Financial advisors for divorce in California
Which financial advisor should I talk to about divorce in California?
For divorce in California, talk to a fee-only planner who has modeled divorce settlements, ideally before you agree to one. They can show what each option leaves you with after tax and in ten years, which a lawyer usually won't. Records to start with include Kimberly Helm of Quantum Financial Advisors, LLC, Carolyn Masline of CareGen Wealth Management and Thao Truong of Anora Wealth.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Kimberly Helm Quantum Financial Advisors, LLC, Pasadena Holds the CDFA, CFP and CPA. Fees on file: percentage of assets, hourly.
- Carolyn Masline CareGen Wealth Management, San Mateo Holds the CDFA and CFP. Fees on file: percentage of assets, one-time planning fee.
- Thao Truong Anora Wealth, San Marcos Holds the CDFA and CFP. Fees on file: percentage of assets, fixed fees.
- Wilson Li Abacus Wealth Partners, Sebastopol Holds the CDFA and CFP. Fees on file: percentage of assets, fixed fees.
- Rachael Burns True Worth Financial Planning, Granite Bay Holds the CFP. Fees on file: percentage of assets, one-time planning fee.
- Michael Randall Oak Summit Wealth Management, San Diego Holds the CFP. Fees on file: ongoing planning fee.
How many fee-only financial advisors in California work on divorce?
The Wellspent public graph lists 147 fee-only advisors for divorce in California, at 57 firms. We counted every advisor record that lists this work, as of October 2026.
Where are fee-only advisors for divorce in California located?
Of the 147 fee-only advisors for divorce in California, 24 are in Los Angeles, followed by 16 in Palo Alto and 12 in San Diego.
Plus 75 in other cities.
How do fee-only advisors for divorce in California charge?
The most common fee among fee-only advisors for divorce in California is a percentage of assets, used by 89% of the 147 with fees on file. Many use more than one: 77% charge by the hour and 42% 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 divorce have?
For divorce, look for the CDFA, CFP and CPA. In California, 47% of the 147 advisors listed hold the CFP.
- CDFA3% in California
- The CDFA is the designation built for divorce finances.
- CFP47% in California
- The CFP covers the plan you'll live on afterward.
- CPA1% in California
- CPAs help with the tax cost of dividing assets.
How do California advisors for divorce compare with the rest of the US?
77% of fee-only advisors for divorce in California charge by the hour, compared with 58% of the 949 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 divorce.
How does California divide property in a divorce?
California is a community property state, so most assets acquired during the marriage are generally treated as belonging to both spouses equally.
What should I ask a financial advisor about divorce in California?
- How many divorces have you worked on, and at what stage do you get involved?
- Will you compare settlement options after tax?
- How do you handle dividing retirement accounts?
- Do you work with my attorney, or only with me?
- How do California's property rules change what I should ask for?
How current is this list of fee-only advisors for divorce 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 147 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Kathleen Connors Dowdy | EP Wealth Advisors | Los Angeles | CFP, EA, CLU, MS | Percentage of assets, Hourly |
| Carolyn Masline | CareGen Wealth Management | San Mateo | CDFA, CFP, MBA | Percentage of assets, One-time planning fee |
| Gabriel Anderson | Crafted Wealth Management, LLC | Los Angeles | CFP, ChFC, CLU | Percentage of assets, Ongoing planning fee |
| Laryssa Freeman | Meritage Wealth Management LLC | Carlsbad | CFP | Percentage of assets |
| Arielle Bittoni | Good Balance Financial Planning | Los Angeles | BA, CFA, CFP | Percentage of assets, Ongoing planning fee |
| Cynthia Jabr | Brand New Day Wealth Planning | Los Angeles | CFP | Flat fee or retainer, Hourly |
| Evor Vattuone | Aspire Planning Associates, Inc. | Cupertino | CFP, CFS | Hourly, Flat fee or retainer |
| Cathy Curtis | Curtis Financial Planning, LLC | Oakland | CFP | Percentage of assets, Flat fee or retainer |
| Gerald Gasber | Gasber Financial Advisors, Inc. | Folsom | CFP, CFS, CIMA, CIMC | Percentage of assets, Hourly |
| Michael Randall | Oak Summit Wealth Management | San Diego | CFP, CFA, EA | Ongoing planning fee |
| Wilson Li | Abacus Wealth Partners | Sebastopol | FPQP, CFP, MBA, CDFA | Percentage of assets, Fixed fees |
| Kimberly Helm | Quantum Financial Advisors, LLC | Pasadena | CFP, CDFA, CFA, MBA | Percentage of assets, Hourly |
| Pamela Chen | Refresh Investments LLC | Santa Monica | BS, CFA, CPA, MBA | Percentage of assets, Flat fee or retainer |
| Brett Cicinelli | Confluence Capital Advisors | Woodland Hills | CFP, CFA | Percentage of assets |
| Jarrett Topel | Topel & DiStasi Wealth Management | Berkeley | CFP | Percentage of assets, Flat fee or retainer |
| Steven Pitchford | Towerpoint Wealth | Sacramento | CFP | Percentage of assets, One-time planning fee |
| Thao Truong | Anora Wealth | San Marcos | CFP, CDFA | Percentage of assets, Fixed fees |
| Bryan Ward | ProCore Advisors | Newport Beach | CFP | Percentage of assets, One-time planning fee |
| Keythe Ward-Aguilar | ProCore Advisors | Newport Beach | CFP | Percentage of assets, One-time planning fee |
| Lauren Williams Guiding your family’s wealth | ProsperPlan Wealth | Gold River | CFP | Percentage of assets, One-time planning fee |
| Mark Aguilar | ProCore Advisors | Newport Beach | CFP | Percentage of assets, One-time planning fee |
| Matthew Davis | Sherwood Financial Partners | Westlake Village | CFP | Percentage of assets, Hourly |
| 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 |
| Yvonne Darby | Sherwood Financial Partners | Westlake Village | CFP | Percentage of assets, Hourly |
| Alexander Collins | HCR Wealth Advisors | Los Angeles | CFP | Percentage of assets, Hourly |
| Allison Meier | Arlington Financial Advisors | Santa Barbara | CFP | Percentage of assets, Hourly |
| Cody Makela | Arlington Financial Advisors | Santa Barbara | CFP | Percentage of assets, Hourly |
| David Chenet | Presidio Capital Management | San Diego | CFP, CFA | Percentage of assets, Hourly |
| David Hutchison | Triad Investment Management | Newport Beach | CFA | Percentage of assets |
| Dianne Duva | Arlington Financial Advisors | Santa Barbara | CFP | Percentage of assets, Hourly |
| Jennifer Strong | Kate Capital Group | Westlake Village | CFP | Percentage of assets, Hourly |
| John Heldman | Triad Investment Management | Laguna Niguel | CFA | Percentage of assets |
| Joseph Weiland | Arlington Financial Advisors | Santa Barbara | CFP | Percentage of assets, Hourly |
| Mary Storjohann | Allora Wealth | Chula Vista | CFP | Percentage of assets, Hourly |
| Michael Yang | Arlington Financial Advisors | Santa Barbara | CFP | Percentage of assets, Hourly |
| Rielle Sanidad | Presidio Capital Management | San Diego | CFP | Percentage of assets, Hourly |
| Shawn Landis | HCR Wealth Advisors | Los Angeles | CFP | Percentage of assets, Hourly |
| Stacey Panenhanouvong | HCR Wealth Advisors | Los Angeles | CFP | Percentage of assets, Hourly |
| Stone Churby | Presidio Capital Management | San Diego | CFP | Percentage of assets, Hourly |
| Barbara Norman | Sage Path Solutions | San Diego | CFP | Percentage of assets, Hourly |
| Barry Taylor | Sand Hill Global Advisors | San Francisco | CFP | Percentage of assets, Hourly |
| Caroline Curts | Sand Hill Global Advisors | Palo Alto | CFP | Percentage of assets, Hourly |
| Cherie Putman | Women's Wellness and Wealth | Torrance | CFP | Percentage of assets, Hourly |
| Elizabeth Cody | Sand Hill Global Advisors | Palo Alto | CFP | Percentage of assets, Hourly |
| Janet Hoffmann | Sand Hill Global Advisors | San Francisco | CFP, CFA | Percentage of assets, Hourly |
| Jeffrey Abadie | Sand Hill Global Advisors | San Francisco | CFP | Percentage of assets, Hourly |
| Jessie Hale | Vita Wealth Advisors | Manhattan Beach | CFP | Percentage of assets, Hourly |
| Joseph Sweeney | Sweeney & Michel | Chico | CFP | Percentage of assets, Hourly |
| Kimberleigh Williams | Sand Hill Global Advisors | Palo Alto | CFP | Percentage of assets, Hourly |
| Miriam Santiago | Sand Hill Global Advisors | Palo Alto | CFP | Percentage of assets, Hourly |
Want a shorter list for divorce?
Tell us what you need and we'll narrow California's 147 advisors to the few who fit.
Get matched in 2 minutes