Fee only financial advisors in Ontario, California: hourly and flat fee prices
Jump to the 3 firms with published feesCities near Ontario
4 fee only firms based in Ontario offer financial planning for an hourly, flat or subscription fee, with no commission pay reported in their Form ADV or brochure.
3 of the 4 fee only firms based in Ontario publish dollar fees. Too few firms in Ontario publish current fees for a median (brochure under 18 months old, not just a cap or minimum): 2 publish an hourly rate and 2 a flat or project fee. The California medians are $300 an hour (525 firms) and $5,000 for a plan or project (391 firms). Updated November 2026.
Fee only advisors in Ontario and their published fees
3 firms with published feesPlus 1 that doesn't publish fees, listed below
Fee filters apply to firms with published fees, so the list below doesn't change with them.
California medians (too few Ontario firms): $300/hr, $5,000 flat, $475/mo for monthly fees. Ranges are placed by their middle. Near median means within 10%.
| Firm | Hourly rate | Flat or project fee | Ongoing fee |
|---|---|---|---|
| Falcon Wealth Planning, LLC | $500/hr above the California median | $5,000- | No monthly feeFrom $5,000/yr |
| Lone Wolf Wealth Management | $200/hr below the California median | $2,000- | % of assets |
| Zealth Planning, LLCNo AUM feeCFP® | Not published | Not published | $10- |
Other registered firms that don't publish dollar fees (1)
We found no dollar amount for their planning fees in a brochure. Ask them for a fee schedule.
Cities near Ontario
Cities within 30 miles of Ontario with fee only planners that publish prices, nearest first (miles are from center to center). 27 cities are this close, so those with a page of their own are picked first.