Fee-only financial advisors in Santa Monica, California
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Pamela Chen Refresh Investments LLC Holds the CFA and CPA. Fees on file: percentage of assets, flat fee or retainer.
- Christopher Stroup Silicon Beach Financial Holds the CFP and EA. Fees on file: percentage of assets, ongoing planning fee.
- Adam Salas Quantum Financial Advisors Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- George Guttman Guttman Financial Planning Holds the CFP. Fees on file: hourly, one-time planning fee.
- Steven Evensen Gerber Kawasaki Wealth & Investment Management Holds the CFP. Fees on file: percentage of assets, hourly.
- Devon Galindo Serenus Wealth Advisors Holds the CFP. Fees on file: percentage of assets, fixed fees.
By the numbers
- Advisors listed
- 34
- Firms
- 16
- Hold the CFP
- 53%
- Other credentials: CFA 9% · CPA 3% · EA 3%
- How they charge (of 34 with fees on file): percentage of assets 94% · fixed fees 71% · hourly 50% · one-time 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 Monica 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 Monica
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.
All 34 advisors in Santa Monica
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Christopher Stroup | Silicon Beach Financial | Santa Monica | CFP, MBA, EA | Percentage of assets, Ongoing planning fee |
| George Guttman | Guttman Financial Planning | Santa Monica | CFP, MBA | Hourly, One-time planning fee |
| Pamela Chen | Refresh Investments LLC | Santa Monica | BS, CFA, CPA, MBA | Percentage of assets, Flat fee or retainer |
| Steven Evensen Gerber Kawasaki is a forward-thinking wealth and investment management firm based in Santa Monica that helps individuals and families build, grow, and protect their wealth through personalized financial planning, investment strategies, and equity-compensation expertise. | Gerber Kawasaki Wealth & Investment Management | Santa Monica | CFP | Percentage of assets, Hourly |
| Daniel Johnson | Windfall Advisors | Santa Monica | Not listed | Percentage of assets, Hourly |
| Lisa Junghahn | Cycle Financial Planning | Santa Monica | CFP, JD, MA | Hourly, Fixed fees |
| Eric Johanson | Scope Wealth Management | Santa Monica | CFA | Percentage of assets, Hourly |
| Mary Kusnic | Victus Capital Wealth | Santa Monica | Not listed | Percentage of assets, Hourly |
| Robert Jones | Victus Capital Wealth | Santa Monica | Not listed | Percentage of assets, Hourly |
| Alexandra Markulis | The Wealth Collaborative | Santa Monica | Not listed | Percentage of assets, Hourly |
| David Wright | Sierra Investment Management | Santa Monica | Not listed | Percentage of assets |
| Gira Patel | Sierra Investment Management | Santa Monica | Not listed | Percentage of assets |
| Kenneth Sleeper | Sierra Investment Management | Santa Monica | Not listed | Percentage of assets |
| Marshall Quan | Sierra Investment Management | Santa Monica | Not listed | Percentage of assets |
| Nathan Brummel | Sierra Investment Management | Santa Monica | Not listed | Percentage of assets |
| Adam Salas | Quantum Financial Advisors | Santa Monica | CFP, CFA | Percentage of assets, Hourly |
| Adam Scott | Wellacre Global Wealth Advisors | Santa Monica | CFP | Percentage of assets, Fixed fees |
| Christopher Girbes-Pierce | Five Oceans Advisors | Santa Monica | CFP | Percentage of assets, Fixed fees |
| Darius Gagne | Quantum Financial Advisors | Santa Monica | CFP | Percentage of assets, Hourly |
| Devon Galindo | Serenus Wealth Advisors | Santa Monica | CFP, ChFC | Percentage of assets, Fixed fees |
| Elizabeth Greulich | Quantum Financial Advisors | Santa Monica | CFP | Percentage of assets, Hourly |
| Joe Moser | Five Oceans Advisors | Santa Monica | CFP | Percentage of assets, Fixed fees |
| John Eing | Quantum Financial Advisors | Santa Monica | CFP | Percentage of assets, Hourly |
| Laura Lemoine | Serenus Wealth Advisors | Santa Monica | CFP | Percentage of assets, Fixed fees |
| Leslie Mallman | Five Oceans Advisors | Santa Monica | CFP | Percentage of assets, Fixed fees |
| Matthew Higgins | Quantum Financial Advisors | Santa Monica | CFP | Percentage of assets, Hourly |
| Michael Hartman | Mcdonald Hartman Wealth Advisors | Santa Monica | CFP | Percentage of assets, Hourly |
| Rasheed Ahmed | Quantum Financial Advisors | Santa Monica | CFP | Percentage of assets, Hourly |
| Scott Swanson | Quantum Financial Advisors | Santa Monica | CFP | Percentage of assets, Hourly |
| Julian Scott | Wellacre Global Wealth Advisors | Santa Monica | Not listed | Percentage of assets, Fixed fees |
| Kara Boccella | Serenus Wealth Advisors | Santa Monica | Not listed | Percentage of assets, Fixed fees |
| Matthew Burnias | MB Blue GP | Santa Monica | Not listed | Percentage of assets |
| Rebecca Shaw | Serenus Wealth Advisors | Santa Monica | Not listed | Percentage of assets, Fixed fees |
| Tracy Shemano | Quantum Financial Advisors | Santa Monica | Not listed | Percentage of assets, Hourly |
Want a shorter list in Santa Monica?
Tell us what you need and we'll narrow Santa Monica's 34 advisors to the few who fit.
Get matched in 2 minutes