Fee-Only Financial Planners in Oakland, CA

A Fee-Only Financial Planner can help you in all aspects of your financial life - comprehensive financial planning, retirement planning, investment management, insurance analysis, and more. From the simple to complex, a Fee-Only Financial Planner can help you work toward your objectives.

Fee-Only Financial Planners in Oakland, CA:

Cheryl Vesely

CFP®, MA

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.

Cathy Curtis

CFP®

Curtis Financial Planning

Oakland, CA

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

Fee Only Financial Advisor, based in Oakland, California and serving the wider San Francisco Bay and specializing in the finances of women and their families.

Patricia Jennerjohn

MBA, CFP®

Focused Finances, LLC

Oakland, CA

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

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

Erin Hadley

CFP®

Occidental Asset Management

Burlingame, CA

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

Fee-Only Financial Planner serving the Greater San Francisco Bay area

Jane Yoo

janefinancial

Oakland, CA

  • Fee-Only Financial Advisors never earn commission or sell investment products.

    Fee-Only:
    Compensated only by the client without earning commission of any kind for product sales or referrals.

    Fiduciary:
    Legally sworn and obligated to always place the interest of the client ahead of their own.

    Independent:
    Not affiliated with any brokerage firm, bank, or insurance company.


    Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)

    NAPFA Consumer Tools PDF

    Get Your Checklist

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