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.

Select a city to refine your search:

Fee-Only Financial Planners in California:

Megan Carden

CFP®

Wacker Wealth Partners

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

William Callahan

RLP, CFA®, CFP®

Callahan Financial Planning Company

San Rafael, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Concentrated Stock Risk Management

A fee-only financial advisor you can trust for your retirement: safe withdrawal rates, efficient tax planning, appropriate investment allocation, estate planning, holistically, all in one place

Luis Rosa

CFP®, EA

Build a Better Financial Future LLC

Pasadena, CA

Specialties: Comprehensive Financial Planning, Debt Reduction Strategies, Investment Management, College Education Planning, Tax Planning & Income Tax Preparation, Se Habla Español

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

Julie Bray

CFP®

GW Financial, Inc.

Costa Mesa, CA

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

Fee-Only Financial Planner serving the Orange County and Coachella Valley areas.

I can work with clients anywhere!

Joe Morgan

CFP®, CFA®

Best Financial Life

Danville, CA

Specialties: Comprehensive Financial Planning, Stock Option Planning, Current Spending Analysis, Investment Management, Tax Planning

Uniquely qualified to provide customized financial strategies and advice, I am your educator, guide and protector of wealth for clients who seek financial clarity

Jose Armenta

MsBA, CFP®, ChFC®, EA

Create Your Path

San Diego, CA

Specialties: Comprehensive Financial Planning, Investment Management, College Education Planning, Tax Planning, Federal Employees

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

Gregory Wells

CFP®

EP Wealth Advisors

Irvine, CA

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

Live Webinar: Wednesday, August 18th, 12pm PT – "Planning for Executives" Click to Register

Laryssa Freeman

Meritage Wealth Management

Carlsbad, CA

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

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

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.

Jon Moore

CFP®

EP Wealth Advisors

Torrance, CA

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

Live Webinar: Wednesday, August 18th, 12pm PT – "Planning for Executives" Click to Register

Kathy Costas

CDFA®

EP Wealth Advisors

Los Angeles, CA

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

Live Webinar: Wednesday, August 18th, 12pm PT – "Planning for Executives" Click to Register

Stoyan Panayotov

CFA®, MBA

Babylon Wealth Management

Walnut Creek, CA

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

Fee-Only financial advisor located in the San Francisco Bay Area, serving clients locally and across the country.

Angela Dorsey

CFP®, MBA

Dorsey Wealth Management

Torrance, CA

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

Empowering Women to Achieve a Secure Financial Future

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

Ben Peters

CFP®, JD

Burton Enright Welch

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 in the Bay Area 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

Mike Halper

Candidate for CFP® Certification, CRPC®, AWMA®, APMA®, CSRIC®, MPAS®

Escient Financial

Simi Valley, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Business Planning, Cash Flow & Budgeting, Debt Management, Emergency Fund Planning, Employee Benefits Optimization, Estate Planning, Insurance Review, Risk Management, Social Security Planning

Fee-Only financial planner & investment advisor located in Simi Valley, CA, serving clients locally and across the country.

Charles Stanley

CFP®, ChFC®, CKA®

WorthPointe

San Diego, CA

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

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

Sarah Hamilton

CFP®, CSRIC™

Hamilton Walker Advisers LLC

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

I can work with clients anywhere!

Aaron Hatch

CFP®

Woven Capital, LLC

Redding, CA

Specialties: Comprehensive Financial Planning, RSUs / Options / Equity Comp, Investment Management, Retirement Income Planning, Home Purchase, Tax Planning, College Education Planning

Fee-Only Financial Planner serving the San Francisco Bay Area and Greater Northern California.

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

I can work with clients anywhere!

David Barson

CFP®, MBA

Barson Financial Planning

San Mateo, CA

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

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

Jeremy Welch

CFP®

Burton Enright Welch

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

Shalmali Kulkarni

CFP®

Rowling & Associates LLC

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 Babcock

CFP®, CPA

The Wealth Conservatory

Pleasanton, 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

John Chapman

CFP®

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

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

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.

Eric Maldonado

CFP®, MBA

Aquila Wealth Advisors, LLC

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 virtually.

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

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

Sheila McGinn

CFP®

Brightview Financial Solutions, LLC

Redwood City, CA

Specialties: Employer stock (concentrated positions), Investment Management, Comprehensive Financial Planning, College Education Planning, Buying a home or investment property

Fee-Only financial planner located in San Francisco and Redwood City, CA, serving clients in the San Francisco Bay area and beyond.

Brian Matter

CFP®, CPWA®

Creative Capital Management Investments LLC

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

Patrick Chu

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®, AIF®

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

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.

Mark Wilson

APA®, CFP®

MILE Wealth Management

Irvine, CA

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

Experienced fee-only financial advisor located in Irvine, CA. We're "Making It Look Easy".

Lauren Klein

CDFA®, CFP®, EA, MBA

Klein Financial Advisors, Inc.

Newport Beach, CA

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

Fee-Only Financial Advisor located in Newport Beach, CA and serving the greater Orange County CA area.

Tom Nguyen

CFP®

EP Wealth Advisors

Irvine, CA

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

Live Webinar: Wednesday, August 18th, 12pm PT – "Planning for Executives" Click to Register

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

Gary Cook

CFP®

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

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

A fee-only financial planner with expertise in behavioral financial planning and investment management available locally in San Francisco, CA and virtually.

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

Steven Bell

CFP®, MBA

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

I can work with clients anywhere!

Larry Koeppel

CFP®, MBA

Digital Wealth, LLC

Los Angeles, CA

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

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

Billy Wee

CFP®

EP Wealth

Danville, CA

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

Live Webinar: Wednesday, August 18th, 12pm PT – "Planning for Executives" Click to Register

Lyle Maasdorp

CFP®

BlueSky Wealth Advisors, LLC

Pleasanton, CA

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

Fee-Only financial planner located in Pleasanton, 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

Bill Toner

CFP® AIF®

Plains Coastal

Montecito, CA

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

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

Matt Balderston

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

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

Laura Knolle

MS, CFP®

EP Wealth Advisors

Lafayette, CA

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

Live Webinar: Wednesday, August 18th, 12pm PT – "Planning for Executives" Click to Register

Madeline Valente

CFP®

BlueSky Wealth Advisors

Pleasanton, CA

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

Fee-Only Financial Planner Serving Clients from BlueSky's Pleasanton, CA Office

Patrick Stark

CFP®

RS Crum Inc.

Orange County, CA

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

Fee-Only Financial Planner and Director of Financial Planning in Newport Beach, CA serving clients nationwide

Clari Nolet

CFP®, CDFA®

Team Hewins

Redwood City, CA

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

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

Dirk Huybrechts

CFP®, PFP

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

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.

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

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

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.

Sheryl Rowling

CPA/PFS

Rowling & Associates LLC

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

Arielle Bittoni

CFA®, CFP®

Refresh Investments LLC

Santa Monica, CA

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

Fee-Only financial planner serving professional women and families in Santa Monica, CA, throughout the Los Angeles area, 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

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

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

Mark Pingree

CPA, CFP®, MBA

Fog City Advisors, LLC

Albany, CA

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

Fee-Only financial planner located in Albany and Belmont, 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

Susan Soesbe

MBA, EA, CFP®

Soesbe Financial

Sacramento, CA

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

Fee-Only, No-Robo: Real Planning For Real People℠. Proudly serving clients in the greater Sacramento area and across America - schedule a video meeting today!

I can work with clients anywhere!

David Meyers

CFP®

Meyers Wealth Management

Palo Alto, CA

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

Fee Only Financial Planner Located in Palo Alto, CA and Serving Clients Nationwide

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.

Derek Holman

CFP®, AIF®

EP Wealth Advisors

Irvine, CA

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

Live Webinar: Wednesday, August 18th, 12pm PT – "Planning for Executives" Click to Register

Cathy Curtis

CFP®

Curtis Financial Planning

Oakland, CA

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

Based in Oakland, California, Curtis Financial Planning is a fee-only financial planning firm specializing in the finances of independent women.

Lavina Nagar

CFP®

Maya Advisors, Inc.

Palo Alto, CA

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

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

Daniel Goodman

CLU®, CFP®

Sierra Pacific Financial Advisors, LLC

Pleasanton, CA

Specialties: Comprehensive Financial Planning, Investment Management, Retirement Income Planning, Estate Planning, Risk Mitigation & Planning

A Fee-Only, Independent Firm With Offices in Pleasanton, Cupertino, and Oakland, CA, providing an array of services for your unique financial needs