Fee-Only Financial Planners in Santa Cruz, 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 Santa Cruz, CA:

Chris Wentzien

CFP®, CPA, MBA

Natural Bridges Financial Advisors

Santa Cruz, CA

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

Fee Only Financial Planner Located in Santa Cruz, CA and Serving Clients Nationwide

Michael Chamberlain

CFP®, AIF®

Chamberlain Financial Planning & Wealth Management

Los Gatos, CA

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

Serving Santa Cruz, Silicon Valley, Sacramento & Davis, California

Jennipher Lommen

Wildflower Financial LLC

Santa Cruz, CA

Ted George

Wealthscape Advisors, LLC

Santa Cruz, CA

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    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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