Fee-only financial advisors in California who charge hourly or a flat fee
1,914 fee-only advisers in California offer financial planning for an hourly, fixed or subscription fee. 1,240 of them state their prices in dollars in their filed brochure, and we quote those prices below.
In California, the median published hourly rate is $300 (933 firms; middle half $250–$400), and the median flat or project fee is $5,000 (797 firms), as of October 2026.
| Fee | Median | Middle half of firms | Firms with a published fee |
|---|---|---|---|
| Hourly rate | $300/hr | $250–$400/hr | 933 firms |
| Flat or project fee | $5,000 | $2,500–$8,250 | 797 firms |
| Annual retainer | $6,250/yr | $3,000–$12,500/yr | 225 firms |
Fee-only advisors in California and their published fees
1,240 firms with published fees
| Firm | Hourly rate | Flat or project fee | Ongoing fee |
|---|---|---|---|
| 10/28 Wealth Management LLCOceanside | $300/hr | $500–$10,000 | Not published |
| 360DividendsGranite Bay | $300/hr | $2,500–$10,000 | $200/mo |
| 3D Holistic WealthIrvine | $300/hr | $1,500–$10,000 | Not published |
| 401 FinancialSan DiegoNo AUM fee | $250/hr | $500 | Not published |
| 5T Wealth, LLCNapa | $200–$450/hr | Not published | Not published |
| 7 Streets Financial, LLCSan Diego | $100–$400/hr | Up to $15,000 | Not published |
| 77 Financial GroupCarlsbad | Not published | $2,000–$10,000 | Not published |
| 8020 Capital ManagementSan Clemente | Not published | $5,000–$10,000 | Not published |
| A.e.i. Financial GroupSanta Rosa | $275/hr | $1,500–$4,000 | Not published |
| Aalexander LLCLaguna Niguel | $250/hr | $500–$2,000 | Not published |
| Abacus Wealth PartnersSanta Monica | Not published | Not published | $10,000/yr |
| Abramson Financial Planning, LLCBurlingameNo AUM fee | $320/hr | Not published | Not published |
| Abunda Financial, LLCSausalito | Not published | $950–$1,500 | Not published |
| Abundance AdvisersPleasanton | $500/hr | $500 | Not published |
| Abundance PathwaysSan Diego | $75/hr | $2,500 | Not published |
| Abundant Wealth Partners, LLCSanta Barbara | $175–$500/hr | $350–$25,000 | Not published |
| Ac3 CapitalSan Diego | $100/hr | $500–$2,000 | Not published |
| Acap Asset Management, Inc.Studio City | $350/hr | $3,500–$10,000 | Not published |
| Accelerate RetirementAliso Viejo | $150/hr | $2,000–$100,000 | Not published |
| Achievable Wealth, LLCVallejo | $350/hr | $3,500 | $5,000/yr |
| Adap Tax Financial, Inc.Pleasanton | $400/hr | Not published | $4,000/yr |
| Ades Investment Counsel, Inc.Los Angeles | $300/hr | $300–$5,000 | $5,000/yr |
| Advanced Financial Strategies IncIrvine | $200–$400/hr | Not published | Not published |
| Advanced Portfolio StrategiesTorrance | $100–$500/hr | $1,000–$50,000 | Not published |
| Advantage Financial ConsultantsCamarillo | $125/hr | $250 | Not published |
| AdviceonlySan DiegoNo AUM fee | $50–$600/hr | Up to $10,000 | Up to $25,000/yr |
| Advisors Wealth Management, IncCarlsbad | $225/hr | Not published | Not published |
| Aequitas Financial, LLCSanta Ana | $300/hr | $50,000 | $500–$800/mo |
| Affinity Asset ManagementChino | $100–$250/hr | Not published | $5,000–$17,500/yr |
| Afs InvestmentsTurlock | $150–$500/hr | Not published | Not published |
| Agewise Financial Inc.Palm Desert | Not published | $1,500–$2,000 | Not published |
| Aihara Wealth Management LLCTorrance | $250/hr | $3,500–$15,000 | Not published |
| AikapaCorte Madera | $450/hr | Not published | Not published |
| Ajay AgrawalFremont | $250/hr | Not published | Not published |
| Akrish Financial AdvisoryCupertinoNo AUM fee | $300/hr | $2,500–$6,000 | $2,400–$6,000/yr |
| Ale LLCPleasant Hill | $350/hr | $1,000–$10,000 | Not published |
| Alessandra Capital Management, LLCTorrance | $300/hr | $2,500–$5,000 | Not published |
| Align Wealth Management, LLCSan Jose | $300–$800/hr | Up to $50,000 | Not published |
| Allora Wealth, LLCChula Vista | $400/hr | $5,000 | Not published |
| Allpoint Financial GroupPetaluma | $250/hr | $2,500–$5,000 | Not published |
| Alpha & OmegaLa Mesa | $200–$550/hr | Not published | Not published |
| Alpha Strategies Investment ConsultingLadera Ranch | $650/hr | Not published | Not published |
| Alpha Wealth Management and Planning LLCNovato | $250–$400/hr | $1,000–$15,000 | $48,000/yr |
| Alpine Peaks ConsultingAlpine MeadowsNo AUM fee | Not published | $2,000 | Not published |
| Altum Wealth AdvisorsChico | Not published | $3,000–$10,000 | Not published |
| Altus Wealth SolutionsAtascadero | $240/hr | Not published | $200–$3,600/mo |
| Am Wealth Solutions, LLCIrvine | $250/hr | Not published | Not published |
| Amaral Financial PlanningSan Jose | $500/hr | Not published | Not published |
| Amb Financial LLCTemeculaNo AUM fee | $200/hr | $500–$5,000 | Not published |
| Ambition Financial LLCNipomo | $300/hr | $500–$10,000 | Not published |
| Amoretti Capital ManagementSan Francisco | $450/hr | Not published | Not published |
| Anchor Financial GroupBrea | $250/hr | Not published | Not published |
| Andrew Marshall Financial LLCCarlsbadNo AUM fee | $360/hr | $5,000 | Not published |
| Anora WealthSan Marcos | Not published | $3,000–$6,000 | $6,000–$10,000/yr |
| Antonio Andrade, CFPUkiah | $325/hr | Not published | $1,500/yr |
| Apogee Wealth AdvisorsDanville | $500/hr | $2,500–$10,000 | $2,500–$10,000/yr |
| Appian Way FinancialPasadena | Not published | $500–$5,000 | Not published |
| Applied AdvisorSan FranciscoNo AUM fee | $285/hr | $285 | Not published |
| Applied Wealth ManagementBakersfield | Not published | Up to $10,000 | $200–$500/mo |
| Aps Investment Management GroupJackson | $250/hr | Not published | Not published |
| Aqua Capital AdvisorsLos Angeles | Not published | $5,000–$10,000 | Not published |
| Aquila Wealth AdvisorsSan Luis Obispo | Not published | Up to $36,000 | Not published |
| Aragon AdvisorsCorona | $250/hr | $4,000–$10,000 | Not published |
| Arbor Family Wealth Advisors, Inc.LodiNo AUM fee | Not published | $25,000–$50,000 | $25,000–$75,000/yr |
| Arcadia Private Wealth LLCCardiff By The Sea | Not published | Not published | $18,000–$24,000/yr |
| Arcadian Associates, LLCNapaNo AUM fee | $400/hr | Not published | Not published |
| Archvest Wealth Advisors, Inc.Concord | $550/hr | Not published | $2,000/yr |
| Arcpoint Financial AdvisorsRoseville | $400/hr | $500–$10,000 | Not published |
| Arden Wealth ManagementDanville | Not published | $200–$2,000 | Not published |
| Arena Advisors LLCSan Jose | Not published | $250–$5,000 | Not published |
| Ares Financial Consulting LLCCalabasas | $500/hr | Not published | $25–$250/qtr |
| Aria Wealth ManagementSaratoga | $150–$500/hr | $1,500–$2,500 | Not published |
| ArimatheaFort Bragg | $350/hr | $1,500–$10,000 | Not published |
| Ariston Services Group, LLCSan Diego | $250–$350/hr | $500–$25,000 | Not published |
| Ark Wealth Advisors, LLCYorba Linda | $500/hr | Not published | Not published |
| Arlington Financial Advisors, LLCSanta Barbara | $375/hr | $4,950–$10,000 | Not published |
| Artizan WealthFresno | $200–$500/hr | $1,500–$50,000 | $250–$25,000/mo |
| Ascend Financial Advisers, IncIrvine | $350/hr | Not published | Not published |
| Ashby Wealth Management, LLCKensington | $249/hr | Not published | $149–$299/mo |
| Asl Financial, LLCLos Gatos | $300–$500/hr | $500–$5,000 | Not published |
| Aspire Advisory ServicesLodi | $80/hr | Not published | Not published |
| Aspirean Wealth, LLCMill Valley | $450/hr | $1,500–$10,000 | Not published |
| Assembly WealthMill Valley | $250–$1,200/hr | $2,500–$5,000 | Not published |
| Asset Planning, IncLos Alamitos | $250–$500/hr | Not published | Not published |
| Asti Financial ManagementNovatoNo AUM fee | $500/hr | $2,500 | Not published |
| Astra Wealth Management LLCEscondido | $500/hr | Not published | Not published |
| Athena Wealth ManagementMurrieta | $275/hr | Not published | Not published |
| Ats Wealth ManagementSan Diego | $250–$450/hr | $500 | Not published |
| Attentive Investments, LLCStockton | $102/hr | Not published | Not published |
| Attivo Legacy Advisors, LLCCorona | $250/hr | Not published | Not published |
| Attune Financial Planning, LLCSan Rafael | Not published | $3,500–$7,500 | $7,500/yr |
| Augustus Wealth, LLCLong Beach | Not published | $10,000 | Not published |
| Austin Creek Capital, LLCMill Valley | Not published | $1,500–$3,000 | $300–$3,000/mo |
| Avalan, LLCSanta Barbara | $250–$500/hr | $500–$10,000 | Not published |
| Avinci Wealth Management, Inc.Valencia | Not published | $499 | $3,995–$6,995/yr |
| Award Financial GroupWilton | $250/hr | Not published | Not published |
| Axis Capital Management, LLCHermosa BeachNo AUM fee | $250/hr | $5,000–$10,000 | $8,000–$15,000/yr |
| Axxcess Wealth Management, LLCCarlsbad | $100–$500/hr | Not published | Not published |
| Babylon Wealth Management LLCWalnut Creek | $300/hr | $2,000–$15,000 | Not published |
| Back Nine Financial Coaching LLCSan DiegoNo AUM fee | $600/hr | Not published | $10,000/yr |
| Bailard, Inc.Foster City | Not published | $3,500–$15,000 | $2,000–$50,000/yr |
| Balopole Investment Management CorporationSan Mateo | $150/hr | Not published | Not published |
| Baluden FinancialSacramentoNo AUM fee | Not published | $1,500–$2,400 | Not published |
| Bamboo Wealth StrategiesSan Diego | $250–$500/hr | $1,500–$20,000 | Not published |
| Banta Asset Management LPNewport Beach | $350/hr | Not published | Not published |
| Banyan Lake Capital LLCSan Mateo | $225/hr | Not published | Not published |
| Barentsen Advisory Services, LLCWalnut CreekNo AUM fee | $250/hr | $100–$2,000 | Not published |
| Barnett Financial PlanningTustinNo AUM fee | $300/hr | $3,500 | Not published |
| Barry F.t. BolkerCamarilloNo AUM fee | $100–$175/hr | $1,000 | $300–$1,000/yr |
| Barson Financial PlanningSan Mateo | Not published | $500–$5,000 | Not published |
| Bates Wealth Management, LLCLos Angeles | $250/hr | Not published | Not published |
| Baybridge Capital Group, LLCLivermore | $200/hr | Not published | Not published |
| Bayleaf Financial ServicesDublin | $250/hr | $1,000–$10,000 | Not published |
| Baynes Financial LLCRancho Cucamonga | $100–$500/hr | Not published | $100–$500/mo |
| Beacon Financial Management LLCCarlsbad | $200/hr | $3,000 | Not published |
| Behage FinancialCampbell | $300/hr | Not published | Not published |
| Bell Investment Advisors IncOrinda | $150/hr | $10,000 | Not published |
| Bellwether Capital Management LLCFair Oaks | $500/hr | Not published | Not published |
| Beltramo Financial Services, Inc.Irvine | Not published | $1,500–$5,000 | Not published |
| Ben-David Financial PlanningShingle Springs | Not published | Not published | $10,000–$20,000/yr |
| Benningfield Financial Advisors, LLCSan Francisco | $375/hr | Not published | $7,500/qtr |
| Berkeley Investment AdvisorsSan Francisco | Not published | Not published | $6,000/yr |
| Best Options Financial PlanningSan Diego | $250/hr | $4,000–$8,000 | $4,000–$8,000/yr |
| Beta Wealth Group, IncSan Diego | $450/hr | $1,500–$10,000 | Not published |
| Better Planning Better Life Inc.Seal Beach | $250/hr | Not published | Not published |
| Beverly Hills Private Wealth, LLCBeverly Hills | $1,000/hr | $20,000 | Not published |
| Beyond Financial ServicesFremont | $350/hr | Not published | Not published |
| Beyond Wealth Advisory LLCSouth San Francisco | $600/hr | Not published | Not published |
| BFF Wealth Management, Inc.GlendaleNo AUM fee | Not published | $2,250 | Not published |
| Billfold Budget CounselingSherman OaksNo AUM fee | $250/hr | Not published | $200/mo |
| Birchwood CapitalCarlsbad | $350/hr | Not published | Not published |
| Bixy Wealth LLCSan MateoNo AUM fee | $250/hr | $1,000–$10,000 | Not published |
| BKB Financial Advisors, LLCMenlo ParkNo AUM fee | $150–$450/hr | Not published | Not published |
| Blackacre WealthLos Angeles | $400/hr | $2,500–$25,000 | Not published |
| Blacklines FinancialLos Angeles | Not published | Not published | $5,000/yr |
| Blankinship & Foster, LLCSolana Beach | $300/hr | Not published | Not published |
| Blom & Howell Financial Planning, Inc.Modesto | $250/hr | $500–$10,000 | Not published |
| Blom Levy & Co., LLCSanta BarbaraNo AUM fee | Not published | Not published | $8,000/yr |
| Blue Canyon WealthSouth Pasadena | Not published | $50–$1,500 | Not published |
| Bluepoint Wealth AdvisorsHuntington Beach | Not published | $4,000–$20,000 | $7,500/yr |
| Bluewater Wealth Management, LLCSan Diego | $220/hr | $1,600–$4,000 | Not published |
| Blume Capital Management, Inc.Berkeley | $400–$800/hr | $2,500–$7,500 | Not published |
| Bolt Wealth Management LLCClovis | $250/hr | Not published | $1,250/qtr |
| Bonanni, FrankSan LeandroNo AUM fee | $400/hr | Not published | $3,000/yr |
| Bos TaurusDiamond Bar | $100–$500/hr | Not published | Not published |
| Boundless Advice LLCManhattan Beach | Not published | $10,000–$100,000 | $5,000–$50,000/qtr |
| Bourke Wealth ManagementSanta Barbara | $350/hr | $50,000 | Not published |
| Boyd Wealth Management, LLCSacramento | Not published | $5,000 | $20,000/yr |
| BPM Wealth Advisors, LLCSan Francisco | Not published | $250–$50,000 | Not published |
| Branch & Bloom Financial Planning, LLCMenlo ParkNo AUM fee | $275/hr | $2,500–$8,000 | Not published |
| Brand New Day Wealth Planning, LLCLos AngelesNo AUM fee | $250/hr | $3,500–$6,500 | Not published |
| Brava FinancialSan DiegoNo AUM fee | $450/hr | $3,000–$15,000 | $5,000–$15,000/yr |
| Breen Wealth Management, LLCPetaluma | $400/hr | Not published | Not published |
| Bridge Capital Consulting, LLCNewport Beach | $250/hr | $250–$12,000 | Not published |
| Bridge the Gap Retirement PlannersSimi Valley | $250/hr | $1,000–$12,000 | Not published |
| Bridgelane FinancialSan Francisco | $500/hr | $5,000–$20,000 | $400–$2,000/mo |
| Bridger Financial Services, LLCTemecula | $150/hr | $500–$2,500 | Not published |
| Bridgeview Capital Advisors, Inc.El Dorado Hills | $350/hr | $700 | Not published |
| Bridgewealth Advisory Group, LLCFresno | $250/hr | Not published | Not published |
| Bright Wealth Advisors, LLCMission Viejo | $400/hr | $1,500–$6,000 | Not published |
| Brightorange AdvisorsAltadena | $250/hr | Not published | Not published |
| Brightpath Wealth Planning, LLCCamarillo | $325/hr | $1,500–$5,000 | $200–$500/qtr |
| Brightplan LLCSan JoseNo AUM fee | Not published | Not published | $20/mo |
| Brightview Financial SolutionsRedwood City | $300/hr | $2,500–$6,000 | Not published |
| Brio Financial GroupSan Francisco | Not published | $25,000 | Not published |
| Brooker Wealth ManagementOakland | $200–$275/hr | Not published | Not published |
| Brooks Wealth ManagementWestlake Village | $250/hr | $199–$20,000 | $5,000–$20,000/yr |
| Bruce James Thomas JRMoorparkNo AUM fee | $90–$250/hr | $180–$45,000 | Not published |
| Bruce Mcindoe & Associates, Inc.La MesaNo AUM fee | $100/hr | Not published | Not published |
| Brunger FinancialSan Rafael | $25–$100/hr | $1,000–$10,000 | Not published |
| Bucher Wealth AdvisorsSan Mateo | Not published | $2,500 | Not published |
| Buff Your FinancesThousand Oaks | $350/hr | $1,000–$10,000 | Not published |
| Bull Oak Capital, LLCRancho Santa Fe | Not published | $15,500 | Not published |
| Bulman Wealth GroupRoseville | Not published | $300 | Not published |
| Burge FinancialSacramento | $300/hr | Not published | Not published |
| Burkart & Stevens Wealth ManagementSan Luis Obispo | $250/hr | Not published | $2,000–$20,000/yr |
| Burton Enright WelchWalnut Creek | $350/hr | $2,500–$10,000 | Not published |
| C Financial and Tax AssociatesRiverside | $250/hr | Not published | Not published |
| California Financial AdvisorsSan Ramon | $150–$450/hr | Not published | Not published |
| Camelotta AdvisorsSan Francisco | $610/hr | $1,500–$20,000 | Not published |
| Campbell Advisory Services, LLCNewport Beach | $150–$300/hr | $1,500–$5,000 | Not published |
| Camriel AdvisorsWeed | $250/hr | $2,000–$10,000 | $3,000–$10,000/yr |
| Candent Capital, LLCSan Francisco | $500/hr | $3,800–$10,000 | Not published |
| Canter WealthLa Jolla | Not published | $7,500–$20,000 | $7,500/yr |
| Capital Adulting LLCSanta BarbaraNo AUM fee | $250–$650/hr | Not published | $200–$800/mo |
| Capital CS Group, LLCIrvine | $450/hr | $1,000–$50,000 | Not published |
| Capital Financial Consultants Group, Inc.San Juan Capistrano | $100–$200/hr | $1,500 | Not published |
| Capital Intelligence Advisors, Inc.Santa MonicaNo AUM fee | $150–$500/hr | $500–$20,000 | $100–$500/mo |
| Capital Management Advisor Group, LLCWalnut Creek | $500/hr | $10,000 | Not published |
| Capital Narrative Wealth ManagementLancaster | Not published | $3,500–$10,000 | Not published |
| Capital Partners Investment GroupAltadena | $350/hr | $100–$25,000 | Not published |
| Capital Resources and Insurance, IncHuntington Beach | $500/hr | Not published | Not published |
| Capital RiskCarson | $200/hr | $25,000–$500,000 | Not published |
| Capital United Investments LLCYucaipa | $250/hr | Not published | Not published |
| Carbahal Olsen Financial Services Group LLCDavis | $75–$350/hr | $250–$1,500 | Not published |
| Caregen Wealth ManagementSan Mateo | $450/hr | Not published | $900–$10,000/qtr |
| Carey Wealth ManagementSan Ramon | $350/hr | $1,500–$10,000 | Not published |
| Carico Private Wealth ManagementRedwood City | $300/hr | $1,000–$2,500 | $400/mo |
| Carpe Diem Financial Life PlanningBen Lomond | Not published | Not published | $500–$10,000/yr |
| Carr Wealth Management LLCPleasanton | $150/hr | Not published | Not published |
| Carrara Wealth ManagementLos Angeles | Not published | $2,500–$10,000 | Not published |
| Carter Financial, LLCLa Jolla | $350/hr | $1,500–$5,000 | Not published |
| Carty Financial, Inc.Thousand Oaks | $400/hr | Not published | Not published |
| Casita Financial PlanningEl Segundo | $300/hr | $500 | Not published |
| Castellan Financial AdvisorsNewcastle | $280/hr | Not published | Not published |
| Castle Capital ManagementIrvine | $250–$450/hr | $2,500–$5,000 | Not published |
| Castle Coast Wealth, LLCLa Jolla | $500/hr | Not published | $50,000/yr |
| Castle FinancialMission Viejo | Not published | $500–$3,500 | Not published |
| Castle Wealth PlanningSanta Barbara | $250/hr | $10,000 | Not published |
| Catton Capital Partners, LLCSan Francisco | $150–$250/hr | $750–$10,000 | Not published |
| Cavu Wealth Advisors, LLCWalnut Creek | $450/hr | Not published | $10,000/yr |
| Cavu Wealth ManagementLakeside | $200/hr | $1,500–$5,000 | Not published |
| CBL Wealth ManagementApple Valley | $150–$350/hr | $350 | Not published |
| CdfinancialSan Juan Capistrano | $500/hr | $2,500–$50,000 | Not published |
| Cedarstone AdvisorsThousand Oaks | $300–$500/hr | Not published | Not published |
| Centerpoint Financial Management LLCIrvine | $350/hr | $5,000–$15,000 | $500–$3,000/mo |
| CentoicSan FranciscoNo AUM fee | Not published | Not published | $50–$500/yr |
| Centriplan, LLCNewport Beach | $250–$300/hr | $1,000–$5,000 | Not published |
| Centura Wealth AdvisorySan Diego | $170–$1,170/hr | Not published | $500/yr |
| Cerro Pacific Wealth Advisors, LLCSan Luis Obispo | Not published | $3,500 | Not published |
| Certified Planners, Inc.San Ramon | $300/hr | Not published | Not published |
| Challenger Wealth ManagementAliso Viejo | Not published | $1,500 | Not published |
| Chaney Financial Services, Inc.Glendale | $200/hr | $1,000–$5,000 | Not published |
| Chen Financial Group, LLCSan MateoNo AUM fee | $300–$500/hr | $4,500–$15,000 | $1,500–$4,000/yr |
| Chequers Financial Management LLCSan Francisco | $750–$1,250/hr | Not published | Not published |
| Cheviot Value Management, LLCBeverly Hills | $700/hr | $900 | Not published |
| Chief Capital Management, IncSan Jose | $200/hr | Not published | Not published |
| Chimera WealthPacific Grove | Not published | $500–$20,000 | $300/mo |
| Choice Financial & Insurance Services, Inc.Brea | $250/hr | $10,000 | Not published |
| Chokshi & Queen Wealth AdvisorsSan Diego | Not published | $500–$10,000 | Not published |
| Christopher Weil & Co IncSan Diego | Not published | $250–$10,000 | Not published |
| Chrysadia Financial, LLCNewark | $275/hr | $10,000–$100,000 | $670–$1,250/mo |
| Circuit Wealth LLCBurlingame | Not published | $2,500 | Not published |
| Citrine CapitalSan Francisco | Not published | $7,000–$90,000 | Not published |
| Claraphi Advisory Network, LLCAliso Viejo | $100–$800/hr | $2,000–$25,000 | Not published |
| Clarity FinancialSan FranciscoNo AUM fee | $350/hr | $5,250–$7,500 | Not published |
| Clarity Wealth PartnersSan Rafael | $500/hr | $3,500–$5,500 | Not published |
| Clearpath Capital Partners LLCMenlo Park | $350/hr | Not published | Not published |
| Clearview Wealth ManagementIrvine | Not published | Not published | $50–$833/mo |
| Client First Finance LLCSunnyvaleNo AUM fee | $400/hr | Not published | Not published |
| Clifford Financial Planning, Inc.Santa Rosa | $250/hr | $3,500 | $5,000/yr |
| Clutinger Williams & Verhoye IncSan Diego | $500/hr | Not published | Not published |
| Clym LLCMarina | $250/hr | $3,000 | $2,500/yr |
| Cme Strategic Wealth ManagementTemecula | Not published | $500–$3,000 | Not published |
| Coastal Capital AdvisorsIrvine | Not published | Not published | $7,200/yr |
| Coastwise Capital Group, LLCLa Jolla | $250/hr | Not published | Not published |
| Coffeehouse CapitalFresno | $300/hr | $1,000–$15,000 | Not published |
| Colsara National Wealth Management LLCSan Diego | $200/hr | Not published | Not published |
| Colva Capital LLCSan Diego | $200–$500/hr | Not published | $1,500/mo |
| Communitas Financial Planning PBCOakland | $300/hr | $600–$6,000 | $100–$1,000/mo |
| Compass Wealth Planning LLCPleasant Hill | Not published | $3,000–$5,000 | Not published |
| Composition Wealth, LLCLos Angeles | Not published | $2,000–$50,000 | Not published |
| Compound Wealth AdvisorsSan Diego | Not published | $2,500–$3,500 | Not published |
| Concentrum Wealth ManagementSan Jose | $350/hr | $2,000–$30,000 | Not published |
| Confianza Wealth ManagementVista | Not published | $3,000 | Not published |
| ConfideThousand Oaks | $200/hr | $3,000–$6,000 | $600/mo |
| Confidence Wealth Management, Inc.Los Angeles | $350–$700/hr | $2,000–$50,000 | Not published |
| Conquis Financial LLCMillbrae | Not published | Not published | $3,000/qtr |
| Contango Wealth Management LLCOakland | $250–$325/hr | $750–$5,000 | Not published |
| Continuum Financial Partners, LLCEl Dorado Hills | $260/hr | $975–$19,500 | Not published |
| Contreras Financial, Inc.Marina | $200–$400/hr | Not published | Not published |
| Convey Wealth LLCBurbank | $500/hr | $6,000–$100,000 | $500/mo |
| Cooper Capital GroupEncinitas | $865/hr | $50,000 | Not published |
| Corcoran Wealth Management LLCTemecula | $250/hr | $500–$1,000 | Not published |
| Corcovado Investment Advisors, LLCSan Francisco | $350/hr | Not published | Not published |
| Core Capital Management, LLCHuntington Beach | $400/hr | $5,000–$10,000 | Not published |
| Core Financial AdvisorsSan Bernardino | $250/hr | $2,500 | Not published |
| Corinthian Wealth ManagementSan Jose | $300–$500/hr | $3,000–$12,000 | Not published |
| Corlett Financial, Inc.San Diego | $350/hr | $600–$15,000 | $600–$10,000/yr |
| Corley Investment ManagementFolsom | $500–$750/hr | $1,000–$20,000 | Not published |
| Cornerstone Asset Advisors Inc.Solana Beach | $250/hr | Not published | Not published |
| Cornerstone Wealth Advisors, Inc.Carlsbad | $250/hr | $10,000 | Not published |
| Coronado Financial Group L.L.C.San Mateo | $210–$500/hr | $210–$375 | Not published |
| Corvus Wealth Advisors LLCTempleton | $250–$350/hr | $2,000–$5,000 | Not published |
| Couillard Capital LLCLos Angeles | $150/hr | $2,000–$10,000 | Not published |
| Coulombe and Sons Wealth ManagementWoodland Hills | $250/hr | $2,500–$6,500 | Not published |
| Cowan Capital AdvisorsFoster City | $500/hr | Not published | Not published |
| Craig V. Castanos CPALa MesaNo AUM fee | $300/hr | $1,000–$5,000 | Not published |
| Crawford Financial Planning & ConsultingModesto | $220/hr | Not published | $2,000–$4,000/yr |
| Create Your Path LLCBonitaNo AUM fee | $200–$350/hr | $200–$8,000 | $175–$350/mo |
| Creative Capital Management Investments LLCSan Diego | $90–$310/hr | $2,000–$4,000 | Not published |
| Creative Planning Solutions, IncGrand TerraceNo AUM fee | $250/hr | Not published | Not published |
| Crew Wealth ManagementSan Luis ObispoNo AUM fee | $600/hr | $2,000–$3,300 | Not published |
| Cross Border Wealth AdvisorsSan Diego | Not published | $499 | $50,000/yr |
| Crossroads PlanningOrange | Not published | $5,000 | $3,600/yr |
| Crux Wealth AdvisorsLong Beach | $500/hr | $1,000–$250,000 | Not published |
| Crystal Cove Asset ManagementNewport Beach | Not published | $1,500–$10,000 | Not published |
| Csi Wealth ManagementArcadia | $350–$1,000/hr | $2,000–$7,500 | $2,291/mo |
| Cultivate Financial Group LLCLos Gatos | Not published | Not published | $8,000–$12,000/yr |
| Curtis Advisory Group, LLCSanta Barbara | Not published | $1,800–$5,000 | Not published |
| Cypress Coast InvestmentsCarmelNo AUM fee | $500/hr | Not published | Not published |
| D. M. Brenner, Inc.Solana Beach | Not published | $15,000 | $10,000/yr |
| D. Moss Wealth ManagementWest Hollywood | Not published | $2,000–$7,500 | Not published |
| D'arcy Capital Management, LLCSan Diego | $250/hr | $5,000 | Not published |
| Dabk Financial Planning ServicesEl CerritoNo AUM fee | $250/hr | $800 | Not published |
| Daniel M. Stern, LLCSanta MonicaNo AUM fee | $350/hr | Not published | Not published |
| Darrell Capital Management, LLCRolling Hills Estates | $500/hr | $750–$25,000 | $250–$7,500/mo |
| Davenport Wealth AdvisorsCastro Valley | Not published | $20,000 | Not published |
| David Thomas,cpa,esq., PCSan Diego | $300/hr | Not published | Not published |
| Davies Financial Advisors, Inc.Murrieta | $250–$500/hr | $7,500–$150,000 | Not published |
| Dawson Investment ManagementWalnut Creek | $1,000/hr | Not published | Not published |
| Dba Generational Wealth StrategiesIrvine | $350/hr | $2,500–$50,000 | $1,000/mo |
| Dba Seaside Financial & Insurance ServicesCarlsbad | $65–$400/hr | Not published | $200–$12,000/yr |
| De Groote Financial Group, LLCThousand Oaks | $1,000/hr | $25,000 | Not published |
| De Vries Asset Management, LLCEncinitas | $500/hr | Not published | Not published |
| Dean Roland Russell, LLCSan Diego | $100–$400/hr | $2,000–$10,000 | Not published |
| Decision Investments, Inc.San Diego | $200/hr | $1,500 | Not published |
| Dedora Capital, Inc.Napa | $150–$250/hr | $1,500–$10,000 | Not published |
| Deeringer Wealth Management, LLCSacramento | $300–$350/hr | $2,000 | Not published |
| Define Financial, LLCSan Diego | $500/hr | $20,000–$50,000 | $20,000–$50,000/yr |
| Derderian Wealth Management, LLCLos Angeles | Not published | $1,500–$3,500 | Not published |
| Determined Advisors LLCSan Diego | Not published | Not published | $10,000/yr |
| Developing FinancialPetalumaNo AUM fee | Not published | $500–$1,000 | $166–$2,000/mo |
| Devore Financial Advisors LLCEscondido | Not published | $2,500 | Not published |
| Dew Point CapitalLos Angeles | $700/hr | $2,300–$20,000 | Not published |
| DFS Capital ManagementBrea | $250/hr | $2,500 | Not published |
| Dhamma CapitalWalnut Creek | $500/hr | $1,500–$5,000 | Not published |
| Di Bello FinancialMission Viejo | $400/hr | Not published | Not published |
| Diegelman Capital AdvisorsVentura | $95–$200/hr | Not published | Not published |
| Digital Wealth, LLCManhattan Beach | $500/hr | $500–$10,000 | $3,000–$6,000/yr |
| Diligent Investors, LLCRedlands | $250/hr | $5,000 | Not published |
| Diversifi Capital IncLos Altos | Not published | $500 | Not published |
| Diwy Financial PlanningLos AngelesNo AUM fee | $400–$1,000/hr | Not published | Not published |
| DLK Investment ManagementSolana Beach | $250–$500/hr | Not published | $3,000/yr |
| Do, Len DSan Bruno | $100/hr | $250–$2,500 | Not published |
| Dobson Asset ManagementPetaluma | $300/hr | Not published | Not published |
| Dolan Partners LLCDanville | Not published | $8,000 | Not published |
| Dollar Sign Ventures LLCLong Beach | Not published | Up to $5,000 | Not published |
| Dorsey Wealth Management, LLCTorrance | $350/hr | Not published | Not published |
| Dove Investment Research and Management, Inc.Irvine | $200–$400/hr | $2,500–$5,000 | Not published |
| Downie Financial GroupMission Viejo | $150–$500/hr | $250–$10,000 | $40–$10,000/mo |
| DRM Wealth ManagementPalm Springs | $500–$1,000/hr | $2,400–$50,000 | $250–$4,500/mo |
| DRS Financial Partners LLCSan Jose | $400/hr | $2,000–$4,000 | $300–$600/mo |
| Duckett Wealth ManagementIrvine | Not published | $1,500 | Not published |
| Dundee Capital Management LLCRedondo Beach | Not published | $2,000–$5,000 | Not published |
| Duvall Wealth Management LLCFontana | $75–$300/hr | $500–$3,000 | Not published |
| DWR Wealth Management, LLCSan Jose | $300/hr | $2,400–$6,000 | Not published |
| Dynamic Wealth Strategies, LLCGranite Bay | $375/hr | Not published | Not published |
| E. Demmler and AssociatesCastro ValleyNo AUM fee | $300/hr | $2,500–$30,000 | $500–$10,000/yr |
| Earned Wealth Advisors, LLCWalnut Creek | Not published | $2,500–$15,000 | $3,000/yr |
| Easy Sunday Financial PlanningSan Gabriel | Not published | Not published | $5,000/yr |
| Echo Advisory LLCMenlo Park | Not published | $2,400–$5,000 | Not published |
| Echo45 Advisors LLCWalnut Creek | Not published | $20,000 | Not published |
| Eclectic Associates, Inc.Fullerton | $350/hr | $350–$7,000 | Not published |
| Eddy Financial, LLCSanta Monica | $500/hr | $10,000 | Not published |
| Eden FinancialAliso Viejo | $300/hr | $300–$4,000 | Not published |
| Edward Haro Financial, LLCTustin | $200/hr | $500–$5,000 | $20–$100/mo |
| Edwin Chiang Investment AdvisorLa VerneNo AUM fee | $200/hr | Not published | Not published |
| Efc Wealth Management Firm LLCLos Angeles | $400/hr | $2,495 | $99/mo |
| Effective Finance LLCBerkeleyNo AUM fee | $250/hr | $500–$10,000 | Not published |
| Ehrlich Financial GroupLaguna Niguel | $250–$500/hr | $1,500–$10,000 | Not published |
| Elemental Wealth Advisors, LLCSan Luis Obispo | $350/hr | Not published | Not published |
| Elevate Wealth LLCSan Diego | $250/hr | $5,000–$30,000 | $5,000–$100,000/yr |
| Elite Wealth Management, LLCSan Diego | $250/hr | $2,500–$15,000 | Not published |
| Ella Financial AdvisingOakland | $400/hr | $10,000–$30,000 | $10,000–$30,000/yr |
| Elmwood Wealth ManagementBerkeley | $95–$225/hr | $3,000–$5,000 | $7,500/yr |
| Embarcadero Capital Advisors, Inc.Laguna Hills | $450/hr | Not published | $6,000/yr |
| Empath WealthTorranceNo AUM fee | $500/hr | Not published | Not published |
| Empower FinancialFremontNo AUM fee | $350/hr | $3,000–$10,000 | Not published |
| Empowering FinancialLafayette | $350/hr | $2,500–$15,000 | Not published |
| Encover Personal FinanceFremontNo AUM fee | $300/hr | $2,400–$4,000 | $250–$350/mo |
| Endeavor Financial PlanningSacramento | $300/hr | Not published | $3,000–$5,000/yr |
| Endurance Investment Strategies, Inc.Fresno | $200/hr | $1,000–$5,000 | Not published |
| Entruity Wealth, LLCBakersfield | Not published | $30,000 | Not published |
| Entrust Investment Services, IncCampbell | $500/hr | Not published | Not published |
| Envision Financial PlanningSan Francisco | $200/hr | $2,500–$10,000 | $350–$1,000/mo |
| Epsilon Financial Group, Inc.Fairfield | $300/hr | $1,000–$10,000 | Not published |
| Equanimity Financial PartnersPasadena | Not published | $2,500–$20,000 | Not published |
| Equanimity WealthGlendaleNo AUM fee | $250/hr | $399 | $169–$199/mo |
| EquityftwMorgan HillNo AUM fee | $625/hr | $10,000–$20,000 | Not published |
| Esi Financial Services, Inc.La MesaNo AUM fee | $375/hr | $3,000 | $4,500–$40,000/yr |
| Etu FinancialWalnut Creek | Not published | $1,500–$4,000 | Not published |
| Etzler Financial Advisors, LLCRed BluffNo AUM fee | $250/hr | $3,000–$5,000 | $2,000–$5,000/yr |
| Eureka Financial Planners, LLCEureka | $125/hr | $125–$2,500 | Not published |
| Everest Private WealthCupertino | Not published | $3,000 | Not published |
| Evermont WealthClaremont | $250–$1,850/hr | Not published | Not published |
| Evidencial Financial ConsultingOrinda | Not published | $5,000–$25,000 | Not published |
| Excelsus Capital ManagementManhattan Beach | $250–$350/hr | $500–$15,000 | Not published |
| Factor FinancialLava Ridge | Not published | $2,500–$10,000 | Not published |
| Factory Capital LLCLos Angeles | $350/hr | $1,500–$10,000 | $2,000–$30,000/mo |
| Fairlead Financial Advisors, LLCGreenbrae | $250/hr | Not published | Not published |
| Fairway Asset Management, Inc.San Ramon | $275/hr | $2,500–$15,000 | Not published |
| Falcon Wealth Planning, LLCOntario | $500/hr | $5,000 | $5,000/yr |
| Fallbrook FiClovis | $250/hr | $5,000 | $300–$1,250/mo |
| Family Investment Management L.P.Carlsbad | $350/hr | Not published | Not published |
| Family Style Advisors LLCAlhambra | Not published | $1,500–$3,000 | $300/mo |
| Farm Girl Capital LLCAlbany | Not published | Not published | $2,500/yr |
| Farrar FinancialsEscondido | $295/hr | Not published | Not published |
| Farrell Financial, Inc.Thousand Oaks | $250–$350/hr | $6,450 | Not published |
| Fata FinancialTiburon | $500/hr | Not published | Not published |
| Faulkner Financial Planning, LLCCameron Park | Not published | $250 | Not published |
| Favor Wealth Advisors, LLCPasadena | $500/hr | $2,500–$20,000 | Not published |
| Fenul Wealth Management LLCLos Angeles | $200/hr | $1,000–$3,500 | Not published |
| Fermata AdvisorsSonoma | $250–$500/hr | $5,000 | Not published |
| Fernandez Financial Advisory, LLCLos Alamitos | $350/hr | Not published | Not published |
| Fidela WealthCalabasas | $300/hr | Not published | Not published |
| Fiducia Wealth ManagementPasadena | $350/hr | $2,500–$10,000 | Not published |
| Fiduciary Financial Group, LLCSan Rafael | Not published | $7,200–$100,000 | Not published |
| Filigree Wealth Advisors, LLCIrvine | $500/hr | Not published | Not published |
| Filippini Investment AdvisorySanta Barbara | $200–$500/hr | $500 | Not published |
| Finances for Life, LLCCarlsbad | $295/hr | $1,500 | Not published |
| Finances for Real LifeLompoc | $150–$300/hr | Not published | Not published |
| Financial Advisors Network, Inc.Tustin | $350/hr | $1,250–$3,500 | Not published |
| Financial Alternatives, Inc.La Jolla | $300/hr | Not published | Not published |
| Financial Analytical Services, Inc.Fountain ValleyNo AUM fee | Not published | $500 | Not published |
| Financial BridgesPowayNo AUM fee | $400/hr | Not published | Not published |
| Financial ClientSacramento | Not published | Not published | $299/mo |
| Financial Coaching Partners LLCSomis | Not published | Not published | $300–$1,000/mo |
| Financial Designs CorporationClaremont | $600/hr | Not published | Not published |
| Financial Equations Advisors, Inc.Corona | Not published | $500–$3,000 | Not published |
| Financial Focus LLCCarlsbad | $300/hr | $1,500–$5,000 | Not published |
| Financial PeakAgoura Hills | $150–$350/hr | $500 | Not published |
| Financial Planning AssociatesAptosNo AUM fee | $250/hr | Not published | Not published |
| Financial Planning for Generations, Inc.EncinoNo AUM fee | $275–$550/hr | Not published | Not published |
| Financial Security Solutions, Corp.Valencia | $400/hr | $500–$10,000 | $1,000/yr |
| Financial Strategies for Today and Tomorrow--Wealth MGMT GroupSanta Ana | $450/hr | $10,000 | Not published |
| Financial Vision LLCGoleta | Not published | Not published | $12,000/yr |
| Financial ZenSan Francisco | Not published | $1,000–$15,000 | Not published |
| Fincop Financial PlanningDublin | $100/hr | $2,000 | $2,000/yr |
| Fincrafters Advisory LLCRocklin | $250/hr | $12,000 | $500/qtr |
| Findec Wealth Services, Inc.Stockton | Not published | $1,500–$5,000 | Not published |
| FintentMonrovia | $300/hr | Not published | Not published |
| Fire Capital Management, LLCSan Francisco | Not published | $250 | Not published |
| Fireside Finances, LLCAlamedaNo AUM fee | $350/hr | $1,500–$5,000 | Not published |
| Fireside Financial Planning, Inc.San Jose | Not published | Not published | $500/yr |
| Firmo Investment Consulting ServicesPasadena | $150/hr | $1,050 | Not published |
| First Principles Investment Management LLCLos Gatos | Not published | $5,000 | Not published |
| Fischer Investment Strategies, LLCWestlake Village | $350/hr | Not published | Not published |
| Fleming Financial AdvisingWalnut Creek | $290/hr | Not published | Not published |
| Flightpath Financial PlanningDel Mar | $250–$375/hr | $400–$2,000 | $1,200–$10,000/yr |
| Focus Investment Advisors, IncSolana Beach | $300/hr | $1,000–$5,000 | Not published |
| Focused Mission FinancialSan Diego | $350/hr | $1,500–$15,000 | Not published |
| FocusyouRedwood City | $300–$500/hr | Not published | Not published |
| Fog City Advisors, LLCAlbany | Not published | $2,400 | Not published |
| Folsom Wealth AdvisorsCameron Park | $350/hr | $2,450–$5,250 | $10,000/yr |
| Fonte Financial AdvisorsCarlsbad | $325/hr | $10,000 | Not published |
| Forest Hill Financial Advisory Group LLCSan Francisco | $150/hr | $1,500–$5,000 | Not published |
| Foronjy FinancialSanta Barbara | Not published | $2,500–$25,000 | Not published |
| Forrest Michael LeichtbergCarpinteria | $200–$400/hr | $2,500–$10,000 | Not published |
| Forum Private Wealth, LLCCarlsbadNo AUM fee | $500/hr | Not published | Not published |
| Foundry Financial LLCPasadena | Not published | $1,000–$10,000 | Not published |
| Fourzan Financial LLCChula Vista | $200–$2,000/hr | $500 | Not published |
| FPC Investment Advisory, Inc.Petaluma | $400/hr | Not published | Not published |
| Frank Financial AdvisorsCarlsbad | $250/hr | $1,000–$10,000 | Not published |
| Frank, Rimerman Advisors LLCPalo Alto | Not published | $360–$825 | Not published |
| Frederick, Mark D.RosevilleNo AUM fee | $300/hr | $750–$15,000 | Not published |
| From Planning To Living LLCReseda | Not published | $6,000–$12,000 | $6,000–$12,000/yr |
| Full Circle Financial PlanningTopanga | $250/hr | Not published | Not published |
| Fullguards FinancialSanta Cruz | $250/hr | Not published | Not published |
| Fusion FinancialLaguna Hills | $400/hr | $2,000–$100,000 | Not published |
| Future WalletWalnut CreekNo AUM fee | $300/hr | $2,500–$15,000 | Not published |
| G.c. Steele & CompanySolvang | $250–$350/hr | $1,500–$6,000 | Not published |
| Gallagher Wealth ManagementDanville | $300/hr | $3,000–$10,000 | Not published |
| Garabedian Wealth Management GroupPasadena | $500/hr | Not published | Not published |
| Garhwal, Chan & Williams Inc.San Francisco | Not published | $2,500–$10,000 | Not published |
| Garner Financial ManagementLafayette | $300/hr | Not published | Not published |
| Gasber Financial Advisors, IncFolsom | $75–$350/hr | $2,000–$5,000 | $5,000/yr |
| Gates Pass Advisors, LLCLos Altos | Not published | $5,000 | Not published |
| Gemmer, Robert ArdenHealdsburg | $250/hr | Not published | Not published |
| Gencap Portfolio ManagementTiburon | $250/hr | Not published | Not published |
| Generative Family Office LLCMoraga | $500–$1,500/hr | Not published | $1,500–$15,000/qtr |
| Gerber Kawasaki Wealth & Investment ManagementSanta Monica | $500–$1,000/hr | Not published | Not published |
| Gibraltar Financial AdvisorsSanta BarbaraNo AUM fee | $350/hr | Not published | Not published |
| Gibson Monroe Wealth AdvisorsOakland | Not published | $5,000–$20,000 | Not published |
| Ginsberg Financial StrategiesWalnut Creek | $250/hr | $500–$5,000 | Not published |
| Giving Tree Wealth AdvisorsSan Ramon | $400/hr | Not published | Not published |
| Glatt and Associates, LLCMoorpark | $325–$400/hr | $500 | Not published |
| Glenmore Financial, Inc, LifesightedHermosa Beach | $150–$350/hr | $495–$995 | $1,200–$25,000/yr |
| Global Advisors, LLCSan Jose | $150/hr | $2,000–$5,000 | $1,200–$24,000/yr |
| Global Financial Advisory Services, Inc.Valencia | $250/hr | Not published | Not published |
| Global Impact Wealth ManagementRiverside | $100–$350/hr | Not published | Not published |
| Global Investment CompanyOakland | $375/hr | Not published | Not published |
| Global Vantage Wealth ManagementEncinitas | $250/hr | Not published | $3,000–$80,000/yr |
| Global Wealth HarborDanville | Not published | $500–$8,000 | $100–$800/mo |
| Global Wealth ManagementCorona Del Mar | $250–$350/hr | $1,500–$3,500 | Not published |
| Globe & Anchor Wealth Management & Financial Planning, LLCWalnut Creek | $375/hr | $50,000 | Not published |
| Gold Coast Securities, Inc.Thousand Oaks | $50–$300/hr | $10,000 | Not published |
| Goldberg Financial Advisors, LLCEl Segundo | $500/hr | Not published | $5,000/yr |
| Goldman Lancaster, Inc.Long Beach | $350/hr | Not published | Not published |
| Golkonda Investment AdvisorsPleasantonNo AUM fee | Not published | $500–$10,000 | Not published |
| Golzar Investment Group LLCSan Diego | Not published | $2,000 | Not published |
| Gomez Financial PlanningBakersfieldNo AUM fee | $150/hr | Not published | Not published |
| Good Balance FP LLCLos Angeles | $350/hr | Not published | $5,000–$12,000/yr |
| Goodstein Wealth Management LLCEncino | $320/hr | $500–$5,500 | Not published |
| Gosho Financial GroupSan Mateo | $400–$700/hr | $5,000 | Not published |
| Gotman-Matusovskaya, Julie EvgenievnaLos Angeles | $250/hr | Not published | Not published |
| Gouda Wealth PlanningMontebello | Not published | $1,000–$2,500 | Not published |
| Gradient Capital Advisors, LLCSan Diego | $100–$350/hr | $500–$10,000 | Not published |
| Grant Private Wealth ManagementPleasanton | $250/hr | $1,500–$15,000 | $10,000/yr |
| Graystone Advisor, LLCFoster City | Not published | Not published | $16,000/yr |
| Green Harvest, Green Harvest Capital ManagementSan Diego | $150/hr | $500–$1,500 | Not published |
| Green Ocean Global Advisors LLCSan Francisco | $250/hr | $500 | Not published |
| Greenbook FinancialOakland | $500/hr | $4,000–$10,000 | Not published |
| Gregory Advisors Inc.Huntington Beach | $100–$250/hr | Not published | Not published |
| Greykasell Wealth Strategies, Inc.Danville | Not published | $6,200 | Not published |
| Greystone Wealth Management LLCHuntington Beach | Not published | $500–$5,000 | Not published |
| Gridley Associates IncSausalito | $200/hr | $500–$10,000 | Not published |
| Griffin Black, LLCRedwood City | $350/hr | $2,500 | Not published |
| Griffin FinancialAnaheim HillsNo AUM fee | $350/hr | $3,000–$18,000 | Not published |
| Grossman Financial ManagementBenicia | $250/hr | Not published | $6,695/qtr |
| Guanill Wealth ManagementSacramento | Not published | $650–$1,000 | Not published |
| Gutman Financial Planning LLCLoma Linda | $250/hr | $3,000 | $375/qtr |
| H.s. Financial, Inc.San DiegoNo AUM fee | Not published | $2,000–$25,000 | Not published |
| Halcyon Investment AdvisorLos Angeles | $200/hr | $1,000–$5,000 | Not published |
| Hall Financial WellnessNewport Beach | Not published | $500–$5,000 | $1,500–$10,000/yr |
| Hamilton Manor & AssociatesLa Jolla | $250/hr | $200–$15,000 | $2,000–$5,000/yr |
| Han Assets Management LLCVenice | $300/hr | Not published | Not published |
| Hanke & Apolonio Wealth Advisors LLCSan Francisco | $350/hr | $1,500–$6,000 | Not published |
| Hansen & Associates Financial Group Inc.Roseville | $250/hr | $750–$10,000 | Not published |
| Harbor Hills Financial AdvisorsMontecito | $200–$500/hr | Not published | Not published |
| Hardworking Capital Advisors, LLCPalm Desert | $500/hr | $250–$35,000 | $895–$1,800/yr |
| Harold Davidson & Associates, IncLos Angeles | $300/hr | $2,000–$4,000 | Not published |
| Harrington Investments, Inc.Napa | Not published | $250 | Not published |
| Harrison Lazarus Advisors, Inc.San Francisco | $900/hr | Not published | Not published |
| Hartfield Financial & Insurance Services, Inc.Granada Hills | $300–$500/hr | Not published | Not published |
| Hartman Financial PlanningSanta Clarita | $165–$275/hr | Not published | Not published |
| Harvestwise Wealth PlanningEscondido | Not published | Not published | $125/mo |
| Havaplan FinancialNewport Beach | $300–$400/hr | Not published | Not published |
| Haven Capital GroupWestlake Village | $200–$750/hr | Not published | $5,000/yr |
| Hawk Advisory LLCSan Francisco | $250/hr | $10,000 | $290–$850/mo |
| Hawley Personal FinanceMontereyNo AUM fee | $500/hr | $9,500–$16,500 | Not published |
| HBW Advisory Services LLCSimi Valley | Not published | Not published | $16–$35/mo |
| HCM WealthSan Rafael | $350/hr | $3,000–$5,000 | Not published |
| HCR Wealth AdvisorsLos Angeles | Not published | $500–$10,000 | $2,500/yr |
| Heckman Financial & Insurance Services, Inc.San Jose | $500/hr | Not published | $900–$12,000/yr |
| Heritage Wealth Management, Inc.San Diego | Not published | $1,500–$25,000 | Not published |
| Hermosa AdvisorsHermosa BeachNo AUM fee | Not published | $3,000–$8,000 | $2,000–$5,000/yr |
| Hermosa Capital Management, LLCHermosa Beach | $200–$500/hr | Not published | Not published |
| Hermosa Wealth ManagementHermosa Beach | $250/hr | Not published | Not published |
| Hesen & HaslamWoodland Hills | $350/hr | $10,000 | Not published |
| Hewitt Wealth Management Inc.Newbury Park | Not published | Not published | $6,000–$30,000/yr |
| Hexeum CapitalNewport Beach | Not published | $10,000–$50,000 | $10,000–$50,000/yr |
| Heyman Wealth Management, LLCEncino | Not published | $2,500–$10,000 | $1,000–$10,000/yr |
| HFM AdvisorsLos Angeles | $185/hr | $1,500–$5,000 | Not published |
| Hicok Financial Solutions, LLCTempleton | Not published | $2,500–$9,500 | Not published |
| Hifi PlanningLong BeachNo AUM fee | $300/hr | $5,000–$12,000 | Not published |
| Highland MB Wealth LLCTorrance | $125–$500/hr | Not published | Not published |
| Highline Wealth PartnersSherman Oaks | $500/hr | $5,000 | $500–$2,000/mo |
| Hillberg Capital Management, LLCTurlock | $300/hr | Not published | Not published |
| Holbrook Global StrategiesPalo Alto | $250/hr | Not published | Not published |
| Holden Wealth Management LLCLos Angeles | Not published | $500–$5,000 | Not published |
| Holland Strategic Wealth Advisors LLCLa Jolla | $400/hr | Up to $5,000 | $300–$3,500/mo |
| Holzberg Wealth Management, Inc.Corte Madera | $375/hr | $3,750 | Not published |
| Honor Family Office, LLCSanta Barbara | Not published | Not published | $6,250/qtr |
| Hood Financial, LLCSan Diego | $250/hr | $5,000 | $200/mo |
| HoodooOakland | $400/hr | Not published | Not published |
| Husami & AssociatesFullerton | $520/hr | Not published | Not published |
| Hutchinson & Ziegler Financial Advisors, Inc.San Rafael | $500/hr | Not published | Not published |
| Hyphen Wealth ManagementLafayette | Not published | $2,000–$5,000 | Not published |
| Iammarino, Nicholas J.CarlsbadNo AUM fee | $400/hr | $1,500–$10,000 | Not published |
| Ifc Advisors LLCLos Angeles | Not published | $25,000 | Not published |
| IfmgroupMonrovia | $250–$400/hr | $1,500 | Not published |
| Ignite Planners LLCSan Clemente | $500/hr | $50,000 | Not published |
| Ikigai PlanningTustin | Not published | Not published | $3,000–$20,000/yr |
| Illumination Wealth ManagementSan Diego | Not published | $500–$1,500 | $500/yr |
| Impact Fiduciary LLCPasadena | Not published | $1,500–$10,000 | $400–$3,500/mo |
| Impactadvisor LLCSf | $250–$500/hr | Not published | $499/qtr |
| In Touch Financial ServicesOakland | $200/hr | Up to $3,000 | $3,000/yr |
| Index Gurus, Inc.Concord | $300/hr | Not published | Not published |
| Indigo Private WealthLos Angeles | $500/hr | $1,000–$10,000 | Not published |
| Infinity Financial PlanningLos Banos | $150/hr | $500–$2,500 | Not published |
| Ing WealthLa Mesa | $150–$250/hr | $1,500–$9,500 | Not published |
| Innovative Financial Advisors, LLCLincoln | $200/hr | $1,200–$3,000 | Not published |
| Insight Financial AdvisorsSanta AnaNo AUM fee | $600/hr | $500–$10,000 | Not published |
| Insight Personal FinanceSan Francisco | $375–$550/hr | $3,000–$12,000 | $50–$500/mo |
| Insight Wealth Strategies, LLCSan Ramon | $500/hr | $50,000 | $40,000/yr |
| Inspiration Financial PlanningCarlsbad | Not published | $1,000–$10,000 | Not published |
| Integral Wealth ManagementTurlock | Not published | $1,500–$10,000 | Not published |
| Integrated Capital Management, IncCarson | $125–$175/hr | $500–$3,500 | Not published |
| Integrated Planning & InvestmentsClovis | Not published | Not published | $600–$10,000/yr |
| Integrity Wealth Advisors, Inc.Ventura | $350/hr | $1,000–$15,000 | Not published |
| Integrity Wealth Partners, LLCWalnut Creek | $400/hr | $1,500–$10,000 | Not published |
| IntegrousSan Rafael | $175–$300/hr | $2,500–$10,000 | Not published |
| Intelligence Driven Advisers, LLCCarlsbad | $175–$675/hr | $2,500–$10,000 | $10,000/yr |
| Intelligent Investor Financial Planning, LLCSan Francisco | Not published | Not published | $500–$2,500/yr |
| International Private Wealth Advisors LLCSan Diego | Not published | $1,350–$25,000 | Not published |
| Inversewealth LLCSan Ramon | Not published | $2,500–$15,000 | $5,000–$20,000/yr |
| InvesdidBenicia | $450/hr | $3,000–$10,000 | Not published |
| Investamily, LLCOak Park | $200–$500/hr | Not published | Not published |
| Investlinc Wealth ServicesBrea | $250/hr | $350 | Not published |
| Irontree Wealth Management, Inc.Irvine | $300/hr | Not published | $250/mo |
| Israilov FinancialCupertino | $400/hr | $2,000–$5,000 | Not published |
| Jane Financial, LLCOakland | Not published | Not published | $20,000/yr |
| JC Financial Planning & Investments, LLCLong Beach | $200/hr | $500–$5,000 | Not published |
| JC Financial ServicesLoomis | $250/hr | Not published | $250/mo |
| JDH Wealth Management, LLCSanta Rosa | $300/hr | $6,000 | Not published |
| JMB Financial Managers, Inc.Santa AnaNo AUM fee | $250–$500/hr | $1,000–$10,000 | Not published |
| Jmo FinancialCarlsbad | $250/hr | $1,000–$5,000 | Not published |
| John Friedman FinancialSan Francisco | $450–$600/hr | $3,500–$16,000 | Not published |
| John H. Liles, CFPNapa | $150/hr | Not published | Not published |
| Journey Equity Wealth Management LLCDowney | $300–$500/hr | $1,000–$25,000 | Not published |
| Joyner Financial Planning LLCSan FranciscoNo AUM fee | $150/hr | $2,500 | Not published |
| Jro Wealth Management LLCCardiff | $250/hr | $2,000–$20,000 | Not published |
| JSF Financial, LLCLos Angeles | $1,295/hr | Not published | $500–$75,000/yr |
| JW Financial Advisors, LLCSanta Rosa | $300/hr | $4,000 | Not published |
| K Financial Services, LLCLos Angeles | Not published | $500 | Not published |
| K2 Financial Inc.Glendora | $250–$400/hr | $500–$10,000 | Not published |
| Kachkovsky & Fisher, Inc.San Diego | $250/hr | $10,000 | Not published |
| Kaiyo Wealth LLCSan Diego | Not published | $10,000 | Not published |
| Kaizen Financial Strategies, LLCPleasanton | $500/hr | $10,000 | Not published |
| Kanan AdvisorsMalibu | $450/hr | $500–$25,000 | Not published |
| Kane Capital Advisors LLCCamarillo | $250/hr | Not published | Not published |
| Kate Capital GroupWestlake Village | $300/hr | Not published | Not published |
| Katy Song Financial Planning, Inc.Mill ValleyNo AUM fee | $400/hr | $980–$7,800 | Not published |
| KB Financial Advisors LLCSan Francisco | Not published | $4,000 | $8,000/yr |
| Keep It Simple Financial PlanningOrange | $250–$500/hr | Not published | $9,000–$25,000/yr |
| Kelly Financial Group LLCEncinitas | $300/hr | Not published | Not published |
| Kelly Jones Investment Services, Inc.San Rafael | Not published | $500 | Not published |
| Kelsey Financial, LLCMoorpark | $350/hr | $100–$20,000 | Not published |
| Kenneth Dean & Co Financial Advisory ServicesSeal Beach | $200/hr | $500–$5,000 | Not published |
| Kera Capital PartnersSan Jose | $250/hr | $2,000–$20,000 | $7,500/yr |
| Key Focus Wealth LLCSan Ramon | $350/hr | $5,000–$10,000 | Not published |
| Keymark FinancialRolling Hills Estates | $250–$500/hr | $1,500–$5,000 | $200–$1,000/mo |
| Kin Stewards LLCLa Crescenta | $500/hr | $20,000 | Not published |
| Kinetic Investment Management, Inc.Los Angeles | $100–$500/hr | $1,000–$10,000 | Not published |
| King Wealth Advisors, LLCSan Mateo | $250/hr | $1,250–$10,000 | Not published |
| Kirz, Paul HBreaNo AUM fee | $600/hr | Not published | $7,000/yr |
| Klein Financial AdvisorsRancho Mission Viejo | Not published | Not published | $200–$5,000/yr |
| KMR Wealth Advisory, LLCSan Luis Obispo | $125/hr | $500–$2,000 | Not published |
| Kneale JR, Kenneth AlanSan DiegoNo AUM fee | $250/hr | Not published | $400/qtr |
| Kobata FinancialAtascaderoNo AUM fee | $125/hr | $250–$2,500 | Not published |
| Koch Capital Management LLCAlamo | Not published | Not published | $6,000/yr |
| Kohr InvestmentsMission Viejo | $350/hr | $350–$2,000 | Not published |
| Krane Financial SolutionsCalabasas | $200–$1,000/hr | $500–$40,000 | Not published |
| KRM Advisory ServicesVista | $100–$500/hr | Not published | Not published |
| Kroeger Financial PartnersGrass Valley | $350/hr | Not published | Not published |
| Kruse Financial StrategyPetalumaNo AUM fee | $300/hr | $3,500–$10,000 | Not published |
| Krystal FortnerRichmondNo AUM fee | Not published | $5,500–$10,000 | Not published |
| Kuleana Wealth AdvisorsLos Altos | $400/hr | $5,000 | $2,500/qtr |
| L & S Advisors, IncLos Angeles | $500/hr | Not published | Not published |
| L Squared Wealth ManagementSan Diego | $250/hr | $500–$5,000 | $500–$5,000/yr |
| Laguna Capital Management, Inc.Santa Barbara | $350/hr | $350 | Not published |
| Laguna Financial AdvisoryLaguna Hills | $300/hr | $500–$10,000 | Not published |
| Larsen Wealth ManagementEl Dorado Hills | Not published | $1,500–$2,500 | Not published |
| Larson, Orlan BlaineSanta Clarita | Not published | Not published | $1–$20,000/yr |
| Law Office of Jamie TownsendEscondidoNo AUM fee | $300/hr | Not published | Not published |
| Lawrence Russell and CompanyPasadenaNo AUM fee | $150/hr | $1,450–$3,650 | Not published |
| Layari FinancialBrea | Not published | $500–$10,000 | $7,200–$20,000/yr |
| Lee Financial GroupLadera Ranch | Not published | $1,250–$5,000 | $1,250–$5,000/qtr |
| Lee R. Robinson & AssociatesStockton | Not published | $1,000–$25,000 | Not published |
| Legacy Builders Financial, LLCFolsom | Not published | $600–$800 | $250/mo |
| Legacy Wealth Advisors, LLCSan Jose | Not published | $2,500 | Not published |
| Leppla Capital Management LLCSan Francisco | $250–$450/hr | $3,000–$10,000 | Not published |
| Lewis Asset ManagementLafayette | Not published | $7,500 | Not published |
| Lewis M. Wallensky AssociatesLos Angeles | $250–$450/hr | $1,500–$7,500 | Not published |
| Liberty Wealth Management, LLCOakland | Not published | $3,500 | $500/yr |
| Libra Wealth LLCLos GatosNo AUM fee | $100–$450/hr | Not published | Not published |
| Life By Design Investment Advisory ServicesDana Point | Not published | $6,000–$25,000 | $6,000–$25,000/yr |
| Life Strategies, Inc.Cardiff | Not published | $500–$3,000 | Not published |
| Lifesteps FinancialClaremont | Not published | Not published | $6,000/yr |
| Lifetime Financial Advisors IncEncinitasNo AUM fee | $250/hr | $2,500–$25,000 | $500–$5,000/yr |
| Lighthouse Advisory Services, Inc.San Diego | $75–$200/hr | $750–$2,500 | Not published |
| Lighthouse Financial Services IncBrea | Not published | $200–$1,200 | $199/mo |
| Lilac Wealth, LLCVeniceNo AUM fee | Not published | Not published | $2,500/mo |
| Linda A. Barlow, CFPSanta Ana | $100–$250/hr | $1,000–$2,500 | Not published |
| Lindy Wealth, LLCLos AngelesNo AUM fee | Not published | $1,000–$20,000 | Not published |
| LLG Wealth ManagementDiamond BarNo AUM fee | Not published | Not published | $3,000–$15,000/yr |
| Lloyd Tevis Investments, LLCLafayette | Not published | Not published | $1,250/qtr |
| Loam AdvisoryLos Angeles | Not published | $1,000–$10,000 | Not published |
| Lodestar Private Asset Management LLCAlamo | $500–$750/hr | Not published | Not published |
| Lodestone Capital Solutions LLCStanton | $200/hr | Not published | Not published |
| Logic Wealth Management, LLCPasadena | $350/hr | $750–$3,000 | $750/yr |
| Lone Peak Asset Management, Inc.Westlake Village | Not published | $1,000–$5,000 | Not published |
| Lone Wolf Wealth ManagementOntario | $200/hr | $2,000–$10,000 | Not published |
| Longevity Capital ManagementThousand Oaks | $350/hr | $350–$14,000 | Not published |
| Los Gatos Financial LLCLos GatosNo AUM fee | $250/hr | $400–$4,000 | Not published |
| Lotus Oak Capital InstituteBurbank | Not published | $1,500–$7,500 | $3,000–$12,000/yr |
| Lucent Wealth Planning, LLCSanta Barbara | $350–$450/hr | $2,000–$6,000 | $22,000/yr |
| Lucerna Capital Management LLCDublin | $300/hr | $3,000–$15,000 | Not published |
| Luhman Wealth PartnersIrvine | $300/hr | $1,000–$50,000 | Not published |
| Lula FinancialOaklandNo AUM fee | $100–$500/hr | Not published | $100–$200/mo |
| Luminary Financial PlanningModesto | $100–$500/hr | $200–$3,500 | Not published |
| Lupu FinancialIrvine | $250/hr | Not published | Not published |
| Luskin Financial PlanningSan Diego | $450/hr | $4,695 | Not published |
| Lyon Restaurant AdvisoryFresnoNo AUM fee | $300/hr | $1,000–$5,000 | Not published |
| M Wealth Management, LLCSan Diego | $400/hr | $750–$10,000 | Not published |
| Maaxiom Capital LLCFullerton | $200/hr | Not published | Not published |
| Maclean Capital Advisors, LLCIndian Wells | Not published | $5,000 | Not published |
| Madanat Financial ServicesSan Luis Obispo | Not published | $1,000–$2,000 | Not published |
| Madrid Retirement AdvisorsManhattan Beach | $250/hr | Not published | Not published |
| Madrone Investment Advisory, LLCSan Rafael | Not published | Not published | $6,000/yr |
| Madson Wealth Advisors Inc.Santa Rosa | $400/hr | $2,400–$5,000 | Not published |
| Magnum FinancialSonoma | $250–$2,500/hr | $795 | Not published |
| Mahalo Advisory Services, LLCHuntington Beach | $350/hr | $2,500 | Not published |
| Mainstream Capital ManagementLos Angeles | $300/hr | $1,000–$5,000 | Not published |
| Mainstreet Financial Planning, Inc.Los GatosNo AUM fee | $450/hr | $800 | $309/mo |
| Manhattan West Asset Management, LLCLos Angeles | $500/hr | $15,000–$60,000 | Not published |
| Maranantha FinancialVentura | $150–$300/hr | $500–$5,000 | Not published |
| Mari Legacy Group, LLCCalabasas | $350/hr | $20,000 | Not published |
| Marim Wealth PlanningSan Mateo | $400/hr | Not published | $350–$950/mo |
| Marin Wealth Advisors LLCSan Rafael | Not published | $7,000–$20,000 | Not published |
| Marina Wealth AdvisorsLos Angeles | $1,000/hr | Not published | $99–$5,000/mo |
| Mark Harris ServicesCameron Park | $125/hr | Not published | Not published |
| Mark Smith Financial Services, Inc.Thousand Oaks Drive | $545/hr | Not published | Not published |
| Marrick WealthIrvine | $175–$500/hr | Not published | Not published |
| Mature Money Management, IncElk Grove | $200/hr | $2,500 | Not published |
| Maxim Capital Advisors, Inc.Irvine | $300/hr | $2,500–$20,000 | Not published |
| Maya Advisors, Inc.Palo Alto | Not published | Not published | $6,000–$12,000/yr |
| Mayfield Advisors, Inc.Palo Alto | $150–$250/hr | $1,500–$7,500 | $500/yr |
| Mccann Investment Management LLCLodi | $200/hr | Not published | Not published |
| Mccurdy Financial SolutionsRocklin | $250/hr | $1,500–$5,000 | Not published |
| Mcdonnell Financial ServicesPasadena | $350/hr | $50,000 | $3,500/yr |
| Mcintosh Capital Advisors, Inc.Los Angeles | $275/hr | $750–$14,000 | Not published |
| Mcnaughton Wealth Management, LLCSan Diego | $250/hr | Not published | $20,000/yr |
| Mears Money ManagementValencia | Not published | $395 | Not published |
| Measured Money ManeuversSolana Beach | $250–$350/hr | $2,500–$10,000 | $3,600/yr |
| Measured Risk PortfoliosSan Diego | $250/hr | $2,500 | Not published |
| MechfiSacramento | Not published | $30,000 | Not published |
| Megan Rouse Financial PlanningDublinNo AUM fee | $500/hr | $6,000–$15,000 | Not published |
| Melo Out Financial, LLCPatterson | $100/hr | $2,500–$6,000 | $500/yr |
| Mentor Financial Advisory Group, LTD.Carlsbad | $300/hr | Not published | Not published |
| Meridian Wealth Management, IncMurrieta | Not published | $200–$300 | Not published |
| Mestmaker & Petrey Wealth AdvisorsBakersfield | $250/hr | $250–$10,000 | Not published |
| Meyers Wealth ManagementPalo Alto | $360/hr | Not published | Not published |
| MezziMenlo ParkNo AUM fee | Not published | Not published | $1,499/yr |
| Mfa Wealth ServicesThousand Oaks | $350/hr | Not published | $500–$12,500/qtr |
| Mfac Financial Advisors, Inc.Westlake Village | $550/hr | Not published | Not published |
| MGN and Co LLCSanta Monica | $100–$300/hr | Not published | $200–$1,000/yr |
| Michael Garber Financial PlanningGilroyNo AUM fee | $350/hr | Not published | $4,000–$25,000/yr |
| Midas Capital ManagementSan Francisco | $300/hr | Not published | Not published |
| Migh Financial Planner, LLCLos Gatos | $250/hr | $1,600–$2,400 | $120/mo |
| Mile Wealth ManagementIrvine | $250–$350/hr | Not published | $4,800/yr |
| Miller Avenue Advisors LLCMill Valley | Not published | Not published | $8,000–$30,000/yr |
| Mills Financial GroupBrowns Valley | $50/hr | Not published | Not published |
| Mills Financial Services LLCTehachapi | Not published | $1,000 | Not published |
| Miltonian Capital Management, LLCLos Olivos | $100/hr | Not published | Not published |
| Miotto, Jordan PhilipAnaheimNo AUM fee | Not published | $400 | Not published |
| Mirador Capital PartnersPleasanton | Not published | $2,500 | Not published |
| Mission Creek Capital Partners, Inc.San Francisco | $250–$350/hr | Not published | $750/qtr |
| Mission Hills Financial Advisory LLCSan Diego | $300/hr | $2,500–$5,000 | Not published |
| Mitchell Financial PlanningCulver City | $200/hr | Not published | Not published |
| MK Investment Advisors, LLCCarlsbad | $125–$350/hr | Up to $15,000 | Not published |
| MKG Capital Management, LLCSan Francisco | $280/hr | Not published | Not published |
| Modern Assets, LLCHawthorne | Not published | $5,000–$10,000 | $2,000/yr |
| Modern Money Management LLCSan Diego | $300/hr | Not published | $625/mo |
| Molano Wealth ManagementVisalia | $300/hr | $3,000–$36,000 | $699/mo |
| Moment Partners, LLCSan Francisco | Not published | $2,000–$50,000 | Not published |
| Momentum Financial and Insurance Services LLCValley Center | $300/hr | $1,500 | Not published |
| Monarch Wealth StrategiesSanta Barbara | $1,000/hr | $30,000 | Not published |
| Money IntelligenceSanta Clara | Not published | Not published | $5,000/yr |
| Money Strategies, Inc.RedlandsNo AUM fee | Not published | $5,000–$245,000 | Not published |
| Monograph Wealth Advisors, LLCManhattan Beach | $500/hr | Not published | Not published |
| Monroe Wealth Management LLCSan Francisco | Not published | Not published | $10,000/yr |
| Moonshot Planning LLCMontclairNo AUM fee | Not published | $1,500–$18,000 | Not published |
| Morse Group Investment AdvisorsSherman Oaks | $250/hr | $1,000–$10,000 | Not published |
| Morton WealthCalabasas | $350/hr | $6,000 | $6,000–$15,000/yr |
| Mosher Financial Advisors LLCLafayette | $60–$350/hr | Not published | Not published |
| Mountain Vista Wealth ManagementSanta Barbara | $250–$500/hr | Not published | $150–$500/mo |
| Mozaic, LLCBeverly Hills | $750/hr | Not published | Not published |
| MP3 Finance LLCCameron ParkNo AUM fee | $100/hr | $500 | $200/mo |
| Mraz and AssociatesModesto | $250/hr | $1,000–$5,000 | Not published |
| MT Ryan, Inc.San Clemente | $85/hr | $750–$5,000 | Not published |
| MT. Timp CapitalWinnetka | $100–$400/hr | Not published | Not published |
| Mullaney Financial & Tax, Inc.Woodland HillsNo AUM fee | Not published | $7,800 | Not published |
| My Portfolio Guide, LLCSeal Beach | $250–$500/hr | Not published | Not published |
| Myfi FinancialPasadenaNo AUM fee | $240/hr | Not published | Not published |
| Nadel Private Wealth LLCSan Jose | $50–$150/hr | $500–$2,500 | Not published |
| Nancy K Weeks Associates, LLCRedwood City | $450–$600/hr | $10,000–$30,000 | Not published |
| Nardene Wealth Management IncBrentwood | Not published | $200–$2,000 | Not published |
| Nasira FinancialSan FranciscoNo AUM fee | $295/hr | Not published | $2,100/yr |
| Natural Bridges Financial AdvisorsSanta CruzNo AUM fee | Not published | Not published | $12,000–$50,000/yr |
| Nautilus Advisors LLCLa Jolla | Not published | $500–$10,000 | Not published |
| Navalign, LLCEncino | $400/hr | $400 | $4,000/yr |
| Navigation Group LLCRedwood Shores | $150/hr | Not published | Not published |
| Navigoe, LLCRedondo Beach | Not published | Not published | $2,083/mo |
| NectarineSan DiegoNo AUM fee | $500/hr | $10,000 | $5–$50/mo |
| Nelson Capital Management, LLCMenlo Park | $500/hr | Not published | Not published |
| Nerad + Deppe Wealth ManagementLa Jolla | $250/hr | $1,200–$10,000 | Not published |
| New Assets Investment Advisors LLCMilpitas | $150/hr | $1,000–$10,000 | Not published |
| New Phase FinancialSan DiegoNo AUM fee | $240/hr | $900–$5,900 | Not published |
| New Wave Financial ServicesHermosa Beach | $400/hr | $899 | $9,000/yr |
| Neya CapitalPalmdale | Not published | $5,000–$10,000 | $500/qtr |
| Nine Gems Investment ManagementSan Jose | $500/hr | $500–$3,000 | Not published |
| Noble Wealth Management, Inc.Newport Beach | Not published | $2,500 | $2,500–$10,000/yr |
| Nollenberger Mccullough Investment Advisors LLCNewport Beach | $400/hr | $2,000–$5,000 | Not published |
| Noor Financial ServicesTujungaNo AUM fee | $250/hr | $1,000–$1,500 | $4,200–$6,000/yr |
| North Berkeley Wealth Management, LLCBerkeley | $295/hr | Not published | Not published |
| North County Financial Planning, LLCCarlsbad | $300/hr | $10,000 | Not published |
| North Financial AdvisorsSan Diego | $375/hr | $749 | $4,500/yr |
| North Pier Fiduciary Management, LLCMarina Del Rey | Not published | Not published | $5,000–$10,000/yr |
| Northern Star Generational WealthMountain View | $500/hr | Not published | $5,625/qtr |
| Northwoods Financial Partners LLCHermosa Beach | Not published | $2,000–$5,000 | Not published |
| Nri Wealth Management, LLCSanta Clara | $350–$500/hr | Not published | Not published |
| Nuna InvestmentsRancho Cordova | $150–$300/hr | $500–$5,000 | Not published |
| NWF Advisory Services IncLos Angeles | $50–$300/hr | $500–$3,000 | Not published |
| NWK GroupSan Francisco | Not published | $500–$2,500 | Not published |
| O'boyle Wealth Management, Inc.Beverly Hills | $1,000/hr | $50,000 | $5,000/yr |
| O'donnell Financial Services, LLCSan Rafael | $450/hr | $1,500–$10,000 | Not published |
| Oak Peak FinancialMenlo Park | Not published | $1,000–$6,000 | Not published |
| Oak Summit Wealth Management, Inc.San Diego | Not published | Not published | $2,500/qtr |
| Oakgrowth Wealth Management LLCPasadena | Not published | $1,000 | $2,000/qtr |
| Oakleaf Asset AdvisorsPaso Robles | $150/hr | Not published | Not published |
| Oaktree Wealth Group Inc.Brea | $250/hr | $250–$25,000 | Not published |
| Obel Financial AdvisorsSan Mateo | Not published | $300–$5,000 | Not published |
| Oceaniq Capital, LLCPalo Alto | $500/hr | $10,000–$100,000 | Not published |
| Oder Investment Management, LLCWoodland Hills | $200/hr | $1,000–$5,000 | Not published |
| Odyssey Financial Services LLCLos Angeles | $75/hr | Not published | Not published |
| Ogden, ThomasMonterey | $500/hr | Not published | Not published |
| Olde World InvestmentsNapa | Not published | $600–$1,200 | Not published |
| Olivehurst Advisors LLCRoseville | $300/hr | Not published | Not published |
| Olma AdvisorsLos Gatos | $350–$750/hr | $4,500 | Not published |
| Olympia Wealth ManagementLafayette | $300/hr | $500 | Not published |
| Omega Financial Group, LLCSanta Barbara | $150–$950/hr | $1,500–$20,000 | $1,000/yr |
| Omnikey Investment AdvisorsFontanaNo AUM fee | $200/hr | $200–$10,000 | $29/mo |
| On Keel CapitalMill Valley | $250/hr | Not published | Not published |
| On the Trail Financial Planning, LLCWalnut Creek | Not published | $3,000 | $4,000/yr |
| One Wealth Advisors, LLCSan Francisco | Not published | $1,000–$50,000 | Not published |
| OnemoneyLa Jolla | $400/hr | Not published | Not published |
| Onesta Wealth Management, LLCSacramento | $350/hr | $350–$15,500 | Not published |
| Onitus Capital, LLCNewport Beach | $500/hr | $10,000 | Not published |
| Onus Observer LLCSan Francisco | $250/hr | $25,000 | Not published |
| Open Path FinancialGoletaNo AUM fee | $425/hr | Not published | Not published |
| Open Water Advisory PartnersYucaipa | $350/hr | $2,500 | Not published |
| Optimo CapitalSan Francisco | $325–$425/hr | Not published | Not published |
| Optimus Advisory GroupIrvine | $175/hr | Not published | Not published |
| Optometry Wealth Advisors LLCMaderaNo AUM fee | $250/hr | Not published | $395–$5,000/mo |
| Opus Private Wealth Group, LLCOrange | $300/hr | Not published | Not published |
| Orchard City Wealth Management, LLCLos Gatos | $300/hr | Not published | $10,000–$30,000/yr |
| Osborne Capital ManagementSan Diego | $100–$250/hr | $50–$500 | Not published |
| Otium Advisory Group, LLCHawthorne | $275/hr | $1,000–$4,000 | $250–$450/mo |
| Outflyers LLCOrinda | $300/hr | Not published | Not published |
| Outlive Financial Planning LLCSan Diego | $250/hr | $500–$3,000 | $250–$3,000/mo |
| Owens Investment Advisors LLCMission Viejo | $250/hr | $2,500 | Not published |
| Owl and Ore Wealth PlanningPleasant Hill | Not published | Not published | $400/mo |
| Owlsense Wealth & Legacy Advisors LLCStevenson Ranch | $300/hr | $1,500–$20,000 | Not published |
| Pacific Excel Wealth Advisors, Inc.Walnut Creek | Not published | $500 | $500/yr |
| Pacific Financial Planners, LLCLaguna Niguel | Not published | $500–$1,000 | Not published |
| Pacific Global Investment Management CompanyGlendale | $250/hr | Not published | $1,000–$2,500/yr |
| Pacific Investment ResearchOrange | $250/hr | $200–$300 | $1,600/qtr |
| Pacific Oak Financial Planning LLCWoodland Hills | Not published | $3,000–$12,500 | $1,500–$6,250/qtr |
| Pacific Point Advisors, LLCSan Diego | $1,000/hr | $10,000–$50,000 | $1,500–$2,500/mo |
| Pacific United Planning, Inc.Playadel Rey | Not published | $600 | $50–$900/mo |
| Pacific Wealth AdvisorsCampbell | $400/hr | Up to $25,000 | Not published |
| Pacific Wealth Care Inc.Yorba Linda | $275/hr | Not published | Not published |
| Pacific Wealth ManagementSan Diego | $250–$400/hr | $2,500–$5,000 | Not published |
| Pacific Wealth Strategies Group, Inc.Santa Barbara | $350/hr | $2,500–$10,000 | Not published |
| Painted Porch Advisors LLCSanta Barbara | Not published | Not published | $7,500/yr |
| Pakha Investment AdvisoryRedlands | $300/hr | $250–$1,450 | Not published |
| Palo Seco Wealth ManagementCorona | $250–$450/hr | Not published | $800/yr |
| Paragon Financial PartnersWoodland Hills | Not published | $3,500–$100,000 | Not published |
| Parallel Wealth ManagementRedding | $450/hr | $3,500–$25,000 | Not published |
| Parkshore Wealth ManagementGranite Bay | $200/hr | $300 | Not published |
| Pasadena Private Wealth, LLCPasadena | $800/hr | $2,500 | $40,000/yr |
| Pashman Financial LLCPlaya Del Rey | $150/hr | $2,000–$5,000 | $6,000/yr |
| Patels and Company CapitalIrvine | $600/hr | $1,000–$10,000 | Not published |
| Pathview Wealth AdvisorsSan Diego | $90–$500/hr | $1,500–$10,000 | Not published |
| Pathways Advisory Group, Inc.Fresno | $300/hr | Not published | $1,250/qtr |
| Pax Horizon Wealth Management, LLCVista | $250/hr | $2,000–$10,000 | Not published |
| Pde Wealth Advisors, LLCRancho Cucamonga | $200/hr | Not published | $100/mo |
| Peak Financial PlanningCanoga Park | Not published | Not published | $1,000/mo |
| PenmarLos Angeles | $125/hr | Not published | Not published |
| Penmar Wealth Management LLCSanta Monica | $250/hr | Not published | Not published |
| Perigon Wealth Management, LLCSan Francisco | Not published | $1,000–$15,000 | Not published |
| Personal Best Financial LLCOakland | $250/hr | $2,500–$10,000 | $800/yr |
| Petix & Botte FinancialLa Mesa | $250/hr | $500–$3,000 | Not published |
| PFL Partners LLCHawthorneNo AUM fee | $150/hr | $600–$1,800 | $150–$750/mo |
| Phase Change Wealth Management LLCSebastopol | $300/hr | Not published | Not published |
| Phase Line FinancialArroyo Grande | Up to $500/hr | Up to $36,000 | Not published |
| Pi Wealth Plan LLCSan JoseNo AUM fee | Not published | Not published | $2,075/mo |
| Pih Investments, LLCSouth Pasadena | $240/hr | $960–$3,500 | Not published |
| Pinecone FinancialOaklandNo AUM fee | $300/hr | Not published | $100/mo |
| Pinnacle Retirement & Financial PlanningSan Rafael | Not published | $300 | Not published |
| Pixel Financial PlanningSan Francisco | $300/hr | $5,000–$10,000 | $1,500–$3,000/qtr |
| PK Wealth AdvisorsSacramento | $250/hr | $2,500 | Not published |
| Plan FinancialFresno | $200/hr | $245–$4,000 | Not published |
| Planned Solutions, Inc.Folsom | $100–$250/hr | Not published | Not published |
| Platt Wealth ManagementSan Diego | $350/hr | $3,000 | Not published |
| Plectrum Advisers LLCAltadena | $350/hr | $1,500–$2,000 | $29/mo |
| Point Loma AdvisorsSan Diego | Not published | $1,000–$3,500 | Not published |
| Point4ward Financial PlanningWalnut Creek | Not published | $500–$3,000 | Not published |
| Polaris Capital Management LLCEl Dorado Hills | Not published | Not published | $8,000/yr |
| Polymita Wealth Management LLCSanta Rosa | Not published | $2,500–$5,000 | $250–$400/mo |
| Portfolio Advisors, Inc.Fresno | $450/hr | $5,000–$15,000 | Not published |
| Portsalus Wealth ManagementMission Viejo | Not published | $2,500–$7,500 | Not published |
| Potentia WealthSan Jose | Not published | $2,500–$50,000 | Not published |
| Power InvestingDanville | $360/hr | Not published | Not published |
| Practicecfo InvestmentsSan Diego | Not published | $500–$5,000 | Not published |
| Prattes Wealth PartnersNewport Beach | $300/hr | Not published | Not published |
| Premier Financial Planning, Inc.Valley Center | $200/hr | $4,000 | Not published |
| Premier Wealth Advisors, LLCSan Diego | $300/hr | $3,000–$6,000 | Not published |
| Presidio Capital Management, LLCSan Diego | $450/hr | Not published | Not published |
| Prism Advisors, Inc.Studio City | $500/hr | $1,500–$10,000 | Not published |
| Private Portfolios, Inc.San Mateo | $325/hr | Not published | Not published |
| Private Wealth AdvisorsFresno | $500/hr | $1,500–$10,000 | Not published |
| Private Wealth Partners, LLCMill Valley | $300–$500/hr | $3,000–$5,000 | Not published |
| PrivatusRancho Cucamonga | $395/hr | Not published | Not published |
| Process Wealth LLCRoseville | $200/hr | Not published | Not published |
| Procore Advisors, LLCNewport Beach | $150–$450/hr | $1,200–$15,000 | Not published |
| Professional Financial Advisors IncSan Juan Capistrano | $550–$850/hr | Not published | Not published |
| Proprietor Wealth Management Inc.Larkspur | $150–$300/hr | Not published | Not published |
| Prosperent Capital, LLCUkiah | $250–$750/hr | Not published | $250–$1,000/mo |
| Prosperity Financial Group, Inc.San Ramon | $250/hr | $500 | Not published |
| Prosperity Road, LLCSanta Ana | $350–$450/hr | Not published | Not published |
| Prosperity Wealth Planning LLCIrvine | $325–$500/hr | $1,500–$3,500 | Not published |
| Prospettiva FinancialSan Francisco | Not published | $10,000–$20,000 | Not published |
| Prudent Investor Advisors, LLCFolsom | $200–$300/hr | $1,000 | $1,000–$5,000/yr |
| Prudent InvestorsLake Forest | $750/hr | Not published | Not published |
| Prudent Prospera Planning, Inc.Pleasanton | $250/hr | $1,500–$5,000 | Not published |
| Puente WealthSan Diego | Not published | $2,500–$10,000 | $250–$500/mo |
| Pure Financial Advisors, LLCSan Diego | $275/hr | Not published | Not published |
| Purus Wealth Management, LLCNewport Beach | $500/hr | $1,500–$20,000 | Not published |
| Putman Capital Management, Inc.Torrance | $125–$475/hr | Not published | $7,500/yr |
| Pwjohnson Wealth & Legacy, LLCLos Altos | $325/hr | Not published | $2,500–$20,000/yr |
| Pysnik Financial, LLCPasadena | $250/hr | Not published | Not published |
| QmulateSimi Valley | Not published | $500–$5,000 | $100–$300/mo |
| Quant Portfolio ManagementSan Jose | Not published | Not published | $5,000/qtr |
| Quantum Financial Advisors, LLCSanta Monica | Not published | Not published | $15,000/yr |
| R-Tech Advisors, Inc.Woodland Hills | Not published | Not published | $2,500–$25,000/yr |
| R.e.a.l. CoachGarden Grove | $180–$325/hr | Not published | Not published |
| R.i.t. Wealth AdvisorsSan Luis Obispo | Not published | $1,500 | Not published |
| RabbitplansCoronadoNo AUM fee | $175/hr | $1,000–$3,500 | Not published |
| Radiant Wealth PlanningPalo Alto | Not published | $5,000 | Not published |
| Rai Wealth ManagementPlacentia | $200/hr | $500 | $1,000/yr |
| Raise Financial Advisors LLCOakland | $325/hr | $600 | $1,050/qtr |
| Rajs FundsFremont | $350/hr | Not published | Not published |
| Randall Stone FinancialChico | $200/hr | Not published | $500/yr |
| Randazzo Capital Management, LLCRancho Mission Viejo | $250/hr | $1,000–$10,000 | Not published |
| Randolph Elder, CFPLoomis | $125/hr | Not published | Not published |
| Rapport Financial, LLCSan Francisco | $400/hr | $5,000–$20,000 | Not published |
| Raub Brock Capital Management, LPLarkspur | $300/hr | Not published | Not published |
| Raven Wealth AdvisorsPasadena | $250/hr | $5,000–$10,000 | $5,000–$10,000/yr |
| Raymond Liao Investment AdvisorArcadia | Not published | $3,000–$6,000 | Not published |
| RC Wealth ManagementOakland | Not published | $499 | Not published |
| RCV Financial ServicesValencia | $250/hr | $500–$10,000 | Not published |
| Recalibrating WealthFountain Valley | $300/hr | $3,000–$10,000 | $6,000–$20,000/yr |
| Red Crane Wealth Management, LLCPalo Alto | $400/hr | $3,000–$10,000 | Not published |
| Red SevenEscondido | Not published | $1,500 | Not published |
| Redefine FinancialMission Viejo | $300/hr | $1,500–$6,000 | Not published |
| Redmount Capital Partners LLCNewport Beach | $300–$500/hr | Not published | Not published |
| Redwood Financial Advisors, IncSan Rafael | $250–$500/hr | Not published | Not published |
| Redwood Grove Wealth ManagementSan Rafael | Not published | $4,000–$5,000 | $5,000–$10,000/yr |
| Redwood MoneySan Jose | $450/hr | $2,000–$5,000 | $500–$2,500/mo |
| Redwood Park AdvisorsRedwood City | $250/hr | $2,000–$5,000 | Not published |
| Reeves, James, TownsendRancho Palos Verdes | $250/hr | Not published | Not published |
| Refresh InvestmentsSanta Monica | $400/hr | $5,000–$25,000 | Not published |
| Regatta Capital Group, LLCEl Segundo | $50–$300/hr | $1,000–$15,000 | Not published |
| Relion Assets Management, LLCRancho Mirage | Not published | $500–$2,000 | Not published |
| Rennie & AssociatesIrvineNo AUM fee | $150/hr | Not published | $1,000–$15,000/yr |
| Retegy LLCIrvine | $250/hr | Not published | Not published |
| Retirement Capital Strategies, Inc.San Jose | $125–$325/hr | $250–$2,500 | Not published |
| Retirement Lifestyles Advisory GroupRedding | $250/hr | Up to $5,000 | Not published |
| Retirement PlannersEl SegundoNo AUM fee | $100/hr | Not published | Not published |
| Retirement Roadmap Financial PlanningSan DiegoNo AUM fee | $300–$500/hr | $1,000–$15,000 | $5,000/qtr |
| Retirement Solutions LLCLos Angeles | Not published | $500–$5,000 | Not published |
| Retirement Wealth Center IncThousand Oaks | $75–$350/hr | $500–$3,000 | Not published |
| Retirement Wealth Group, IncRedlandsNo AUM fee | $150–$300/hr | Not published | Not published |
| Retirementadvice | JkaAnaheim | $500/hr | $750–$5,000 | Not published |
| Ridgepoint Wealth Partners LLCRancho Palos Verdes | Not published | $25,000 | Not published |
| Right Brain MoneySan Luis Obispo | Not published | $750 | Not published |
| Ring Mountain Capital, LLCTiburon | $1,250/hr | $1,500–$7,500 | Not published |
| Rising Capital Inc.Mill Valley | $1,000/hr | $12,500–$75,000 | Not published |
| Ritter Wealth CounselSan Rafael | $200–$700/hr | Not published | Not published |
| Riverflow Wealth Management, LLCNewbury Park | $300/hr | $500–$10,000 | Not published |
| RJ Patterson GroupSan Diego | $250/hr | Not published | $250/mo |
| RLS Private Wealth Consulting, Inc.Hollister | Not published | Not published | $2,500/mo |
| RMH Advisors, LLCMurrietaNo AUM fee | $300/hr | $300 | Not published |
| Roach Investment ServicesSan Mateo | $250/hr | $2,000–$3,000 | Not published |
| Robert Horowitz Wealth ManagementLarkspur | $350/hr | Not published | Not published |
| Roberts Wealth Advisors, LLCMenlo Park | $450/hr | $10,000 | Not published |
| Robin Lee Wealth ManagementIrvine | $200/hr | Not published | Not published |
| Rogers Investment Advisors, LLCSanta Clara | $400/hr | $5,000–$15,000 | Not published |
| Rohr Financial Advisors, LLCArroyo GrandeNo AUM fee | $360/hr | $3,000–$10,000 | Not published |
| Rooney Wealth ManagementSacramento | Not published | $2,000 | $250/mo |
| Rossi Financial GroupEl Dorado Hills | Not published | $2,500–$25,000 | Not published |
| Rowland Financial ServicesRoseville | $250/hr | Not published | Not published |
| Royce Wealth Management LLCSacramento | Not published | $1,500–$6,000 | $2,187/qtr |
| RPG Investment Advisory, LLCPleasanton | $250/hr | $600–$1,800 | Not published |
| RR Financial Management LLCFresno | $75/hr | $50–$400 | Not published |
| Rubicon AdvisorsRedding | $350/hr | $5,000 | Not published |
| Rubric Advisors LLCSan Francisco | $250/hr | Not published | $2,500–$25,000/yr |
| S & L Financial ManagementWalnut | Not published | $300–$5,000 | Not published |
| Sachi Financial PlanningNewport Beach | $250/hr | $500–$5,000 | $300–$2,000/mo |
| Safe Harbor AssetsFallbrook | $200/hr | Not published | Not published |
| Safeguard Investment Advisory Group, LLCCorona | $250–$350/hr | Not published | Not published |
| Sage Path SolutionsSan Diego | $350/hr | $5,800–$10,000 | Not published |
| Sage Rhino Capital LLCMenlo Park | $500/hr | Not published | Not published |
| Sand Hill Global Advisors, LLCPalo Alto | $100–$300/hr | Not published | $1,200/yr |
| Santa Fe' Wealth ManagementSan Diego | $200–$500/hr | Not published | Not published |
| Santa Susana Financial, LLCSimi ValleyNo AUM fee | Not published | Not published | $3,600–$36,000/yr |
| Santafino Wealth Management LLCSanta Barbara | $500–$750/hr | $2,500–$50,000 | $2,500/qtr |
| Santara Wealth Management LLCSan Diego | $350/hr | $15,000 | Not published |
| Sapphire Wealth AdvisoryWestminster | Not published | $1,000–$10,000 | Not published |
| Satori Wealth Management, Inc.San Diego | Not published | $4,000–$15,000 | Not published |
| Savi FinanceSan FranciscoNo AUM fee | $375/hr | Not published | $250–$1,000/mo |
| Scott Anderson Financial, Inc.Newport Beach | $150–$250/hr | Not published | Not published |
| SDM Advisors, LLCSan FranciscoNo AUM fee | $200–$500/hr | Not published | $1,200–$10,000/yr |
| Seapoint Capital Management LLCRancho Cucamonga | $200/hr | Not published | Not published |
| Seaside Wealth Management, Inc.Carlsbad | $500/hr | $10,000 | Not published |
| Seawise Financial, Inc.Cardiff By The Sea | $250–$500/hr | Not published | Not published |
| Seek First Inc.Campbell | $300/hr | Not published | $1,500–$3,000/mo |
| Sefton Financial PlanningSacramentoNo AUM fee | $150/hr | $2,500 | Not published |
| Selby Wealth ManagementEmeryville | $75–$125/hr | Not published | Not published |
| Select Investment ServicesSanta Barbara | $250/hr | $2,000–$4,000 | $300/mo |
| Selleck Financial GroupIrvine | Not published | $2,500–$7,500 | Not published |
| Sentient Financial, LLCLaguna Niguel | $200/hr | Not published | Not published |
| Serenus Wealth Advisors, LLCSanta Monica | Not published | $5,000–$100,000 | Not published |
| Service One FinancialSan Juan Capistrano | $250/hr | $500–$5,000 | Not published |
| Shah Wealth AdvisorsChino Hills | Not published | $3,500–$20,000 | Not published |
| Shariawiz AdvisoryFolsom | $500/hr | Not published | Not published |
| Sharma Everyday FinanceOaklandNo AUM fee | $125–$225/hr | Not published | Not published |
| Shepherd Street AdvisorsLarkspur | Not published | Not published | $1,200–$10,000/yr |
| Sherman Asset Management, Inc.Ventura | Not published | $1,000–$10,000 | Not published |
| Sherwood Financial Partners, LLCWestlake Village | $500/hr | Not published | Not published |
| Sherwood Oak Knoll, LLCSan Marino | $50–$350/hr | Not published | Not published |
| Shift 4 Advisors, Inc.Murrieta | $150–$400/hr | Not published | Not published |
| Shlecter Wealth Management, LLCBeverly HillsNo AUM fee | $400–$600/hr | $5,000 | Not published |
| Shorebird, LLCNewport Beach | $125/hr | $500–$5,000 | $100–$500/mo |
| Shrier Wealth Management, LLCLos Angeles | $1,000/hr | $50,000 | Not published |
| Shum Financial Group, Inc.Alameda | $500/hr | $2,500–$10,000 | Not published |
| Sierra Asset ManagementOakhurst | $180–$250/hr | Not published | Not published |
| Sierra Financial Planning & Asset ManagementRosevilleNo AUM fee | $250/hr | Not published | $3,000/yr |
| Sierra Ocean, LLCRipon | Not published | $5,000 | $5,000–$35,000/yr |
| Sierra Pacific Private Wealth, LLCPleasanton | $250–$350/hr | Not published | Not published |
| Sigma3capital LLCSan Jose | $250/hr | $250–$5,000 | Not published |
| Signature Resources Capital Management, LLCNewport Beach | $350/hr | $500–$7,500 | Not published |
| Silver Oak Wealth Advisors Services, LLCLos Angeles | $250–$450/hr | Not published | Not published |
| Silverlake Portfolio Advisors LLCLos Angeles | $250/hr | Not published | Not published |
| Silvia Mccoll Wealth Management, LLCSan Diego | $400/hr | $5,000–$15,000 | Not published |
| Simple Life FinancialEl Cerrito | $400/hr | Not published | Not published |
| Simplifi, Inc.San Diego | $400/hr | $2,000 | Not published |
| SimplifiedfpClovis | $300/hr | $1–$1,500 | Not published |
| Simplify Financial PlanningSan FranciscoNo AUM fee | Not published | $1,250–$3,000 | Not published |
| Sisto Investment Advisory, LLCRoseville | $250/hr | Not published | Not published |
| Sky Vision Wealth Management Corp.Irvine | $200–$800/hr | $1,000–$100,000 | Not published |
| Skylark Wealth, LLCSan Francisco | $250/hr | $2,000 | $1,500/qtr |
| Slalom Wealth Management, LLCSacramento | $350/hr | $2,500–$5,000 | $150–$1,000/mo |
| Slipstream Wealth Planning LLCSan Francisco | Not published | Not published | $3,000–$6,000/yr |
| Slo Money ManagersAtascadero | $250/hr | $250–$10,000 | Not published |
| Small Victories WealthSan Jose | $300/hr | Not published | $10,000–$14,000/yr |
| Smartcourse Advisory, LLCMoorparkNo AUM fee | $200/hr | Not published | Not published |
| Sobora CapitalPleasanton | $150–$300/hr | $1,000–$25,000 | Not published |
| SocialtraderSan Diego | Not published | Not published | $9–$29/mo |
| Soesbe FinancialSacramento | $425/hr | Not published | Not published |
| Solano Wealth AdvisorsFairfield | $350/hr | $1,500 | Not published |
| Solomon Investment Consulting, Inc.Los Angeles | $250/hr | $2,000–$10,000 | Not published |
| Sonoma Mountain Financial LLCPetaluma | $300/hr | Not published | $6,750/yr |
| Sorunke Wealth AdvisorsDavisNo AUM fee | $495/hr | $6,995 | Not published |
| Sound Investment Management, LLCNewport Beach | $350/hr | $3,000–$10,000 | $1,000–$15,000/mo |
| South Bay Financial PartnersTorrance | $440/hr | Not published | $270/mo |
| Spahr Financial Group, LLCHuntington Beach | $300/hr | Not published | Not published |
| Spectrum Wealth Advisory Group, LLCGranite Bay | $500/hr | $1,500–$100,000 | Not published |
| Spinnaker Investment Group, LLCNewport Beach | Not published | $1,500 | Not published |
| Spiritus Financial PlanningFort Bragg | $375/hr | $4,000–$5,000 | Not published |
| Spreckels Wealth ManagementSan Diego | $500/hr | $1,000–$30,000 | Not published |
| SRS Wealth MangementSan Diego | $200/hr | $1,200–$5,000 | Not published |
| ST. Clair FinancialRoseville | $275–$625/hr | $4,500–$7,500 | $4,500–$15,000/yr |
| Steinmetz Financial PlanningRedwood City | $350–$500/hr | $3,500–$15,000 | Not published |
| Stellar Financial PlanningFremont | $400/hr | Not published | Not published |
| Sterling Advisory Services, LLCSan Jose | $250/hr | $2,500 | Not published |
| Stewart Wealth Management, Inc.San Rafael | $300/hr | $2,000–$12,000 | Not published |
| Stolper & Co., Inc.San Diego | Not published | Not published | $250/mo |
| Stonebridge Financial GroupSan Rafael | Not published | $50,000 | $12,500/qtr |
| Stout Capital Management LLCEncinitas | $400/hr | Not published | $2,000/yr |
| Strategic Retirement Advisors, LLCElk Grove | $190/hr | Not published | Not published |
| Strategy Asset Managers L.L.C.Pasadena | $400/hr | $1,500–$20,000 | $2,500/yr |
| Strateon Intelligent Wealth LLCSimi ValleyNo AUM fee | $300/hr | Not published | Not published |
| Stravida Wealth LLCAnaheim | Not published | $500–$4,000 | Not published |
| Stride Financial PlanningMaderaNo AUM fee | $200/hr | $900–$1,200 | $900–$1,200/qtr |
| Strivent FinancialMission Viejo | $250/hr | $500–$3,000 | $333–$625/mo |
| STS Wealth Management, Inc.La Crescenta | $500/hr | $3,000 | Not published |
| Summitry, LLCFoster City | Not published | $1,500–$5,000 | Not published |
| Sun Group Wealth Partners LLCIrvine | $350/hr | $2,000–$5,000 | Not published |
| Sunpath FinancialNewport Beach | Not published | $2,500–$10,000 | Not published |
| Sustainable Wealth Advisory GroupLos Angeles | $275/hr | $1,500 | Not published |
| Sutro AdvisorsSan Francisco | $200/hr | Not published | $100/mo |
| Swad Wealth Management LLCSanta Rosa | $500/hr | $2,000–$20,000 | $800/mo |
| Sweeney & Michel, LLCChico | $250/hr | $1,500–$10,000 | Not published |
| Swell FinancialIrvine | Not published | Not published | $250–$500/mo |
| Syzygy Financial LLCIrvine | $250–$500/hr | Not published | Not published |
| T. Sharp Wealth ManagementFolsomNo AUM fee | $300/hr | $1,000–$4,000 | Not published |
| T.m. Murphy Investment Management, Inc.San Diego | $175/hr | Not published | Not published |
| Tabr Capital Management, LLCOrange | Not published | $3,000–$4,500 | Not published |
| Tamarind Financial PlanningSan Mateo | Not published | $4,000–$10,000 | Not published |
| Tanager Financial, LLCIrvineNo AUM fee | $300/hr | $4,750 | $200–$300/mo |
| Tangent RetirementIrvine | $350/hr | Not published | $2,656/qtr |
| Tarbox Family Office, Inc.Newport Beach | $175–$600/hr | $5,000–$20,000 | Not published |
| "Tate Asset Management" and "Dco Wealth Management"Rancho Santa Fe | $75–$500/hr | $2,500–$10,000 | $3,000–$5,000/mo |
| Tax Efficient Asset Management Solution, Inc.Newport Beach | $175–$450/hr | $1,000–$12,000 | Not published |
| Taxable WealthSan Diego | $400/hr | $500–$120,000 | $3,000–$60,000/yr |
| Taxdude Financial AdvisorLong Beach | $300/hr | Not published | Not published |
| TaxvetSan JoseNo AUM fee | $100/hr | Not published | $2–$45/mo |
| Taylor & AssociatesSanta Monica | $150–$250/hr | $750–$3,500 | Not published |
| Taylor Wealth Management, LLCTorranceNo AUM fee | $500/hr | Not published | $3,000–$40,000/yr |
| Team Hewins, LLCFoster City | $350–$400/hr | $3,000–$10,000 | $625/qtr |
| Telos Capital Management, Inc.San Diego | $300/hr | Not published | Not published |
| Templeman Wealth Management Inc.Rancho Santa Margarita | $330/hr | Not published | Not published |
| Tempus PecuniaSan Diego | $250–$400/hr | $1,000 | $2,500–$25,000/yr |
| Tempus Wealth Planning, LLCIrvine | $250/hr | $10,000 | Not published |
| Tessara WealthBurlingame | $350/hr | Not published | $7,200–$9,600/yr |
| The Blackmont GroupFullerton | $300/hr | $3,750 | Not published |
| The Clark Group Asset ManagementDana Point | Not published | $2,000–$10,000 | Not published |
| The Financial Coaching Group, Inc.Laguna Hills | Not published | $200–$2,000 | Not published |
| The Financial GroupDiamond Bar | $225/hr | Not published | $500/yr |
| The Financial Team, Inc.Carlsbad | $375/hr | Not published | Not published |
| The Foundation Wealth Management, LLCFresno | $250/hr | Not published | Not published |
| The Goodland GroupGoleta | $250/hr | $1,750–$2,500 | $375–$475/mo |
| The Guardino Financial GroupMilpitasNo AUM fee | $175/hr | $1,000–$15,000 | Not published |
| The Jones Stewardship Group, LLCElk Grove | Not published | $200–$2,000 | Not published |
| The Pacific Center for Financial ServicesDanville | $200/hr | $250–$2,000 | Not published |
| The Putney Financial Group LLCSan Rafael | $125–$1,000/hr | Not published | Not published |
| The R.l. Brown Advisory Group, LLCPleasanton | Not published | Not published | $250/qtr |
| The Renaissance GroupVenturaNo AUM fee | $250/hr | Not published | Not published |
| The Sterling GroupPasadena | $150–$750/hr | $2,500–$10,000 | Not published |
| The Swanson Financial GroupSan Diego | $250/hr | Not published | Not published |
| The Wealth Collaborative, Inc.Corona Del Mar | Not published | $1,500–$50,000 | Not published |
| The Wealth Mastery, LLCPalo Alto | $400/hr | Not published | Not published |
| The Wealthgarden F.s. LLCEl Segundo | $350/hr | Not published | Not published |
| ThinkplansaveDaly City | $325/hr | $6,890 | $150/mo |
| Third Act Financial Planning LLCHuntington Beach | $250/hr | $500 | Not published |
| Thomas Investment Advisors LLCOrange | $250–$500/hr | Not published | Not published |
| Three Bridge Wealth AdvisorsLos Altos | $350/hr | $2,500–$50,000 | $25,000/yr |
| Three Oaks WealthGold River | $150–$500/hr | $500–$25,000 | $5,000–$45,000/yr |
| Thrive PortfoliosSan Diego | $150/hr | Not published | Not published |
| Tidecrest Wealth Management, LLCNewport Beach | Not published | $300 | Not published |
| Topel & Distasi Wealth Management, LLCBerkeley | $300/hr | $10,000 | Not published |
| Torren Management, LLCSan Diego | Not published | Not published | $10,000/yr |
| Torrey Growth & Income Advisors, LLCDel Mar | $250/hr | Not published | Not published |
| Torrey Wealth, LLCSan Diego | $250/hr | $10,000 | Not published |
| Tortuga Wealth ManagementTorrance | $1,000/hr | $20,000 | Not published |
| Total Wealth SolutionsLos Altos | Not published | $1,000–$5,000 | Not published |
| Towerpoint Wealth, LLCSacramento | $350/hr | $10,000 | Not published |
| Treasure Chest FinancialHacienda Heights | $100/hr | Not published | Not published |
| Tri-Quest Investment AdvisorsFresno | Not published | $200–$2,000 | Not published |
| Triagen Wealth Management LLCCalabasas | Not published | Not published | $3,600/yr |
| Tricord Advisors, Inc.Riverside | Not published | $2,500 | Not published |
| Triflame CapitalRoseville | $250/hr | $2,000–$5,000 | Not published |
| Trilogy Capital, Inc.Irvine | Not published | $1,200 | Not published |
| Trinity Capital Management, LLCSanta Barbara | Not published | $500–$20,000 | Not published |
| Trovera Capital Management, LLCNorthridge | Not published | $2,500–$5,000 | Not published |
| True Root FinancialSan Francisco | $100–$500/hr | $1,000–$6,000 | Not published |
| True Wave Financial PlannersSacramento | $250/hr | $1,000–$4,500 | Not published |
| True Worth Financial Planning LLCGranite Bay | $300/hr | $750–$5,000 | $150–$600/mo |
| Truetide WealthLafayette | $200/hr | $500–$10,000 | $1,000–$5,000/qtr |
| Truly Unbiased LLCAliso ViejoNo AUM fee | $250/hr | Not published | $1,500–$3,000/mo |
| Trusted Path Wealth Management, LLCSanta Rosa | $300/hr | $3,600–$10,500 | Not published |
| Tsai Wealth ManagementPasadena | $250/hr | Not published | Not published |
| Tweet Management Services, Inc.La Mesa | $500/hr | Not published | $300/mo |
| Twin Rivers Wealth ManagementSacramento | $125–$350/hr | Not published | $100–$1,000/mo |
| Two Palms FinancialSan Clemente | Not published | $4,000–$25,000 | Not published |
| Ty Rollins, Inc.Walnut CreekNo AUM fee | Not published | Not published | $199/mo |
| Unity Wealth PartnersNewport Beach | Not published | $500–$25,000 | $4,800–$24,000/yr |
| Uprise Advisers LLCSan FranciscoNo AUM fee | Not published | Not published | $1,800/yr |
| Valley Center AdvisorsThousand Oaks | $350/hr | $500–$10,000 | $99–$2,000/mo |
| Van Ham Wealth ManagementDavis | Not published | $400–$5,000 | Not published |
| Vance WealthSanta Clarita | Not published | $6,000–$60,000 | Not published |
| Vantage Financial GroupAuburn | $250/hr | Not published | Not published |
| Vantage Wealth Management, LLCSan Mateo | $300–$800/hr | Up to $30,000 | Up to $50,000/yr |
| Varn Financial PlanningEl CerritoNo AUM fee | $250/hr | $4,000 | Not published |
| Velev AdvisorsLos Angeles | $150–$300/hr | $500–$5,000 | Not published |
| Venado Investment Advisors LLCWestlake Village | $400/hr | Not published | Not published |
| Ventura AdvisorsWoodland Hills | $300/hr | Not published | Not published |
| Vera Wealth LLCPasadena | $250/hr | $1,000–$3,000 | Not published |
| Vere ChappellLaguna HillsNo AUM fee | $200/hr | Not published | Not published |
| Veris Wealth Partners, LLCOakland | $250–$1,000/hr | $2,500–$250,000 | Not published |
| Veritas Financial Consulting LLCMonrovia | Not published | $500–$7,500 | $75–$5,000/qtr |
| Vernal Point Advisors, LLCSan Francisco | $250–$1,000/hr | Not published | Not published |
| VG Financial Consulting, LLCLafayetteNo AUM fee | $300/hr | Not published | $1,200/yr |
| Vibrance Wealth Management LLCCupertino | $250/hr | $4,000–$20,000 | Not published |
| Vida Wealth Partners, Inc.Santa Barbara | $1,100/hr | Not published | Not published |
| Vienna Asset Management LLCSaratoga | $500/hr | Not published | Not published |
| Village Wealth AdvisorsWestlake Village | Not published | $1,500 | Not published |
| Vincimus Capital, LLCMalibu | $250–$500/hr | $5,000–$50,000 | Not published |
| Vindex Capital Management, LLCCarlsbad | $400/hr | Not published | $1,000–$20,000/yr |
| Visionary Wealth Planners LLCBakersfield | Not published | $500–$2,000 | Not published |
| Vista Advisor Group, LLCWalnut Creek | $500/hr | Not published | Not published |
| Vistica Wealth Advisors, LLCCarlsbad | $325/hr | $3,500–$20,000 | Not published |
| Von Adelung Wealth ManagementMontrose | $300/hr | Not published | Not published |
| Vortalis Wealth Management LLCEl Dorado Hills | $200/hr | Not published | Not published |
| Voska WealthRancho Cordova | Not published | $2,400–$5,000 | $2,400/yr |
| Waits Investments, LLCCarlsbad | $150/hr | Not published | Not published |
| Walker Financial Advisors IncMission Viejo | $250–$450/hr | $1,000–$5,000 | Not published |
| Waller Financial CoachingChico | Not published | Not published | $10,000–$150,000/yr |
| Wang Financial, LLCSanta Barbara | $75–$400/hr | Not published | Not published |
| Ward & AssociatesSan Diego | $200–$400/hr | Not published | Not published |
| Warren Street Wealth Advisors, LLCIrvine | $125–$400/hr | $495–$25,000 | Not published |
| Wata Capital LLCSan Francisco | Not published | $1,000–$4,000 | Not published |
| Waterfront AdvisorsAvalon | Not published | $500 | Not published |
| Wayne Gilbert & CompanyDavisNo AUM fee | $50–$300/hr | $500–$10,000 | Not published |
| Waypoint WestSan Francisco | Not published | $1–$20,000 | Not published |
| We Alliance Wealth Advisors, Inc.Roseville | $50–$300/hr | $495–$10,000 | Not published |
| We Financial GroupSan Francisco | Not published | $400 | Not published |
| Wealth Analytics Partners, LLCSan Diego | $250/hr | $500–$50,000 | Not published |
| Wealth Architects, LLCMountain View | $150–$750/hr | $2,500–$20,000 | Not published |
| Wealth Being Advisors LLCHermosa Beach | $275/hr | $500–$6,000 | Not published |
| Wealth Cairn, LLCAromas | $250–$500/hr | $2,500–$5,500 | Not published |
| Wealth Financial Group West, Inc.Costa Mesa | $250/hr | $2,500 | Not published |
| Wealth Legacy Group, Inc.San Diego | $835/hr | $22,995 | Not published |
| Wealth Management Partners of Los AngelesEncino | $250/hr | $500–$3,000 | Not published |
| Wealth One AdvisorsFallbrookNo AUM fee | $175/hr | $250 | Not published |
| Wealth Planning Group, Inc.Valencia | $250/hr | $2,000–$20,000 | Not published |
| Wealth Script AdvisorsSan Francisco | Not published | Not published | $15,000/yr |
| Wealth Teams AllianceIrvine | $350/hr | $1,500–$5,000 | Not published |
| Wealth-Source FinancialOakland | $300/hr | $1,000 | $333–$450/mo |
| Wealtharch Investment Services, LLCPasadena | $300/hr | $500 | $300/qtr |
| Wealthbuilders, LLCCarlsbad | $495/hr | Not published | Not published |
| WealthdevsSanta Cruz | $250/hr | $499–$10,000 | $833/mo |
| Wealthfolio Advisors LLCSonoma | $150–$300/hr | $500–$5,000 | Not published |
| Wealthmap PlanningSan Luis ObispoNo AUM fee | $300/hr | $1,500 | Not published |
| Wealthrise Financial Planning, LLCCarlsbad | $200/hr | Not published | Not published |
| Wealthspire Retirement AdvisoryAliso Viejo | $550/hr | Not published | Not published |
| WealthspringLong Beach | Not published | Not published | $400–$750/mo |
| Wealthtarget Investment Advisors, LLCBakersfield | $250/hr | Not published | Not published |
| Wealthvalues, LLCRedwood City | Not published | $5,000 | Not published |
| Weatherly Asset ManagementDel Mar | Not published | Not published | $2,500/qtr |
| Webb Financial GroupMission Viejo | Not published | $250–$10,000 | Not published |
| Weisberg Capital ManagementPalm Desert | Not published | $500–$15,000 | Not published |
| Wellacre Global Wealth AdvisorsSanta Monica | Not published | $5,000–$25,000 | Not published |
| Wentworth-Baer Wealth ManagementSan Pedro | $250/hr | $500–$2,500 | Not published |
| Westhill Financial Advisors, Inc.San Rafael | $400/hr | $1,500–$10,000 | Not published |
| Westshore WealthNewport Beach | $250–$750/hr | Not published | Not published |
| Westside Financial Advisors LLCLos Angeles | $250/hr | Not published | $2,500–$25,000/yr |
| Whalen Financial PlanningLos Angeles | $300–$310/hr | Not published | Not published |
| Whelan FinancialFresno | Not published | Not published | $2,500–$5,000/yr |
| Whisper FinancialCobb | $350/hr | $4,800 | $1,250/qtr |
| White Sail Advisors LLCHuntington Beach | $250/hr | Not published | Not published |
| Whittier Green Wealth Management LLCCentury City | $250/hr | $2,500 | Not published |
| Wholeness FinancialRichmond | $150/hr | Not published | $2,000/yr |
| Wildflower Financial LLCSanta CruzNo AUM fee | $400/hr | Not published | $600–$2,500/mo |
| Willow Creek FinancialSan Diego | $250/hr | Not published | $750–$10,000/yr |
| Willow Creek Wealth Management, Inc.Sebastopol | $300/hr | Not published | Not published |
| Wilsey Asset Management IncorporatedSan Diego | $350–$400/hr | $1,500–$10,000 | $50/mo |
| Wilson, Mark HenryPebble BeachNo AUM fee | $250/hr | $500–$5,000 | Not published |
| Win Private WealthElk Grove | $750/hr | $500–$2,500 | $6,000–$30,000/yr |
| Windfall Advisors, LLCNewport Beach | $499/hr | Up to $4,750 | Not published |
| Winship Wealth PartnersRoss | Not published | $4,000 | $1,500/yr |
| Winters Financial Group, Inc.Westlake Village | $250/hr | $500–$3,000 | Not published |
| Womack Wealth Management, Inc.Manhattan Beach | $50/hr | Not published | Not published |
| Wonder Wealth LLCSan Diego | $200–$300/hr | $1,000 | $200–$1,000/mo |
| Woodward Diversified Capital, LLCBakersfield | Not published | Not published | $20,000/yr |
| WorthiquePleasanton | $300/hr | $4,000–$8,000 | $6,000/yr |
| Woven Capital, LLCRedding | $250–$450/hr | $1,500–$12,000 | $2,400–$24,000/yr |
| Woven ProsperitySan Francisco | $200–$350/hr | Not published | Not published |
| WWM FinancialCarslbad | $350/hr | $2,500–$20,000 | Not published |
| Wynn Capital Management, LLCSanta Cruz | $100–$300/hr | Not published | $10,000/yr |
| X and Y Advisors, Inc.El Segundo | $250/hr | $500–$10,000 | $15–$150/mo |
| Xfo CapitalIrvine | $200/hr | Not published | $1,500/qtr |
| Xpand Investment LLCChula Vista | Not published | $3,000–$5,000 | Not published |
| XwealthNewport Beach | $250–$500/hr | Not published | Not published |
| Yiu Advisors, LLCDaly City | $25–$200/hr | $200–$5,000 | Not published |
| Zermatt Wealth AdvisorsSan Diego | Not published | Not published | $1,000/yr |
No firms match these filters.
Other registered firms that do not publish dollar fees (674)
Their current brochure describes fees without dollar amounts. Ask them for a fee schedule.
- 24Acres, Redondo Beach
- 395 Financial Planning, Mammoth Lakes
- 401K Assist, LLC, San Clemente
- 5 Talents Advisors, Inc, Cameron Park
- A Yeo Capital Management LLC, Culver City
- Abacus Wealth International (AWI), Santa Ana
- Abound Financial, Granite Bay
- Abundit Wealth, San Jose
- Accel Advisors, Inc., Costa Mesa
- Acclaro Wealth Management, Walnut Creek
- Accumulation Strategies, Woodland Hills
- Acorn Financial Planning, Santa Rosa
- Advisors on Call, Laguna Hills
- Ag Asset Advisory, LLC, Los Angeles
- Agf Advisors, Hacienda Heights
- Agile Financial Planning, LLC, Walnut Creek
- Aire Advisors, LLC, Beverly Hills
- Aladino Financial Services, Inc., El Dorado Hills
- Alders Financial Solutions, Novato
- Alliance Advisory & Securities, LLC, Westlake Village
- Aloha Wealth Partners, Cardiff
- Alpha Private Wealth Advisors LLC, San Francisco
- Alpha Wealth Management, LLC, Hemet
- Alphacore Capital LLC, La Jolla
- Alphapoint, Inc., Corona Del Mar
- Altamont Wealth Management, Inc., Livermore
- Altura Wealth Advisors Inc., Santa Clara
- Amara Financial, LLC, San Francisco
- American Money Management, LLC, Rancho Santa Fe
- Ams Capital Management LLC, San Mateo
- Amy T. Sharp, CFP, LLC, Valley Center
- Andrews Capital Management Inc, Coronado
- Angeles Family Office, Santa Monica
- Antone Asset Management, Inc, Carlsbad
- Ap Investment Management, Mountain View
- Api Capital, LLC, Concord
- Apiis Wealth Management Corp., Buena Park
- App, San Mateo
- Apple & Associates, Grass Valley
- Apriem Advisors, Irvine
- Archer Pointe Wealth Management, LLC, Davis
- Arsenio Capital Management LLC, San Anselmo
- Asage Financial LLC, Lafayette
- Aspiriant, LLC, Los Angeles
- Atala Financial Inc, Calabasas
- Atlantic Investments a Registered Investment Advisor, Inc, Los Angeles
- Atlas Financial LLC, Oroville
- Atlas Legacy Advisors LLC, Los Angeles
- Atwima Wealth Management LLC, Sacramento
- Audent Global Asset Management, LLC, Beverly Hills
- Aure Advisors LLC, Hillsborough
- Avalon Capital Management, Menlo Park
- Avalon Financial Advisors, Laguna Hills
- Avidity Capital, Hanford
- Avina Financial Group, Inc., Bellflower
- Avise Financial, Los Angeles
- Awr Investment Management, LLC, San Rafael
- Ayla Capital, Los Angeles
- Azimuth Wealth Advisors, San Diego
- Bains, Tonya R, Ventura
- Baker & Associates Registered Investment Advisors, LLC, San Leandro
- Bakeravenue, San Francisco
- Balance Financial Planning, LLC, Oakland
- Balanced Financial Advisors, Sausalito
- Bangerter Financial Services, Inc., Roseville
- Barbara S. Gault, Greenbrae
- Barlow, Paul David, Laguna Hills
- Barnes & Company Investment Counsel, LLC, Los Angeles
- Barnes Wealth Management Group, Bakersfield
- Basis Point Investments, San Diego
- Bay Area Wealth Advisors, San Francisco
- BCN Financial, Inc., Alameda
- Beacon Financial Partners, Huntington Beach
- Beacon Pointe Advisors, LLC, Newport Beach
- Beacon Veterinary Wealth, Brentwood
- Behavior Shift, Hemet
- Benedetti Financial, Inc., Santa Maria
- Bernard & Johnson Family Wealth Management, Pasadena
- Beverly Hills Financial Planners, LLC, Sherman Oaks
- Bird Capital Group, Inc., Rancho Mirage
- Blue Sky Capital Consultants Group, Inc., Poway
- Blue Summit Wealth Management, San Diego
- Blue Zone Wealth Advisors, LLC, Los Angeles
- Boldin Advisors, Mill Valley
- Boltwood Capital Management, Walnut Creek
- Boracchia Wiviott Wealth Partners LLC, Palm Desert
- Brave New Wealth, Westlake Village
- Bray Financial Advisors LLC, Mill Valley
- Braziel & Associates, LLC, Roseville
- Brian D. Lowder, Inc., San Diego
- Brian Dennis, CFP®, Calabasas
- Bright Lake Wealth Management, LLC, Redding
- Brightway Wealth Planning, Poway
- Broadside Wealth, San Francisco
- Broadwing Capital Advisors, Inc., Larkspur
- Brookside Strategy and Consulting, Burbank
- Brookside Wealth Management LLC, Woodland Hills
- Broomfield Advisory & Management, San Francisco
- Brsquared L.L.C., Danville
- Bruin Wealth Advisors LLC, Woodland Hills
- Butler Financial Services, LTD., Westlake Village
- C 3 Financial Strategies, Newbury Park
- Cadena Financial Planning & Tax Services, San Diego
- Calcagnini Wealth Management, LLC, Beverly Hills
- California Capital Management, Burbank
- California Financial Partners, Inc., Glendale
- Candor Financial, LLC, Santa Clara
- Cannon Beach Financial Advisors, San Ramon
- Capital Fluency, Irvine
- Capital Guard Investments LLC, Agoura Hills
- Carmandalian Financial Group, LLC, Westlake Village
- Castlewood Financial Advisors, LLC, Danville
- Cayman Capital Management, Inc., San Rafael
- Center Pillar Wealth Management LLC, Newark
- Centered Financial, Carlsbad
- Central Coast Tax & Financial Services, Lompoc
- Centricity Financial LLC, Newport Beach
- Cerda Munoz Advisors, Inc, Whittier
- Certis Capital Management, Inc., Santa Barbara
- Chan, Arden, San Diego
- Channel Wealth, LLC, Santa Barbara
- Chatterton & Associates, Anaheim
- Cheryl Morhauser & Associates, Grass Valley
- Chinese Abraham Investment Advisors LLC, Cupertino
- Chrome Advisors, San Francisco
- Cif Advisors Inc., Sacramento
- Claremont Financial Group,inc., Claremont
- Clarity Advisors Group, Inc., Redlands
- Clarity Financial, Arcadia
- Clarity Wealth Advisors, San Jose
- Classiccpa, Irvine
- Clearbridge Financial, Campbell
- Clearview Financial, Inc., San Diego
- Clearview Investment Partners, LLC, Costa Mesa
- Clelland & Company Inc, San Diego
- Clera, Bakersfield
- Clifford Swan Investment Counselors, Pasadena
- Cloud, Minturn & Associates, LLC, Torrance
- Coast Wealth Management, Inc., San Clemente
- Coastedge Partners, LLC, San Diego
- Collabria Capital, Inc, Walnut Creek
- Commonwealth Family Office, Newport Beach
- Comprehensive Financial Management LLC, Los Gatos
- Conscious Investment Services, LLC, San Diego
- Convergence Wealth Partners LLC, Redding
- Cooke Wealth Management, LLC, Irvine
- Cooper Mcmanus, Irvine
- Copia Wealth Management Advisors, Inc., San Diego
- Core Financial, El Segundo
- Corington Wealth, Huntington Beach
- Cosmos Wealth, LLC, La Jolla
- Covexic LLC, Glendale
- Covey & Covey, Encinitas
- Cow Capital Inc, Newark
- Crane Investments Inc, Laguna Beach
- Create My Wealth LLC, Winnetka
- Creative Capitalists, Inc, Glendale
- Creekside Partners, Petaluma
- Crest Wealth Management LLC, San Francisco
- Csuite Investment LLC, San Rafael
- Cta Wealth Advisors, Inc., Burbank
- Cycle Financial Planning LLC, Santa Monica
- Cypress Path Capital, LLC, Carmel
- D.r. Harris & Co., La Jolla
- Dae Wealth Management, Roseville
- Darrow Wealth Group, Ontario
- David De Koekkoek, CFP, Ea, Chino
- Dcapital Wealth LLC, Studio City
- Dedicated Capital Advisors, LLC, San Francisco
- Del Mar Wealth Management Inc, Del Mar
- Delta Capital Management, Lodi
- Depaolo & May Strategic Wealth LLC, Irvine
- Derive Wealth, Pasadena
- Des Financial Group, LLC, Brea
- Desai Wealth LLC, Campbell
- Desert Financial Planning, Palm Desert
- Destination Wealth Management, Walnut Creek
- Disruptiveseculargrowth Corporation, Mountain View
- DKM Wealth Management, Inc., Stockton
- Doll Capital Advisors Incorporated, San Juan Capistrano
- Dotch Capital, Stockton
- Double Bay Management & Planning, San Francisco
- Douglas Brian Neyland, San Diego
- Douglas W. Jones Associates Financial & Insurance Services, Inc., Lake Forest
- Dunhill & Company, LLC, San Francisco
- Duran Capital Management, LLC, Santa Barbara
- DW Financial Inc, Anaheim
- Eagle Money Advisors, Orange
- Ebert Capital Management Inc., Eureka
- Edelman Financial Engines, Santa Clara
- Edmd Financial Strategies, LLC, San Ramon
- Eiger Wealth Management, LLC, San Diego
- Elevate Wealth Management, L.L.C., San Francisco
- Elevated Wealth Strategies LLC, Westlake Village
- Elliott Financial, LLC, Pacific Grove
- Elyxium Wealth LLC, Beverly Hills
- Emerald Blue Advisors, Laguna Hills
- Emerald Hills Capital, LLC, Redwood City
- Emerald Wealth Management, Inc., Newport Beach
- Encompass Financial Services, San Diego
- Encore Wealth Advisors, LLC, Nevada City
- Engineering Financial Independence, Inc., Poway
- Enspire Wealth Management, LLC, Santa Rosa
- Ep Wealth Advisors, Torrance
- Ernst & Co. Wealth Management, LLC, Manhattan Beach
- Essential Partners LLC, Rancho Santa Fe,
- Eureka Wealth Management, Los Angeles
- Evart, Young & Hobbs Investment Management, Redwood City
- Executive Services, LLC, Newport Beach
- Fade in Financial, Burbank
- Fairview Capital, Greenbrae
- Fairway Capital Advisors, Newport Beach
- Family Faith & Finance Asset Management, Norco
- Family Financial, Manhattan Beach
- Family Wealth Strategists, LLC, Newport Beach
- Farid Consulting, Greenbrae
- Favrile Financial, Del Mar
- FCG Wealth Management LLC, Visalia
- FDP Wealth Management, LLC, Irvine
- Felspar Financial, San Diego
- Fiat Lux Financial Planning, San Francisco
- Fiduciary Architects LLC, Newport Beach
- Fiduciary Wealth Partners, Citrus Heights
- Figtree Financial Advisors, LLC, Santa Clara
- Financial Planning Concepts, Inc., Manhattan Bch
- Financial Planning Consultants, San Diego
- Financial Planning Solutions, Inc., Carlsbad
- Financial Services Group, San Francisco
- Financial Synergistics Group, Inc., Tustin
- Financially Healthy, LLC, Oakland
- Fineberg Financial Management LLC, Seal Beach
- Finmentum LLC, Elk Grove
- Finz Advisors, LLC, Los Angeles
- Fireplace Financial Inc, Murrieta
- First Financial Consulting, Pasadena
- First Foundation Advisors, Irvine
- Fit Advisors LLC, Redondo Beach
- Fitch Financial Advisors LLC, San Francisco
- Five Talents Wealth Management, Fairfield
- Focused Capital Investment, LLC, Irvine
- Focused Finances, LLC, Oakland
- Fort Point Capital Partners LLC, San Francisco
- Fortitude Advisors and Accounting Inc, Grand Terrace
- Forward 360, Newbury Park
- Fox Wealth Strategies, Escondido
- Frame Wealth Management, Carlsbad
- Frassati Wealth, El Cajon
- Fullerton Advisors, LLC, Danville
- Future Wealth LLC, Los Gatos
- Gaines, John Andrew, Laguna Niguel
- Galileo Planning Group, Inc, Menlo Park
- Galliott Capital Advisors, LLC, Beverly Hills
- Gamble Capital Strategies, W Los Angeles
- Gaylord Wealth Management, LLC, Rocklin
- GC Asset Management, Temecula
- Gebhart & Associates, Inc, Penn Valley
- Gilmore Financial Services, LLC, San Mateo
- GKV Capital Management Co Inc, Walnut Creek
- GL Trust, Inc., Whittier
- Global Investment Capital LLC, West Hills
- Goal Line Wealth Management, Inc., Solana Beach
- Gold Path Investment Group, Chula Vista
- Golden Gate Personal Financial Planning, San Francisco
- Golden Lion Wealth Management, LLC, Concord
- Golden Wealth Capital, LLC, Sacramento
- Goldman Wealth Management, San Diego
- Gordon Carlson & Associates, Indio
- Goto Financial, Ventura
- Granite Wealth Advisors, Temecula
- Grealish Investment Counseling LLC, San Mateo
- Greenlight Financial Planning, LLC, Culver City
- Greenshields Capital LLC, El Segundo
- Greenwood Wealth Management, LLC, San Francisco
- GSR Capital Management, Inc., Redding
- Guardian Financial Partners, LLC, Orange
- Guide My Finances, Carlsbad
- Guild Investment Management, Inc., Westlake Village
- Gulsrud Consulting LLC, Bell Canyon
- Gustafson Financial Solutions, Oceanside
- Guttman Financial Planning, Santa Monica
- Halbert Hargrove, Long Beach
- Hall Financial Services, Inc, Corte Madera
- Hancock Wealth Advisory, Culver City
- Harborlight Investments, LLC, El Cerrito
- Harris & Associates, Manhattan Beach
- Haslet Advisors, LLC, Los Angeles
- Hatfield Insurance & Financial Services, Inc., Burbank
- Hawley Advisors, Walnut Creek
- Hesperian Wealth, Ione
- HH Capital Management, Inc., Hermosa Beach
- Hickok Advisory, LLC, Campbell
- Higher Impact Financial, LLC, Riverside
- Hillcrest Financial Group, Thousand Oaks
- Hillhurst Wealth Management LLC, West Hills
- Hilltop Advisors, LLC, San Francisco
- Hip Investor, Inc., Laguna Beach
- Hippocratic Financial Advisors, Westlake Village
- HN Buss Investing, Thousand Oaks
- Hofer & Associates Wealth Management, Thousand Oaks
- Hollencrest Capital Management, Newport Beach
- Howard Financial, Bakersfield
- Hutchison Road Partners, LLC, Newport Coast
- Id Asset Advisory, Woodland Hills
- Ieq Capital, LLC, Foster City
- Ifc, Auburn
- Impactfi, San Francisco
- Index Fund Advisors, Inc., Irvine
- Infinity 8 Investments, LLC, Cupertino
- Inflection Advisors, Camarillo
- Inflection Capital Management, LLC, San Francisco
- Ingen Strategies, LLC, Irvine
- Integ Financial Investment Advisory LLC, Irvine
- Integris Wealth Management, LLC, Monterey
- Integrity Asset Management, LLC, Hawthorne
- Intellectus Partners, LLC, San Francisco
- Intelligent Investing, Clayton
- International Asset Management, San Mateo
- Investment Advisor Associates, Inc., Bakersfield
- Investment Growth Management, Inc, Clayton
- Investus Financial, Newport Beach
- Invision Capital Advisor, LLC, Belmont
- Iron Horse Capital, Inc., Irvine
- J. Oliver Maxwell, LLC, Lakeport
- J.p. King Advisors, Inc., Walnut Creek
- Jack Point Advisors, LLC, Novato
- James Curtis Financial and Insurance Services, Costa Mesa
- Janis Financial, LLC, Oxnard
- Jeppson Wealth Management, LLC, Manhattan Beach
- JG Wealth Management, LLC, Aliso Viejo
- JHL Investment Firm Inc, Westminster
- John Schooler Jones LLC, Petaluma
- Johnson Lyman Wealth Advisors, Los Altos
- Joiner Financial, LLC, El Dorado Hills
- Jones Wealth Advisors, LLC, Pasadena
- JPC Wealth Management, Inc., Petaluma
- JST Investment Consulting, Seal Beach
- JSW Global Capital Group, Fresno
- Kairos Family Wealth LLC, Los Angeles
- Kanani Advisory Group Inc., Irvine
- Keith Mcbride Financial Services Inc., Torrance
- Kennedy Wealth Management, LLC, Calabasas
- Kensington Securities, LLC, Scotts Valley
- Ketron Financial LLC, Novato
- Kevin Kennedy, LLC, Alameda
- Keystone Advisory Group, Hollister
- Keystone Private Wealth, Palm Desert
- Kfico, LLC Registered Investment Advisor, Tustin
- Khalis Financial Advisors LLC, Dublin
- Kilzer Wealth Management, Carmel
- Kingdom Capital Management, Carmichael
- Koala Financial, Bonita
- Koda Capital Management LLC, Aptos
- KTF Investments, LLC, Seal Beach
- Laguna Niguel Summit Wealth Management, LLC, Laguna Niguel
- Lake Avenue Financial LLC, Pasadena
- Lance Parker Wealth Management, San Luis Obispo
- Lanyon Advisory Services, Del Mar
- LBG Advisor, Irvine
- Legacy & Wealth Financial Advisors, Irvine
- Legacy Financial Group, Torrance
- Legacy PCG, LLC, Newport
- Lewis Advisory Group, San Diego
- Liberty Financial Group, Inc., Stevenson Ranch
- Libretto, Los Angeles
- Life Unlocked Partners LLC, Venice
- Light Capital LLC, Santa Monica
- Lightcap Financial Group, LLC, San Diego
- Linda A. Walker, CFP, Long Beach
- Lindsey Financial, Inc., Redlands
- Lockerman Financial Group, Inc, Newport Beach
- Longevity Wealth Management LLC, Walnut Creek
- Luna Capital Management, LLC, Burlingame
- Lynch Financial Advisors, Roseville
- M Premier Partners, Indian Wells
- Ma Private Wealth, LLC, San Carlos
- Malakoff Wealth, Danville
- Maney Wealth, San Francisco
- Mangrove Advisors, LLC, Santa Monica
- Manzanita Wealth Management LLC, West Sacramento
- Marathon Capital Management, LLC, Huntington Beach
- Marathon Retirement Planning, Dublin
- Martin W. Rosenzveig & Co., LLC, Beverly Hills
- Mason & Associates, Inc., Los Angeles
- Matrix Planning Inc, Santa Monica
- MC Investments & Advisory LLC, Burlingame
- Mccarthy Asset Management, Inc., Redwood Shores
- Mcdonald Hartman Wealth Advisors, Santa Monica
- Mcdonell, Mark Robert, Santa Rosa
- Mcfarland Associates, Monterey
- MCM Wealth, Novato
- MDRN Wealth, Venice
- Meera Advisory, L.L.C., San Jose
- Meridian Venture Partners, Inc, Long Beach
- Meritage Wealth Advisory, LLC, Santa Rosa
- Meritas Wealth Management, LLC, San Rafael
- Mertz Capital, Studio City
- Mesa Wealth Management, Camarillo
- Meyer Financial Advisors, Inc., Los Altos
- Michael P Lynch Wealth Management, LLC, Stockton
- Miles Brown Asset Management, Santa Rosa
- Millennium Investment Services, Van Nuys
- Mine & Arao Wealth Creation and Management, LLC, Campbell
- Mission Capital Advisors Inc., Sunnyvale
- Mission Street Wealth Planning, Pasadena
- Mission Wealth Management, LP, Santa Barbara
- Moneywell, Alameda
- Monvia Financial L.P., Walnut Creek
- Morling Financial Advisors, LLC, Fremont
- Morningview Capital, West Hills
- Murray Financial Services, Inc, Chico
- Muse Capital Management LLC, Santa Monica
- MW Investment Strategy, El Dorado Hills
- National Retirement Institute, Temecula
- Native Finance Investment Advisory, Vista
- Nav Financial, LLC, San Francisco
- New Dimensions Investment Company, Santa Monica
- New Insight Wealth Advisors, San Ramon
- New Spring Financial Planning, LLC, San Ramon
- Newhouse Integrated Financial Advisors LLC, Soquel
- Next Alpha Capital, LLC, San Diego
- Next Gen Financial Planning, San Diego
- Nim Wealth Solutions, San Jose
- Nine Pines Ventures, LLC, San Ramon
- NN Investment Advisory, LLC, Santa Barbara
- No-Load Asset Management, Carmel
- Northbay Advisors, Rohnert Park
- Northbrook Financial Group, LLC, Auburn
- Northern California Fiduciary Advisors, LLC, Berkeley
- Northstar Investment Advisory LLC, West Hollywood
- O'reilly Wealth Advisors, Carlsbad
- Oak Street Advisory Group, LLC, Nevada City
- Oakmont Corporation, Los Angeles
- Ohana Advisors, San Rafael
- Olhoeft Financial, LLC, San Juan Capistrano
- Oliver Regan Advisors, LLC, San Marino
- Om Pacific Capital LLC, Walnut Creek
- One Capital Management, LLC, Westlake Village
- Onesource Wealth Management, Granite Bay
- Optivest, Inc., San Juan Capistrano
- Optura Advisors, Inc., Burlingame
- Orderly Finance, Walnut Creek
- Orion Capital Management LLC, Coronado
- Osterweis Capital Management, San Francisco
- Osterweis Capital Management, San Francisco
- P&l Family Wealth, City Of Industry
- Pacific Capital, Corona
- Pacific Empire Financial, Murrieta
- Pacific Trust Wealth Management, Pasadena
- Page Capital Private Wealth Management, LLC, Walnut Creek
- Palomar Advisors Inc., Temecula
- Pamela Plick Wealth Management LLC, Palm Desert
- Panoramic Financial, Fresno
- Pantheon Wealth Planning, San Jose
- Paolo Bernardi Advisor, Sausalito
- Parabolic Asset Management LLC, Coronado
- Paraiba Wealth Management LLC, Hercules
- Parallel Advisors, LLC, San Francisco
- Park Capital Group, Inc., Torrance
- Patel Capital Management, San Francisco
- Pathfinder Wealth Advisors, LLC, Los Angeles
- Pathlight Wealth Management, San Diego
- Pathway Advisors, LLC, Fallbrook
- Pathway Financial Services, LLC, Los Angeles
- Pathwise, Walnut Creek
- Paul Edward Fritch CPA, Granada Hills
- Paul M. Wendee & Associates, Vista
- Peaceful Advisors LLC, Tustin
- Peak Wealth Advisors, Inc., San Luis Obispo
- Pedicord Wealth Management, LLC, Rocklin
- Percy E. Bolton Associates, Inc., Pasadena
- Perennial Financial Services, Los Angeles
- Peterkin Financial, LLC, Encinitas
- Peterkofsky, Roy, San Francisco
- Petersen and Hicks, Campbell
- PF Wealth Management Group, LLC, Oakland
- Phillip B. White Co., Inc, San Luis Obispo
- Phoundational LLC, Nicasio
- Pillar Point Wealth Management LLC, San Francisco
- Pillar6 Advisors, LLC, San Francisco
- Pioneer Advisory, Moraga
- Pleasanton Wealth, Pleasanton
- Plutus Wealth Management, Burlington
- Polymath Investments LLC, San Diego
- Powering Your Retirement, San Ramon
- Premier Financial Group Inc, Eureka
- Premier Wealth Advisors, Inc., Woodland Hills
- Propel Private Wealth LLC, Manhattan Beach
- Prosperity Planning and Advisory, LLC, Los Angeles
- Provenio Capital, Newport Beach
- Pruvise, Newport Beach
- Purposeful Strategic Partners, Alta Loma
- Qualified Planning, San Diego
- Quantum Wealth Advisors LLC, Chico
- Qubera Wealth Management, Pasadena
- Quiver Financial Holdings LLC, San Clemente
- R & R Financial, Temecula
- Raynmaker Financial, Los Angeles
- Rebalance LLC, Palo Alto
- Regan Financial Group, LLC, Danville
- Rehoboth Financial Planning, Inc., Rancho Cordova
- Remedios Financial Planning, San Francisco
- Resolve Financial, LLC, Walnut Creek
- Reviresco Wealth Advisory LLC, La Jolla
- Ridgecrest Wealth Partners, LLC, San Rafael
- Ridgeview Financial Planning, Santa Rosa
- Riverwest Financial LLC, Petaluma
- Rivetti Investment Services, LLC, Thousand Oaks
- RMC Financial Advisors, LLC, Davis
- Ro2 Wealth, Berkeley
- Rockwealth Financial LLC, Irvine
- Rosenblum Silverman Sutton SF Inc, San Francisco
- Rothman Investment Management, LLC, Atascadero
- Royale Investment Advisor LLC, Lake Mathews
- RS Crum Inc., Newport Beach
- RSG Financial Group Inc, Stockton
- Rugh Financial, Menlo Park
- Rushmore Capital Partners, Beverly Hills
- Rylander Richter, El Segundo
- Saaga Wealth Planning LLC, Fremont
- Sage Financial, San Diego
- Sage Wealth Solutions, LLC, Palmdale
- Sagent Wealth Management, Laguna Beach
- Salient Wealth Planning, Encinitas
- San Francisco Asset Solutions, Sacramento
- San Luis Wealth Advisors, San Luis Obispo
- Santa Cruz Financial, Rancho Cucamonga
- Santa Cruz Wealth Management Inc., Westlake Village
- Sapient Road Wealth Management, LLC, San Diego
- Saranap Wealth Advisors, Walnut Creek
- Sas Financial Advisors, LLC., San Francisco
- Scout Wealth Advisors LLC, Pasadena
- Second 50 Financial, Manhattan Beach
- Second Mountain Financial, Inc., Redondo Beach
- Selah Wealth Advisors, Fillmore
- Seneca Private Wealth, LLC, Los Angeles
- Sestante Family Office, Coronado
- Seven Post Investment Office LP, San Francisco
- Seven Stages Wealth LLC, Oakley
- Shepherd Advisor, Rancho Cucamonga
- Shidoosh Wealth Management LLC, Thousand Oaks
- Shifting the Culture Wealth Partners LLC, Los Angeles
- Shorepine Wealth Management, LLC, Tiburon
- Shucha Wealth Management LLC, Sherman Oaks
- Sidoxia Capital Management, LLC, Newport Beach
- Silicon Beach Financial LLC, Santa Monica
- Silicon Valley Wealth Management Solutions, Inc., San Jose
- Simple Money Advisors LLC, Mountain View
- Skorheim Wealth Management, LLC, Laguna Hills
- Skysphere LLC, San Jose
- Slater Tompkins Legacy, LLC, Santa Rosa
- So LLC, San Francisco
- Soares Financial, Inc., Napa
- Socal Planners, Inc, Valencia
- Solomon and Associates LLC, Irvine
- Sonoma Allocations, Santa Rosa
- Sonoma Private Wealth LLC, Novato
- Southfork Investment Management, Walnut Creek
- Sovran Advisors, LLC, San Diego
- Sow and Reap Financial LLC, Rocklin
- Spark Financials LLC, Elk Grove
- Spectrum Asset Management Inc, Newport Beach
- Spectrum Financial Management, San Rafael
- Spring Financial Planning, Valley Village
- Sr99advisors, Simi Valley
- Stantum, LLC, Los Altos
- Stebnicki Financial Planning, San Francisco
- Steelpeak Wealth, LLC, Los Angeles
- Step Financial Services, LLC, Seal Beach
- Stephenson and Company, Inc., San Clemente
- Sterling Futures, San Francisco
- Steward Family Office, Inc., Escondido
- Stewardship Wealth Management Solutions, Huntington Beach
- Stinson Capital Management, LLC, San Mateo
- Stirling Financial Group, San Diego
- Stone Steps Financial, LLC, Encinitas
- Stonemark Wealth Management, Pasadena
- Strategic Advocates, LLC, Sacramento
- Strategic Financial, Thousand Oaks
- Strategic Wealth Capital, San Francisco
- Strava Financial, LLC, Westlake Village
- Strong Bridge Advisors LLC, San Francisco
- Strong Foundation Wealth Management LLC, Castaic
- Summit Wealth Management Group, Inc., Camarillo
- Superior Planning Wealth Management & Family Office, San Diego
- Synergist Wealth Advisors, Carmel
- Syrios Wealth Management Group, La Jolla
- Taibay Wealth Management LLC, Oakland
- Tamar Securities, LLC, Woodland Hills
- Tan Wealth Management, San Francisco
- Tate Capital Group, Newport Beach
- Taylor K a Associates Inc, Cambria
- Team Wealth & Tax Advisors, Temecula
- Teapot Investments LLC, Moraga
- Ted Buchan & Company, San Diego
- Tenbroeck Wealth Management, LLC, Visalia
- The $ Coach, LLC, El Dorado Hills
- The Advisory Group of San Francisco, LLC, San Francisco
- The Butterfield Group LLC, Simi Valley
- The Delta Group, Sonoma
- The DR Team, Murrieta
- The Financial Advisory Group, San Francisco
- The Independent Financial Group, Simi Valley
- The J R Baker Group, Buellton
- The Kocen Financial Group, Inc., Rancho Mirage
- The Leonard Financial Group, LLC, Riverside
- The Raffin Group LLC, Los Altos Hills
- The Wealth Collective, LLC, Los Angeles
- Thepartners Wealth Management, Carmel By The Sea
- Thompson & Thompson Investment Advisors, Inc., Pasadena
- Thompson Wealth Management, Inc., Culver City
- Three Main Points LLC, Los Gatos
- Thrive Financial Planning, El Dorado Hills
- Tiburon Financial Advisors, Inc., Tiburon
- Tidemark, LLC, San Diego
- Topturn Capital, LLC, Carmel
- Tor Wealth Advisors, LLC, Folsom
- Torrey Pines Financial, Inc., San Diego
- Towneley Capital Management, Inc., Laguna Hills
- TPW Finance LLC, Mountain View
- Traction Wealth Management, LLC, San Diego
- Treehouse Wealth Advisors, Walnut Creek
- Treussard Capital Management, Newport Beach
- Turken Investments LLC., San Marcos
- Tweddell Goldberg Investment Management, Sonora
- Twenty-Five Capital Partners, Newport Beach
- Ultra Advisory Group, Irvine
- Union Square Global Wealth Management, San Francisco
- Up&up Capital, Inc., Glendale
- Validus Capital LLC, El Segundo
- Valley Wealth Strategies, LLC, Lodi
- Valuetech Private Advisors, Diamond Bar
- Van Nostrand Wealth Management LLC, San Diego
- Van Strum & Towne Inc, San Francisco
- Vector Financial Solutions, Inc., Escondido
- Vela Consulting, LLC, Yorba Linda
- Velmark Capital Management LLC, San Francisco
- Ventura Coast Wealth Management, Ventura
- Veraz Advisors, San Ramon
- Verity Wealth Advisors, LLC, Sausalito
- Victus Capital Wealth, Santa Monica
- Viridian Way LLC, Santa Clara
- Vision Capital Investment Management, Inc., San Francisco
- Vita Wealth Advisors, LLC, Manhattan Beach
- W. C. Buckingham, CPA, Arroyo Grande
- Wealth Advisory Lab LLC, Newport Beach
- Wealth Alliance, LLC, San Diego
- Wealthboost Advisors, LLC, San Francisco
- Wealthetic LLC, San Diego
- Wealthguard Advisors, Inc., Placerville
- Wealthwise Asset Management LLC, Chino Hills
- Weaver Consulting Group, LLC, Huntington Beach
- Wen Capital Advisory Group, Inc., El Cerrito
- Wescal Wealth LLC, Palos Verdes Estates
- Wescap Group, Glendale
- West Wealth Group, LLC, Irvine
- Westside Investment Management, LLC, Santa Monica
- Wiederman & Associates, Laguna Beach
- William Henry Yarnall III, Los Angeles
- Willis Financial Services, Inc., Clayton
- Willow Grove Advisors, LLC, Berkeley
- Wimmer Associates LLC, Pasadena
- Wing, Newport Beach
- Wolfe Signal Capital LLC, San Jose
- Woo, Kenneth Wing Kwok, Santa Monica
- Xel, Ontario
- Xitright, Lincoln
- Yarash Global Solutions Inc., Glendale
- Yoakum Wealth Management, South San Francisco
- Yoder Wealth Management, Walnut Creek
- Yosemite Capital Management, Newport Beach
- Young Financial & Insurance Services, Millbrae
- Your Money Coach Financial Services, Moorpark
- Zealth Planning, LLC, Ontario
- Zuma Wealth LLC, Malibu
Cities in California
- Aliso Viejo 6
- Altadena 3
- Anaheim 3
- Atascadero 3
- Bakersfield 7
- Berkeley 5
- Beverly Hills 5
- Brea 8
- Burlingame 3
- Calabasas 6
- Camarillo 4
- Cameron Park 4
- Campbell 4
- Carlsbad 28
- Chico 4
- Chula Vista 3
- Claremont 3
- Clovis 4
- Corona 5
- Cupertino 4
- Danville 8
- Davis 4
- Del Mar 3
- Diamond Bar 3
- Dublin 4
- El Cerrito 3
- El Dorado Hills 6
- El Segundo 6
- Elk Grove 4
- Encinitas 6
- Encino 5
- Escondido 6
- Folsom 7
- Foster City 5
- Fremont 6
- Fresno 13
- Fullerton 4
- Glendale 4
- Goleta 3
- Granite Bay 5
- Hawthorne 3
- Hermosa Beach 8
- Huntington Beach 9
- Irvine 38
- La Jolla 10
- La Mesa 7
- Lafayette 9
- Laguna Hills 5
- Laguna Niguel 4
- Larkspur 4
- Lodi 3
- Long Beach 8
- Los Altos 6
- Los Angeles 48
- Los Gatos 9
- Manhattan Beach 6
- Menlo Park 9
- Mill Valley 8
- Mission Viejo 11
- Modesto 4
- Monrovia 3
- Moorpark 4
- Murrieta 5
- Napa 6
- Newport Beach 29
- Oakland 19
- Orange 6
- Orinda 3
- Palm Desert 3
- Palo Alto 10
- Pasadena 21
- Petaluma 7
- Pleasant Hill 3
- Pleasanton 13
- Rancho Cucamonga 4
- Redding 4
- Redlands 4
- Redwood City 8
- Riverside 3
- Roseville 12
- Sacramento 18
- San Clemente 4
- San Diego 94
- San Francisco 59
- San Jose 25
- San Juan Capistrano 4
- San Luis Obispo 10
- San Mateo 16
- San Rafael 19
- San Ramon 9
- Santa Ana 6
- Santa Barbara 24
- Santa Clara 3
- Santa Clarita 3
- Santa Cruz 5
- Santa Monica 12
- Santa Rosa 8
- Seal Beach 3
- Sherman Oaks 3
- Simi Valley 5
- Solana Beach 6
- Sonoma 3
- Stockton 3
- Temecula 4
- Thousand Oaks 11
- Tiburon 3
- Torrance 10
- Turlock 3
- Tustin 4
- Valencia 6
- Ventura 5
- Vista 3
- Walnut Creek 20
- Westlake Village 10
- Woodland Hills 8