Fee-Only Financial Planners in California

A Fee-Only Financial Planner can help you in all aspects of your financial life - comprehensive financial planning, retirement planning, investment management, insurance analysis, and more. From the simple to complex, a Fee-Only Financial Planner can help you work toward your objectives.

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Fee-Only Financial Planners in California:

Chris Cooper

CFP®, EA

Chris Cooper & Company

San Diego, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, ElderCare and Disabled Family Members

Fee-Only Financial Planner with Offices in Toledo, OH and San Diego, CA

Karla McAvoy

CFP®, MBA

HC Financial Advisors, Inc.

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

William Cuthbertson

MBA, EA, CFP®  

Fiscalis Advisory, Inc.

San Juan Capistrano, CA

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

Fee-Only Financial Advisor serving the South Orange County, CA area.

Paul Cordero

CFP®, EA

Attune Financial Planning

San Rafael, CA

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

Fee Only Financial Planner Located in San Rafael, CA and Serving Clients throughout the San Francisco Bay Area.

Jacob Rothman

CFA®, CPA, CFP®

Rothman Investment Management

Atascadero, CA

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

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

Tom Nguyen

CFP®

EP Wealth Advisors

Irvine, CA

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

Join Us For a Live Webinar: January 13 at 12:00 PST – "The 4 Keys to Health" with Hoag Executive Health Chief Medical Officer, Dr. Jim Lindberg, MD" Click Here to Register and Learn More

Jon Bacon

CFP®

EP Wealth Advisors

Torrance, CA

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

Join Us For a Live Webinar: January 13 at 12:00 PST – "The 4 Keys to Health" with Hoag Executive Health Chief Medical Officer, Dr. Jim Lindberg, MD" Click Here to Register and Learn More

Anthony Ferreira

CFP®

WorthPointe

La Jolla, CA

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

Fee-Only Financial Planner serving clients nation-wide, with offices in Dallas, Fort Worth, Orange County and San Diego.

Ethan Pepper

CFP®, EA

Orchard City Wealth Management, LLC

San Jose, CA

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

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

Michael Pash

CFP®, AIF®

Pure Financial Advisors, Inc.

San Diego, CA

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

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

Michael Bisbee

CFP®, EA, MBA

Enduro Financial

Los Gatos, CA

Specialties: Retirement plans for High-Income Business Owners, Comprehensive Financial Planning, Executive Compensation Plans, Retirement Income Planning, Investment & Portfolio Management, College Education Planning, Tax Planning & Management, Tax Preparation, Budgeting & Spending Plans

Personalized Fee-Only CFP® Professional and EA Tax Expert located in Meridian, ID and Los Gatos, CA, serving clients locally and across the country

Eric Maldonado

CFP®, MBA

Aquila Wealth Advisors

San Luis Obispo, CA

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

Fee-Only Financial Planner located in San Luis Obispo, CA serving clients locally and across the country.

Daniel Lee

CFA, CFP®

Plancorp

San Jose, CA

Specialties: Comprehensive Financial Planning, Corporate Retirement Plans, Investment Management, College Education Planning, Business Succession Planning, Institutional Asset Management, Multi-Generational Wealth Management

Fiduciary, fee-only financial planner located in San Jose, CA, serving clients locally and across the country

Eric Rodriguez

CFP®

WealthBuilders LLC

San Jose, CA

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

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

I can work with clients anywhere!

Shawn Tydlaska

CFP®, MBA

Ballast Point Financial Planning

Burlingame, CA

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

Fee-Only Financial Planner located in Brulingame, CA and serving the San Francisco/Bay Area region and clients nationwide

Chris Wentzien

CFP®, CPA, MBA

Natural Bridges Financial Advisors

Santa Cruz, CA

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

Fee Only Financial Planner Located in Santa Cruz, CA and Serving Clients Nationwide

Kevin Young

CFP®,MBA, EA

Young Wealth Management

Davis, CA

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

Fee Only Financial Planner With Offices in Davis, CA and Sacramento, CA

Marianne Nolte

CFP®, CRPC®

Imagine Financial Services

Fallbrook, CA

Specialties: Comprehensive Financial Planning, Investment Management, Budgeting, Social Security maximization, College Education Planning, Tax Planning

Fee-Only financial planner located in Fallbrook, CA, serving clients both in person and virtually, locally and across the country

Ron Guay

CFP®

Rivermark Wealth Management (an office of Garrett Investment Advisors, LLC.)

Sunnyvale, CA

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

Fee-Only financial planner with offices in Sunnyvale and Mountain View, CA serving clients locally and across the country.

Steve Horstmann

CFP®

BlueSky Wealth Advisors, LLC

San Jose, CA

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

Fee-Only financial planner located in New Bern, NC, serving clients locally and across the country

Richard Schultz

CFP®

Pacific Investment Research

Cupertino, CA

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

Fee-Only Wealth Manager and Investment Advisor serving Southern California and the Bay Area including Orange County, Cupertino, and Silicon Valley

Sean Cartin

CFP®

EP Wealth Advisors

Irvine, CA

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

Join Us For a Live Webinar: January 13 at 12:00 PST – "The 4 Keys to Health" with Hoag Executive Health Chief Medical Officer, Dr. Jim Lindberg, MD" Click Here to Register and Learn More

Frederick Henry

CFP®

EP Wealth Advisors

Torrance, CA

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

Join Us For a Live Webinar: January 13 at 12:00 PST – "The 4 Keys to Health" with Hoag Executive Health Chief Medical Officer, Dr. Jim Lindberg, MD" Click Here to Register and Learn More

Kevin Ashworth

CFA

EP Wealth Advisors

Torrance, CA

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

Join Us For a Live Webinar: January 13 at 12:00 PST – "The 4 Keys to Health" with Hoag Executive Health Chief Medical Officer, Dr. Jim Lindberg, MD" Click Here to Register and Learn More

I can work with clients anywhere!

Steven Fox

CFP®, EA

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

Lynn Ballou

CFP®

EP Wealth Advisors

Lafayette, CA

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

Join Us For a Live Webinar: January 13 at 12:00 PST – "The 4 Keys to Health" with Hoag Executive Health Chief Medical Officer, Dr. Jim Lindberg, MD" Click Here to Register and Learn More

Gifford Lehman

CFP®, MBA

Integris Wealth Management

Monterey, CA

Specialties: Comprehensive Financial Planning, Financial Sustainability Planning, Retirement Income Planning, Legacy and Incapacity Planning, Investment Management, Tax Planning

Fee-Only financial planner located in Monterey, CA and serving clients throughout California and across the country

I can work with clients anywhere!

Matthew R. Etzler

CFP®, CRC®, CRPS®, ChFEBC℠

Etzler Financial Advisors, LLC

Red Bluff, CA

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

It's your life and your money. We want to help you make the most of both.

Patricia Parker

CFP®, CDFA®

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

Joseph Kuo

CFP®, CMA®, MBA, Certified Grief Recovery Specialist

Abundance Wealth Planning, LLC

Newark, CA

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

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

Danny Michael

CFP®, AIF®, MSBA

Satori Wealth Management, Inc.

Los Angeles, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Tax Planning, Investment Management, Wealth Protection and Transfer

Fee-Only financial planner located in Southern California serving clients virtually across the country

I can work with clients anywhere!

Aaron Hatch

CFP®

Woven Capital

Redding, CA

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

Fee-Only Financial Planner serving Northern California.

Erin Nelsen

CFP®

Asset Planning Inc.

Cypress, CA

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

Fee Only Financial Advisor Located in Orange County, CA and Serving the Greater Los Angeles Area

I can work with clients anywhere!

Patrick Dinan

CFP®

Impact Fiduciary

Glendale, CA

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

Fee-Only Financial Planner located in Los Angeles, CA and serving clients across the country using virtual meeting technology

Tony Matheson

CFP®

Matheson Financial Partners, LLC

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

Jim Corbeau

MBA, CFP®, CDFA®

Springwater Wealth Management

Santa Cruz, CA

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

Fee-Only financial planner located in Portland, Oregon and Santa Cruz, California, serving clients in Oregon, Washington, and the Bay Area in California.

Joseph Anderson

CFP®, AIF®

Pure Financial Advisors, Inc.

San Diego, CA

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

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

I can work with clients anywhere!

Nannette Kamien

CFP®, MBA

Cultivating Wealth

Encinitas, CA

Specialties: Flat-fee Financial Planning, Financial Planning, Cash Flow/Budgeting, Education Planning, Retirement Planning, Employee Benefits Review, Investment Planning

Helping North County San Diego clients dream confidently and make smart financial decisions. We provide flat-fee comprehensive ongoing financial planning, and one-time financial plans.

Marty McNamara

CPA/PFS, CFP®

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

Sean Kyle

CFP®

Plancorp

San Jose, CA

Specialties: Individuals with Complex Financial Needs, Business Owners and Executives, Sudden Money Situations, Growing Families, Employers, Foundations

Fiduciary, fee-only financial planner located in San Jose, CA, serving clients locally and across the country

Ryan Schwartz

CFA®, CFP®

EP Wealth Advisors

San Mateo, CA

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

Join Us For a Live Webinar: January 13 at 12:00 PST – "The 4 Keys to Health" with Hoag Executive Health Chief Medical Officer, Dr. Jim Lindberg, MD" Click Here to Register and Learn More

Patricia Jennerjohn

MBA, CFP®

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

Greg Gorski

CFP®

Blue Sky Financial Group

Walnut Creek, CA

Specialties: Comprehensive Financial Planning, Generational Wealth Planning, Retirement and Income Planning, College Education Planning, Tax Efficiency Planning

Fee-Only financial planner located in Pleasant Hill, CA - serving the East Bay, Tri-Valley, North Bay and beyond.

Randa Hoffman

MBA

Radiant Wealth Planning

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 female clients locally and across the country

Joshua Winterswyk

CFP®

RPA Wealth Management

Rancho Cucamonga, CA

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

Fee-only financial planner located in Rancho Cucamonga, CA, serving clients throughout the Inland Empire and Southern California.

Derek Holman

CFP®, AIF®

EP Wealth Advisors

Irvine, CA

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

Join Us For a Live Webinar: January 13 at 12:00 PST – "The 4 Keys to Health" with Hoag Executive Health Chief Medical Officer, Dr. Jim Lindberg, MD" Click Here to Register and Learn More

Scott Colton

CPA, PFS, MSTAX

Colton Wealth Management

Arcadia, CA

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

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

I can work with clients anywhere!

Don Hance Jr.

CFP®, EA

LifeSighted

Pacific Palisades, CA

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

Fee-Only financial planner located in Pacific Palisades, CA, also serving clients in Santa Monica, West Los Angeles, and across the country

Karen Miller

CFP®, CPFA

www.GasberFinancial.com

Folsom, CA

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

Located in Folsom, CA, serving clients across the country

Michael Garber

CFP®, CRTP

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.

Ryan A. Hughes

MBA

Bull Oak Capital

San Diego, CA

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

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

Vicki Schultz

CFP®, MBA

Schultz Financial Group, Inc.

Orange County, CA

Specialties: Integrative Personal Planning, Investment Management, Retirement Income Planning, Cash Flow Planning, Tax Planning

Fee Only Financial Planner located in Reno, NV serving clients locally and throughout California

Alan Goodstein

CFP®

Goodstein Wealth Management LLC

Encino, CA

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

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

Celeste Mirassou

CFP®

Financial Planning Focus

Napa, CA

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

Fee Only Financial Planner Located in Napa, CA and Serving Clients Nationwide Remotely

Jennipher Lommen

CFP®, EA

Wildflower Financial LLC

Santa Cruz, CA

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

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

Jane Yoo

CFP®, MBA

Jane Financial, LLC

Oakland, CA

Specialties: Equity compensation, Tax planning, Investment management, Comprehensive financial planning

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

John Wenzel

CFP®

Archvest Wealth Advisors

Walnut Creek, CA

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

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

Gabriel Abraham Shahin

CFP®, AIF®, MBA

Falcon Wealth Planning, Inc.

Ontario, CA

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

Fee-Only Financial Planner serving the Los Angeles region with offices in Ontario, CA and Torrance, CA

Scott M. Draper

CFP®, CPA

THRIVE Financial Planning

El Dorado Hills, CA

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

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

Jennifer Cray

CFP®, MBA

Investor's Capital Management, LLC

Menlo Park, CA

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

Fee-Only Financial Planner and Investment Manager Located in Menlo Park, CA

I can work with clients anywhere!

Breanna Reish

CFP®

Wealth of Confidence, LLC

Riverside, CA

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

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

Clint Camua

CFP®

EP Wealth Advisors

Los Angeles, CA

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

Join Us For a Live Webinar: January 13 at 12:00 PST – "The 4 Keys to Health" with Hoag Executive Health Chief Medical Officer, Dr. Jim Lindberg, MD" Click Here to Register and Learn More

Jeffrey Tilson

CRPC®, AWMA, AAMS®

JST Investment Consulting, RIA

Seal Beach, CA

Specialties: Investment Management, Retirement Income Planning, Comprehensive Financial Planning, Estate/Legacy Planning, Tax Planning

Fee-Only investment advisor and financial planner located in Seal Beach, CA, serving clients locally and across the country.

Evor Vattuone

CFP®

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

Larry Frank

CFP®, MBA

Better Financial Education

Roseville, CA

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

Fee-Only Advisor serving the Lincoln, Rocklin, Roseville, Granite Bay CA and surrounding areas.

Mark Rylance

CFP®

RS Crum Inc.

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 and Serving Clients Nationwide

Mike Skolnick

CPA/PFS

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

Stephen Fletcher

CFP®, MBA

BlueSky Wealth Advisors

San Jose, CA

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

Fee-Only financial planner located in New Bern, NC, serving clients locally and across the country

Julie Schatz

CFP®

Investor's Capital Management, LLC

Menlo Park, CA

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

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

Jamie Lima

MBA, CFP®

Woodson Wealth Management

Ramona, CA

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

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

Matthew Theal

CFP®

RPA Wealth Management

Rancho Cucamonga, CA

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

Fee-only financial planner located in Rancho Cucamonga, CA, serving clients throughout the Inland Empire and Southern California.

Ira Fateman

M.Ed., CFP®

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

William Carlson

CFP®

Fog City Advisors, LLC

Belmont, CA

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

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

Linda Rogers

CFP®, MSBA, EA

Planning Within Reach

San Diego, CA

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

Originally from New Jersey, Linda Rogers services clients throughout San Diego County and nationwide. She leads the design of PWR's investment portfolios which utilize broad, low-cost investments that integrate environmentally, socially, and governance (ESG) factors.

Marie Thomasson

CFP®

Modern Assets

Culver City, CA

Specialties: