Fee only financial advisors in Walnut Creek, California: hourly and flat fee prices
39 registered advisers based in Walnut Creek offer financial planning for an hourly, fixed or subscription fee, with no commissions.
20 of the 39 fee only firms based in Walnut Creek publish dollar fees. Their median hourly rate is $375 and their median flat or project fee is $5,750. Updated October 2026.
| Fee | Median | Middle half of firms | Firms with a published fee |
|---|---|---|---|
| Hourly rate | $375/hr | $300-$500/hr | 13 firms |
| Flat or project fee | $5,750 | $2,750-$8,750 | 15 firms |
| Annual retainer | $3,500/yr | $3,000-$10,000/yr | 4 firms |
Fee only advisors in Walnut Creek and their published fees
20 firms with published fees
| Firm | Hourly rate | Flat or project fee | Ongoing fee |
|---|---|---|---|
| Babylon Wealth Management LLC | $300/hr | $2,000-$15,000 | Not published |
| Barentsen Advisory Services, LLCNo AUM fee | $250/hr | $100-$2,000 | Not published |
| Burton Enright Welch | $350/hr | $2,500-$10,000 | Not published |
| Capital Management Advisor Group, LLC | $500/hr | $10,000 | Not published |
| Cavu Wealth Advisors, LLC | $450/hr | Not published | $10,000/yr |
| Dawson Investment Management | $1,000/hr | Not published | Not published |
| Dhamma Capital | $500/hr | $1,500-$5,000 | Not published |
| Earned Wealth Advisors, LLC | Not published | $2,500-$15,000 | $3,000/yr |
| Echo45 Advisors LLC | Not published | $20,000 | Not published |
| Etu Financial | Not published | $1,500-$4,000 | Not published |
| Fleming Financial Advising | $290/hr | Not published | Not published |
| Future WalletNo AUM fee | $300/hr | $2,500-$15,000 | Not published |
| Ginsberg Financial Strategies | $250/hr | $500-$5,000 | Not published |
| Globe & Anchor Wealth Management & Financial Planning, LLC | $375/hr | $50,000 | Not published |
| Integrity Wealth Partners, LLC | $400/hr | $1,500-$10,000 | Not published |
| On the Trail Financial Planning, LLC | Not published | $3,000 | $4,000/yr |
| Pacific Excel Wealth Advisors, Inc. | Not published | $500 | $500/yr |
| Point4ward Financial Planning | Not published | $500-$3,000 | Not published |
| Ty Rollins, Inc.No AUM fee | Not published | Not published | $199/mo |
| Vista Advisor Group, LLC | $500/hr | Not published | Not published |
No firms match these filters.
Other registered firms that don't publish dollar fees (19)
Their current brochure explains how they charge, but not how much. Ask them for a fee schedule.
- Acclaro Wealth Management
- Agile Financial Planning, LLC
- Boltwood Capital Management
- Collabria Capital, Inc
- Destination Wealth Management
- GKV Capital Management Co Inc
- Hawley Advisors
- J.p. King Advisors, Inc.
- Longevity Wealth Management LLC
- Monvia Financial L.P.
- Om Pacific Capital LLC
- Orderly Finance
- Page Capital Private Wealth Management, LLC
- Pathwise
- Resolve Financial, LLC
- Saranap Wealth Advisors
- Southfork Investment Management
- Treehouse Wealth Advisors
- Yoder Wealth Management