Fee-Only Financial Advisors in California

Aequitas Financial

West Hollywood, CA

Specialties: LGBTQ+ Financial Planning, Comprehensive Financial Planning, Family Building (IVF, Surrogacy, Adoption), Estate Planning for LGBTQ+ Families, Retirement Income Planning, Investment Management, Tax Planning, Expat & International Living Abroad Planning, Cash Flow & Budgeting, Equity Compensation (ISO, NSO, RSU, RSA, Etc.), Charitable Giving & Activism, Business Owners / Small Business Planning

We specialize in working with LGBTQ+ individuals and couples who are planning for children, building long-term wealth, or exploring life abroad. We provides inclusive, values-based planning with no investment minimums.

AdviceOnly.com

San Diego, CA

Specialties: Comprehensive Financial Planning, Student Loans, Investment Management, Tax Planning, Cash Flow & Budgeting

Helping Financial Planners Give Advice, Not Sales Pitches

EP Wealth Advisors

Westlake Village, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets

Aspire Planning Associates

Cupertino, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Executive Compensation, Estate and Philanthropic Planning, Tax Planning, Education Planning, Insurance and Risk Management, Debt Management, Rental and Vacation Property

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

EP Wealth Advisors

Westlake Village, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets

Centerpoint Financial Management LLC

Irvine, CA

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

Tax-efficient financial planning for California-based business owners and executives nearing retirement. Many financial advisors say they do tax planning. As both a CFP® and CPA, we have the credentials to back it up.

Purposeful Strategic Partners

Alta Loma, CA

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

Fee-Only financial planner located near Rancho Cucamonga, CA, serving clients locally and across the country

Soesbe Financial

Sacramento, CA

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

Fiduciary, Fee-Only, No-Robo: Real Planning For Real People℠. Proudly serving clients across America - schedule an in-person or video meeting today!

Etzler Financial Advisors, LLC

Red Bluff, CA

Specialties: Comprehensive Financial Planning, Retirement Planning, Income & Distribution Planning, Tax Mitigation Planning, Investment Planning, Estate Planning

Fee-only fiduciary financial planner specializing in retirement income, tax-efficient planning, and real-world decision-making for individuals and families, working locally and virtually nationwide.

Tessara Wealth

Burlingame, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Stock Option Planning, Equity Compensation

Fee-Only financial planner located in the San Francisco Bay Area serving high-achieving women and their families. We work with clients locally and across the country.

Client First Capital

San Diego, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Family Office Services, Proactive Risk Planning, Charitable Giving Planning, Estate Planning & Corporate Trustee Services

Guiding your family's financial legacy across generations - aligned with your values and family dynamics. Our services are ideally suited for Individuals & Families with $1M+ in investable assets.

EP Wealth Advisors

Torrance, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets

EP Wealth Advisors

San Luis Obispo, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets

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

Pure Financial Advisors

San Diego, CA

Specialties: Comprehensive Financial Planning, Retirement Income and Distribution Planning, Cash Flow Anaylsis, Risk Management Consulting, Estate Planning, Tax Planning, Investment Planning, Retirement Workshops and Classes

Experience the Pure Difference. With a focus on financial education and a transparent advisory process, our financial advisors strive to help everyone reach their financial goals.

Pathview Wealth Advisors

San Diego, CA

Specialties: Tax Planning and Preparation, Comprehensive Financial Planning, Retirement Income Planning, Wealth Management, College Education Planning, Estate Planning, Charitable Giving, Employee Benefits, Stock Options, Insurance Needs and Analysis

Tax‑First Wealth Management | An independent, fee‑only fiduciary firm built around integrated tax and financial planning. Located in San Diego. Serving clients nationwide.

DePaolo & May Strategic Wealth

Irvine, CA

Specialties: Comprehensive Financial Planning, Investment Management, Tax Strategy, Estate Planning, Retirement Income Planning, Social Security Analysis

Fee-Only financial planner located in Irvine, CA, helping grow and protect wealth for successful families, entrepreneurs, and young high earners.

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

MainStreet Financial Planning

Los Gatos, CA

Specialties: Financial Planning, Retirement Planning, Business Planning, Estate Services, Education Planning

We Help Busy Families Make Smart Financial Decisions. Comprehensive Financial Planning, Income Tax Planning & Preparation, and Estate Plan Creation All Under One Roof. Offices nation wide and remote services.

EP Wealth Advisors

Torrance, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets

Up Capital Management

Roseville, CA

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

A fee-only fiduciary firm, independent and family-owned, handling the full financial life of a family under one roof.

Austin Creek Capital

Mill Valley, CA

Specialties: Financial Planning, Cash Flow Management, Retirement Planning, College Savings, Tax Planning & Strategy, Estate Planning, Risk Management & Insurance, Investment Management

Fee-Only financial planner located in Mill Valley, CA, serving busy professionals locally and across the country

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

WealthChoice LLC

Coronado, CA

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

Fee-Only financial planner located in Coronado, CA and Fountain Hills, AZ serving clients locally and across the country virtually

Savant Wealth Management

Los Gatos, CA

Specialties: Comprehensive Wealth Management, Estate Planning & Wealth Transfer, Accounting & Consulting Services, Investment Management, Tax Planning, Advisory & Preparation, Company Retirement Plans, Financial Planning, Trust Services, Retirement Income Planning, Retirement Plan Rollovers

Savant Wealth Management is a fee-only wealth management firm serving financially established individuals, trusts, retirement plans, and non-profits.

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

Plancorp

San Francisco, CA

Specialties: Comprehensive Financial Planning, Retirement Planning, Investment Management, Multi-generational Wealth Management, Detailed Insurance Planning, Estate Planning, Tax Strategy, Equity Compensation Strategies

Fee-only fiduciary wealth management to take you beyond basic financial advice with a holistic and proactive approach.

WealthBuilders LLC

Carlsbad, CA

Specialties: Comprehensive Financial Planning, Investment Management, College Education Planning, Tax Planning, Retirement Planning, Estate Planning, Stock Options

We help retirement savers over 50 with over $1M+ in investable assets to protect and grow their wealth with a tax-smart plan.

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.

EP Wealth Advisors

Torrance, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets

EP Wealth Advisors

Irvine, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets

Fiduciary Financial Group

San Rafael, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Portfolio Management, Tax Planning and Preparation, Charitable Giving

We specialize in comprehensive, tax-integrated financial planning and wealth management for young, successful families and individuals navigating critical pre- and post-retirement decisions in the Bay Area.

Vested Financial Planning, LLC

San Carlos, CA

Specialties: Employee Equity (RSUs, ISOs, NQSOs, ESPP), Comprehensive Financial Planning, Investment Management

Fee-Only financial planner located in San Carlos, CA, serving Gen X Silicon Valley tech professionals locally and across the country

MainStreet Financial Planning

Los Gatos, CA

Specialties: Financial Planning, Retirement Planning, Business Planning, Estate Services, Education Planning

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

Swell Financial

Costa Mesa, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Proactive Tax Planning, Maximizing Investment Returns, Optimizing your Retirement dollars

Are you within 5-10 years of retirement and trying to figure out when you can retire? I help people over the Age of 50 prepare for retirement, pay less in taxes, and retire sooner.

EP Wealth Advisors

San Luis Obispo, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets

Two Palms Financial

San Clemente, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Cash Flow Planning, Tax Planning, Insurance Needs Analysis, Trust & Estate Plan Reviews, Business Planning

Eliminate Overwhelm, Grow with Purpose - Financial planning & investing for time-starved business owners. Fee-Only advisor in San Clemente, CA, serving clients locally and across the country.

GenCap Portfolio Management

Tiburon, CA

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

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

Pixel Financial Planning, LLC

San Francisco, CA

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

Pixel Financial Planning is an independent, commission-free, fiduciary firm offering financial planning and investment management services. We serve clients locally in the Bay Area and nationally through our technology-driven platform.

Pure Financial Advisors

San Diego, CA

Specialties: Comprehensive Financial Planning, Retirement Income and Distribution Planning, Cash Flow Anaylsis, Risk Management Consulting, Estate Planning, Tax Planning, Investment Planning, Retirement Workshops and Classes

Experience the Pure Difference. With a focus on financial education and a transparent advisory process, our financial advisors strive to help everyone reach their financial goals.

EP Wealth Advisors

San Diego, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets

Manzanita Wealth Management

West Sacramento, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management and Advice, Tax Planning and Support, Estate Planning, Cash Flow Analysis and Budgeting, Debt Payoff Strategies, Benefits and Insurance Analysis

Fee-Only financial planner located in West Sacramento, CA, serving clients locally and across the country at all stages in their financial journey

CLEAR Retirement Advice

San Mateo, CA

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

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

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

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 retirees and business owners locally and virtually.

EP Wealth Advisors

Walnut Creek, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets

Anora Wealth, LLC

San Marcos, CA

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

Fee-Only financial planner helping first-gen wealth builders, content creators, and women in transition find clarity, peace, and lasting prosperity through intentional personalized wealth plans.

Falcon Wealth Planning, Inc.

San Jose, CA

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

Falcon Wealth Planning: Tax-Centric Wealth Management Designed to Help You Keep More of What You Earn. We Build, Manage, and Protect Your Legacy Through Every Stage of Life.

True Root Financial

San Francisco, CA

Specialties: Comprehensive Financial Planning, Tax Planning, Planning for Business owners and Entrepreneurs, Investment Management, College Education Planning, Cashflow and Budget Management, Tax-advantaged Savings, Stock options, RSUs and Equity compensation, Retirement Income Planning, Insurance Planning, Estate Planning

TECH PROFESSIONALS: We provide financial planning & investment management by helping you optimize your equity compensation, invest wisely, and cut taxes.

EP Wealth Advisors

San Luis Obispo, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets

EP Wealth Advisors

San Diego, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets

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

Pathview Wealth Advisors

San Diego, CA

Specialties: Tax Planning and Preparation, Comprehensive Financial Planning, Retirement Income Planning, Wealth Management, College Education Planning, Estate Planning, Charitable Giving, Employee Benefits, Stock Options, Insurance Needs and Analysis

Tax‑First Wealth Management | An independent, fee‑only fiduciary firm built around integrated tax and financial planning. Located in San Diego. Serving clients nationwide.

EP Wealth Advisors

Los Angeles, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets

Tamarind Financial Planning

San Mateo, CA

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

Fee-Only financial life planner located in San Mateo, CA, specialized in serving the unique needs of families in the San Francisco Bay Area and Silicon Valley.

WealthPeace LLC

San Mateo, CA

Specialties: Financial Life Planning, Investment Planning with or without Asset Management, Tax Planning, Major Life Transitions

Bringing Direction, Care, and Honest Perspective to Your Financial Journey.

EP Wealth Advisors

Menlo Park, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets

Lyon Wealth Advisory

San Diego, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Education Funding Planning, Tax Minimization Strategies, Business Exit Planning, Cash Flow Analysis, Debt Management, Estate Planning, Risk Management

We help restaurant owners organize their personal financial lives and transform their business success into lasting personal wealth.

DIWY Financial Planning

Los Angeles, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Advice, Estate Planning, Tax Planning, On-demand Modular Financial Planning, Portfolio Review, Backdoor Roth Guidance

A modern advice-only approach to financial planning that helps you navigate ever-changing conditions and complexity, so you can achieve your goals with confidence. Serving clients across the nation.

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

Blankinship & Foster, LLC

Solana Beach, CA

Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning, Charitable Giving, Retirement Income Planning, College Education Planning, Concentrated Wealth Positions, Family Wealth Transfers

Caring, experienced financial advisors, partnering with you throughout your retirement journey.

From Planning to Living LLC

Los Angeles, CA

Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning, Cash Flow Optimization, Stock Options & Equity Comp

I work primarily with motivated millennials who earn $300k+ per year. I help my clients grow and protect their wealth, while focusing on tax-smart strategies.

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

Primeros Financial

Culver City, CA

Specialties: Comprehensive Financial Planning, Investment Management, College Education Planning, Tax Planning, Cash Flow Planning, Credit Score Improvement, Generational Care, Se Habla Español , Debt Reduction Strategy, Value-Based Planning

Financial Planning for first-generation individuals and families. Working virtually with clients across the country.

WellAcre Global Wealth Management

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

Pathview Wealth Advisors

San Diego, CA

Specialties: Tax Planning and Preparation, Comprehensive Financial Planning, Retirement Income Planning, Wealth Management, College Education Planning, Estate Planning, Charitable Giving, Employee Benefits, Stock Options, Insurance Needs and Analysis

Tax‑First Wealth Management | An independent, fee‑only fiduciary firm built around integrated tax and financial planning. Located in San Diego. Serving clients nationwide.

Bridge The Gap Retirement Planners LLC

Simi Valley, CA

Specialties: Comprehensive Financial Planning, Gifting Strategies, Investment Management, Retirement Income Planning, Tax Planning, Social Security, Estate Planning

Retiree Focused Financial Planner located in Simi Valley, CA. We serve clients both locally and virtually across the country and specialize in navigating the intricacies of a successful retirement plan.

SAX Wealth Advisors

San Diego, CA

Specialties: Comprehensive Financial Planning, Investment Management, Retirement Planning, Charitable Giving, Wealth Management, Estate Planning , Generational Preparedness, Tax Planning

For more than 65 years, SAX has offered industry expertise, value-added services and customer-centric results that complement and advance your financial plan.

Pacific Oak Financial Planning

Woodland Hills, CA

Specialties: Retirement Income Planning, Comprehensive Financial Planning, Small Business Tax and Accounting, Retirement Planning, Investment Management, Estate Planning, Bookkeeping Services, Asset Management

Expert financial planning and tax services for high net worth individuals and small business owners in Los Angeles.

EP Wealth Advisors

Torrance, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets

EP Wealth Advisors

San Francisco, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets

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

Financial Connections Group, Inc.

Larkspur, CA

Specialties: Holistic Financial Planning, Retirement Income Planning, Socially Responsible Investing (SRI) , Investment Management, Tax Planning

Headquartered in Marin County with additional offices in Berkeley and San Francisco. We service clients in North Bay, San Francisco and the East Bay.

Equalis Financial

Culver City, CA

Specialties: Comprehensive Financial Planning, Values Aligned Investing, Wealth Redistribution, Tax Planning, Employee Benefits, Irregular/Unpredictable Income

We’re a nationwide firm with roots in Los Angeles and Portland, offering values-aligned financial planning and investment management for progressive individuals and families.

EP Wealth Advisors

San Diego, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets

Outlive Financial Planning

San Diego, CA

Specialties: Comprehensive Financial Planning, Longevity & Healthspan Planning, Investment Management, Tax Planning Strategy, Estate Planning, Education Planning, Bitcoin & Digital Asset Strategy, Real Estate Investing Decisions, Military Transition Planning, Early Financial Independence, Equity Compensation & RSU Planning

A fee-only fiduciary financial planner integrating healthspan, longevity science, Bitcoin, and macroeconomic awareness into comprehensive financial planning for high-income millennials.

CRAFTED Wealth

Venice, CA

Specialties: Comprehensive Financial Planning, Tax Aware Investment Management and Service, Tax Planning, Investment Analysis, Planning, and Advice, Retirement Income Planning, Estate Plan Review, Advice, Document Creation

For over 10 years, Gabe has worked with client families looking to simplify their financial life. Working with households between $3–30M, Gabe typically works on multigenerational planning, retirement preparation, and complex tax situations.

Goodstein Wealth Management LLC

Encino, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Portfolio Management, Education Planning, Tax Planning, Estate Planning

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

Strivent Financial

Mission Viejo, CA

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

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

EP Wealth Advisors

Lafayette, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets

Savant Wealth Management

Los Gatos, CA

Specialties: Comprehensive Wealth Management, Estate Planning & Wealth Transfer, Accounting & Consulting Services, Investment Management, Tax Planning, Advisory & Preparation, Company Retirement Plans, Financial Planning, Trust Services, Retirement Income Planning, Retirement Plan Rollovers

Savant Wealth Management is a fee-only wealth management firm serving financially established individuals, trusts, retirement plans, and non-profits.

Three Oaks Wealth

Gold River, CA

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

Fee-Only Financial Planner serving clients in Sacramento, CA, Portland, OR and across the country.

Modern Family Finance

Mountain View, 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 throughout the San Francisco Bay Area and across the world.

Digital Wealth, LLC

Los Angeles, CA

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

We help tech professionals manage their money so they can live the life they want. Based in Los Angeles and serving clients across the country.

Savant Wealth Management

Los Gatos, CA

Specialties: Comprehensive Wealth Management, Equity Compensation Planning, Concentrated Stock Position Management, Stock Options & RSU Strategies, Liquidity Event Planning, Accounting & Consulting Services, Tax Planning, Advisory & Preparation, Financial Planning, Retirement Income Planning, Estate Planning & Wealth Transfer, Investment Management, Company Retirement Plans, Trust Services, Retirement Plan Rollovers

Savant Wealth Management is a fee-only wealth management firm serving financially established individuals, trusts, retirement plans, and non-profits.

PortSalus Wealth Management

Mission Viejo, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Estate Planning, IRA Tax Planning, Roth Conversion, Risk Managed Tactical Investment Strategy

Financial Health, Security, Prosperity & Well-being for Your Retirement. Navigating Your Way Through the Sea of Financial Confusion.

EP Wealth Advisors

San Diego, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets

My Portfolio Guide, LLC

Seal Beach, CA

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

Fee-Only, Certified Financial Planner, CFP®, located in Seal Beach, CA, serving Orange County and clients across the country

EP Wealth Advisors

San Diego, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets

Rooney Wealth Management LLC

Sacramento, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Pensions, 403(b)s, and 457 Plans, Employee Benefits Optimization, Tax Planning, Education Funding Strategies, Insurance Reviews

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

Parallel Wealth Management

Redding, CA

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

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

Bridge The Gap Retirement Planners LLC

Simi Valley, CA

Specialties: Detailed Financial Planning, Retirement Income Planning, Investment Management, Comprehensive Tax Planning, Social Security Decisions, Estate Planning

Retirement Planner and Fiduciary, located in Phoenix, AZ serving retirees and near retirees both locally and across the country. Specializing in retirement planning, comprehensive tax planning, and portfolio management.

Retirement Roadmap Financial Planning

San Diego, CA

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

Flat-Fee | We help people approaching retirement leave the workforce with confidence through comprehensive financial planning.

Marim Wealth Planning, LLC

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 San Mateo, Silicon Valley & San Francisco, CA areas.

Slalom Wealth Management

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

Peak Financial Planning

Canoga Park, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Social Security + Medicare

I work with individuals and couples nationwide to help you navigate the Retirement Risk Zone. We build models that help you optimize your retirement income, create spending flexibility in retirement, and help you understand your financial weaknesses.

EP Wealth Advisors

Torrance, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets

McIntosh Capital Advisors, Inc.

Los Angeles, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Cash Management & Budgeting, Personal Goal Planning

It’s not about us. It’s about you. When you work with McIntosh Capital Advisors, our sole focus is on you. Los Angeles, CA, serving clients locally and across the country.

Natural Bridges Financial Advisors

Santa Cruz, CA

Specialties: Comprehensive Financial Planning, Investment Management, Retirement Income Planning, College Education Planning, Tax Planning and Preparation, Charitable Giving, Employer Stock Diversification

As comprehensive financial planners, we handle everything in your life with a dollar sign. Located in Santa Cruz, CA and Serving Clients Nationwide.

Shorepine Wealth Management, LLC

Tiburon, CA

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

At Shorepine Wealth Management we create comprehensive financial plans for our clients that act as the foundation of your asset allocation strategy. We then take it a step further by providing in-house institutional-level money management to help guide your portfolio towards successful outcomes.

Seawise Financial

Cardiff by the Sea, CA

Specialties: Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Equity Recipients (RSU/ESPP)

Seawise Financial is a financial planner located in Encinitas, CA. We act as a financial advisor to both San Diego residents and clients around the country providing retirement planning, investment management, and tax advice. We work on a fiduciary, fee-only basis.

EP Wealth Advisors

Los Angeles, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets

Falcon Wealth Planning, Inc.

Fresno, CA

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

Falcon Wealth Planning: Tax-Centric Wealth Management Designed to Help You Keep More of What You Earn. We Build, Manage, and Protect Your Legacy Through Every Stage of Life.

Aspire Planning Associates

Cupertino, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Executive Compensation, Estate and Philanthropic Planning, Tax Planning, Education Planning, Insurance and Risk Management, Debt Management, Rental and Vacation Property

Fee-Only Financial Planners with offices located in the Greater Bay Area: Cupertino, San Mateo & Walnut Creek, CA

Apella Wealth

Davis, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Planning, Tax Planning, College Education Planning, Equity Compensation Planning, Trust Administration, Tax Preparation, Insurance/Risk Management Analysis

Fee Only Financial Planner with Offices in Davis, CA and serving clients everywhere!

EP Wealth Advisors

Irvine, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets

Wealth In Yourself

South Lake Tahoe, CA

Specialties: Comprehensive Financial Planning, Financial Life Planning, Behavioral Coaching, Advanced Tax Planning, Real Estate Strategy, Business Benefit Optimization & Exit Planning

We help first-generation entrepreneurs and real estate investors design their ideal life and take control of their time and money

EP Wealth Advisors

Torrance, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets

EP Wealth Advisors

Irvine, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets

Apella Wealth

Berkeley, CA

Specialties: Holistic Financial Planning, Retirement Income Planning, Socially Responsible Investing (SRI) , Investment Management, Tax Planning, Small Business Retirement Plans

Headquartered in Marin County with additional offices in Berkeley and San Francisco. We service clients in North Bay, San Francisco and the East Bay.

DePaolo & May Strategic Wealth

Irvine, CA

Specialties: Comprehensive Financial Planning, Investment Management, Tax Strategy, Estate Planning, Retirement Income Planning, Social Security Analysis

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

Pathview Wealth Advisors

San Diego, CA

Specialties: Tax Planning and Preparation, Comprehensive Financial Planning, Retirement Income Planning, Wealth Management, College Education Planning, Estate Planning, Charitable Giving, Employee Benefits, Stock Options, Insurance Needs and Analysis

Tax‑First Wealth Management | An independent, fee‑only fiduciary firm built around integrated tax and financial planning. Located in San Diego. Serving clients nationwide.

Griffin Black, LLC

Redwood City, CA

Specialties: Comprehensive Financial Planning, MId-Career Financial Independence, US-India Cross-Border Wealth, Business Transition Planning, Retirement Income Planning, Investment Management, Tax Planning, College Funding Planning

We serve tech & bio-tech executives & professionals in the Bay Area & beyond, including mid-career clients who wish to embark on financial independence. We also uniquely serve the Indian-American community in the US and Americans residing in India.

EP Wealth Advisors

Berkeley, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets

Falcon Wealth Planning, Inc.

San Diego, CA

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

Falcon Wealth Planning: Tax-Centric Wealth Management Designed to Help You Keep More of What You Earn. We Build, Manage, and Protect Your Legacy Through Every Stage of Life.

Babylon Wealth Management

San Francisco, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Estate and Legacy Planning, Stock Option Planning, Charitable Giving, Tax Advisory, Impact Investing

Babylon Wealth Management is a fee-only financial advisor serving busy professionals and families in San Francisco Bay Area and nationally.

Safe Landing Financial

Culver City, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Social Security Optimization, Estate Planning

Flat-fee comprehensive financial planning for professionals and pre-retirees pursuing a work-optional lifestyle. Based in Plano, TX and serving clients nationwide virtually. Tax-efficient strategies. Smart investing. Financial clarity.

Falcon Wealth Planning, Inc.

Fresno, CA

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

Falcon Wealth Planning: Tax-Centric Wealth Management Designed to Help You Keep More of What You Earn. We Build, Manage, and Protect Your Legacy Through Every Stage of Life.

EP Wealth Advisors

Torrance, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets

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.

Fade In Financial

Burbank, CA

Specialties: Comprehensive Financial Planning, Incorporating Yourself, Investment Management, Financial Independence, Risk Management, Tax Planning

Helping those in the Entertainment Industry have long-lasting, sustainable careers. By focusing on such areas as investments, personal budget, tax planning, creating a Loan-Out company, and retirement, I can help your career feel less unpredictable.

Sunnybranch Wealth

San Francisco, CA

Specialties: Understanding the Inheritance Process, Navigating an Estate Settlement, Planning for a Future Inheritance, Inheritance from a Trust, Comprehensive Financial Planning, Values Aligned Investing

As a CERTIFIED FINANCIAL PLANNER™ & Wealth Manager, I help inheritors unlock the potential of their legacy, drive social change through investing, and answer the big question - “what can I do with my money?”

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.

EP Wealth Advisors

Irvine, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets

EP Wealth Advisors

Los Angeles, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets

Define Financial

San Diego, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Mitigating Taxes, Maximizing Investment Returns, Optimizing Insurance Policies

Fee-Only Financial Planner for San Diego Professionals Transitioning Into Retirement

Eclectic Associates, Inc.

Fullerton, CA

Specialties: Comprehensive Financial Planning, Retirement Planning, Investment Management, Education Funding, Tax Strategies, Insurance Evaluation, Estate & Charitable Planning, Company Retirement Plans

Fee-Only Financial Planning to Help You Feel Confident About Your Money and Your Future

EP Wealth Advisors

Valencia, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets

Refresh Investments LLC

Santa Monica, CA

Specialties: Retirement Income Planning, Investment Strategy & Management, Legacy Planning, Tax Planning, Equity Compensation, Estate & Generational Planning Issues, Stock Options Review, Alternative Investment Strategies, Sophisticated Investing

A fee-only fiduciary financial services firm focused on women and families. We offer a virtual family office service that grows your wealth with a sound investing and tax plan and protects your wealth with appropriate risk management strategies.

EP Wealth Advisors

San Luis Obispo, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets

EP Wealth Advisors

Walnut Creek, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets

Natural Bridges Financial Advisors

Santa Cruz, CA

Specialties: Comprehensive Financial Planning, Investment Management, Retirement Income Planning, College Education Planning, Tax Planning and Preparation, Charitable Giving, Employer Stock Diversification

As comprehensive financial planners, we handle everything in your life with a dollar sign. Located in Santa Cruz, CA and Serving Clients Nationwide.

Tempus Pecunia

San Diego, CA

Specialties: Comprehensive Financial Planning, Life 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

Kruse Financial Strategy

Petaluma, CA

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

Fee-Only financial planner located in Petaluma, CA, serving clients locally and across the country. Business hours Tuesday - Saturday.

Good Balance Financial Planning LLC

Los Angeles, CA

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

Fee-Only financial planner serving professional women throughout the Los Angeles, CA area and across the country.

EP Wealth Advisors

Walnut Creek, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets

Guttman Financial Planning

Santa Monica, CA

Specialties: Comprehensive Financial Planning, Investment Management, Retirement Income Planning, Social Security Strategies, Education Funding Planning, Budgeting, Tax Planning

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

Eden Financial

Aliso Viejo, CA

Specialties: Comprehensive Financial Planning, Investment Management, College Education Planning, Tax Optimization, Work Optional, Financial Coaching, Behavioral Finance, Financial Goal Setting, Budget Spending Plan, Investment Recommendations, Business Succession Planning, Employee benefit, Choosing the right kinds of insurance, Estate planning guidance, Student Loans Strategy, Major Purchase, Debt Reduction Strategies

I help ambitious professionals stressed about their financial world who want to put their finances in order, so they can set it and forget it, knowing their investments are appropriate to their lifestyle and risk tolerance.

Attune Financial Planning

San Rafael, CA

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

EP Wealth Advisors

Walnut Creek, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets

EP Wealth Advisors

Torrance, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets

Portfolio Advisors

Fresno, CA

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

Serving Families And Individuals, One Unique Story At A Time. We proudly serve families throughout Fresno, CA and the Central Valley, as well as across the country.

Equalis Financial

Culver City, CA

Specialties: Equity Compensation, Comprehensive Financial Planning, Values Aligned Investing, Tax Planning, Employee Benefits, Irregular/Unpredictable Income

Helping progressive tech professionals and their families turn equity into optionality. I create values-aligned plans that convert RSUs, ISOs, and complex taxes into real financial freedom.

Brooks Wealth Management

Westlake Village, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Equity Compensation & Stock Option Planning

Fee-Only Financial Planner Helping High Earners Make Smarter Decisions With Equity Comp, Taxes & Investing

Savant Wealth Management

Fullerton, CA

Specialties: Comprehensive Wealth Management, Estate Planning & Wealth Transfer, Accounting & Consulting Services, Investment Management, Tax Planning, Advisory & Preparation, Company Retirement Plans, Financial Planning, Trust Services, Retirement Income Planning, Retirement Plan Rollovers

Savant Wealth Management is a fee-only wealth management firm serving financially established individuals, trusts, retirement plans, and non-profits.

Birchwood Capital

Carlsbad, CA

Specialties: Investment Management, Tax Planning, Raising successful and grounded children/grandchildren, Private foundations/Donor advised funds/Gifting appreciated stock, Private investment evaluation, Tax efficient accumulation and withdrawal strategies, Roth conversion, RMDs, and Qualified Charitable Distributions, Gain & loss harvesting, Asset location optimizing

Flat-fee wealth management for families with $5M-25M. One transparent fee. No AUM. No hidden incentives.

EP Wealth Advisors

San Diego, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets

Meritage Wealth Management

Carlsbad, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Social Security Planning, Roth Conversion Strategies, Net Unrealized Appreciation Strategies, Qualified Charitable Distribution Strategies, 401(k) Rollover Planning, Pension vs Lump Sum Analysis, Asset Division After a Divorce, Reinvestment of an Inheritance

Clarity. Peace of mind. Confidence. Together, we'll protect your wealth, minimize lifetime taxes, & secure your legacy—ensuring that everything you've worked so hard for is simplified, organized, & thoughtfully planned, so you can fully embrace life.

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 Cupertino, CA, established in 2005.

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

EP Wealth Advisors

Torrance, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets

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.

Candent Capital, LLC

San Francisco, CA

Specialties: Comprehensive Financial Planning, Investment Management & Advice, Retirement Savings & Income Planning, College & Education Planning, Tax Planning, Debt Financing & Management Strategies, Stock Compensation & Employee Benefits, Real Estate Investment Coaching, Charitable Giving, Estate Planning

Fee-Only, virtual financial planning practice located in San Francisco, CA, serving clients locally and nationwide

Envision Financial Planning

San Francisco, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Personal Budgeting and Cash Flow, Risk Management, Estate Planning

Our mission is to empower busy professionals and their families to achieve their future financial goals. I am a fee-only planner based in San Francisco, CA, serving clients locally and nationwide

EP Wealth Advisors

Torrance, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets

Collabria Capital, Inc.

San Ramon, CA

Specialties: Comprehensive Financial Planning, Investment Management, Retirement/Income Planning, Tax Planning, Equity Compensation Planning (RSUs, ESPPs, Stock Options), Subscription Based Financial Planning

Fee-only, fiduciary financial planning for mid-career professionals and dual-income families in the San Ramon East-Bay Area. We’ll help you to Reduce Taxes & Retire Confidently.

SAS Financial Advisors, 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

Rothman Investment Management

Atascadero, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Financial Coaching, Investment Management, DSTs (Delaware Statutory Trust), Philanthropy Planning

Build, protect and focus your wealth to live your best life. Fee-Only financial planner located in Atascadero, CA, serving clients locally and across the country

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

EP Wealth Advisors

Torrance, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets

EP Wealth Advisors

San Diego, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets

EP Wealth Advisors

Walnut Creek, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets

Intentional Wealth Partners

Los Gatos, CA

Specialties: Comprehensive Financial Planning, Investment Management, Retirement Income Planning, Divorce Financial Planning, Building Wealth, Financial Planning for Business Owners

At Intentional Wealth Partners, we’re not just financial advisors. We’re the people who help you think things through, talk things out, and stay steady when life gets complicated.

Parkshore Wealth Management

Folsom, CA

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

Financial Planning to Help You Enjoy Today and Stop Worrying About Tomorrow - Offices in Granite Bay, CA | Folsom, CA | Lehi, UT | Logan, UT

EP Wealth Advisors

San Luis Obispo, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets

Insight Personal Finance

San Francisco, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Climate Smart Real Estate Planning, Business & Self-Employment Planning, Tax Planning, Estate Planning Review, Insurance Planning

Climate-smart financial planning for professionals, families, and entrepreneurs. As fee-only, fiduciary financial advisors, we’ll help you navigate an uncertain world with confidence.

Convey Wealth Management

Burbank, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, ESG Investing, Proactive Tax Strategy, Estate and Trust Planning, Risk Management & Insurance

Personalized tax-smart financial planning and wealth management by experienced and accessible advisors.

Bluepoint Wealth Advisors

Irvine, CA

Specialties: Retirement Income Planning, Investment Management, Tax Planning, Low-tax Investing, Vanguard Investment Philosophy, Tax-efficient income strategies

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

EP Wealth Advisors

Torrance, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets

Platt Wealth Management

San Diego, CA

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

Platt Wealth Management proudly serves individuals and families in San Diego and beyond, offering a deeply personalized approach to financial success.

Monroe Wealth Management

San Francisco, CA

Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning, Stock Options

We speak tech. From RSUs and stock options to early retirement, Monroe Wealth Management delivers fee-only, fiduciary planning built exclusively for technology professionals

Wolfpack Wealth Management

Los Angeles, CA

Specialties: Ongoing Financial Planning, Hourly Financial Planning (Project-Based), Hourly Financial Consultations (For DIYers), Complete Financial Plan Creation, Retirement Income Planning, Investment Management, Cash Flow & Debt Management, College Education Planning, Real Estate Valuation & Cash Flow Analysis, Tax Planning/Optimization Strategies

Fee-only fiduciary financial planner offering a flat-fee model for personalized financial planning and wealth management in Los Angeles and Denver, available virtually nationwide.

Modern Money Management

San Diego, CA

Specialties: Comprehensive Financial Planning, Investment Management, Tax Optimized Savings Strategies, Retirement Income Planning, Tax Planning

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

EP Wealth Advisors

San Diego, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets

Chrysadia Financial

Newark, CA

Specialties: Equity Compensation - RSUs, Stock Options, ESPPs, Company Stock, Comprehensive Financial Planning, Investment Management, College Education Planning, Tax Planning, Institutional Investment Consulting

Fee-Only financial planner serving mid-career women in tech.

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

Lee Financial Group LLC

Ladera Ranch, CA

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

Fiduciary financial advice for medical professionals and their families. We focus on your financial health so that you can focus on the health of others. Serving Orange County, CA, and clients across the country.

Tamarind Financial Planning

Palo Alto, CA

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

For over a decade, Ariadne Horstman, CFP®, has been using her financial planning skills, training, and experience to help families and individuals make effective choices for their financial lives.

Di Bello Financial

La Jolla, CA

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

Providing tax-smart wealth management through customized investment portfolios, proactive tax planning, retirement planning, and comprehensive financial planning. CPA/PFS & CFP®.

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

Pathview Wealth Advisors

San Diego, CA

Specialties: Tax Planning and Preparation, Comprehensive Financial Planning, Retirement Income Planning, Wealth Management, College Education Planning, Estate Planning, Charitable Giving, Employee Benefits, Stock Options, Insurance Needs and Analysis

Tax‑First Wealth Management | An independent, fee‑only fiduciary firm built around integrated tax and financial planning. Located in San Diego. Serving clients nationwide.

Endeavor Financial Planning

Sacramento, CA

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

Fee-only Financial Planner serving clients in the Sacramento region and across the country.

EP Wealth Advisors

Irvine, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets

Gasber Financial Advisors, Inc.

Folsom, CA

Specialties: Personal Financial Planning, Retirement Income Planning, College Education Planning, Low Cost Evidence Based Investment Management, Tax Aware Investment Management, Sustainability Investing

Fee-Only Financial Advisor Serving the Sacramento, CA Area

marrick wealth

Irvine, CA

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

Our team specializes in helping you craft a personalized, tax-smart plan to transform your aspirations into reality. Located in Orange County (Irvine, CA ), serving clients locally and across the country.

Worthique LLC

Pleasanton, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Cash Flow & Budget Planning, College Education Planning, Tax Planning, Estate Planning, Equity Compensation

Fee only financial planning for women and their families, from building wealth and navigating equity compensation to creating a confident retirement.

Pathview Wealth Advisors

San Diego, CA

Specialties: Tax Planning and Preparation, Comprehensive Financial Planning, Retirement Income Planning, Wealth Management, College Education Planning, Estate Planning, Charitable Giving, Employee Benefits, Stock Options, Insurance Needs and Analysis

Tax‑First Wealth Management | An independent, fee‑only fiduciary firm built around integrated tax and financial planning. Located in San Diego. Serving clients nationwide.

RADIANT Wealth Planning, LLC

Palo Alto, CA

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

RADIANT Wealth Planning, LLC is dedicated to transforming the financial lives of successful, busy professionals. Located in Palo Alto, CA, serving clients locally and across the country.

Tamarind Financial Planning

Palo Alto, CA

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

Fee-Only financial life planner located in Palo Alto, CA, specialized in serving the unique needs of families in the San Francisco Bay Area and Silicon Valley.

Schneider Wealth Management

Palo Alto, CA

Specialties: Employee Stock - ISO, NQ, RSU's, Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning

Helping tech professionals make confident decisions about equity, retirement, and what’s next. 27+ years of data-driven, human-centered planning for engineers, executives, and founders navigating complex financial lives.

Fernandez Financial Advisory

Los Alamitos, CA

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

Fee-Only Financial Advisor located in Los Alamitos, CA and serving the entire Orange County and Los Angeles, CA area.

CoPlanning Financial

Irvine, CA

Specialties: Retirement Income Planning, Investment Management, Tax Planning, Comprehensive Financial Planning, Long Term Care Insurance Planning, Estate Planning

We offer ongoing service on tax focused financial planning and flat fee investment management far below 1% for accounts above $1M. Our client base is about 2/3 Asian Americans and 1/3 non-Asian. Jason Co, CFP® is fluent in Cantonese and Mandarin.

Wonder Wealth LLC

San Diego, CA

Specialties: Comprehensive Financial Planning, Cash Flow Planning, Rent/Buy Decisions, Investment Management, Travel Hacking with Credit Cards, FIRE (Early Retirement), College Education Planning, Real Estate & Passive Income, Reframing Psychology Around Money

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

Inspiration Financial Planning

Carlsbad, CA

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

Are you a professional woman 40+? It’s time to work with an expert to get your finances in order, and off your list of things to do. Serving clients locally and across the country.

Swad Wealth Management, LLC

Santa Rosa, CA

Specialties: Planning Your Retirement, Strategies To Reduce Taxes, Strategies To Improve Your Investments, Strategies To Increase Income in Retirement, Making Sure Your Money Lasts

Retirement Planning for People Age 50+. Fee-Only financial planner located in Santa Rosa, CA, serving clients locally and across the country

Fiscalis Advisory, Inc.

Mission Viejo, CA

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

Fee-Only Financial Advisor and Tax Specialist

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

Three Arch Wealth Management

Irvine, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Strategy, Business Exit Planning, Equity Compensation Planning

We are a full-service, boutique wealth management firm serving families and institutions with $500k+ in investable assets.

EP Wealth Advisors

Torrance, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets

InvestEdge Planning

San Diego, CA

Specialties: Comprehensive Financial Planning, Retirement Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Legacy Planning, Managing Debt, Equity Compensation

Fee-Only Certified Financial Planner™ Delivering Financial and Retirement Planning Solutions to Help You Optimize Wealth, Income, and Tax Savings.

Blankinship & Foster, LLC

Solana Beach, CA

Specialties: Retirement Income Planning, Tax Planning, Charitable Giving, College Education Planning, Concentrated Wealth Positions, Family Wealth Transfers, Comprehensive Financial Planning, Investment Management

As retirement approaches, you're asking: what’s next? Our caring, experienced team will help you retire comfortably and with purpose—focused on your family, your legacy, and the causes that matter most to you.

Wealth Script Advisors

San Francisco, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Equity Compensation, Investment Management, Tax Planning, Real Estate Strategy, Estate Planning

Boutique Wealth Management Handcrafted for People in Tech: maximize your equity, minimize your taxes, optimize your wealth.

Archvest Wealth Advisors

Concord, 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

Branch & Bloom Financial Planning, LLC

Menlo Park, CA

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

Fee-Only financial planner located in the San Francisco Bay Area serving clients locally and across the country. Many of my clients are navigating equity compensation or assessing their retirement planning strategy.

Eclectic Associates, Inc.

Fullerton, CA

Specialties: Comprehensive Financial Planning, Retirement Planning, Investment Management, Education Funding, Tax Strategies, Insurance Evaluation, Estate & Charitable Planning, Company Retirement Plans

Fee-Only Financial Planning to Help You Feel Confident About Your Money and Your Future

EP Wealth Advisors

San Diego, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets

San Francisco Wealth Planning LLC

Petaluma, CA

Specialties: IPOs & Liquidity Events, Comprehensive Financial Planning, Equity Compensation, Incentive Stock Option Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner working with technology professionals navigating equity compensation, the exercise and sale of incentive stock options, and IPOs and liquidity events serving clients in San Francisco and the Bay Area.

EP Wealth Advisors

Westlake Village, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets

Filigree 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

Dorsey Wealth Management

Torrance, CA

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

Helping Women Retire To A Life They Love

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

EP Wealth Advisors

Walnut Creek, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets

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

Curtis Financial Planning

Oakland, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax and Estate Planning, Day to Day Financial Management and Budgeting, Risk Management and Insurance Planning, Equity Compensation (e.g., RSUs, stock options) Strategies

Helping Independent Women Thrive Today And Plan For Tomorrow. We want to be your trusted financial partner, so you can focus on the rest of your life.

EP Wealth Advisors

San Luis Obispo, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets

Archer Pointe Wealth Management

Davis, CA

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

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

Pathview Wealth Advisors

San Diego, CA

Specialties: Tax Planning and Preparation, Comprehensive Financial Planning, Retirement Income Planning, Wealth Management, College Education Planning, Estate Planning, Charitable Giving, Employee Benefits, Stock Options, Insurance Needs and Analysis

Tax‑First Wealth Management | An independent, fee‑only fiduciary firm built around integrated tax and financial planning. Located in San Diego. Serving clients nationwide.

First Financial Consulting

Pasadena, CA

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

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

SAS Financial Advisors, 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

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.

Rothman Investment Management

Atascadero, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Financial Coaching, Investment Management, DSTs (Delaware Statutory Trust), Philanthropy Planning

Fee-Only financial advisor located in Sheridan, WY, serving clients locally and across the country

R&R Financial

Temecula, CA

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

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

Ridgeview Financial Planning

Santa Rosa, CA

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

Fee-Only Financial Planner serving Santa Rosa, Sonoma County, and beyond via virtual services.

EP Wealth Advisors

Irvine, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets

Empower Financial

Sunnyvale, CA

Specialties: Comprehensive Financial Planning, Equity Compensation Planning, Tax Planning, Investment Planning, Employee Benefits Optimization, Budgeting, Cash Flow & Debt Management, Retirement Income Planning, Estate Planning, Risk Management/Insurance Review and Planning, Education Funding Planning

As a financial planner with tech background, I am committed to helping tech professionals transform their tech success into lasting wealth and freedom. I specialize in equity compensation, tax planning, alternate investments, and FI planning.

Pure Financial Advisors

Irvine, CA

Specialties: Comprehensive Financial Planning, Retirement Income and Distribution Planning, Cash Flow Anaylsis, Risk Management Consulting, Estate Planning, Tax Planning, Investment Planning, Retirement Workshops and Classes

Experience the Pure Difference. With a focus on financial education and a transparent advisory process, our financial advisors strive to help everyone reach their financial goals.

EP Wealth Advisors

Redwood City, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets

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

EP Wealth Advisors

San Francisco, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets

SAS Financial Advisors, LLC

San Francisco, CA

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

SAS Financial Advisors, LLC is a San Francisco-based Registered Investment Advisory firm providing fee-only financial planning and investment management services to individuals, families, and professionals.

Andrew Marshall Financial, LLC

Carlsbad, CA

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

No AUM fees. You manage your own investments, with my help. Hourly advice. Specializing in retirement and tax-efficient withdrawal planning. Don't ask 'Can I retire?', ask 'How much can I spend, if I retire now?'.

Level Financial Advisors

Glendora, CA

Specialties: Relational Finance, Holistic Financial Planning, Investment Management, Behavioral Finance, Cash Flow Analysis, Retirement Income Planning, College Education Planning, Tax Minimization Strategies

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

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

Eclectic Associates, Inc.

Fullerton, CA

Specialties: Comprehensive Financial Planning, Retirement Planning, Investment Management, Education Funding, Tax Strategies, Insurance Evaluation, Estate & Charitable Planning, Company Retirement Plans

Fee-Only Financial Planning to Help You Feel Confident About Your Money and Your Future

Apella Wealth

Berkeley, CA

Specialties: Holistic Financial Planning, Retirement Income Planning, Social Security Filing Strategy, Tax Planning, Socially Responsible Investing (SRI) , Investment Management

Headquartered in Marin County with additional offices in Berkeley and San Francisco. We service clients in the North Bay, San Francisco and the East Bay.

Traveka Wealth

Los Altos, CA

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

Based in the heart of Silicon Valley, we help technology professionals navigate complex financial challenges including advanced tax planning, equity compensation strategies, and personalized financial planning.

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

EP Wealth Advisors

Berkeley, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets

Bull Oak

Rancho Santa Fe, CA

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

Bull Oak is a fee-only fiduciary financial advisor in San Diego. We bring together financial planning, investment management, tax strategy, tax prep, and filing under one roof and one fee.

Graystone Advisor, LLC

Foster City, CA

Specialties: Employee equity compensation (ISOs, NQSOs, RSUs, ESPP, etc.), Comprehensive Financial Planning, Financial Life Planning, Behavioral Finance and Happiness Research, Real Estate Equity

Fee-Only financial planner located in Foster City, CA, serving clients locally and virtually.

Impact Fiduciary

Pasadena, 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

Silvia McColl Wealth Management

San Diego, CA

Specialties: Comprehensive Financial Planning, Tax & Estate Planning, Retirement Planning, High Net Worth Client Needs, Divorce Planning, Investment Management, College Education Planning

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

EP Wealth Advisors

Lafayette, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets

Keep It Simple Financial Planning

Orange, CA

Specialties: 401(k) Optimization, Tax Efficient Retirement Distribution Planning, Guardrails Optimization, Comprehensive Financial Planning, Retirement Income Planning, Wealth Management, Tax Planning, Investment Advisory Services, Employee Benefits Plans

Keep It Simple Financial Planning is a fiduciary, fee-only firm specializing in retirement planning for individuals and couples approaching retirement. We focus on coordinating spending, income, and tax decisions to support clear, confident decision.

Arcadia Private Wealth LLC

Cardiff by the Sea, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Risk Management and Insurance Planning, Charitable Giving and Gifting Planning, Estate Planning and Beneficiary Coordination

Flat-fee, private wealth management firm located in San Diego, CA, serving clients locally and across the country

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

EP Wealth Advisors

San Luis Obispo, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets

SAS Financial Advisors, LLC

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.

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.

Springwater Wealth Management, LLC

Santa Cruz, CA

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

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

Fiduciary Financial Advisors

Rocklin, CA

Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning, Evaluating Insurance Policies, Pension Claim Strategies, Retirement Planning

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

Fischer Investment Strategies

Westlake Village, CA

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

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

EP Wealth Advisors

San Diego, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets

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

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

AIO Financial

Beverly Hills, CA

Specialties: Comprehensive Financial Planning, Retirement Planning, Investment Management, Socially Responsible Investing, Tax Planning

Fiduciary Fee-Only Financial Planner serving clients in Los Angeles, Tucson, Boulder, Las Vegas, Lake Oswego (Portland), and Issaquah (Seattle). Specializing in retirement planning and Sustainable, Responsible, Impact investing (ESG Investing).

CareGen Wealth Management

San Mateo, CA

Specialties: Women's Financial Planning Issues, Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Optimization Plans, Insurance, Estate Planning and Gifting Legacies, Stock Options and Employee Equity Compensation, Strategies for Funding Early Retirement Lifestyles, Strategies for Funding Late in Life Care

Empowering women with financial means to more strategic financial decisions, for themselves and those they care about. Located in the San Francisco Bay Area, serving clients locally and across the country.

Balance Financial Planning, LLC

Oakland, CA

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

Fee-Only Financial Planner serving the Oakland, CA area.

Sedai Wealth

Irvine, CA

Specialties: Crafting and executing a robust financial plan, Implementation of investments, estate planning, insurance and everything in-between

I'm Jared, a Certified Financial Planner dedicated to assisting individuals in managing and planning their finances effectively, ensuring a secure and prosperous financial future.

Greenlight Financial Planning

Los Angeles, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Strategy, Cross-Border Planning, College Education Planning, Tax Planning, Insurance Analysis, Business Planning

Financial Planning in Los Angeles for women professionals, creatives, & business owners

EP Wealth Advisors

Walnut Creek, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets

Portfolio Advisors

Fresno, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Estate Planning, Charitable Giving, Risk Management

Serving Families And Individuals, One Unique Story At A Time. We proudly serve families throughout Fresno, CA and the Central Valley, as well as across the country.

Gasber Financial Advisors, Inc.

Folsom, CA

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

Located in Folsom, CA, serving clients across the country

MDRN Wealth

Venice , CA

Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning and Preparation, Estate Planning, ACA Subsidy Planning Before Medicare , 72(t) Distributions , Retirement Income Design, Roth Conversions in Early Retirement

Early retirement before 65 requires more than savings. We specialize in tax planning, income strategies, and investment design to help you retire early with confidence before Medicare and Social Security kick in.

Libra Wealth

Los Gatos, CA

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

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

EP Wealth Advisors

Irvine, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets

Modern Assets

Los Angeles, CA

Specialties: Socially Responsible Investing, Impact Investing, Financial Planning, Money Confidence

Modern Assets helps progressive people align their wealth with their values. With values-aligned investing, straightforward fiduciary guidance, and a transparent, empathetic approach, we ensure your wealth mirrors your beliefs.

ImpactFI

San Francisco, CA

Specialties: Equity Compensation Planning, Tax Planning, Comprehensive Financial Planning, Investment Management, Direct Indexing, ESG/SRI/Sustainable Investing, FIRE Planning

Independent, fee-only financial planner and CFP® professional specializing in equity compensation, tax-efficient financial planning, direct indexing and socially conscious investing. Located in San Francisco, CA, serving clients locally and across the country.

EP Wealth Advisors

Torrance, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets

EP Wealth Advisors

Redwood City, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets

Havaplan Financial

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

Cross Border Wealth Advisors

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

Financial Planning Expert for American Expats in Spain. Portfolio management, tax preparation, and financial planning - coordinated across two tax systems by a Certified Financial Planner® and IRS Enrolled Agent.

WINDFALL ADVISORS

Newport Beach, CA

Specialties: Financial Consulting, Wealth Management, Comprehensive Financial Planning, Investment Management, Estate & Legacy Planning, Protecting & Growing Financial Windfalls

AWARD WINNING, Nationally Recognized, Fee-Only Fiduciary, financial advisor and SUDDEN wealth management expert. Specializing with (INHERITANCE, LOTTO WINNERS, BUSINESS OWNER EXITS) Financial, Estate, Legacy Planning and Investment Management

EP Wealth Advisors

San Luis Obispo, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets

Goodstein Wealth Management, LLC

Encino, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Portfolio Management, Education Planning, Tax Planning, Estate Planning

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

Up Capital Management

Roseville, CA

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

A fee-only fiduciary firm, independent and family-owned, handling the full financial life of a family under one roof.

EP Wealth Advisors

San Diego, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets

The Planning Center

Fresno, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Equity Compensation, Tax Planning, Family and Charitable Giving, Insurance & Benefits Review

At The Planning Center, we’ve been guiding individuals and families through all stages of life – growing wealth, building on life’s successes, and thriving in retirement. Serving clients across the country from multiple offices and virtual meetings.

Bridgeview Capital Advisors, Inc.

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

Ad Astra Financial Planning

Santa Rosa, CA

Specialties: Career Breaks, Sabbatical Planning, FIRE, Equity Compensation, Tax Planning, IPO & Liquidity Events, Incentive Stock Optional Planning, Retirement Planning

Flat-fee financial planning for tech professionals with equity compensation in the San Francisco Bay Area and beyond.

EP Wealth Advisors

Walnut Creek, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets

Schultz Financial Group, Inc.

Orange County, CA

Specialties: Financial Planning, Tax Planning, Retirement Income Planning, Investment Management, Cash Flow Planning, Family Office Services for families with > $20 million net worth, Trust & Estate Planning, Risk Management

Fee-Only financial planner located in Reno, NV, serving clients locally and across the country

Waller Financial Coaching

Chico, CA

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

At Waller Financial Coaching, we embrace the energy and determination that defines physically active couples.

Meritage Wealth Advisory

Livermore, CA

Create Your Path

San Diego, CA

Wealth-Source Financial

Oakland, CA

FIT Advisors

Redondo beach, CA

Mountain Vista Wealth Management

Santa Barbara, CA

Financial Alternatives

La Jolla, CA

Lyon Park Advisors, LLC

San Diego, CA

Castellan Financial Advisors

Roseville, CA

Donnelly Investments

West Hollywood, CA

Navigoe, LLC

Redondo Beach, CA

Hamilton Walker Advisers LLC

San Francisco, CA

Fiduciary Benefits Group

San Diego, CA

Brava Financial, LLC

San Diego, CA

Burton Enright Welch

Walnut Creek, CA

Amaral Financial Planning

San Jose, CA

Quantum Financial Advisors, LLC

Manhattan Beach, CA

ACap Asset Management, Inc.

Studio City, CA

David Magnuson, Esq., CFP

Burlingame, CA

Axiom Advisory, LLC

San Diego, CA

Brand New Day Wealth Planning

Los Angeles, CA

Otium Advisory Group

El Segundo, CA

RS Crum Inc.

Newport Beach, CA

The Wealth Conservatory

Livermore, CA

Weil Capital Management

Palo Alto, CA

Aceryx Financial

San Diego, CA

Think Different Financial Planning

Menlo Park, CA

Buchholz Financial Planning

San Diego, CA

AdviceOnly

Murrieta, CA

Arcadian Financial Services

San Diego, CA

Veritas Financial Consulting, LLC

Monrovia, CA

South Bay Financial Partners

Torrance, CA

Sound Investment Management

Newport Beach, CA

North Financial Advisors LLC

San Diego, CA

Lifetime Capital Group, LLC

Burlingame, CA

Encore Wealth Advisors, LLC

Fairfax, CA

NAV Financial

San Francisco, CA

Meridian Wealth Management

Murrieta, CA

Private Financial Management LLC

Orinda, CA

Transformative Wealth Management

Berkeley, CA

Imagine Financial Services

Fallbrook, CA

Investus Financial Planning

Newport Beach, CA

Camriel Advisors

Mount Shasta, CA

Turning Point Planning LLC

Los Angeles, CA

Stone Steps Financial LLC

Encinitas, CA

Zuma Wealth LLC

Malibu, CA

Hesperian Wealth LLC

Folsom, CA

Mana Financial Life Design, LLC

Marina del Rey, CA

HK Financial, Inc.

Cardiff By The Sea, CA

Owl & Ore Wealth Planning

Pleasant Hill, CA

Inspired Financial

Huntington Beach, CA

Citrine Capital

San Francisco, CA

Integris Wealth Management

Monterey, CA

Elite Wealth Management

San Diego, CA

Ventura Advisors

Woodland Hills, CA

Matrix Planning, Inc.

Santa Monica, CA

Coffeehouse Capital LLC

Fresno, CA

Shone Wealth Management

Walnut Creek, CA

Forthright Finances

Thousand Oaks, CA

Willow Creek Wealth Management, Inc.

Sebastopol, CA

Bull Oak

Rancho Santa Fe, CA

395 Financial Planning

Mammoth Lakes, CA

RS Crum Inc.

Newport Beach, CA

Seiler & Associates

Pasadena, CA

Confide Financial Planning & Investments, LLC

Thousand Oaks, CA

Optometry Wealth Advisors LLC

Madera, CA

Cantata Wealth

Petaluma, CA

Moonshot Planning

Anaheim, CA

Navigoe, LLC

Redondo Beach, CA

Stout Capital Management LLC

Encinitas, CA

Strateon Intelligent Wealth

Simi Valley, CA

Portola Creek Capital

San Francisco, CA

MILE Wealth Management

Irvine, CA

Remedios Financial Planning

San Francisco, CA

Weinberger Asset Management

Los Angeles, CA

Lucent Wealth Planning, LLC

Santa Barbara, CA

Willow Creek Wealth Management, Inc.

Sebastopol, CA

Sierra Pacific Private Wealth, LLC

Cupertino, CA

Fallbrook Fi

Clovis, CA

Focused Mission Financial

San Diego, CA

Clearview Financial, Inc.

San Diego, CA

Willow Creek Wealth Management, Inc.

Sebastopol, CA

Quantum Financial Advisors, LLC

Manhattan Beach, CA

Quantum Financial Advisors, LLC

Manhattan Beach, CA

Whalen Financial Planning

Culver City, CA

Fiduciary Benefits Group

San Diego, CA

X and Y Advisors, Inc.

El Segundo, CA

Hermosa Advisors

Hermosa Beach, CA

WorthPointe Financial Planners

Newport Beach, CA

Garner Financial Management

Lafayette, CA

Integris Wealth Management

Monterey, CA

Carpe Diem Financial Life Planning

Ben Lomond, CA

Skylark Wealth, LLC

San Francisco, CA

Retegy LLC

Irvine, CA

Willow Creek Wealth Management, Inc.

Sebastopol, CA

Merrithew & Thorsten

San Diego, CA

Israilov Financial

San Francisco, CA

Abramson Financial Planning, LLC

Burlingame, CA

FlightPath Financial Planning

Del Mar, CA

Quantum Financial Advisors, LLC

Manhattan Beach, CA

BlueSky Wealth Advisors

Pleasanton, CA

Sage Financial Planning, LLC

San Diego, CA

Whisper Financial LLC

Oakland, CA

Plains Coastal

Montecito, CA

Lake Tahoe Wealth Management, Inc.

Folsom, CA

Layari Financial

Fullerton, CA

Westlight Wealth

Santa Monica, CA

Quantum Financial Advisors, LLC

Manhattan Beach, CA

Holzberg Wealth Management

Corte Madera, CA

Willow Creek Wealth Management, Inc.

Sebastopol, CA

HiFi Planning

Long Beach, CA

Legacy Builders Financial

Folsom, CA

Barson Financial Planning

San Mateo, CA

Monterey Private Wealth, Inc.

Monterey, CA

Willow Creek Wealth Management, Inc.

Sebastopol, CA

Lighthouse Financial Services, Inc.

Brea, CA

Spark Financials

Ripon, CA

Sonoma Mountain Financial

Petaluma, CA

Halbert Hargrove

Long Beach, CA

Oak Street Advisory Group, LLC

Laguna Beach, CA

Willow Creek Wealth Management, Inc.

Sebastopol, CA

Axis Capital Management, LLC

Hermosa Beach, CA

Citrine Capital

San Francisco, CA

Elemental Wealth Advisors

San Luis Obispo, CA

Willow Creek Wealth Management, Inc.

Sebastopol, CA

WorthPointe

La Jolla, CA

Willow Creek Wealth Management, Inc.

Sebastopol, CA

Developing Financial

Pacifica, CA

Lake Tahoe Wealth Management, Inc.

Folsom, CA

Clifford Financial Planning, Inc.

Santa Rosa, CA

Achievable Wealth

Vallejo, CA

JPS Global Investments

San Carlos, CA

Quantum Financial Advisors, LLC

Los Angeles, CA

True Worth Financial Planning

Folsom, CA

Taxable Wealth

San Diego, CA

Benningfield Financial Advisors

San Francisco, CA