Financial advisors for sustainable investing in California
Which financial advisor should I talk to about sustainable investing in California?
For sustainable investing in California, talk to a fee-only planner who can show you what your portfolio actually holds and why. Look for specifics on screens and shareholder voting, since labels on funds vary widely. Records to start with include Tanya Steinhofer of Redwood Grove Wealth Management, Emilie Goldman of Tamarind Financial Planning and Lorne Abramson of Abramson Financial Planning, LLC.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Tanya Steinhofer Redwood Grove Wealth Management, San Rafael Holds the CFA and CFP. Fees on file: one-time planning fee.
- Emilie Goldman Tamarind Financial Planning, Palo Alto Holds the CFA and CFP. Fees on file: percentage of assets, ongoing planning fee.
- Lorne Abramson Abramson Financial Planning, LLC, Burlingame Holds the CFA and CFP. Fees on file: flat fee or retainer, hourly.
- Tyler Scott Wealth Architects, Mountain View Holds the CFA and CFP. Fees on file: percentage of assets, hourly.
- Maria Quintana-Pilling North Berkeley Wealth Management, Berkeley Holds the CFA. Fees on file: percentage of assets.
- Cathy Curtis Curtis Financial Planning, LLC, Oakland Holds the CFP. Fees on file: percentage of assets, flat fee or retainer.
How many fee-only financial advisors in California work on sustainable investing?
The Wellspent public graph lists 165 fee-only advisors for sustainable investing in California, at 70 firms. We counted every advisor record that lists this work, as of October 2026.
Where are fee-only advisors for sustainable investing in California located?
Of the 165 fee-only advisors for sustainable investing in California, 23 are in Berkeley, followed by 18 in San Francisco and 15 in El Segundo.
Plus 85 in other cities.
How do fee-only advisors for sustainable investing in California charge?
The most common fee among fee-only advisors for sustainable investing in California is a percentage of assets, used by 96% of the 165 with fees on file. Many use more than one: 61% charge by the hour and 48% 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 sustainable investing have?
For sustainable investing, look for the CFA and CFP. In California, 44% of the 165 advisors listed hold the CFP.
- CFA11% in California
- The CFA helps with evaluating funds and their holdings.
- CFP44% in California
- The CFP keeps your values tied to your goals.
How do California advisors for sustainable investing compare with the rest of the US?
61% of fee-only advisors for sustainable investing in California charge by the hour, compared with 46% of the 734 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 sustainable investing.
What should I ask a financial advisor about sustainable investing in California?
- What specifically would you exclude or include for me?
- How do you check that a fund does what its name says?
- How would this change my expected returns and costs?
- How will you report on the impact of my portfolio?
How current is this list of fee-only advisors for sustainable investing 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 165 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Michal Skowronski Comprehensive Wealth Planning for High-Income Professionals and Retirees | Skylark Wealth, LLC | San Francisco | CFP | Percentage of assets, Flat fee or retainer |
| Aaron Hatch | Woven Capital | Redding | CFP | Percentage of assets, One-time planning fee |
| Christina Empedocles | Insight Personal Finance | San Francisco | CFP | Flat fee or retainer, Ongoing planning fee |
| Jirayr Kembikian | Citrine Capital | San Francisco | CFP | Ongoing planning fee |
| Matthew Showley | Creative Capital Management Investments LLC | San Diego | CFP, MBA, BFA, CeFT | Percentage of assets, Hourly |
| Patrick Dinan | Impact Fiduciary | Pasadena | CFP, Chartered SRI Counselor | Percentage of assets, Fixed fees |
| Ariadne Horstman | Tamarind Financial Planning | Palo Alto | CFP, RLP | Percentage of assets, Ongoing planning fee |
| Carolyn Masline | CareGen Wealth Management | San Mateo | CDFA, CFP, MBA | Percentage of assets, One-time planning fee |
| Emilie Goldman | Tamarind Financial Planning | Palo Alto | CFA, CFP, MBA | Percentage of assets, Ongoing planning fee |
| Brian Canning | Brave New Wealth | Westlake Village | AIFA, CFP | Percentage of assets, Hourly |
| Katherine Fox | Sunnybranch Wealth LLC | San Francisco | CAP, CFP | Percentage of assets, Hourly |
| Leighann Miko | Equalis Financial | Los Angeles | CFP, MST, RLP, BA | Percentage of assets, Ongoing planning fee |
| Lorne Abramson | Abramson Financial Planning, LLC | Burlingame | CFA, CFP, CTEC, EA | Flat fee or retainer, Hourly |
| Cathy Curtis | Curtis Financial Planning, LLC | Oakland | CFP | Percentage of assets, Flat fee or retainer |
| Ella Taylor | Ella Financial Advising | Oakland | CFP | Percentage of assets, Hourly |
| Wilson Li | Abacus Wealth Partners | Sebastopol | FPQP, CFP, MBA, CDFA | Percentage of assets, Fixed fees |
| Bill Holliday | AIO Financial, LLC | Los Angeles | Not listed | Percentage of assets, Ongoing planning fee |
| Bruce Dzieza | Willow Creek Wealth Management, Inc. | Sebastopol | CFP, CAIA | Percentage of assets, Hourly |
| Eric Figueroa | Hesperian Wealth LLC | Folsom | CFP | Percentage of assets, Ongoing planning fee |
| Andy Moran Ad Astra Financial Planning specializes in helping tech professionals navigate RSUs, stock options, tender offers, IPOs, and financial independence. We are a flat-fee, fee-only, fiduciary firm - we don't receive commissions or kickbacks or charge based on a percentage of your assets. | Ad Astra Financial Planning | Santa Rosa | CFP | Flat fee or retainer, Subscription |
| Gabbi Cerezo | Sustain Financial Inc. | Culver City | CFP, AFC | Percentage of assets, Ongoing planning fee |
| Jarrett Topel | Topel & DiStasi Wealth Management | Berkeley | CFP | Percentage of assets, Flat fee or retainer |
| Jim Frazin | Communitas Financial Planning PBC | San Francisco | CFP | Hourly, Percentage of assets |
| Jon Henderson | Echo45 Advisors | Walnut Creek | CFP | Percentage of assets |
| Maureen Recker | Bridgelane Financial | San Francisco | CFP, MBA | Percentage of assets, Hourly |
| Steven Pitchford | Towerpoint Wealth | Sacramento | CFP | Percentage of assets, One-time planning fee |
| Laurean Nardone | Shira Ridge Wealth Management | Larkspur | CFP | Percentage of assets |
| Samantha Vient | Ellevest | Costa Mesa | CFP | Percentage of assets, Flat fee or retainer |
| 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 |
| Ariana Alisjahbana | North Berkeley Wealth Management | Berkeley | CFP | Percentage of assets |
| Brian Kozel | North Berkeley Wealth Management | Berkeley | CFP | Percentage of assets |
| Claudina Campbell | Willow Grove Advisors | Berkeley | CFP | Percentage of assets, Hourly |
| Daniel Tripp | Redwood Grove Wealth Management | San Rafael | CFP | One-time planning fee |
| Jennifer Regan | North Berkeley Wealth Management | Berkeley | CFP | Percentage of assets |
| Katherine King | North Berkeley Wealth Management | Berkeley | CFP | Percentage of assets |
| Louis Dagen | Auspicious Financial Planning | San Ramon | CFP, ChFC | Percentage of assets |
| Matthew Gatt | North Berkeley Wealth Management | Berkeley | CFP | Percentage of assets |
| Samuel Wood-Bednarz | North Berkeley Wealth Management | Berkeley | CFP | Percentage of assets |
| Tanya Steinhofer | Redwood Grove Wealth Management | San Rafael | CFP, CFA | One-time planning fee |
| Wing-Yin Kong | Willow Grove Advisors | Berkeley | CFP | Percentage of assets, Hourly |
| Chaz Fahrner | Sierra Wealth Strategies | San Diego | CFP | Percentage of assets, Hourly |
| Chloe Barnett | Regatta Capital Group | El Segundo | CFP | Percentage of assets, Hourly |
| David Meucci | Phase Change Wealth Management | Sebastopol | CFP | Percentage of assets, Hourly |
| Gloria Garcia Cisneros Empowering the Next Gen and First Gen to Build Wealth & Their Dream Lives | LourdMurray | Los Angeles | CFP | Percentage of assets, Flat fee or retainer |
| Jefferson Rotherham | Sierra Wealth Strategies | Coronado | CFP | Percentage of assets, Hourly |
| John McCormick | Regatta Capital Group | El Segundo | CFP | Percentage of assets, Hourly |
| Justin Mayo | Sierra Wealth Strategies | El Cajon | CFP | Percentage of assets, Hourly |
| Mark Hill | DeDora Capital | Napa | CFP | Percentage of assets, Hourly |
| Michael Troxell Financial planning for folks with stock options and RSUs | Modern Financial Planning | Oakland | CPA | Hourly, Percentage of assets |
| Nicholas Ozer | Regatta Capital Group | El Segundo | CFP | Percentage of assets, Hourly |
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