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:

Jon Theriault

CFP®, MBA

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, serving clients locally and across the country

Ryan Miyamoto

CFP®, MBA

Derive Wealth

Pasadena, CA

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

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

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

I can work with clients anywhere!

Joseph Alfonso

CFP®, ChFC®, EA, RICP®

Aegis Financial Advisory, LLC

Cupertino, CA

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

Fee-Only Financial Advisor serving San Francisco Bay and Portland, OR areas.

Jonathan Spector

MS, CFP®

EP Wealth Advisors

Walnut Creek, CA

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

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Eric Nikssarian

CFP®

EP Wealth Advisors

Los Angeles, CA

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

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Jonathan Grannick

CFP®

Wonder Wealth 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

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.

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

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".

Mira Ma

CFP®, RFC®

Aspire Planning Associates, Inc.

San Mateo, CA

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

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

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.

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.

Stanley Himeno-Okamoto

CFA®, CFP®

DRS Financial Partners

San Francisco, CA

Specialties: Equity Compensation and Stock Options, Comprehensive Financial Planning, Investment Management, College Education Planning, Tax Planning

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

Karl Leal

AAMS®, CFP®, CRPC®, RICP®

Leal Financial Planning

Campbell, CA

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

Fee Only Financial Planner Located in Campbell, CA and serving the entire region

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

Christopher Van Slyke

CFP®, CKA®

Constitution Wealth

San Diego, CA

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

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

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

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.

Brandon Grundy

CFP®

Ridgeview Financial Planning

Santa Rosa, CA

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

Fee-Only Financial Planner located in Santa Rosa, CA and serving the entire Sonoma, County area

Mary Harris

CFP®

EP Wealth Advisors

Torrance, CA

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

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Aleksandr Chkadua

EP Wealth Advisors

Torrance, CA

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

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Justin Sloan

CFA®, CFP®

Buckingham Strategic Wealth

Santa Rosa, CA

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

Forever standing on the side of our clients.

Matthias Giezendanner

CFP®, EA

San Francisco Wealth Planning

San Francisco, CA

Specialties: Comprehensive Financial Planning, Equity Compensation (ISOs, NSOs, RSUs), Tax Planning, Investment Management, College Education Planning

Fee-Only financial planner located in San Francisco CA, serving families, midcareer professionals, and technology leaders with equity compensation in the Bay Area.

Jan Schalkwijk

CFA®

JPS Global Investments

San Carlos, CA

Specialties: Investment Management, ESG / Impact / Socially Responsible Investing, Tax Optimization, Financial Planning, Retirement Income Planning, Employee Equity, Charitable Giving / Legacy Planning

Investment advisor to clients who wish to have their portfolios reflect their values and deliver on their financial goals. Serving clients in the San Francisco Bay Area (by appointment) and across the country using virtual services.

Danny Michael

CFP®, RLP®, 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 retirement planner located in Southern California serving clients virtually across the country

Scott Newhouse

CFP®

Forthright Finances

Thousand Oaks, CA

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

Fee-Only financial planner located in Scottsdale, AZ, serving clients locally and across the country

Lloyd Yamada

CFP®

Aspire Planning Associates, Inc.

Cupertino, CA

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

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

George Guttman

CFP® and MBA

Guttman Financial Planning

Santa Monica, CA

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

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

Laura Knolle

MS, CFP®

EP Wealth Advisors

Walnut Creek, CA

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

JOIN US FOR A WEBINAR: "The Informed Investor Market Outlook Webinar" REGISTER NOW or access all previous webinars

Deborah W. Ellis

CFP®, MBA, CRPC®

Cogent Independent Advisors, Inc.

Granada Hills, CA

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

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

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 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, CA serving clients locally and across the country

Stephen Reh

CFA®, MBA, CFP®

Reh Wealth Advisors LLC

La Verne, CA

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

Fee-Only financial planner located in La Verne, CA, San Dimas, CA, Claremont, CA and Glendora, CA serving clients locally and across the country

Kataya Plett

WMS™

AIO Financial

Beverly Hills, CA

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

Fee-Only financial planner located in Tucson, AZ, 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

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.

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

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 WEBINAR: "The Informed Investor Market Outlook Webinar" REGISTER NOW or access all previous webinars

I can work with clients anywhere!

Tony Chan

CFP®, EA

Crossroads Planning, LLC

Orange, CA

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

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

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 working virtually from San Diego, CA

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

JP Geisbauer

CFP®, CPA, MST

Centerpoint Financial Management LLC

Irvine, CA

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

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

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

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

William Masse

CFP®

Team Hewins

San Francisco, 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.

Steven Medland

CFP®, MBA

TABR Capital Management, LLC

Orange, CA

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

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

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 California

Lorenzo Sanchez

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

Sean Kyle

CFP®, AIF®

Plancorp

San Francisco, 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 Francisco, CA, serving clients locally and across the country

Andrew Marshall

CFP®

Andrew Marshall Financial, LLC

Carlsbad, CA

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

Hourly financial advice for those approaching retirement or already retired. No ongoing investment management fees. Keep your investments where they are now.

Ashley Stroud

CFP®

Rowling & Associates

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

David Carlson

CFP®, ChFC®, CLU®, CKA®, MBA

Sound Investment Management, LLC

Irvine, CA

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

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

Carolyn Kelly

CFP®

Team Hewins

San Francisco, 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.

Mike Skolnick

CPA/PFS, RICP®

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

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 WEBINAR: "The Informed Investor Market Outlook Webinar" REGISTER NOW or access all previous webinars

Gregory Welborn

MBA

First Financial Consulting

Pasadena, CA

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

Fee Only Financial Planning and Investment Management Firm Located in Pasadena, CA and Serving Clients Nationwide

Dan Federman

CFP®

EP Wealth Advisors

Redwood City, CA

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

JOIN US FOR A WEBINAR: "The Informed Investor Market Outlook Webinar" REGISTER NOW or access all previous webinars

Jane Beule

CFP®, MBA, MLA, TEP

Griffin Black, Inc.

Redwood City, CA

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

Fee-Only Financial Advisor serving clients nationally and internationally.

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

Valerie Peck

CFP®, MBA

Peck Financial Advisors

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

Ethan Pepper

CFP®, EA, RLP®

Orchard City Wealth Management, LLC

Los Gatos, CA

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

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

William Hatton

CFP®

Billfold Budget Counseling

Sherman Oaks, CA

Specialties: Comprehensive Financial Planning, Budgeting & Money Management, Debt Management, Goal Setting, Portfolio & Investment Review, Financial Coaching

Fee-Only financial planner located in LOS ANGELES, CA, serving clients all across California.

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

Jason Stein

CFP®

Bluepoint Wealth Advisors

Irvine, CA

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

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

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

Victor Gersten

CFP®

Expat Financial Planning Inc

San Diego, CA

Specialties: Cross-Border Comprehensive Financial Planning, Retirement Income Planning to live abroad, Global Investment Portfolio Management, College Education Planning in the U.S. or abroad, Tax Planning and Tax Treaties with Consideration of Two Countries

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

Jeffrey Platt

JD, LLM, CFP®, CFA®

Platt Wealth Management

San Diego, CA

Specialties: Retirement Income Planning, Investment Management, Tax Planning, Portfolio Management, Financial Planning, Asset Allocation

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

Brian Parker

CFP®

EP Wealth Advisors

Irvine, CA

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

JOIN US FOR A WEBINAR: "The Informed Investor Market Outlook Webinar" REGISTER NOW or access all previous webinars