Fee-Only Financial Advisors in California

Empowerment Financial Guidance, LLC

San Jose, CA

Specialties: Social Security Planning, Qualified Charitable Distributions, Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-only financial planner located in San Jose, CA, serving clients in the Bay area and across the country

SAS Financial Advisors

San Francisco, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in San Francisco, CA, serving clients locally and across the country

Optometry Wealth Advisors LLC

Madera, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Fresno, CA, serving clients locally and across the country

Constitution Wealth

San Diego, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Planner San Diego, Austin, Dallas Fort Worth, Jackson, WY

EP Wealth Advisors

Torrance, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

WellAcre Global Wealth Management

Santa Monica, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Santa Monica, CA, serving clients locally and across the country

Crossroads Planning, LLC

Orange, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Planner serving the city of Orange, Anaheim, Irvine, Huntington Beach, and the entire region

Fernandez Financial Advisory

Los Alamitos, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Advisor located in Los Alamitos, CA and serving the entire Orange County and Los Angeles, CA area.

EP Wealth Advisors

Irvine, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

Halbert Hargrove

Long Beach, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Long Beach, CA, serving clients locally and across the country

Falcon Wealth Planning, Inc.

Ontario, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Irvine, CA, serving clients locally and across the country

Fiduciary Benefits Group

San Diego, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment and Portfolio Management, Tax Planning, Estate Planning, Risk Management, Socially Responsible Investing (ESG)

Fee-Only financial planner located in San Diego, CA, serving clients locally and across the country

EP Wealth Advisors

Torrance, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

Bridge The Gap Retirement Planners LLC

Simi Valley, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Social Security

Retirement focused financial planner located in Phoenix, AZ, serving clients locally, in Southern CA, and virtually across the country.

Three Oaks Wealth

Gold River, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Planner serving clients in Sacramento, CA, Portland, OR and across the country.

Bluepoint Wealth Advisors

Irvine, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Irvine, CA, serving clients locally and across the country

Willow Creek Wealth Management, Inc.

Sebastopol, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

A trusted partner for over 35 years. We have the expertise and experience to guide you through your financial life.

Crafted Wealth Management

Venice, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Planner Located in Venice, CA and Serving the Entire Westside of Los Angeles and Santa Monica Area

Private Financial Management LLC

Orinda, CA

Specialties: Comprehensive Financial Planning, Tax Planning, Investment Management, Retirement Planning, Alternative Investments

Fee-Only financial planner located in Orinda, CA, serving clients locally and across the country

Aspire Planning Associates, Inc.

Cupertino, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Planners serving the Greater Bay Area, in Cupertino, San Mateo & Walnut Creek, CA areas.

EP Wealth Advisors

Irvine, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

True Worth Financial Planning

Folsom, CA

Specialties: Comprehensive Financial Planning, Divorce Planning, Budgeting & Cash Flow, Investment Management, College Education Planning, Tax Planning, Retirement Planning, Insurance Needs Analysis, Employer Benefits

Fee-Only financial planner located in Folsom, California, serving clients virtually all across the country

Libra Wealth

Los Gatos, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Los Gatos, CA, San Francisco, CA, and Santa Cruz, CA serving clients locally and across the country

Axiom Advisory, LLC

San Francisco, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Advisor Serving Clients Virtually, In-person, by Email, or Phone in San Diego, San Francisco and Santa Monica

EP Wealth Advisors

Walnut Creek, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

Babylon Wealth Management

Walnut Creek, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Estate and Legacy Planning, Stock Option Planning, Charitable Giving, Tax Advisory, Impact Investing

Babylon Wealth Management is a fee-only financial advisor serving busy professionals and families in San Francisco Bay Area and nationally.

Orchard City Wealth Management, LLC

Los Gatos, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Equity compensation

Fee-Only financial planner located in Los Gatos, CA, serving clients locally and across the country

EP Wealth Advisors

Irvine, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

EP Wealth Advisors

Irvine, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

Etzler Financial Advisors, LLC

Red Bluff, CA

Specialties: Comprehensive Financial Planning, Retirement Planning, Income & Distribution Planning, Tax Mitigation Planning, Investment Planning, Estate Planning

Advice-only fiduciary financial planner serving individuals and families locally and virtually across the country.

Financial Connections Group, Inc.

Corte Madera, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Headquartered in Marin County with additional offices in Berkeley and San Francisco. We service clients in Sonoma, San Francisco and the East Bay.

Pure Financial Advisors, LLC

San Diego, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Irvine, CA, serving clients locally and across the country

EP Wealth Advisors

Berkeley, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

David S Reinders, Inc.

Valencia, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Valencia, CA, serving clients locally and across the country

Schneider Wealth Management

Woodside, CA

Specialties: Employee Stock - ISO, NQ, RSU's, Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning

Over 25 years CFP™ in Palo Alto & Redwood City providing financial planning and investment management for tech executives & engineers. Clients are smart & savvy professionals in their 30's - 50's with assets from $5 Million to over $50 Million.

Swell Financial

Costa Mesa, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Proactive Tax Planning, Maximizing Investment Returns, Optimizing your Retirement dollars

Are you within 5-10 years of retirement and trying to figure out when you can retire? I help people over the Age of 50 prepare for retirement, pay less in taxes, and retire sooner.

Vested Financial Planning, LLC

San Carlos, CA

Specialties: Employee Equity (RSUs, ISOs, NQSOs, ESPP), Comprehensive Financial Planning, Investment Management

Fee-Only financial planner located in San Carlos, CA, serving Gen X Silicon Valley tech professionals locally and across the country

Aspire Planning Associates

Walnut Creek, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Planners with offices located in the Greater Bay Area: Cupertino, San Mateo & Walnut Creek, CA

Andrew Marshall Financial, LLC

Carlsbad, CA

Specialties: Comprehensive Financial Planning, Retirement Planning, Investment Advice, Decision Making Process

Hourly financial advice for those approaching retirement or already retired. No ongoing investment management fees. Keep your investments where they are now. Meet in Carlsbad, CA or virtually.

Willow Creek Wealth Management, Inc.

Sebastopol, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Small Business Planning

A trusted partner for over 35 years. We have the expertise and experience to guide you through your financial life.

Parallel Wealth Management

Redding, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Redding, CA, serving clients locally and across the country

Tamarind Financial Planning

Palo Alto, CA

Specialties: Comprehensive Financial Planning, Socially Responsible Portfolios, International Planning & Advice, Retirement Income Planning

For over a decade, Ariadne Horstman, CFP®, has been using her financial planning skills, training, and experience to help families and individuals make effective choices for their financial lives.

Derive Wealth

Pasadena, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning

Derive Wealth is a Fee-Only Financial Advisor located in Pasadena, CA, serving clients locally and across the country.

The Mather Group

Lafayette, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning

Fee-Only Financial Planner Located in Lafayette, CA, and Serving Clients Throughout the Bay Area

Filigree Wealth Advisors

Irvine, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Irvine, CA, serving clients locally and across the country

Meritage Wealth Management

Carlsbad, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Social Security Planning, Roth Conversion Strategies

I work exclusively with diligent investors in or quickly approaching retirement. Located in Carlsbad, CA and available virtually nationwide. Offering flat fee financial plans or ongoing comprehensive services. Your choice!

True Root Financial

San Francisco, CA

Specialties: Comprehensive Financial Planning, Tax Planning, Planning for Business owners and Entrepreneurs, Investment Management, College Education Planning, Cashflow and Budget Management, Tax-advantaged Savings, Stock options, RSUs and Equity compensation, Retirement Income Planning, Insurance Planning, Estate Planning

We are a woman-owned & minority-owned business. Fiduciary financial advisor with 19+ years of experience at firms such as Goldman Sachs & BlackRock. We provide investing, tax planning & wealth planning services for business owners, physicians, tech professionals & high-earning individuals.

Empyrion Wealth Management, Inc.

Roseville, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Roseville, CA, serving clients locally and across the country

Next Gen Financial Planning

San Diego, CA

Specialties: Comprehensive Financial Planning, Student Loans, Investment Management, Tax Planning, Cash Flow & Budgeting

Fee-Only financial planner located in San Diego, CA, serving clients locally and across the country

EP Wealth Advisors

Irvine, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

Retirement Roadmap Financial Planning

San Diego, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Tax Planning, Investment Management, College Education Planning

Flat-Fee | We help people approaching retirement leave the workforce with confidence through comprehensive financial planning.

EP Wealth Advisors

Torrance, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

InvestEdge Planning

San Diego, CA

Specialties: Comprehensive Financial Planning, Retirement Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Equity Compensation

Fee-Only financial planner virtually serving Midlife professionals, Women, Retirees, and Families. Delivering Financial and Retirement Planning Solutions to Help You Optimize Wealth, Income, and Tax Savings.

WorthPointe Financial Planners

Newport Beach, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Newport Beach, CA, serving clients locally and across the country

Pacific Oak Financial Planning

Woodland Hills, CA

Fee-Only Financial Planner and CPA serving clients in Woodland Hills, Sherman Oaks, Encino, West Los Angeles, Santa Monica, Hollywood, surrounding areas of Los Angeles and throughout the country.

Gasber Financial Advisors, Inc.

Folsom, CA

Specialties: Personal Financial Planning, Retirement Income Planning, College Education Planning, Low Cost Evidence Based Investment Management, Tax Aware Investment Management, Sustainability Investing

Fee-Only Financial Advisor Serving the Sacramento, CA Area

Willow Creek Wealth Management, Inc.

Sebastopol, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

A trusted partner for over 35 years. We have the expertise and experience to guide you through your financial life.

HFM Advisors

Los Angeles, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Los Angeles, CA, serving clients locally and across the country

MainStreet Financial Planning

Los Gatos, CA

Specialties: Financial Planning, Retirement Planning, Business Planning, Estate Services, Education Planning

Fee-only financial planner with offices located in Los Gatos, CA, Odenton, MD, Washinton, DC, New York, NY and Santa Barbara, CA, serving clients locally and nationwide

Hesperian Wealth LLC

Folsom, CA

Specialties: Comprehensive Financial Planning, Impact & Values-Based Investing, Retirement Income Planning, College Education Planning, Insurance, Tax & Estate Planning

Fee-Only wealth manager located in Folsom, CA, serving the nation virtually

Di Bello Financial

Irvine, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

A CPA Fee-Only financial planner located in Irvine, CA, serving clients locally and across the country

TABR Capital Management, LLC

Orange, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning

Fee-Only Financial Planner serving Orange County, CA including Anaheim, Huntington Beach, Irvine, Newport Beach, and Yorba Linda

EP Wealth Advisors

Los Angeles, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

EP Wealth Advisors

Newport Beach, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

Slalom Wealth Management

Sacramento, CA

Specialties: Comprehensive Financial Planning, Investment Management, Equity Compensation, Retirement Income Planning, College Education Planning, Tax Planning

Fee-Only financial planner located in Sacramento, CA, serving clients locally and across the country

Define Financial

San Diego, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Mitigating Taxes, Maximizing Investment Returns, Optimizing Insurance Policies

Fee-Only Financial Planner for San Diego Professionals Transitioning Into Retirement

Gary Cook Financial Planning

Santa Barbara, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Santa Barbara, CA, serving clients locally and across the country

Burton Enright Welch

Walnut Creek, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning

Fee-Only financial planner located in Walnut Creek, CA, serving clients locally and across the country

Patricia Heaton Parker, CFP®

Orange, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Second Marriage Money, Philanthropic Planning, Estate Planning

Fee-Only financial planner located in Orange, CA, serving clients locally and across the country

Team Hewins

Redwood City, CA

Specialties: Comprehensive Financial Planning, Retirement Planning, Investment Management, Estate and Generational Planning, Tax Planning, College Education Planning

Fee-Only Financial Planner serving clients locally in the San Francisco Bay Area and virtually across the country.

Digital Wealth, LLC

Los Angeles, CA

Specialties: Comprehensive Financial Planning, Stock Compensation Planning (RSUs, ISOs, NQSOs, ESPPs), Digital Assets Planning, Investment Management, Retirement Income Planning, Tax Planning, Estate Planning, Risk Management

Fee-Only Financial Planner serving clients in Silicon Beach cities of Southern California and clients across the country where exempted.

Rowling & Associates LLC

San Diego, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Wealth Management, College Education Planning, Tax Planning and Preparation, Estate Planning, Charitable Giving, Employee Benefits, Stock Options, Insurance Needs and Analysis, ESG Investing

Fee-Only financial planner located in San Diego, CA, serving clients locally and across the country

Layari Financial

Fullerton, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning

Fee-Only financial planner located in Orange County, CA, serving clients locally and across the country

Kruse Financial Strategy

Petaluma, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Petaluma, CA, serving clients locally and across the country. Business hours Tuesday - Saturday.

The Wealth Conservatory

Livermore, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Planner with offices in New Hampshire, Missouri, and California

Dorsey Wealth Management

Torrance, CA

Specialties: Comprehensive Financial Planning, Investment Management, Retirement Income Planning, Tax Planning

Helping Women Retire To A Life They Love

Michael Garber Financial Planning

San Jose, CA

Specialties: Comprehensive Financial Planning, Tax Planning, Equity Compensation Guidance, Investment Management, Retirement Income Planning

Fee-Only financial planner located in San Jose, CA, established in 2005.

EP Wealth Advisors

Berkeley, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

Cogent Independent Advisors, Inc.

Granada Hills, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Helping clients define their relationship with money

Fee-Only financial planner registered in Granada Hills, CA, Honolulu, HI, and Parker, CO serving clients locally and across the country

Sensible Financial Planning

San Diego, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Waltham, MA, serving clients locally and across the country

Focused Finances, LLC

Oakland, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Oakland, CA, serving clients locally and across the country

Griffin Black, Inc.

Redwood City, CA

Specialties: Comprehensive Financial Planning, Business Transition Planning, Retirement Income Planning, Investment Management, Tax Planning, College Funding Planning

Fee-Only Financial Advisor serving clients nationally and internationally.

Rowling & Associates LLC

San Diego, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Wealth Management, College Education Planning, Tax Planning and Preparation, Estate Planning, Charitable Giving, Employee Benefits, Stock Options, Insurance Needs and Analysis, ESG Investing

Fee-Only financial planner located in San Diego, CA, serving clients locally and across the country

WINDFALL ADVISORS

Santa Monica, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Fiduciary financial advisor located in Santa Monica, CA, serving clients locally and across the country

Schultz Financial Group, Inc.

Orange County, CA

Specialties: Financial Planning, Tax Planning, Retirement Income Planning, Investment Management, Cash Flow Planning, Family Office Services for families with > $20 million net worth, Trust & Estate Planning, Risk Management

Fee-Only financial planner located in Reno, NV, serving clients locally and across the country

marrick wealth

Irvine, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Irvine, CA, serving clients locally and across the country