Fee-Only Financial Advisors in Santa Cruz, CA

What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Santa Cruz, CA area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".

Every Santa Cruz, CA Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent

Jennipher Lommen

CFP®, EA

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

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

Jim Corbeau

MBA, CFP®, CDFA®

Springwater Wealth Management

Santa Cruz, CA

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

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

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

Robert Arne

CFP®, EA

Carpe Diem Financial Life Planning

Ben Lomond, CA

  • Refine Your Search

      Search By Zip Code or City


    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

Outdated Browser Detected!

If you're seeing this message, it's because the web browser you're using to access our site is much older and no longer supported. Due to privacy and safety concerns, we don't allow older browsers to access our site. In order to access WhyFiduciary.com, please use a newer browser, like Internet Explorer 10 or above, Google Chrome, or Mozilla Firefox.

Download a newer browser