Fee only financial advisors in Oakland, California: hourly and flat fee prices
24 registered advisers based in Oakland offer financial planning for an hourly, fixed or subscription fee, with no commissions.
19 of the 24 fee only firms based in Oakland publish dollar fees. Their median hourly rate is $300 and their median flat or project fee is $3,400. Updated October 2026.
| Fee | Median | Middle half of firms | Firms with a published fee |
|---|---|---|---|
| Hourly rate | $300/hr | $250-$400/hr | 15 firms |
| Flat or project fee | $3,400 | $1,500-$12,500 | 12 firms |
| Annual retainer | $3,000/yr | $800-$20,000/yr | 5 firms |
Fee only advisors in Oakland and their published fees
19 firms with published fees
| Firm | Hourly rate | Flat or project fee | Ongoing fee |
|---|---|---|---|
| Brooker Wealth Management | $200-$275/hr | Not published | Not published |
| Communitas Financial Planning PBC | $300/hr | $600-$6,000 | $100-$1,000/mo |
| Contango Wealth Management LLC | $250-$325/hr | $750-$5,000 | Not published |
| Ella Financial Advising | $400/hr | $10,000-$30,000 | $10,000-$30,000/yr |
| Gibson Monroe Wealth Advisors | Not published | $5,000-$20,000 | Not published |
| Global Investment Company | $375/hr | Not published | Not published |
| Greenbook Financial | $500/hr | $4,000-$10,000 | Not published |
| Hoodoo | $400/hr | Not published | Not published |
| In Touch Financial Services | $200/hr | Up to $3,000 | $3,000/yr |
| Jane Financial, LLC | Not published | Not published | $20,000/yr |
| Liberty Wealth Management, LLC | Not published | $3,500 | $500/yr |
| Lula FinancialNo AUM fee | $100-$500/hr | Not published | $100-$200/mo |
| Personal Best Financial LLC | $250/hr | $2,500-$10,000 | $800/yr |
| Pinecone FinancialNo AUM fee | $300/hr | Not published | $100/mo |
| Raise Financial Advisors LLC | $325/hr | $600 | $1,050/qtr |
| RC Wealth Management | Not published | $499 | Not published |
| Sharma Everyday FinanceNo AUM fee | $125-$225/hr | Not published | Not published |
| Veris Wealth Partners, LLC | $250-$1,000/hr | $2,500-$250,000 | Not published |
| Wealth-Source Financial | $300/hr | $1,000 | $333-$450/mo |
No firms match these filters.
Other registered firms that don't publish dollar fees (5)
Their current brochure explains how they charge, but not how much. Ask them for a fee schedule.
- Balance Financial Planning, LLC
- Financially Healthy, LLC
- Focused Finances, LLC
- PF Wealth Management Group, LLC
- Taibay Wealth Management LLC