# Financial advisors for family wealth transfer in California > For family wealth transfer in California, talk to a fee-only planner who works with more than one generation, and who will sit down with your children as well as you. The technical work is gifting and trusts, but the harder part is usually preparing the family. Records to start with include Annette Di Bello of Di Bello Financial, Thomas Donnelly of Donnelly Investments and Aaron Brickley of Brickley Wealth Management. Page: https://find.wellspent.co/specialties/family-wealth-transfer/california/ 427 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## Which financial advisor should I talk to about passing wealth to the next generation in California? For family wealth transfer in California, talk to a fee-only planner who works with more than one generation, and who will sit down with your children as well as you. The technical work is gifting and trusts, but the harder part is usually preparing the family. Records to start with include Annette Di Bello of Di Bello Financial, Thomas Donnelly of Donnelly Investments and Aaron Brickley of Brickley Wealth Management. - [Annette Di Bello](https://find.wellspent.co/advisors/annette-di-bello/), Di Bello Financial, Mission Viejo. Holds the CFP and CPA. Fees on file: percentage of assets. - [Thomas Donnelly](https://find.wellspent.co/advisors/thomas-donnelly/), Donnelly Investments, West Hollywood. Holds the CFP and JD. Fees on file: percentage of assets. - [Aaron Brickley](https://find.wellspent.co/advisors/aaron-brickley/), Brickley Wealth Management, San Mateo. Holds the CFP and CPWA. Fees on file: percentage of assets. - [Andrew Russell](https://find.wellspent.co/advisors/andrew-russell/), Dean Roland Russell Family Wealth Management, San Diego. Holds the CFP. Fees on file: percentage of assets. - [Robert Enright](https://find.wellspent.co/advisors/robert-enright/), Burton Enright Welch, Walnut Creek. Holds the CFP. Fees on file: percentage of assets. - [Keythe Ward-Aguilar](https://find.wellspent.co/advisors/keythe-ward-aguilar/), ProCore Advisors, Newport Beach. Holds the CFP. Fees on file: percentage of assets, one-time planning fee. ## How many fee-only financial advisors in California work on family wealth transfer? The Wellspent public graph lists 427 fee-only advisors for family wealth transfer in California, at 143 firms. We counted every advisor record that lists this work, as of October 2026. ## Where are fee-only advisors for family wealth transfer in California located? Of the 427 fee-only advisors for family wealth transfer in California, 32 are in San Diego, followed by 31 in Los Angeles and 25 in San Francisco. ## How do fee-only advisors for family wealth transfer in California charge? The most common fee among fee-only advisors for family wealth transfer in California is a percentage of assets, used by 96% of the 427 with fees on file. Many use more than one: 61% charge by the hour and 60% 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 family wealth transfer have? For family wealth transfer, look for the CFP. In California, 37% of the 427 advisors listed hold the CFP. - CFP (37% of advisors listed): The CFP covers gifting, trusts, and the wider plan. ## How do California advisors for family wealth transfer compare with the rest of the US? 61% of fee-only advisors for family wealth transfer in California charge by the hour, compared with 43% of the 3,385 listed across the US. That's the largest difference in the Wellspent public graph between the two groups. ## Does California have an estate or inheritance tax? No. California has no state estate or inheritance tax, so the federal rules are the main ones to plan around. ## Is California a community property state? Yes. California is a community property state, which shapes how married couples title assets and what happens to cost basis at death. ## What should I ask a financial advisor about passing wealth to the next generation in California? - How do you involve the next generation, and when? - What would you gift now, and what would you hold until death? - How do you work with our attorney and accountant? - What happens to the relationship when the first generation is gone? - If I own property in another state, could its estate tax apply? - How would community property rules change how we title our assets? ## How current is this list of fee-only advisors for family wealth transfer 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. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Annette Di Bello](https://find.wellspent.co/advisors/annette-di-bello.md) | Di Bello Financial | Mission Viejo, California | CFP, CPA, PFS™ | Percentage of assets | | [Michal Skowronski](https://find.wellspent.co/advisors/michal-skowronski.md) | Skylark Wealth, LLC | San Francisco, California | CFP | Percentage of assets, Flat fee or retainer | | [Greg Gorski](https://find.wellspent.co/advisors/greg-gorski.md) | Owl & Ore Wealth Planning | Pleasant Hill, California | CFP | Percentage of assets, Ongoing planning fee | | [Kathleen Connors Dowdy](https://find.wellspent.co/advisors/kathleen-connors-dowdy.md) | EP Wealth Advisors | Los Angeles, California | CFP, EA, CLU, MS, MBA, AIF, MA, ChFC | Percentage of assets, Hourly, Fixed fees | | [Stephen Nelson](https://find.wellspent.co/advisors/stephen-nelson.md) | Birchwood Capital LLC | Carlsbad, California | CFP, CFA | Flat fee or retainer, Ongoing planning fee | | [Carolyn Masline](https://find.wellspent.co/advisors/carolyn-masline.md) | CareGen Wealth Management | San Mateo, California | CDFA, CFP, MBA | Percentage of assets, One-time planning fee, Hourly, Ongoing planning fee | | [Gabriel Anderson](https://find.wellspent.co/advisors/gabriel-anderson.md) | Crafted Wealth Management, LLC | Los Angeles, California | CFP, ChFC, CLU | Percentage of assets, Ongoing planning fee | | [William Cuthbertson](https://find.wellspent.co/advisors/william-cuthbertson.md) | Fiscalis Advisory, Inc. | Mission Viejo, California | CFP, EA, MBA | Ongoing planning fee, One-time planning fee | | [Aaron Brickley](https://find.wellspent.co/advisors/aaron-brickley.md) | Brickley Wealth Management | San Mateo, California | CFP, CPWA | Percentage of assets | | [Jake Taylor](https://find.wellspent.co/advisors/jake-taylor.md) | Astra Wealth Management | San Diego, California | CFP | Percentage of assets | | [Katherine Fox](https://find.wellspent.co/advisors/katherine-fox.md) | Sunnybranch Wealth LLC | San Francisco, California | CAP, CFP | Percentage of assets, Hourly, Flat fee or retainer | | [Gerald Gasber](https://find.wellspent.co/advisors/gerald-gasber.md) | Gasber Financial Advisors, Inc. | Folsom, California | CFP, CFS, CIMA, CIMC, CPFA | Percentage of assets, Hourly, Fixed fees | | [Kaden Wootton](https://find.wellspent.co/advisors/kaden-wootton.md) | ENSPIRE WEALTH MANAGEMENT, LLC | Santa Rosa, California | CFP | Percentage of assets, Fixed fees | | [Meghan Coolbaugh](https://find.wellspent.co/advisors/meghan-coolbaugh.md) | Oak Street Advisory Group, LLC | Nevada City, California | CFP, MA | Percentage of assets, One-time planning fee, Flat fee or retainer | | [Thomas Donnelly](https://find.wellspent.co/advisors/thomas-donnelly.md) | Donnelly Investments | West Hollywood, California | CFP, JD | Percentage of assets | | [Andy Moran](https://find.wellspent.co/advisors/andy-moran.md) | Ad Astra Financial Planning | Santa Rosa, California | CFP | Flat fee or retainer, Subscription | | [David Carlson](https://find.wellspent.co/advisors/david-carlson.md) | Sound Investment Management, LLC | Newport Beach, California | CFP, ChFC, CKA, MBA | Percentage of assets | | [Katerina Minevich](https://find.wellspent.co/advisors/katerina-minevich.md) | Forward Wealth Management | Los Angeles, California | CDFA, CFP, CFA, PhD | Percentage of assets, Hourly, Fixed fees | | [Matthew Etzler](https://find.wellspent.co/advisors/matthew-etzler.md) | Etzler Financial Advisors, LLC | Red Bluff, California | CFP | Hourly, Subscription, One-time planning fee | | [Taylor Schulte](https://find.wellspent.co/advisors/taylor-schulte.md) | Define Financial | San Diego, California | CFP | Percentage of assets, Flat fee or retainer | | [Allen Regan](https://find.wellspent.co/advisors/allen-regan.md) | Vistica Wealth Advisors | Carlsbad, California | CFP | Percentage of assets, Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee | | [Brett Cicinelli](https://find.wellspent.co/advisors/brett-cicinelli.md) | Confluence Capital Advisors | Woodland Hills, California | CFP, CFA | Percentage of assets | | [Bugra Bakan](https://find.wellspent.co/advisors/bugra-bakan.md) | Occidental Asset Management | Burlingame, California | CFP | Ongoing planning fee | | [Christine Skoczek](https://find.wellspent.co/advisors/christine-skoczek.md) | Vistica Wealth Advisors | San Diego, California | CFP | Percentage of assets, Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee | | [Edward Yoon](https://find.wellspent.co/advisors/edward-yoon.md) | MQ Private Wealth | Torrance, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Erin Hadley](https://find.wellspent.co/advisors/erin-hadley.md) | Occidental Asset Management | Burlingame, California | CFP | Ongoing planning fee | | [Jack Stemper](https://find.wellspent.co/advisors/jack-stemper.md) | Ducere Wealth Management | Newport Beach, California | CFP | Percentage of assets | | [James Griffin](https://find.wellspent.co/advisors/james-griffin.md) | Occidental Asset Management | Burlingame, California | CFP | Ongoing planning fee | | [Jeffrey Vistica](https://find.wellspent.co/advisors/jeffrey-vistica.md) | Vistica Wealth Advisors | Carlsbad, California | CFP, ChFC | Percentage of assets, Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee | | [Sara Lovell](https://find.wellspent.co/advisors/sara-lovell.md) | 21 West Wealth Management | Tustin, California | CFP | Percentage of assets | | [Tammy Trenta](https://find.wellspent.co/advisors/tammy-trenta.md) | Family Financial | Manhattan Beach, California | CFP | Percentage of assets, Fixed fees | | [Ulrich Keller](https://find.wellspent.co/advisors/ulrich-keller.md) | Ducere Wealth Management | Newport Beach, California | CFP | Percentage of assets | | [Zane Keller](https://find.wellspent.co/advisors/zane-keller.md) | Ducere Wealth Management | Newport Beach, California | CFP | Percentage of assets | | [Bryan Ward](https://find.wellspent.co/advisors/bryan-ward.md) | ProCore Advisors | Newport Beach, California | CFP | Percentage of assets, One-time planning fee | | [Keythe Ward-Aguilar](https://find.wellspent.co/advisors/keythe-ward-aguilar.md) | ProCore Advisors | Newport Beach, California | CFP | Percentage of assets, One-time planning fee | | [Lauren Williams](https://find.wellspent.co/advisors/lauren-williams.md) | ProsperPlan Wealth | Gold River, California | CFP | Percentage of assets, One-time planning fee | | [Mark Aguilar](https://find.wellspent.co/advisors/mark-aguilar.md) | ProCore Advisors | Newport Beach, California | CFP | Percentage of assets, One-time planning fee | | [Matthew Davis](https://find.wellspent.co/advisors/matthew-davis-5853796.md) | Sherwood Financial Partners | Westlake Village, California | CFP | Percentage of assets, Hourly | | [Yvonne Darby](https://find.wellspent.co/advisors/yvonne-darby.md) | Sherwood Financial Partners | Westlake Village, California | CFP | Percentage of assets, Hourly | | [Adrianne Yamaki](https://find.wellspent.co/advisors/adrianne-yamaki.md) | Strategic Wealth Capital | San Francisco, California | CFP | Percentage of assets, Fixed fees | | [Alexander Collins](https://find.wellspent.co/advisors/alexander-collins.md) | HCR Wealth Advisors | Los Angeles, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Allison Meier](https://find.wellspent.co/advisors/allison-meier.md) | Arlington Financial Advisors | Santa Barbara, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Andrew Drennan](https://find.wellspent.co/advisors/andrew-drennan.md) | D'Arcy Capital Management | San Diego, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Anithah Neelakanda-Pillai](https://find.wellspent.co/advisors/anithah-neelakanda-pillai.md) | AP Investment Management | Mountain View, California | CFP | Percentage of assets, Flat fee or retainer, Hourly, One-time planning fee | | [Arpy Raval](https://find.wellspent.co/advisors/arpy-raval.md) | Shah Wealth Advisors | Chino Hills, California | CFP | Percentage of assets, Fixed fees | | [Bradley Sayre](https://find.wellspent.co/advisors/bradley-sayre.md) | Shared Vision Wealth Group | Carlsbad, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Brian Breen](https://find.wellspent.co/advisors/brian-breen.md) | Breen Wealth Management | Petaluma, California | CFP | Percentage of assets | | [Bryan Theall](https://find.wellspent.co/advisors/bryan-theall.md) | Shared Vision Wealth Group | Carlsbad, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Calvin Lo](https://find.wellspent.co/advisors/calvin-lo.md) | Keystone Global Partners | Monrovia, California | CFP, CFA | Percentage of assets | | [Carolina Ortiz](https://find.wellspent.co/advisors/carolina-ortiz.md) | Shared Vision Wealth Group | Carlsbad, California | CFP | Percentage of assets, Hourly, Fixed fees | Showing the first 50 of 427. The full list, page by page: https://find.wellspent.co/specialties/family-wealth-transfer/california/?page=2 ## Related - [Retirement planning in California](https://find.wellspent.co/specialties/retirement-planning/california.md) - [Estate planning in California](https://find.wellspent.co/specialties/estate-planning/california.md) - [Tax planning in California](https://find.wellspent.co/specialties/tax-planning/california.md) - [Founders in California](https://find.wellspent.co/specialties/founders-pre-exit/california.md) - [Retirees in California](https://find.wellspent.co/audiences/retirees/california.md) - [Pre-retirees in California](https://find.wellspent.co/audiences/pre-retirees/california.md) ## About this data Sources and verification: https://find.wellspent.co/methodology/ Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).