Fee only financial advisors in San Ramon, California: hourly and flat fee prices
16 registered advisers based in San Ramon offer financial planning for an hourly, fixed or subscription fee, with no commissions.
9 of the 16 fee only firms based in San Ramon publish dollar fees. Their median hourly rate is $325 and their median flat or project fee is $8,125. Updated October 2026.
| Fee | Median | Middle half of firms | Firms with a published fee |
|---|---|---|---|
| Hourly rate | $325/hr | $300-$400/hr | 8 firms |
| Flat or project fee | $8,125 | $5,750-$8,750 | 6 firms |
Fee only advisors in San Ramon and their published fees
9 firms with published fees
| Firm | Hourly rate | Flat or project fee | Ongoing fee |
|---|---|---|---|
| California Financial Advisors | $150-$450/hr | Not published | Not published |
| Carey Wealth Management | $350/hr | $1,500-$10,000 | Not published |
| Certified Planners, Inc. | $300/hr | Not published | Not published |
| Fairway Asset Management, Inc. | $275/hr | $2,500-$15,000 | Not published |
| Giving Tree Wealth Advisors | $400/hr | Not published | Not published |
| Insight Wealth Strategies, LLC | $500/hr | $50,000 | $40,000/yr |
| Inversewealth LLC | Not published | $2,500-$15,000 | $5,000-$20,000/yr |
| Key Focus Wealth LLC | $350/hr | $5,000-$10,000 | Not published |
| Prosperity Financial Group, Inc. | $250/hr | $500 | Not published |
No firms match these filters.
Other registered firms that don't publish dollar fees (7)
Their current brochure explains how they charge, but not how much. Ask them for a fee schedule.