Fee-Only Financial Advisors in California

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.

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.

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.

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.

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

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.

Inclinevest®

Santa Clara, CA

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

Fiduciary & Fee-Only retirement planning & investment management.

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

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

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.

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

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

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

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

Convey Wealth Management

Sherman Oaks, 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.

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.

Woodson Wealth Management

Reseda, CA

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

Fee-Only financial planner serving clients 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

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

MDRN Wealth

Venice , CA

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

We offer advanced tax planning, investment management, and more. We serve solo business owners, individuals with equity compensation and those preparing to transition to retirement.

Safe Landing Financial

Culver City, CA

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

Financial Planner for tech professionals

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.

Primeros Financial

Los Angeles, 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.

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 in the Central Valley as well as 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

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

EP Wealth Advisors

Lafayette, CA

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

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

Schneider Wealth Management

Woodside, CA

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

Over 26 years CFP™ in Palo Alto & Redwood City providing financial planning & investment management for tech executives & engineers. Clients are smart & savvy professionals in their 30's - 50's+ with a net worth from $5 Million to over $50 Million.

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.

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 financial planner locally serving Los Angeles, CA & Denver, CO areas and available nationwide virtually.

Andrew Marshall Financial, LLC

Carlsbad, CA

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

Hourly financial advice for those approaching retirement or already retired. No ongoing investment management fees. Keep your investments where they are now. Meet in Carlsbad, CA or virtually.

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

Planning Within Reach

San Diego, CA

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

Originally from New Jersey, Linda Rogers services clients throughout San Diego County and nationwide. She leads the design of PWR's investment portfolios which utilize broad, low-cost investments that integrate environmentally, socially, and governance (ESG) factors.

EP Wealth Advisors

Irvine, CA

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

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

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

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

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.

EP Wealth Advisors

Lafayette, CA

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

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

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.

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.

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

Sound Investment Management, LLC

Irvine, CA

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

The mission of Sound Investment Management is to guide our clients through life’s transitions to a more prosperous and peaceful future. Located in Irvine, CA serving clients locally and 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.

Di Bello Financial

Irvine, CA

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

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

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.

Burton Enright Welch

Walnut Creek, CA

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

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

Farther Finance

Newark, CA

Specialties: Comprehensive Financial Planning, Equity Comp (RSU, Options, ESPP) Strategy, Tax Planning, Investment Management, Family Planning (College, Estate)

Fee-Only financial planner located in Fremont, 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.

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.

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.

Burton Enright Welch

Walnut Creek, CA

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

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

Parkshore Wealth Management

Roseville, CA

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

Westlake Village, CA

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

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

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

Financial Connections Group, Inc.

Corte Madera, CA

Specialties: Comprehensive 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 Sonoma, San Francisco and the East Bay.

Financial Connections Group, Inc.

San Francisco, CA

Specialties: Comprehensive 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 Sonoma, San Francisco and the East Bay.

EP Wealth Advisors

Lafayette, CA

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

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

Dorsey Wealth Management

Torrance, CA

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

Helping Women Retire To A Life They Love

EP Wealth Advisors

San Diego, CA

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

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

EP Wealth Advisors

Torrance, CA

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

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

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

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.

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

WealthBuilders LLC

Carlsbad, CA

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

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

SC Capital Advisors

Rancho Mirage, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax and Estate Planning, Business Succession Planning, Philanthropy

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

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

Bridge The Gap Retirement Planners LLC

Simi Valley, CA

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

Retirement Focused financial planner located in Simi Valley, CA, serving clients locally, in Phoenix, AZ, and across the country

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

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

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

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

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

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

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

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

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

The Family Firm

San Diego, CA

Specialties: Comprehensive Financial Planning, Tax Planning, Retirement Income Planning, Divorce Financial Analysis, Empowering Women around Wealth, Intentional and Aligned Spending, Approachable and Inclusive Financial Conversations

Fee-Only financial planner located in San Diego, 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

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!

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

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

EP Wealth Advisors

Berkeley, CA

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

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

Hermosa Advisors

Hermosa Beach, CA

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

Helping time-stressed professionals navigate “The Complicated Years”. We serve clients nationally from Hermosa Beach, CA

Equalis Financial

Los Angeles, CA

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

Equalis Financial is an independent fee-only firm based in Los Angeles & Portland (OR) specializing in financial planning, investment management, and tax & business management services. We are here to balance the financial playing field by ensuring equal access to our services.

EP Wealth Advisors

Los Angeles, CA

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

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

EP Wealth Advisors

San Diego, CA

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

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

Upbeat Wealth

Los Angeles, CA

Specialties: Comprehensive Financial Planning, Commingling Finances, Family Planning, Tax Planning, Liquidity Events, Real Estate Investing

We partner with driven young families through life’s milestones, aligning money with purpose. Offices in New Orleans, LA, and Los Angeles, CA serving clients locally and across the country.

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

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

EP Wealth Advisors

Westlake Village, CA

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

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

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.

CoPlanning Financial

San Francisco, CA

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

We offer one time plans and ongoing service on tax focused financial planning and low cost investment management far below 1% for accounts above $1M. Jason Co, CFP® primarily works with Asian Americans and is fluent in Cantonese and Mandarin.

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

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.

EP Wealth Advisors

Torrance, CA

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

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

Goodstein Wealth Management LLC

Encino, CA

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

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

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.

EP Wealth Advisors

Redwood City, CA

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

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

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

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

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

Los Angeles, CA

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

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

Owl & Ore Wealth Planning

Pleasant Hill, CA

Specialties: Comprehensive Financial Planning, Equity Compensation Packages, Tax Efficiency Planning, College Education Planning, Generational Wealth Planning, Retirement and Income Planning

Fee-Only financial planner located in Pleasant Hill, CA. Specializing in Employee Equity Compensation Income (ISO, ESPP, RSU, etc). I can help you with; exercise and sell strategies, increasing income, minimizing tax liability and funding goals.

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.

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.

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

We provide tax-centric wealth management solutions that maximize value for you by viewing your full financial picture through the expert eyes of CPAs and CFPs.

EP Wealth Advisors

Torrance, CA

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

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

Ballast Point Financial Planning

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 Burlingame, CA and serving the San Francisco/Bay Area region and clients nationwide

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

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.

EP Wealth Advisors

Torrance, CA

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

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

Chicago Partners Wealth Advisors

Berkeley, CA

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

Fee only investment and financial advisor based in Chicago, IL with a second location in Princeville, HI. We work with high net worth clients across the nation.

EP Wealth Advisors

Walnut Creek, CA

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

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

Archer Pointe Wealth Management

Sacramento, 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

Babylon Wealth Management

Walnut Creek, 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.

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

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

EP Wealth Advisors

Torrance, CA

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

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

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 Diego, CA

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

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

AdviceOnly

Murrieta, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Death of a loved one

I help people with trust issues (not just the legal kind)

Expat Financial Planning Inc

San Diego, CA

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

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

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

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

Torrance, CA

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

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

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

We provide tax-centric wealth management solutions that maximize value for you by viewing your full financial picture through the expert eyes of CPAs and CFPs.

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

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).

Parkshore Wealth Management

Roseville, CA

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

Irvine, CA

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

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

Blankinship & Foster, LLC

Solana Beach, CA

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

Fee-Only Financial Advisor located in Solana Beach and serving the entire San Diego / Carlsbad, CA area

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.

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

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

Aspire Planning Associates

Walnut Creek, 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

Confide Financial Planning & Investments, LLC

Thousand Oaks, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Estate Planning and Wealth Transfers, Equity Compensation, Charitable Giving, Cash Flow and Debt Management

Full-service financial planning and investment management for families, professionals, and retirees. Located in Thousand Oaks, CA, serving clients locally and across the country

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.

Falcon Wealth Planning, Inc.

Ontario, CA

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

Fee-Only Financial Planner serving the Los Angeles region with headquarters in Ontario, CA, and additional offices in Irvine, Torrance, Pasadena, Temecula, Palm Desert, Fresno, and San Jose.

SAS Financial Advisors

San Francisco, CA

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

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

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.

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

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

Helping professional women, retirees, and 1st generation wealth builders near the City of Orange in Orange County, CA and across the country in 30+ states. Jason specializes in tax focused financial planning and wealth management.

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.

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

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

We provide tax-centric wealth management solutions that maximize value for you by viewing your full financial picture through the expert eyes of CPAs and CFPs.

Parkworth Wealth Management, Inc.

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, helping executives and professionals live their best financial life.

EP Wealth Advisors

Walnut Creek, CA

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

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

Envision Financial Planning

San Francisco, CA

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

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

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

San Diego, CA

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

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

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

We provide tax-centric wealth management solutions that maximize value for you by viewing your full financial picture through the expert eyes of CPAs and CFPs.

Natural Bridges Financial Advisors

Santa Cruz, CA

Specialties: Getting Ready for Retirement, Managing Your Investments, Avoiding Big Mistakes, Saving You Money on Taxes, Looking Ahead to the Future, Outside Referrals to Professionals

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

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

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

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

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

EP Wealth Advisors

Walnut Creek, CA

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

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

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.

Natural Bridges Financial Advisors

Santa Cruz, CA

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

Fee-Only financial planner located in Santa Cruz, CA and Serving Clients Nationwide

Loomis Financial Consulting

Glendora, CA

Specialties: Relational Finance, Comprehensive Financial Planning, Investment Management, Behavioral Finance, Cash Flow Analysis, Retirement Income Planning, College Education Planning

Fee-Only financial planner located in Glendora, CA, serving clients throughout southern California 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

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

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

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

BlueSky Wealth Advisors

Pleasanton, CA

Specialties: Comprehensive Financial Planning, Personal CFO Services, Tax Planning and Preparation, Retirement Income Planning, Investment Management, Charitable Giving, Estate Planning

Through our highly personalized blend of investment management and financial planning, we help disciplined savers win the tax game, make work optional, and create a legacy they love.

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.

EP Wealth Advisors

Redwood City, CA

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

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

EP Wealth Advisors

Redwood City, CA

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

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

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

Blankinship & Foster, LLC

Solana Beach, CA

Specialties: Comprehensive Financial Planning, Investment Advice with Ongoing Management, Retirement Income Planning, Investment Management, Executive Benefits Planning

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

EP Wealth Advisors

Walnut Creek, CA

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

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

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.

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

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

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

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 in the Central Valley as well as across the country.

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 dynamic women and couples throughout the Los Angeles, CA area, and across the country.

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.

Crafted Wealth Management

Venice, CA

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

Fee-Only Financial Planner Located in Venice, CA and Serving the Entire Westside of Los Angeles and Santa Monica Area

EP Wealth Advisors

Torrance, CA

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

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

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

I am a San Ramon | Bay Area Fee-Only Financial Advisor‍‍ Helping mid-late career professionals manage wealth, plan for retirement, and prioritize family finances through personalized strategies that secure your vision for the future.

Michael Garber Financial Planning

San Jose, CA

Specialties: Comprehensive Financial Planning, Tax Planning, Equity Compensation Guidance, Investment Management, Retirement Income Planning

Fee-Only financial planner located in San Jose, CA, established in 2005.

Build a Better Financial Future LLC

Pasadena, CA

Specialties: Financial Planning, Investment Management, Retirement Planning, Tax Planning, Se Habla Español

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

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

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

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

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

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

Sensible Financial Planning

San Diego, CA

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

Fee-Only financial planner located in Waltham, MA, 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

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

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.

Falcon Wealth Planning, Inc.

Ontario, 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

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

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.

Kruse Financial Strategy

Petaluma, CA

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

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

Factor Financial

Sacramento, CA

Specialties: Retirement Income Planning, Investment Management, Tax Planning, Healthcare Planning, Retirement Planning, Cash Flow Planning, Life Planning, Comprehensive Financial Planning

Tax-smart retirement planning for travel-loving early retirees.

MainStreet Financial Planning

Westlake Village, CA

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

Fee-Only financial planner located in Westlake Village, 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

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

McPeake & Company LLC

Walnut Creek, CA

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

CERTIFIED FINANCIAL PLANNER™ working with people going through major life transitions – changing careers, retiring or regaining their financial foooting.

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

Fee-Only financial planner serving clients in the San Francisco Bay Area and across the country. CareGen provides financial guidance for multigenerational wealth.

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

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.

Patricia Heaton Parker, CFP®

Orange, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Second Marriage Money, Philanthropic Planning, Estate Planning

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

Platt Wealth Management

San Diego, CA

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

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

EP Wealth Advisors

San Diego, CA

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

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

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

Torrance, CA

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

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

Modern Family Finance

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 throughout the San Francisco Bay Area and across the world.

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

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

EP Wealth Advisors

Valencia, CA

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

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

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.

EP Wealth Advisors

San Diego, CA

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

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

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

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.

EP Wealth Advisors

Torrance, CA

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

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

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 affluent clients and successful young families in Southern California and nationwide

EP Wealth Advisors

Newport Beach, CA

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

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

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

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

EP Wealth Advisors

Lafayette, CA

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

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

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

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.

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

We provide tax-centric wealth management solutions that maximize value for you by viewing your full financial picture through the expert eyes of CPAs and CFPs.

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.

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

Turning Point Planning LLC

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 therapists locally and across the country

Layari Financial

Fullerton, CA

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

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

ACap Asset Management, Inc.

Studio City, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investments & Asset Management, College & Education Planning, Estate Planning, Tax Planning & Preparation, Accounting and Business Tax Planning, 401K & Pension Plans

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

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 serving individuals and families locally and virtually 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

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

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

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

EP Wealth Advisors

Torrance, CA

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

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

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

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.

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.

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.

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

EP Wealth Advisors

San Diego, CA

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

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

Financial Connections Group, Inc.

Larkspur, CA

Specialties: Comprehensive 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 Sonoma, San Francisco and the East Bay.

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

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

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

Walnut Creek, CA

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

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

EP Wealth Advisors

Walnut Creek, CA

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

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

Ballast Point Financial Planning, LLC

Burlingame, CA

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

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

SAS Financial Advisors

San Francisco, CA

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

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

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

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 planner located in Atascadero, 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 serving the South Orange County, CA area.

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

Berkeley, CA

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

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

EP Wealth Advisors

Torrance, CA

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

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

Gary Cook Financial Planning

Santa Barbara, CA

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

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

MainStreet Financial Planning

Los Gatos, CA

Specialties: Comprehensive Financial Planning, Retirement Planning, Investment Planning, Retirement Income Planning, Tax Planning, Woman’s Financial Planning Issues, Insurance Planning, Estate Planning, Divorce Financial Planning

Fee-Only financial planner located in San Jose, 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.

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

Valencia, CA

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

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

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

We provide tax-centric wealth management solutions that maximize value for you by viewing your full financial picture through the expert eyes of CPAs and CFPs.

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.

EP Wealth Advisors

San Diego, CA

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

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

EP Wealth Advisors

San Diego, CA

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

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

Tamarind Financial Planning

Palo Alto, CA

Specialties: Comprehensive Financial Planning, Socially Responsible Portfolios, International Planning & Advice, Retirement Income 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.

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.

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.

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

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

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

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.

EP Wealth Advisors

Los Angeles, CA

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

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

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

EP Wealth Advisors

Irvine, CA

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

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

Ellis Wealth Planning

Granada Hills, CA

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

I am a Fee-only fiduciary financial planner registered in Granada Hills, CA, and Honolulu, HI, serving high-net-worth clients locally and across the country

Tamarind Financial Planning

San Mateo, CA

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

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

EP Wealth Advisors

Walnut Creek, CA

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

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

Financial Connections Group, Inc.

Larkspur, CA

Specialties: Comprehensive 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 Sonoma, San Francisco and the East Bay.

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!

WINDFALL ADVISORS

Santa Monica, 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

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

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.

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

Burton Enright Welch

Walnut Creek, CA

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

Fee-Only financial planner located in Walnut Creek, CA, serving clients in the Bay Area and across the country

Burton Enright Welch

Walnut Creek, CA

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

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

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

We provide tax-centric wealth management solutions that maximize value for you by viewing your full financial picture through the expert eyes of CPAs and CFPs.

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

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

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 $250k+ per year. My firm's motto: "We handle the planning so you can get to living." My job is to help you spend your most valuable asset, your time, however you want.

Chrysalid 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.

Bull Oak

San Diego, CA

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

You work hard for your money. We’ll work hard to help you capitalize on what you’ve earned.

Lifetime Capital Group, LLC

Burlingame, CA

Quantum Financial Advisors, LLC

Manhattan Beach, CA

HK Financial, Inc.

Cardiff By The Sea, CA

Israilov Financial

San Francisco, CA

Lucent Wealth Planning, LLC

Santa Barbara, CA

Imagine Financial Services

Fallbrook, CA

Quantum Financial Advisors, LLC

Manhattan Beach, CA

Legacy Builders Financial

Folsom, CA

Parkside Advisors, LLC

Berkeley, CA

Integris Wealth Management

Monterey, CA

Matrix Planning, Inc.

Santa Monica, CA

Monterey Private Wealth, Inc.

Monterey, CA

Shone Wealth Management

Walnut Creek, CA

Spark Financials

Ripon, CA

Meridian Wealth Management

Murrieta, CA

Springwater Wealth Management

Santa Cruz, CA

Quantum Financial Advisors, LLC

Los Angeles, CA

Financial Alternatives, Inc.

La Jolla, CA

Xennial Planning LLC

Oceanside, CA

Team Hewins

Redwood City, CA

Otium Advisory Group

El Segundo, CA

True Worth Financial Planning

Folsom, CA

Buchholz Financial Planning

San Diego, CA

395 Financial Planning

Mammoth Lakes, CA

Lyon Park Advisors, LLC

San Diego, CA

Skylark Wealth, LLC

San Francisco, CA

Mountain Vista Wealth Management

Santa Barbara, CA

FlightPath Financial Planning

Del Mar, CA

Sonoma Mountain Financial

Petaluma, CA

Willow Creek Wealth Management, Inc.

Sebastopol, CA

FIT Advisors

Redondo beach, CA

Inspired Financial

Huntington Beach, CA

Evoke Financial Planning LLC

Fremont, CA

Weil Capital Management

Palo Alto, CA

Quantum Financial Advisors, LLC

Manhattan Beach, CA

Donnelly Investments

West Hollywood, CA

South Bay Financial Partners

Torrance, CA

Sierra Pacific Private Wealth, LLC

Pleasanton, CA

Fallbrook Fi

Clovis, CA

Clifford Financial Planning, Inc.

Santa Rosa, CA

The Wealth Conservatory

Livermore, CA

Coffeehouse Capital LLC

Fresno, CA

Retegy LLC

Irvine, CA

Meritage Wealth Advisory

Livermore, CA

Monterey Private Wealth, Inc.

Pleasanton, CA

Wealth-Source Financial

Oakland, CA

Developing Financial

Pacifica, CA

Barson Financial Planning

San Mateo, CA

Encore Wealth Advisors, LLC

Fairfax, CA

Elemental Wealth Advisors

San Luis Obispo, CA

Holzberg Wealth Management

Corte Madera, CA

Whalen Financial Planning

Culver City, CA

Lake Tahoe Wealth Management, Inc.

Folsom, CA

Integris Wealth Management

Monterey, CA

Carpe Diem Financial Life Planning

Ben Lomond, CA

JPS Global Investments

San Carlos, CA

Stout Capital Management LLC

Encinitas, CA

Private Financial Management LLC

Orinda, CA

Smart Path Wealth Management, LLC

Pleasanton, CA

North Financial Advisors LLC

San Diego, CA

Insight Personal Finance

San Francisco, CA

Aceryx Financial

San Diego, CA

Taxable Wealth

San Diego, CA

David Magnuson, Esq., CFP

Burlingame, CA

Willow Creek Wealth Management, Inc.

Sebastopol, CA

Navigoe, LLC

Redondo Beach, CA

Willow Creek Wealth Management, Inc.

Sebastopol, CA

Kasoff Financial Planning

Orange County, CA

Willow Creek Wealth Management, Inc.

Sebastopol, CA

Zuma Wealth LLC

Malibu, CA

WorthPointe

La Jolla, CA

Forthright Finances

Thousand Oaks, CA

Willow Creek Wealth Management, Inc.

Sebastopol, CA

WorthPointe Financial Planners

Newport Beach, CA

Camriel Advisors

Mount Shasta, CA

Brava Financial, LLC

San Diego, CA

Birchwood Capital

Carlsbad, CA

Merrithew & Thorsten

San Diego, CA

Remedios Financial Planning

San Francisco, CA

Weinberger Asset Management

Los Angeles, CA

Citrine Capital

San Francisco, CA

Ventura Advisors

Woodland Hills, CA

Veritas Financial Consulting, LLC

Monrovia, CA

Seiler & Associates

Pasadena, CA

Optometry Wealth Advisors LLC

Madera, CA

Willow Creek Wealth Management, Inc.

Sebastopol, CA

Garner Financial Management

Lafayette, CA

Create Your Path

San Diego, CA

Parkworth Wealth Management, Inc.

Palo Alto, CA

Eclectic Associates, Inc.

Fullerton, CA

Quantum Financial Advisors, LLC

Manhattan Beach, CA

Lake Tahoe Wealth Management, Inc.

Folsom, CA

Halbert Hargrove

Long Beach, CA

Elite Wealth Management

San Diego, CA

Hamilton Walker Advisers LLC

San Francisco, CA

Willow Creek Wealth Management, Inc.

Sebastopol, CA

Mana Financial Life Design, LLC

Marina del Rey, CA

MILE Wealth Management

Irvine, CA

Sage Financial Planning, LLC

San Diego, CA

RS Crum Inc.

Newport Beach, CA

The Wealth Conservatory

Livermore, CA

Focused Mission Financial

San Diego, CA

X and Y Advisors, Inc.

El Segundo, CA

Oak Street Advisory Group, LLC

Laguna Beach, CA

Achievable Wealth

Vallejo, CA

Amaral Financial Planning

San Jose, CA

Moonshot Planning

Anaheim, CA, CA

Investus Financial Planning

Newport Beach, CA

Whisper Financial LLC

Oakland, CA

Benningfield Financial Advisors

San Francisco, CA

Eclectic Associates, Inc.

Fullerton, CA

Strateon Intelligent Wealth

Simi Valley, CA

RS Crum Inc.

Newport Beach, CA

Fiduciary Benefits Group

San Diego, CA

West Coast Financial, LLC

Santa Barbara, CA

Axiom Advisory, LLC

San Francisco, CA

Hesperian Wealth LLC

Folsom, CA

Lighthouse Financial Services, Inc.

Brea, CA

Willow Creek Wealth Management, Inc.

Sebastopol, CA

Anders Wealth Management

Petaluma, CA

Plains Coastal

Montecito, CA

Transformative Wealth Management, LLC

El Cerrito, CA

Willow Creek Wealth Management, Inc.

Sebastopol, CA

Fiduciary Benefits Group

San Diego, CA

Castellan Financial Advisors

Roseville, CA

Brand New Day Wealth Planning

Los Angeles, CA

Arcadian Financial Services

San Diego, CA

Monroe Wealth Management

San Francisco, CA

Navigoe, LLC

Redondo Beach, CA

Axis Capital Management, LLC

Hermosa Beach, CA

Portola Creek Capital

San Francisco, CA

Stone Steps Financial LLC

Encinitas, CA

Citrine Capital

San Francisco, CA

NAV Financial

San Francisco, CA

Think Different Financial Planning

Menlo Park, CA

Quantum Financial Advisors, LLC

Manhattan Beach, CA