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
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
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
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
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
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
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
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
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.