Advice only financial planners in California
Advice only planners don't manage your money and don't charge a percentage of assets. You pay for the advice, nothing else.
121 firms in California that filed as advice only financial planners publish dollar fees in their brochures. Updated October 2026.
| Fee | Median | Middle half of firms | Firms with a published fee |
|---|---|---|---|
| Hourly rate | $300/hr | $250-$375/hr | 102 firms |
| Flat or project fee | $5,000 | $2,250-$6,995 | 73 firms |
| Annual retainer | $3,850/yr | $1,800-$10,000/yr | 24 firms |
Advice only financial planners in California and their published fees
121 firms with published fees
| Firm | Hourly rate | Flat or project fee | Ongoing fee |
|---|---|---|---|
| 401 FinancialSan Diego | $250/hr | $500 | Not published |
| Abramson Financial Planning, LLCBurlingame | $320/hr | Not published | Not published |
| AdviceonlySan Diego | $50-$600/hr | Up to $10,000 | Up to $25,000/yr |
| Akrish Financial AdvisoryCupertino | $300/hr | $2,500-$6,000 | $2,400-$6,000/yr |
| Andrew Marshall Financial LLCCarlsbad | $360/hr | $5,000 | Not published |
| Applied AdvisorSan Francisco | $285/hr | $285 | Not published |
| Arbor Family Wealth Advisors, Inc.Lodi | Not published | $25,000-$50,000 | $25,000-$75,000/yr |
| Arcadian Associates, LLCNapa | $400/hr | Not published | Not published |
| Asti Financial ManagementNovato | $500/hr | $2,500 | Not published |
| Back Nine Financial Coaching LLCSan Diego | $600/hr | Not published | $10,000/yr |
| Baluden FinancialSacramento | Not published | $1,500-$2,400 | Not published |
| Barentsen Advisory Services, LLCWalnut Creek | $250/hr | $100-$2,000 | Not published |
| Barry F.t. BolkerCamarillo | $100-$175/hr | $1,000 | $300-$1,000/yr |
| BFF Wealth Management, Inc.Glendale | Not published | $2,250 | Not published |
| Billfold Budget CounselingSherman Oaks | $250/hr | Not published | $200/mo |
| Bixy Wealth LLCSan Mateo | $250/hr | $1,000-$10,000 | Not published |
| BKB Financial Advisors, LLCMenlo Park | $150-$450/hr | Not published | Not published |
| Bonanni, FrankSan Leandro | $400/hr | Not published | $3,000/yr |
| Branch & Bloom Financial Planning, LLCMenlo Park | $275/hr | $2,500-$8,000 | Not published |
| Brand New Day Wealth Planning, LLCLos Angeles | $250/hr | $3,500-$6,500 | Not published |
| Brava FinancialSan Diego | $450/hr | $3,000-$15,000 | $5,000-$15,000/yr |
| Brightplan LLCSan Jose | Not published | Not published | $20/mo |
| Bruce James Thomas JRMoorpark | $90-$250/hr | $180-$45,000 | Not published |
| Bruce Mcindoe & Associates, Inc.La Mesa | $100/hr | Not published | Not published |
| Capital Adulting LLCSanta Barbara | $250-$650/hr | Not published | $200-$800/mo |
| Capital Intelligence Advisors, Inc.Santa Monica | $150-$500/hr | $500-$20,000 | $100-$500/mo |
| CentoicSan Francisco | Not published | Not published | $50-$500/yr |
| Chen Financial Group, LLCSan Mateo | $300-$500/hr | $4,500-$15,000 | $1,500-$4,000/yr |
| Clarity FinancialSan Francisco | $350/hr | $5,250-$7,500 | Not published |
| Client First Finance LLCSunnyvale | $400/hr | Not published | Not published |
| Craig V. Castanos CPALa Mesa | $300/hr | $1,000-$5,000 | Not published |
| Creative Planning Solutions, IncGrand Terrace | $250/hr | Not published | Not published |
| Crew Wealth ManagementSan Luis Obispo | $600/hr | $2,000-$3,300 | Not published |
| Cypress Coast InvestmentsCarmel | $500/hr | Not published | Not published |
| Daniel M. Stern, LLCSanta Monica | $350/hr | Not published | Not published |
| Diwy Financial PlanningLos Angeles | $400-$1,000/hr | Not published | Not published |
| E. Demmler and AssociatesCastro Valley | $300/hr | $2,500-$30,000 | $500-$10,000/yr |
| Edwin Chiang Investment AdvisorLa Verne | $200/hr | Not published | Not published |
| Effective Finance LLCBerkeley | $250/hr | $500-$10,000 | Not published |
| Empower FinancialFremont | $350/hr | $3,000-$10,000 | Not published |
| Encover Personal FinanceFremont | $300/hr | $2,400-$4,000 | $250-$350/mo |
| Equanimity WealthGlendale | $250/hr | $399 | $169-$199/mo |
| EquityftwMorgan Hill | $625/hr | $10,000-$20,000 | Not published |
| Esi Financial Services, Inc.La Mesa | $375/hr | $3,000 | $4,500-$40,000/yr |
| Financial Analytical Services, Inc.Fountain Valley | Not published | $500 | Not published |
| Financial BridgesPoway | $400/hr | Not published | Not published |
| Financial Planning AssociatesAptos | $250/hr | Not published | Not published |
| Financial Planning for Generations, Inc.Encino | $275-$550/hr | Not published | Not published |
| Fireside Finances, LLCAlameda | $350/hr | $1,500-$5,000 | Not published |
| Forum Private Wealth, LLCCarlsbad | $500/hr | Not published | Not published |
| Frederick, Mark D.Roseville | $300/hr | $750-$15,000 | Not published |
| Gibraltar Financial AdvisorsSanta Barbara | $350/hr | Not published | Not published |
| Golkonda Investment AdvisorsPleasanton | Not published | $500-$10,000 | Not published |
| Gomez Financial PlanningBakersfield | $150/hr | Not published | Not published |
| Griffin FinancialAnaheim Hills | $350/hr | $3,000-$18,000 | Not published |
| H.s. Financial, Inc.San Diego | Not published | $2,000-$25,000 | Not published |
| Hawley Personal FinanceMonterey | $500/hr | $9,500-$16,500 | Not published |
| Hermosa AdvisorsHermosa Beach | Not published | $3,000-$8,000 | $2,000-$5,000/yr |
| Hifi PlanningLong Beach | $300/hr | $5,000-$12,000 | Not published |
| Iammarino, Nicholas J.Carlsbad | $400/hr | $1,500-$10,000 | Not published |
| Insight Financial AdvisorsSanta Ana | $600/hr | $500-$10,000 | Not published |
| JMB Financial Managers, Inc.Santa Ana | $250-$500/hr | $1,000-$10,000 | Not published |
| Joyner Financial Planning LLCSan Francisco | $150/hr | $2,500 | Not published |
| Katy Song Financial Planning, Inc.Mill Valley | $400/hr | $980-$7,800 | Not published |
| Kirz, Paul HBrea | $600/hr | Not published | $7,000/yr |
| Kneale JR, Kenneth AlanSan Diego | $250/hr | Not published | $400/qtr |
| Kobata FinancialAtascadero | $125/hr | $250-$2,500 | Not published |
| Kruse Financial StrategyPetaluma | $300/hr | $3,500-$10,000 | Not published |
| Krystal FortnerRichmond | Not published | $5,500-$10,000 | Not published |
| Law Office of Jamie TownsendEscondido | $300/hr | Not published | Not published |
| Lawrence Russell and CompanyPasadena | $150/hr | $1,450-$3,650 | Not published |
| Lifetime Financial Advisors IncEncinitas | $250/hr | $2,500-$25,000 | $500-$5,000/yr |
| Lilac Wealth, LLCVenice | Not published | Not published | $2,500/mo |
| Los Gatos Financial LLCLos Gatos | $250/hr | $400-$4,000 | Not published |
| Lula FinancialOakland | $100-$500/hr | Not published | $100-$200/mo |
| Lyon Restaurant AdvisoryFresno | $300/hr | $1,000-$5,000 | Not published |
| Mainstreet Financial Planning, Inc.Los Gatos | $450/hr | $800 | $309/mo |
| MezziMenlo Park | Not published | Not published | $1,499/yr |
| Michael Garber Financial PlanningGilroy | $350/hr | Not published | $4,000-$25,000/yr |
| Miotto, Jordan PhilipAnaheim | Not published | $400 | Not published |
| Money Strategies, Inc.Redlands | Not published | $5,000-$245,000 | Not published |
| Mullaney Financial & Tax, Inc.Woodland Hills | Not published | $7,800 | Not published |
| Myfi FinancialPasadena | $240/hr | Not published | Not published |
| Nasira FinancialSan Francisco | $295/hr | Not published | $2,100/yr |
| NectarineSan Diego | $500/hr | $10,000 | $5-$50/mo |
| New Phase FinancialSan Diego | $240/hr | $900-$5,900 | Not published |
| Omnikey Investment AdvisorsFontana | $200/hr | $200-$10,000 | $29/mo |
| Open Path FinancialGoleta | $425/hr | Not published | Not published |
| PFL Partners LLCHawthorne | $150/hr | $600-$1,800 | $150-$750/mo |
| Pinecone FinancialOakland | $300/hr | Not published | $100/mo |
| RabbitplansCoronado | $175/hr | $1,000-$3,500 | Not published |
| Rennie & AssociatesIrvine | $150/hr | Not published | $1,000-$15,000/yr |
| Retirement Wealth Group, IncRedlands | $150-$300/hr | Not published | Not published |
| RMH Advisors, LLCMurrieta | $300/hr | $300 | Not published |
| Rohr Financial Advisors, LLCArroyo Grande | $360/hr | $3,000-$10,000 | Not published |
| Santa Susana Financial, LLCSimi Valley | Not published | Not published | $3,600-$36,000/yr |
| Savi FinanceSan Francisco | $375/hr | Not published | $250-$1,000/mo |
| SDM Advisors, LLCSan Francisco | $200-$500/hr | Not published | $1,200-$10,000/yr |
| Sefton Financial PlanningSacramento | $150/hr | $2,500 | Not published |
| Sharma Everyday FinanceOakland | $125-$225/hr | Not published | Not published |
| Shlecter Wealth Management, LLCBeverly Hills | $400-$600/hr | $5,000 | Not published |
| Simplify Financial PlanningSan Francisco | Not published | $1,250-$3,000 | Not published |
| Smartcourse Advisory, LLCMoorpark | $200/hr | Not published | Not published |
| Sorunke Wealth AdvisorsDavis | $495/hr | $6,995 | Not published |
| Strateon Intelligent Wealth LLCSimi Valley | $300/hr | Not published | Not published |
| Stride Financial PlanningMadera | $200/hr | $900-$1,200 | $900-$1,200/qtr |
| T. Sharp Wealth ManagementFolsom | $300/hr | $1,000-$4,000 | Not published |
| Tanager Financial, LLCIrvine | $300/hr | $4,750 | $200-$300/mo |
| TaxvetSan Jose | $100/hr | Not published | $2-$45/mo |
| The Guardino Financial GroupMilpitas | $175/hr | $1,000-$15,000 | Not published |
| The Renaissance GroupVentura | $250/hr | Not published | Not published |
| Truly Unbiased LLCAliso Viejo | $250/hr | Not published | $1,500-$3,000/mo |
| Ty Rollins, Inc.Walnut Creek | Not published | Not published | $199/mo |
| Uprise Advisers LLCSan Francisco | Not published | Not published | $1,800/yr |
| Varn Financial PlanningEl Cerrito | $250/hr | $4,000 | Not published |
| Vere ChappellLaguna Hills | $200/hr | Not published | Not published |
| VG Financial Consulting, LLCLafayette | $300/hr | Not published | $1,200/yr |
| Wayne Gilbert & CompanyDavis | $50-$300/hr | $500-$10,000 | Not published |
| Wealth One AdvisorsFallbrook | $175/hr | $250 | Not published |
| Wealthmap PlanningSan Luis Obispo | $300/hr | $1,500 | Not published |
| Wilson, Mark HenryPebble Beach | $250/hr | $500-$5,000 | Not published |
No firms match these filters.
Also filed as advice only financial planners, without a published price (62)
Their current brochure explains how they charge, but not how much. Ask them for a fee schedule.
- 395 Financial Planning, Mammoth Lakes
- Aladino Financial Services, Inc., El Dorado Hills
- Alders Financial Solutions, Novato
- Arsenio Capital Management LLC, San Anselmo
- Atlantic Investments a Registered Investment Advisor, Inc, Los Angeles
- Boldin Advisors, Mill Valley
- Braziel & Associates, LLC, Roseville
- California Financial Partners, Inc., Glendale
- Cayman Capital Management, Inc., San Rafael
- Chan, Arden, San Diego
- Classiccpa, Irvine
- Clearbridge Financial, Campbell
- Clera, Bakersfield
- Cloud, Minturn & Associates, LLC, Torrance
- Covey & Covey, Encinitas
- Cycle Financial Planning LLC, Santa Monica
- D.r. Harris & Co., La Jolla
- Delta Capital Management, Lodi
- Douglas W. Jones Associates Financial & Insurance Services, Inc., Lake Forest
- FDP Wealth Management, LLC, Irvine
- Financial Planning Consultants, San Diego
- Financial Planning Solutions, Inc., Carlsbad
- Financial Synergistics Group, Inc., Tustin
- Fortitude Advisors and Accounting Inc, Grand Terrace
- Fox Wealth Strategies, Escondido
- Gaines, John Andrew, Laguna Niguel
- Gebhart & Associates, Inc, Penn Valley
- Grealish Investment Counseling LLC, San Mateo
- Guide My Finances, Carlsbad
- Gulsrud Consulting LLC, Bell Canyon
- Gustafson Financial Solutions, Oceanside
- Hancock Wealth Advisory, Culver City
- Id Asset Advisory, Woodland Hills
- Kennedy Wealth Management, LLC, Calabasas
- Laguna Niguel Summit Wealth Management, LLC, Laguna Niguel
- Libretto, Los Angeles
- Lindsey Financial, Inc., Redlands
- Malakoff Wealth, Danville
- Mcdonell, Mark Robert, Santa Rosa
- Mission Capital Advisors Inc., Sunnyvale
- Nav Financial, LLC, San Francisco
- Next Alpha Capital, LLC, San Diego
- Northstar Investment Advisory LLC, West Hollywood
- Pacific Empire Financial, Murrieta
- Pantheon Wealth Planning, San Jose
- Petersen and Hicks, Campbell
- Phoundational LLC, Nicasio
- Prosperity Planning and Advisory, LLC, Los Angeles
- Raynmaker Financial, Los Angeles
- Remedios Financial Planning, San Francisco
- Sage Financial, San Diego
- Slater Tompkins Legacy, LLC, Santa Rosa
- Spring Financial Planning, Valley Village
- Steward Family Office, Inc., Escondido
- The DR Team, Murrieta
- The Financial Advisory Group, San Francisco
- Thompson Wealth Management, Inc., Culver City
- Wealthwise Asset Management LLC, Chino Hills
- Wiederman & Associates, Laguna Beach
- Woo, Kenneth Wing Kwok, Santa Monica
- Your Money Coach Financial Services, Moorpark
- Zealth Planning, LLC, Ontario