.md) | Quantum Financial Advisors | Santa Monica, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Michael Hartman](https://find.wellspent.co/advisors/michael-hartman-6020345.md) | Mcdonald Hartman Wealth Advisors | Santa Monica, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Rasheed Ahmed](https://find.wellspent.co/advisors/rasheed-ahmed.md) | Quantum Financial Advisors | Santa Monica, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Scott Swanson](https://find.wellspent.co/advisors/scott-swanson.md) | Quantum Financial Advisors | Santa Monica, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Julian Scott](https://find.wellspent.co/advisors/julian-scott.md) | Wellacre Global Wealth Advisors | Santa Monica, California | | Percentage of assets, Fixed fees | | [Kara Boccella](https://find.wellspent.co/advisors/kara-boccella.md) | Serenus Wealth Advisors | Santa Monica, California | | Percentage of assets, Fixed fees | | [Matthew Burnias](https://find.wellspent.co/advisors/matthew-burnias.md) | MB Blue GP | Santa Monica, California | | Percentage of assets | | [Rebecca Shaw](https://find.wellspent.co/advisors/rebecca-shaw.md) | Serenus Wealth Advisors | Santa Monica, California | | Percentage of assets, Fixed fees | | [Tracy Shemano](https://find.wellspent.co/advisors/tracy-shemano.md) | Quantum Financial Advisors | Santa Monica, California | | Percentage of assets, Hourly, 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).