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:
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.
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
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
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
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
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
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
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!
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
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