What fee-only financial advisors charge in California
Fee-only financial advisors in California who publish their prices charge a median of $6,000 a year for ongoing planning, $2,500 for a one-time plan, $300 an hour, or 1% of assets a year, from 309 firm websites. Ongoing planning here is 33% above the national median of $4,500.
| Fee | California | United States |
|---|---|---|
| Ongoing planning (per year) | $6,000$3,550 to $8,000 · 112 firms | $4,500 |
| One-time financial plan | $2,500$1,000 to $4,000 · 111 firms | $2,000 |
| Hourly rate | $300$250 to $394 · 66 firms | $300 |
| Assets under management (first tier) | 1%0.95% to 1% · 117 firms | 1% |
| No account minimum | 46%of 134 firms that state one | 50% |
Medians, with the middle half of firms below each. A figure appears only with at least 12 firms behind it. Prices are the starting prices firms publish on their own websites, each checked word for word against the page. This is the 2026 Q4 edition, with figures as of October 31, 2026.
Find a fee-only advisor in California
See fee-only advisors in California on the public graph, with each advisor's fees where they publish them. Many fee-only advisors also work with clients in other states by video, so a planner elsewhere can be an option if you want a particular specialty.
Questions
How much does a fee-only financial advisor cost in California?
Among fee-only firms in California that publish prices, the median ongoing planning fee is $6,000 a year, with the middle half between $3,550 and $8,000. That's 33% above the national median of $4,500.
What does an hourly financial planner cost in California?
The median hourly rate among California fee-only firms that publish one is $300, from 66 firms.
Do California fee-only advisors have account minimums?
Of 134 California firms that state an account minimum on their website, 46% say they have none.