Fee-only financial advisors in Walnut Creek, California
Which fee-only financial advisor should I talk to in Walnut Creek?
Start with a fee-only advisor in Walnut Creek whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Stephen Block of Elevation Wealth Partners, Sunandan Clerk of Dhamma Capital and David Sylvester of CAVU Wealth 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.
- Stephen Block Elevation Wealth Partners Holds the CFP and CFA. Fees on file: percentage of assets.
- Sunandan Clerk Dhamma Capital Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- David Sylvester CAVU Wealth Advisors Holds the CFP and CFA. Fees on file: percentage of assets, fixed fees.
- Jon Henderson Echo45 Advisors Holds the CFP. Fees on file: percentage of assets.
- Kelly Randall Burton Enright Welch Holds the CFP. Fees on file: percentage of assets.
- Ty Rollins Ty Rollins, Inc. Holds the EA. Fees on file: subscription.
By the numbers
- Advisors listed
- 73
- Firms
- 31
- Hold the CFP
- 37%
- Other credentials: CFA 11% · EA 1% · ChFC 7%
- How they charge (of 73 with fees on file): percentage of assets 99% · fixed fees 40% · hourly 22% · ongoing planning fee 11%
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 Walnut Creek 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 Walnut Creek
How many fee-only advisors in Walnut Creek are there?
The Wellspent public graph lists 73 fee-only advisors in Walnut Creek, at 31 firms. We counted every advisor record that fits, as of November 2026.
What do fee-only advisors in Walnut Creek focus on?
The most common focus among fee-only advisors in Walnut Creek is retirement planning (45), followed by estate planning (29) and tax planning (27). Advisors can list more than one.
How do fee-only advisors in Walnut Creek charge?
The most common fee among fee-only advisors in Walnut Creek is a percentage of assets, used by 99% of the 73 with fees on file. Many use more than one: 40% charge fixed fees and 22% 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 Walnut Creek hold the CFP?
37% of the 73 fee-only advisors in Walnut Creek 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 Walnut Creek?
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 73 advisors in Walnut Creek
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Jon Henderson | Echo45 Advisors | Walnut Creek | CFP | Percentage of assets |
| Ty Rollins A simple, low-maintenance Retirement Roadmap for individuals and couples near or in retirement, with personalized recommendations. | Ty Rollins, Inc. | Walnut Creek | MBA, EA | Subscription |
| Christopher Hughes | Burton Enright Welch | Walnut Creek | CFP | Percentage of assets |
| David Espineira | Burton Enright Welch | Walnut Creek | CFP | Percentage of assets |
| Jeremy Welch | Burton Enright Welch | Walnut Creek | CFP | Percentage of assets |
| Kelly Randall | Burton Enright Welch | Walnut Creek | CFP | Percentage of assets |
| Robert Enright | Burton Enright Welch | Walnut Creek | CFP | Percentage of assets |
| Ian Castille | Capital Advantage | Walnut Creek | CFP | Percentage of assets, Ongoing planning fee |
| Jason Terhune | Capital Advantage | Walnut Creek | CFP | Percentage of assets, Ongoing planning fee |
| Alexis Olian | Treehouse Wealth Advisors | Walnut Creek | CFP | Percentage of assets, Fixed fees |
| Cole Matsuura | Echo45 Advisors | Walnut Creek | Not listed | Percentage of assets |
| Diane Bourdo | Treehouse Wealth Advisors | Walnut Creek | CFP | Percentage of assets, Fixed fees |
| Genecar Vivo | Echo45 Advisors | Walnut Creek | Not listed | Percentage of assets |
| James Sutton | Echo45 Advisors | Walnut Creek | Not listed | Percentage of assets |
| Jason Qiu | Echo45 Advisors | Walnut Creek | Not listed | Percentage of assets |
| Peter Burton | Burton Enright Welch | Walnut Creek | ChFC | Percentage of assets |
| Sean O'Brien | Echo45 Advisors | Walnut Creek | Not listed | Percentage of assets |
| Stacey Liu | Treehouse Wealth Advisors | Walnut Creek | CFP, ChFC | Percentage of assets, Fixed fees |
| Adam Spiegelman | Spiegelman Wealth Management | Walnut Creek | CFP | Percentage of assets |
| Barry Mendelson | Elevation Wealth Partners | Walnut Creek | CFP | Percentage of assets |
| Brian Wang | Capital Advantage | Walnut Creek | CFA | Percentage of assets, Ongoing planning fee |
| Colin Taylor | Capital Advantage | Walnut Creek | CFA | Percentage of assets, Ongoing planning fee |
| David Sylvester | CAVU Wealth Advisors | Walnut Creek | CFP, CFA | Percentage of assets, Fixed fees |
| Devin Hanson | Elevation Wealth Partners | Walnut Creek | CFP | Percentage of assets |
| Richard Connett | Integrity Wealth Partners | Walnut Creek | CFP | Percentage of assets, Hourly |
| Stephen Block | Elevation Wealth Partners | Walnut Creek | CFP, CFA | Percentage of assets |
| Stoyan Panayotov | Babylon Wealth Management | Walnut Creek | CFA | Percentage of assets, Hourly |
| Alex Soderberg | Burton Enright Welch | Walnut Creek | Not listed | Percentage of assets |
| Anat Yoder | Yoder Wealth Management | Walnut Creek | CFP | Percentage of assets, Hourly |
| Annie Klopstock | Burton Enright Welch | Walnut Creek | Not listed | Percentage of assets |
| Arek Puzia | PathWise | Walnut Creek | CFP | Percentage of assets, Fixed fees |
| Benjamin Peters | Burton Enright Welch | Walnut Creek | Not listed | Percentage of assets |
| Eugene Binunsky | Burton Enright Welch | Walnut Creek | Not listed | Percentage of assets |
| Gerwin de Haan | Burton Enright Welch | Walnut Creek | Not listed | Percentage of assets |
| Michael Yoder | Yoder Wealth Management | Walnut Creek | CFP | Percentage of assets, Hourly |
| Sunandan Clerk | Dhamma Capital | Walnut Creek | CFP, CFA | Percentage of assets, Hourly |
| Sydney Kovacs | Burton Enright Welch | Walnut Creek | Not listed | Percentage of assets |
| David Lowery | Lowery Thomas | Walnut Creek | Not listed | Percentage of assets |
| Dawnalizabeth Henke | Capital Advantage | Walnut Creek | Not listed | Percentage of assets, Ongoing planning fee |
| Ian Burkhard | Capital Advantage | Walnut Creek | Not listed | Percentage of assets, Ongoing planning fee |
| James Smith | StratiCo | Walnut Creek | ChFC | Percentage of assets, Hourly |
| John Hayman | Capital Advantage | Walnut Creek | Not listed | Percentage of assets, Ongoing planning fee |
| Keo Chao | Point4ward Financial Planning | Walnut Creek | CFP | Percentage of assets, Fixed fees |
| Michael Stock | Boltwood Capital Management | Walnut Creek | Not listed | Percentage of assets, Fixed fees |
| Ryan Kosakura | Elevation Wealth Partners | Walnut Creek | CFA | Percentage of assets |
| Sarah Ellis | GKV Capital | Walnut Creek | CFP | Percentage of assets, Fixed fees |
| Selma Hackett | Capital Advantage | Walnut Creek | Not listed | Percentage of assets, Ongoing planning fee |
| Zachary Wolf | Boltwood Capital Management | Walnut Creek | Not listed | Percentage of assets, Fixed fees |
| Andrew Skinner | Treehouse Wealth Advisors | Walnut Creek | Not listed | Percentage of assets, Fixed fees |
| Christopher Ruane | Treehouse Wealth Advisors | Walnut Creek | Not listed | Percentage of assets, Fixed fees |
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