Financial advisors for US-Canada cross-border planning in California
Which financial advisor should I talk to about moving between the US and Canada in California?
For US-Canada cross-border planning in California, talk to a fee-only planner who works on both sides of the border, and check they can legally advise you in each country. Accounts like RRSPs and Roth IRAs are treated differently on each side. Records to start with include Greg Crofton of Adap Tax Financial, Inc., Victor Gersten of Cross Border Wealth Advisors and Emilie Goldman of Tamarind Financial Planning.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Greg Crofton Adap Tax Financial, Inc., Pleasanton Holds the EA and CFP. Fees on file: hourly, flat fee or retainer.
- Victor Gersten Cross Border Wealth Advisors, San Diego Holds the CFP. Fees on file: percentage of assets, ongoing planning fee.
- Emilie Goldman Tamarind Financial Planning, Palo Alto Holds the CFP. Fees on file: percentage of assets, ongoing planning fee.
- Michal Skowronski Skylark Wealth, LLC, San Francisco Holds the CFP. Fees on file: percentage of assets, flat fee or retainer.
- Jane Beule Griffin Black, LLC, Redwood City Holds the CFP. Fees on file: percentage of assets, ongoing planning fee.
- Al Faber DIWY Financial Planning, Los Angeles Holds the CFP. Fees on file: one-time planning fee, hourly.
How many fee-only financial advisors in California work on US-Canada cross-border planning?
The Wellspent public graph lists 25 fee-only advisors for US-Canada cross-border planning in California, at 13 firms. We counted every advisor record that lists this work, as of October 2026.
Where are fee-only advisors for US-Canada cross-border planning in California located?
Of the 25 fee-only advisors for US-Canada cross-border planning in California, 9 are in San Francisco, followed by 6 in Berkeley and 2 in Los Angeles.
Plus 5 in other cities.
How do fee-only advisors for US-Canada cross-border planning in California charge?
The most common fee among fee-only advisors for US-Canada cross-border planning in California is a percentage of assets, used by 96% of the 25 with fees on file. Many use more than one: 52% charge by the hour and 36% charge fixed fees.
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 much does a one-time financial plan cost in California?
A one-time financial plan from a fee-only firm in California has a median price of $2,500. We found this across the published prices of 111 California firms.
What credentials should a financial advisor for US-Canada cross-border planning have?
For US-Canada cross-border planning, look for the EA and CFP. In California, 56% of the 25 advisors listed hold the CFP.
- EA4% in California
- Enrolled agents help with US filing.
- CFP56% in California
- The CFP ties both countries into one plan.
How do California advisors for US-Canada cross-border planning compare with the rest of the US?
96% of fee-only advisors for US-Canada cross-border planning in California charge a percentage of assets, compared with 82% of the 155 listed across the US. That's the largest difference in the Wellspent public graph between the two groups.
Dark bars are California. Light bars are all US advisors for US-Canada cross-border planning.
What should I ask a financial advisor about moving between the US and Canada in California?
- Are you registered to advise in both countries?
- How would you treat my RRSP or TFSA?
- What should I do before I move rather than after?
- Who handles my returns on each side?
How current is this list of fee-only advisors for US-Canada cross-border planning in California?
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 25 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Al Faber Collaborative, do-it-with-you hourly or flat-fee planning for people who want to stay in control, with no product sales or ongoing fees. | DIWY Financial Planning | Los Angeles | CFP, ChFC, CLU, MBA | One-time planning fee, Hourly |
| Michal Skowronski Comprehensive Wealth Planning for High-Income Professionals and Retirees | Skylark Wealth, LLC | San Francisco | CFP | Percentage of assets, Flat fee or retainer |
| Ariadne Horstman | Tamarind Financial Planning | Palo Alto | CFP, RLP | Percentage of assets, Ongoing planning fee |
| Emilie Goldman | Tamarind Financial Planning | Palo Alto | CFA, CFP, MBA | Percentage of assets, Ongoing planning fee |
| Greg Crofton | Adap Tax Financial, Inc. | Pleasanton | CFP, EA | Hourly, Flat fee or retainer |
| Jane Beule | Griffin Black, LLC | Redwood City | BA, CFP, MBA | Percentage of assets, Ongoing planning fee |
| Bill Holliday | AIO Financial, LLC | Los Angeles | Not listed | Percentage of assets, Ongoing planning fee |
| Victor Gersten | Cross Border Wealth Advisors | San Diego | CFP | Percentage of assets, Ongoing planning fee |
| Matthew Lewis | TechView Wealth Advisors | San Francisco | CFP, CFA | Percentage of assets |
| Claudina Campbell | Willow Grove Advisors | Berkeley | CFP | Percentage of assets, Hourly |
| Wing-Yin Kong | Willow Grove Advisors | Berkeley | CFP | Percentage of assets, Hourly |
| John McNertney | Green Ocean Global | San Francisco | CFP | Percentage of assets, Fixed fees |
| Mark Moberg | Green Ocean Global | San Francisco | CFP | Percentage of assets, Fixed fees |
| Noa Hoffman | Green Ocean Global | San Francisco | CFP | Percentage of assets, Fixed fees |
| Dane May DePaolo & May Strategic Wealth is a modern, boutique financial advisory firm helping high earners and high net-worth individuals grow and protect their wealth through personalized investment strategies and forward-thinking planning. | D&M Strategic Wealth | Irvine | Not listed | Percentage of assets |
| Jeffrey Petersen | Willow Grove Advisors | Berkeley | Not listed | Percentage of assets, Hourly |
| Keley Petersen | Willow Grove Advisors | Berkeley | Not listed | Percentage of assets, Hourly |
| Laura Kohler | Willow Grove Advisors | Berkeley | Not listed | Percentage of assets, Hourly |
| Sarah Smith | Willow Grove Advisors | Berkeley | Not listed | Percentage of assets, Hourly |
| Asaph Elan | Equilibrium Wealth | San Carlos | Not listed | Percentage of assets, Hourly |
| Jacob Schwartz | Green Ocean Global | San Francisco | Not listed | Percentage of assets, Fixed fees |
| Lindsey Swanson | We Financial Group | Oakland | CFP | Percentage of assets, Hourly |
| Ryan Ahrens | Green Ocean Global | San Francisco | Not listed | Percentage of assets, Fixed fees |
| Guillaume Decalf | We Financial Group | San Francisco | Not listed | Percentage of assets, Hourly |
| Nicolas Benit | We Financial Group | San Francisco | Not listed | Percentage of assets, Hourly |
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