Flat fee financial advisors in California
Flat fee advisors quote one price for a plan or a project. So you know the total before you start.
The median published flat or project fee in California is $5,000, from 770 firms that filed as flat fee financial advisors and list a price. The middle half charge $2,500-$8,250. Updated October 2026.
| Fee | Median | Middle half of firms | Firms with a published fee |
|---|---|---|---|
| Flat or project fee | $5,000 | $2,500-$8,250 | 770 firms |
Flat fee financial advisors in California and their published fees
770 firms with published fees
| Firm | Hourly rate | Flat or project fee | Ongoing fee |
|---|---|---|---|
| SimplifiedfpClovis | $300/hr | $1-$1,500 | Not published |
| Waypoint WestSan Francisco | Not published | $1-$20,000 | Not published |
| Blue Canyon WealthSouth Pasadena | Not published | $50-$1,500 | Not published |
| Osborne Capital ManagementSan Diego | $100-$250/hr | $50-$500 | Not published |
| RR Financial Management LLCFresno | $75/hr | $50-$400 | Not published |
| Barentsen Advisory Services, LLCWalnut CreekNo AUM fee | $250/hr | $100-$2,000 | Not published |
| Capital Partners Investment GroupAltadena | $350/hr | $100-$25,000 | Not published |
| Kelsey Financial, LLCMoorpark | $350/hr | $100-$20,000 | Not published |
| Eureka Financial Planners, LLCEureka | $125/hr | $125-$2,500 | Not published |
| Bruce James Thomas JRMoorparkNo AUM fee | $90-$250/hr | $180-$45,000 | Not published |
| Brooks Wealth ManagementWestlake Village | $250/hr | $199-$20,000 | $5,000-$20,000/yr |
| Arden Wealth ManagementDanville | Not published | $200-$2,000 | Not published |
| Create Your Path LLCBonitaNo AUM fee | $200-$350/hr | $200-$8,000 | $175-$350/mo |
| Hamilton Manor & AssociatesLa Jolla | $250/hr | $200-$15,000 | $2,000-$5,000/yr |
| Lighthouse Financial Services IncBrea | Not published | $200-$1,200 | $199/mo |
| Luminary Financial PlanningModesto | $100-$500/hr | $200-$3,500 | Not published |
| Meridian Wealth Management, IncMurrieta | Not published | $200-$300 | Not published |
| Omnikey Investment AdvisorsFontanaNo AUM fee | $200/hr | $200-$10,000 | $29/mo |
| Pacific Investment ResearchOrange | $250/hr | $200-$300 | $1,600/qtr |
| The Financial Coaching Group, Inc.Laguna Hills | Not published | $200-$2,000 | Not published |
| The Jones Stewardship Group, LLCElk Grove | Not published | $200-$2,000 | Not published |
| Tri-Quest Investment AdvisorsFresno | Not published | $200-$2,000 | Not published |
| Yiu Advisors, LLCDaly City | $25-$200/hr | $200-$5,000 | Not published |
| Coronado Financial Group L.L.C.San Mateo | $210-$500/hr | $210-$375 | Not published |
| Plan FinancialFresno | $200/hr | $245-$4,000 | Not published |
| Arena Advisors LLCSan Jose | Not published | $250-$5,000 | Not published |
| BPM Wealth Advisors, LLCSan Francisco | Not published | $250-$50,000 | Not published |
| Bridge Capital Consulting, LLCNewport Beach | $250/hr | $250-$12,000 | Not published |
| Carbahal Olsen Financial Services Group LLCDavis | $75-$350/hr | $250-$1,500 | Not published |
| Christopher Weil & Co IncSan Diego | Not published | $250-$10,000 | Not published |
| Do, Len DSan Bruno | $100/hr | $250-$2,500 | Not published |
| Downie Financial GroupMission Viejo | $150-$500/hr | $250-$10,000 | $40-$10,000/mo |
| Fire Capital Management, LLCSan Francisco | Not published | $250 | Not published |
| Hardworking Capital Advisors, LLCPalm Desert | $500/hr | $250-$35,000 | $895-$1,800/yr |
| Kobata FinancialAtascaderoNo AUM fee | $125/hr | $250-$2,500 | Not published |
| Mestmaker & Petrey Wealth AdvisorsBakersfield | $250/hr | $250-$10,000 | Not published |
| Oaktree Wealth Group Inc.Brea | $250/hr | $250-$25,000 | Not published |
| Pakha Investment AdvisoryRedlands | $300/hr | $250-$1,450 | Not published |
| Retirement Capital Strategies, Inc.San Jose | $125-$325/hr | $250-$2,500 | Not published |
| Sigma3capital LLCSan Jose | $250/hr | $250-$5,000 | Not published |
| Slo Money ManagersAtascadero | $250/hr | $250-$10,000 | Not published |
| The Pacific Center for Financial ServicesDanville | $200/hr | $250-$2,000 | Not published |
| Wealth One AdvisorsFallbrookNo AUM fee | $175/hr | $250 | Not published |
| Webb Financial GroupMission Viejo | Not published | $250-$10,000 | Not published |
| Applied AdvisorSan FranciscoNo AUM fee | $285/hr | $285 | Not published |
| Ades Investment Counsel, Inc.Los Angeles | $300/hr | $300-$5,000 | $5,000/yr |
| Bulman Wealth GroupRoseville | Not published | $300 | Not published |
| Eden FinancialAliso Viejo | $300/hr | $300-$4,000 | Not published |
| Obel Financial AdvisorsSan Mateo | Not published | $300-$5,000 | Not published |
| Parkshore Wealth ManagementGranite Bay | $200/hr | $300 | Not published |
| Pinnacle Retirement & Financial PlanningSan Rafael | Not published | $300 | Not published |
| RMH Advisors, LLCMurrietaNo AUM fee | $300/hr | $300 | Not published |
| S & L Financial ManagementWalnut | Not published | $300-$5,000 | Not published |
| Tidecrest Wealth Management, LLCNewport Beach | Not published | $300 | Not published |
| Abundant Wealth Partners, LLCSanta Barbara | $175-$500/hr | $350-$25,000 | Not published |
| CBL Wealth ManagementApple Valley | $150-$350/hr | $350 | Not published |
| Eclectic Associates, Inc.Fullerton | $350/hr | $350-$7,000 | Not published |
| Investlinc Wealth ServicesBrea | $250/hr | $350 | Not published |
| Kohr InvestmentsMission Viejo | $350/hr | $350-$2,000 | Not published |
| Laguna Capital Management, Inc.Santa Barbara | $350/hr | $350 | Not published |
| Longevity Capital ManagementThousand Oaks | $350/hr | $350-$14,000 | Not published |
| Onesta Wealth Management, LLCSacramento | $350/hr | $350-$15,500 | Not published |
| Frank, Rimerman Advisors LLCPalo Alto | Not published | $360-$825 | Not published |
| Mears Money ManagementValencia | Not published | $395 | Not published |
| Equanimity WealthGlendaleNo AUM fee | $250/hr | $399 | $169-$199/mo |
| Flightpath Financial PlanningDel Mar | $250-$375/hr | $400-$2,000 | $1,200-$10,000/yr |
| Los Gatos Financial LLCLos GatosNo AUM fee | $250/hr | $400-$4,000 | Not published |
| Miotto, Jordan PhilipAnaheimNo AUM fee | Not published | $400 | Not published |
| Navalign, LLCEncino | $400/hr | $400 | $4,000/yr |
| Van Ham Wealth ManagementDavis | Not published | $400-$5,000 | Not published |
| We Financial GroupSan Francisco | Not published | $400 | Not published |
| Glenmore Financial, Inc, LifesightedHermosa Beach | $150-$350/hr | $495-$995 | $1,200-$25,000/yr |
| Warren Street Wealth Advisors, LLCIrvine | $125-$400/hr | $495-$25,000 | Not published |
| We Alliance Wealth Advisors, Inc.Roseville | $50-$300/hr | $495-$10,000 | Not published |
| Avinci Wealth Management, Inc.Valencia | Not published | $499 | $3,995-$6,995/yr |
| Cross Border Wealth AdvisorsSan Diego | Not published | $499 | $50,000/yr |
| RC Wealth ManagementOakland | Not published | $499 | Not published |
| WealthdevsSanta Cruz | $250/hr | $499-$10,000 | $833/mo |
| 10/28 Wealth Management LLCOceanside | $300/hr | $500-$10,000 | Not published |
| 401 FinancialSan DiegoNo AUM fee | $250/hr | $500 | Not published |
| Aalexander LLCLaguna Niguel | $250/hr | $500-$2,000 | Not published |
| Abundance AdvisersPleasanton | $500/hr | $500 | Not published |
| Ac3 CapitalSan Diego | $100/hr | $500-$2,000 | Not published |
| Amb Financial LLCTemeculaNo AUM fee | $200/hr | $500-$5,000 | Not published |
| Ambition Financial LLCNipomo | $300/hr | $500-$10,000 | Not published |
| Appian Way FinancialPasadena | Not published | $500-$5,000 | Not published |
| Arcpoint Financial AdvisorsRoseville | $400/hr | $500-$10,000 | Not published |
| Ariston Services Group, LLCSan Diego | $250-$350/hr | $500-$25,000 | Not published |
| Asl Financial, LLCLos Gatos | $300-$500/hr | $500-$5,000 | Not published |
| Ats Wealth ManagementSan Diego | $250-$450/hr | $500 | Not published |
| Avalan, LLCSanta Barbara | $250-$500/hr | $500-$10,000 | Not published |
| Barson Financial PlanningSan Mateo | Not published | $500-$5,000 | Not published |
| Blom & Howell Financial Planning, Inc.Modesto | $250/hr | $500-$10,000 | Not published |
| Bridger Financial Services, LLCTemecula | $150/hr | $500-$2,500 | Not published |
| Capital Intelligence Advisors, Inc.Santa MonicaNo AUM fee | $150-$500/hr | $500-$20,000 | $100-$500/mo |
| Casita Financial PlanningEl Segundo | $300/hr | $500 | Not published |
| Castle FinancialMission Viejo | Not published | $500-$3,500 | Not published |
| Chimera WealthPacific Grove | Not published | $500-$20,000 | $300/mo |
| Chokshi & Queen Wealth AdvisorsSan Diego | Not published | $500-$10,000 | Not published |
| Cme Strategic Wealth ManagementTemecula | Not published | $500-$3,000 | Not published |
| Corcoran Wealth Management LLCTemecula | $250/hr | $500-$1,000 | Not published |
| Developing FinancialPetalumaNo AUM fee | Not published | $500-$1,000 | $166-$2,000/mo |
| Digital Wealth, LLCManhattan Beach | $500/hr | $500-$10,000 | $3,000-$6,000/yr |
| Diversifi Capital IncLos Altos | Not published | $500 | Not published |
| Duvall Wealth Management LLCFontana | $75-$300/hr | $500-$3,000 | Not published |
| Edward Haro Financial, LLCTustin | $200/hr | $500-$5,000 | $20-$100/mo |
| Effective Finance LLCBerkeleyNo AUM fee | $250/hr | $500-$10,000 | Not published |
| Excelsus Capital ManagementManhattan Beach | $250-$350/hr | $500-$15,000 | Not published |
| Filippini Investment AdvisorySanta Barbara | $200-$500/hr | $500 | Not published |
| Financial Equations Advisors, Inc.Corona | Not published | $500-$3,000 | Not published |
| Financial PeakAgoura Hills | $150-$350/hr | $500 | Not published |
| Financial Security Solutions, Corp.Valencia | $400/hr | $500-$10,000 | $1,000/yr |
| Fourzan Financial LLCChula Vista | $200-$2,000/hr | $500 | Not published |
| Ginsberg Financial StrategiesWalnut Creek | $250/hr | $500-$5,000 | Not published |
| Glatt and Associates, LLCMoorpark | $325-$400/hr | $500 | Not published |
| Global Wealth HarborDanville | Not published | $500-$8,000 | $100-$800/mo |
| Golkonda Investment AdvisorsPleasantonNo AUM fee | Not published | $500-$10,000 | Not published |
| Goodstein Wealth Management LLCEncino | $320/hr | $500-$5,500 | Not published |
| Gradient Capital Advisors, LLCSan Diego | $100-$350/hr | $500-$10,000 | Not published |
| Green Ocean Global Advisors LLCSan Francisco | $250/hr | $500 | Not published |
| Greystone Wealth Management LLCHuntington Beach | Not published | $500-$5,000 | Not published |
| Gridley Associates IncSausalito | $200/hr | $500-$10,000 | Not published |
| Hall Financial WellnessNewport Beach | Not published | $500-$5,000 | $1,500-$10,000/yr |
| HCR Wealth AdvisorsLos Angeles | Not published | $500-$10,000 | $2,500/yr |
| Holden Wealth Management LLCLos Angeles | Not published | $500-$5,000 | Not published |
| Illumination Wealth ManagementSan Diego | Not published | $500-$1,500 | $500/yr |
| Infinity Financial PlanningLos Banos | $150/hr | $500-$2,500 | Not published |
| Insight Financial AdvisorsSanta AnaNo AUM fee | $600/hr | $500-$10,000 | Not published |
| Integrated Capital Management, IncCarson | $125-$175/hr | $500-$3,500 | Not published |
| JC Financial Planning & Investments, LLCLong Beach | $200/hr | $500-$5,000 | Not published |
| K Financial Services, LLCLos Angeles | Not published | $500 | Not published |
| K2 Financial Inc.Glendora | $250-$400/hr | $500-$10,000 | Not published |
| Kanan AdvisorsMalibu | $450/hr | $500-$25,000 | Not published |
| Kelly Jones Investment Services, Inc.San Rafael | Not published | $500 | Not published |
| Kenneth Dean & Co Financial Advisory ServicesSeal Beach | $200/hr | $500-$5,000 | Not published |
| KMR Wealth Advisory, LLCSan Luis Obispo | $125/hr | $500-$2,000 | Not published |
| Krane Financial SolutionsCalabasas | $200-$1,000/hr | $500-$40,000 | Not published |
| L Squared Wealth ManagementSan Diego | $250/hr | $500-$5,000 | $500-$5,000/yr |
| Laguna Financial AdvisoryLaguna Hills | $300/hr | $500-$10,000 | Not published |
| Layari FinancialBrea | Not published | $500-$10,000 | $7,200-$20,000/yr |
| Life Strategies, Inc.Cardiff | Not published | $500-$3,000 | Not published |
| Maranantha FinancialVentura | $150-$300/hr | $500-$5,000 | Not published |
| MP3 Finance LLCCameron ParkNo AUM fee | $100/hr | $500 | $200/mo |
| Nadel Private Wealth LLCSan Jose | $50-$150/hr | $500-$2,500 | Not published |
| Nautilus Advisors LLCLa Jolla | Not published | $500-$10,000 | Not published |
| Nine Gems Investment ManagementSan Jose | $500/hr | $500-$3,000 | 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 |
| Outlive Financial Planning LLCSan Diego | $250/hr | $500-$3,000 | $250-$3,000/mo |
| Pacific Excel Wealth Advisors, Inc.Walnut Creek | Not published | $500 | $500/yr |
| Pacific Financial Planners, LLCLaguna Niguel | Not published | $500-$1,000 | Not published |
| Petix & Botte FinancialLa Mesa | $250/hr | $500-$3,000 | Not published |
| Point4ward Financial PlanningWalnut Creek | Not published | $500-$3,000 | Not published |
| Practicecfo InvestmentsSan Diego | Not published | $500-$5,000 | Not published |
| Prosperity Financial Group, Inc.San Ramon | $250/hr | $500 | Not published |
| QmulateSimi Valley | Not published | $500-$5,000 | $100-$300/mo |
| Rai Wealth ManagementPlacentia | $200/hr | $500 | $1,000/yr |
| RCV Financial ServicesValencia | $250/hr | $500-$10,000 | Not published |
| Relion Assets Management, LLCRancho Mirage | Not published | $500-$2,000 | Not published |
| Retirement Solutions LLCLos Angeles | Not published | $500-$5,000 | Not published |
| Retirement Wealth Center IncThousand Oaks | $75-$350/hr | $500-$3,000 | Not published |
| Riverflow Wealth Management, LLCNewbury Park | $300/hr | $500-$10,000 | Not published |
| Sachi Financial PlanningNewport Beach | $250/hr | $500-$5,000 | $300-$2,000/mo |
| Service One FinancialSan Juan Capistrano | $250/hr | $500-$5,000 | Not published |
| Shorebird, LLCNewport Beach | $125/hr | $500-$5,000 | $100-$500/mo |
| Signature Resources Capital Management, LLCNewport Beach | $350/hr | $500-$7,500 | Not published |
| Stravida Wealth LLCAnaheim | Not published | $500-$4,000 | Not published |
| Strivent FinancialMission Viejo | $250/hr | $500-$3,000 | $333-$625/mo |
| Taxable WealthSan Diego | $400/hr | $500-$120,000 | $3,000-$60,000/yr |
| Third Act Financial Planning LLCHuntington Beach | $250/hr | $500 | Not published |
| Three Oaks WealthGold River | $150-$500/hr | $500-$25,000 | $5,000-$45,000/yr |
| Trinity Capital Management, LLCSanta Barbara | Not published | $500-$20,000 | Not published |
| Truetide WealthLafayette | $200/hr | $500-$10,000 | $1,000-$5,000/qtr |
| Unity Wealth PartnersNewport Beach | Not published | $500-$25,000 | $4,800-$24,000/yr |
| Valley Center AdvisorsThousand Oaks | $350/hr | $500-$10,000 | $99-$2,000/mo |
| Velev AdvisorsLos Angeles | $150-$300/hr | $500-$5,000 | Not published |
| Veritas Financial Consulting LLCMonrovia | Not published | $500-$7,500 | $75-$5,000/qtr |
| Visionary Wealth Planners LLCBakersfield | Not published | $500-$2,000 | Not published |
| Waterfront AdvisorsAvalon | Not published | $500 | Not published |
| Wayne Gilbert & CompanyDavisNo AUM fee | $50-$300/hr | $500-$10,000 | Not published |
| Wealth Analytics Partners, LLCSan Diego | $250/hr | $500-$50,000 | Not published |
| Wealth Being Advisors LLCHermosa Beach | $275/hr | $500-$6,000 | Not published |
| Wealth Management Partners of Los AngelesEncino | $250/hr | $500-$3,000 | Not published |
| Wealtharch Investment Services, LLCPasadena | $300/hr | $500 | $300/qtr |
| Wealthfolio Advisors LLCSonoma | $150-$300/hr | $500-$5,000 | Not published |
| Weisberg Capital ManagementPalm Desert | Not published | $500-$15,000 | Not published |
| Wentworth-Baer Wealth ManagementSan Pedro | $250/hr | $500-$2,500 | Not published |
| 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 |
| Winters Financial Group, Inc.Westlake Village | $250/hr | $500-$3,000 | Not published |
| X and Y Advisors, Inc.El Segundo | $250/hr | $500-$10,000 | $15-$150/mo |
| Communitas Financial Planning PBCOakland | $300/hr | $600-$6,000 | $100-$1,000/mo |
| Corlett Financial, Inc.San Diego | $350/hr | $600-$15,000 | $600-$10,000/yr |
| Legacy Builders Financial, LLCFolsom | Not published | $600-$800 | $250/mo |
| Olde World InvestmentsNapa | Not published | $600-$1,200 | Not published |
| Pacific United Planning, Inc.Playadel Rey | Not published | $600 | $50-$900/mo |
| PFL Partners LLCHawthorneNo AUM fee | $150/hr | $600-$1,800 | $150-$750/mo |
| Raise Financial Advisors LLCOakland | $325/hr | $600 | $1,050/qtr |
| RPG Investment Advisory, LLCPleasanton | $250/hr | $600-$1,800 | Not published |
| Guanill Wealth ManagementSacramento | Not published | $650-$1,000 | Not published |
| North Financial AdvisorsSan Diego | $375/hr | $749 | $4,500/yr |
| Catton Capital Partners, LLCSan Francisco | $150-$250/hr | $750-$10,000 | Not published |
| Contango Wealth Management LLCOakland | $250-$325/hr | $750-$5,000 | Not published |
| Darrell Capital Management, LLCRolling Hills Estates | $500/hr | $750-$25,000 | $250-$7,500/mo |
| Frederick, Mark D.RosevilleNo AUM fee | $300/hr | $750-$15,000 | Not published |
| Hansen & Associates Financial Group Inc.Roseville | $250/hr | $750-$10,000 | Not published |
| Lighthouse Advisory Services, Inc.San Diego | $75-$200/hr | $750-$2,500 | Not published |
| Logic Wealth Management, LLCPasadena | $350/hr | $750-$3,000 | $750/yr |
| M Wealth Management, LLCSan Diego | $400/hr | $750-$10,000 | Not published |
| Mcintosh Capital Advisors, Inc.Los Angeles | $275/hr | $750-$14,000 | Not published |
| MT Ryan, Inc.San Clemente | $85/hr | $750-$5,000 | Not published |
| Retirementadvice | JkaAnaheim | $500/hr | $750-$5,000 | Not published |
| Right Brain MoneySan Luis Obispo | Not published | $750 | Not published |
| Taylor & AssociatesSanta Monica | $150-$250/hr | $750-$3,500 | Not published |
| True Worth Financial Planning LLCGranite Bay | $300/hr | $750-$5,000 | $150-$600/mo |
| Magnum FinancialSonoma | $250-$2,500/hr | $795 | Not published |
| Dabk Financial Planning ServicesEl CerritoNo AUM fee | $250/hr | $800 | Not published |
| Mainstreet Financial Planning, Inc.Los GatosNo AUM fee | $450/hr | $800 | $309/mo |
| New Wave Financial ServicesHermosa Beach | $400/hr | $899 | $9,000/yr |
| Cheviot Value Management, LLCBeverly Hills | $700/hr | $900 | Not published |
| New Phase FinancialSan DiegoNo AUM fee | $240/hr | $900-$5,900 | Not published |
| Stride Financial PlanningMaderaNo AUM fee | $200/hr | $900-$1,200 | $900-$1,200/qtr |
| Abunda Financial, LLCSausalito | Not published | $950-$1,500 | Not published |
| Pih Investments, LLCSouth Pasadena | $240/hr | $960-$3,500 | Not published |
| Continuum Financial Partners, LLCEl Dorado Hills | $260/hr | $975-$19,500 | Not published |
| Katy Song Financial Planning, Inc.Mill ValleyNo AUM fee | $400/hr | $980-$7,800 | Not published |
| Advanced Portfolio StrategiesTorrance | $100-$500/hr | $1,000-$50,000 | Not published |
| Ale LLCPleasant Hill | $350/hr | $1,000-$10,000 | Not published |
| Alpha Wealth Management and Planning LLCNovato | $250-$400/hr | $1,000-$15,000 | $48,000/yr |
| Barry F.t. BolkerCamarilloNo AUM fee | $100-$175/hr | $1,000 | $300-$1,000/yr |
| Bayleaf Financial ServicesDublin | $250/hr | $1,000-$10,000 | Not published |
| Bixy Wealth LLCSan MateoNo AUM fee | $250/hr | $1,000-$10,000 | Not published |
| Bridge the Gap Retirement PlannersSimi Valley | $250/hr | $1,000-$12,000 | Not published |
| Brunger FinancialSan Rafael | $25-$100/hr | $1,000-$10,000 | Not published |
| Buff Your FinancesThousand Oaks | $350/hr | $1,000-$10,000 | Not published |
| Capital CS Group, LLCIrvine | $450/hr | $1,000-$50,000 | Not published |
| Carico Private Wealth ManagementRedwood City | $300/hr | $1,000-$2,500 | $400/mo |
| Chaney Financial Services, Inc.Glendale | $200/hr | $1,000-$5,000 | Not published |
| Coffeehouse CapitalFresno | $300/hr | $1,000-$15,000 | Not published |
| Corley Investment ManagementFolsom | $500-$750/hr | $1,000-$20,000 | Not published |
| Craig V. Castanos CPALa MesaNo AUM fee | $300/hr | $1,000-$5,000 | Not published |
| Crux Wealth AdvisorsLong Beach | $500/hr | $1,000-$250,000 | Not published |
| Endurance Investment Strategies, Inc.Fresno | $200/hr | $1,000-$5,000 | Not published |
| Epsilon Financial Group, Inc.Fairfield | $300/hr | $1,000-$10,000 | Not published |
| Fenul Wealth Management LLCLos Angeles | $200/hr | $1,000-$3,500 | Not published |
| Financial ZenSan Francisco | Not published | $1,000-$15,000 | Not published |
| Focus Investment Advisors, IncSolana Beach | $300/hr | $1,000-$5,000 | Not published |
| Foundry Financial LLCPasadena | Not published | $1,000-$10,000 | Not published |
| Frank Financial AdvisorsCarlsbad | $250/hr | $1,000-$10,000 | Not published |
| Gouda Wealth PlanningMontebello | Not published | $1,000-$2,500 | Not published |
| Halcyon Investment AdvisorLos Angeles | $200/hr | $1,000-$5,000 | Not published |
| Indigo Private WealthLos Angeles | $500/hr | $1,000-$10,000 | Not published |
| Inspiration Financial PlanningCarlsbad | Not published | $1,000-$10,000 | Not published |
| Integrity Wealth Advisors, Inc.Ventura | $350/hr | $1,000-$15,000 | 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 |
| Journey Equity Wealth Management LLCDowney | $300-$500/hr | $1,000-$25,000 | Not published |
| Kinetic Investment Management, Inc.Los Angeles | $100-$500/hr | $1,000-$10,000 | Not published |
| Lee R. Robinson & AssociatesStockton | Not published | $1,000-$25,000 | Not published |
| 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 |
| Loam AdvisoryLos Angeles | Not published | $1,000-$10,000 | Not published |
| Lone Peak Asset Management, Inc.Westlake Village | Not published | $1,000-$5,000 | Not published |
| Luhman Wealth PartnersIrvine | $300/hr | $1,000-$50,000 | Not published |
| Lyon Restaurant AdvisoryFresnoNo AUM fee | $300/hr | $1,000-$5,000 | Not published |
| Mainstream Capital ManagementLos Angeles | $300/hr | $1,000-$5,000 | Not published |
| Mills Financial Services LLCTehachapi | Not published | $1,000 | Not published |
| Morse Group Investment AdvisorsSherman Oaks | $250/hr | $1,000-$10,000 | Not published |
| Mraz and AssociatesModesto | $250/hr | $1,000-$5,000 | Not published |
| Noor Financial ServicesTujungaNo AUM fee | $250/hr | $1,000-$1,500 | $4,200-$6,000/yr |
| Oak Peak FinancialMenlo Park | Not published | $1,000-$6,000 | Not published |
| Oakgrowth Wealth Management LLCPasadena | Not published | $1,000 | $2,000/qtr |
| Oder Investment Management, LLCWoodland Hills | $200/hr | $1,000-$5,000 | Not published |
| One Wealth Advisors, LLCSan Francisco | Not published | $1,000-$50,000 | Not published |
| Otium Advisory Group, LLCHawthorne | $275/hr | $1,000-$4,000 | $250-$450/mo |
| Patels and Company CapitalIrvine | $600/hr | $1,000-$10,000 | Not published |
| Perigon Wealth Management, LLCSan Francisco | Not published | $1,000-$15,000 | Not published |
| Point Loma AdvisorsSan Diego | Not published | $1,000-$3,500 | Not published |
| Prudent Investor Advisors, LLCFolsom | $200-$300/hr | $1,000 | $1,000-$5,000/yr |
| RabbitplansCoronadoNo AUM fee | $175/hr | $1,000-$3,500 | Not published |
| Randazzo Capital Management, LLCRancho Mission Viejo | $250/hr | $1,000-$10,000 | Not published |
| Regatta Capital Group, LLCEl Segundo | $50-$300/hr | $1,000-$15,000 | Not published |
| Retirement Roadmap Financial PlanningSan DiegoNo AUM fee | $300-$500/hr | $1,000-$15,000 | $5,000/qtr |
| Sapphire Wealth AdvisoryWestminster | Not published | $1,000-$10,000 | Not published |
| Sherman Asset Management, Inc.Ventura | Not published | $1,000-$10,000 | Not published |
| Sky Vision Wealth Management Corp.Irvine | $200-$800/hr | $1,000-$100,000 | Not published |
| Sobora CapitalPleasanton | $150-$300/hr | $1,000-$25,000 | Not published |
| Spreckels Wealth ManagementSan Diego | $500/hr | $1,000-$30,000 | Not published |
| T. Sharp Wealth ManagementFolsomNo AUM fee | $300/hr | $1,000-$4,000 | Not published |
| Tax Efficient Asset Management Solution, Inc.Newport Beach | $175-$450/hr | $1,000-$12,000 | Not published |
| Tempus PecuniaSan Diego | $250-$400/hr | $1,000 | $2,500-$25,000/yr |
| Total Wealth SolutionsLos Altos | Not published | $1,000-$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 |
| Vera Wealth LLCPasadena | $250/hr | $1,000-$3,000 | Not published |
| Walker Financial Advisors IncMission Viejo | $250-$450/hr | $1,000-$5,000 | Not published |
| Wata Capital LLCSan Francisco | Not published | $1,000-$4,000 | Not published |
| Wealth-Source FinancialOakland | $300/hr | $1,000 | $333-$450/mo |
| Wonder Wealth LLCSan Diego | $200-$300/hr | $1,000 | $200-$1,000/mo |
| Innovative Financial Advisors, LLCLincoln | $200/hr | $1,200-$3,000 | Not published |
| Nerad + Deppe Wealth ManagementLa Jolla | $250/hr | $1,200-$10,000 | Not published |
| Procore Advisors, LLCNewport Beach | $150-$450/hr | $1,200-$15,000 | Not published |
| SRS Wealth MangementSan Diego | $200/hr | $1,200-$5,000 | Not published |
| Trilogy Capital, Inc.Irvine | Not published | $1,200 | Not published |
| Financial Advisors Network, Inc.Tustin | $350/hr | $1,250-$3,500 | Not published |
| King Wealth Advisors, LLCSan Mateo | $250/hr | $1,250-$10,000 | Not published |
| Lee Financial GroupLadera Ranch | Not published | $1,250-$5,000 | $1,250-$5,000/qtr |
| Simplify Financial PlanningSan FranciscoNo AUM fee | Not published | $1,250-$3,000 | Not published |
| International Private Wealth Advisors LLCSan Diego | Not published | $1,350-$25,000 | Not published |
| Lawrence Russell and CompanyPasadenaNo AUM fee | $150/hr | $1,450-$3,650 | Not published |
| 3D Holistic WealthIrvine | $300/hr | $1,500-$10,000 | Not published |
| A.e.i. Financial GroupSanta Rosa | $275/hr | $1,500-$4,000 | Not published |
| Agewise Financial Inc.Palm Desert | Not published | $1,500-$2,000 | Not published |
| Artizan WealthFresno | $200-$500/hr | $1,500-$50,000 | $250-$25,000/mo |
| Aspirean Wealth, LLCMill Valley | $450/hr | $1,500-$10,000 | Not published |
| Austin Creek Capital, LLCMill Valley | Not published | $1,500-$3,000 | $300-$3,000/mo |
| 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 |
| Beltramo Financial Services, Inc.Irvine | Not published | $1,500-$5,000 | Not published |
| Beta Wealth Group, IncSan Diego | $450/hr | $1,500-$10,000 | Not published |
| Bright Wealth Advisors, LLCMission Viejo | $400/hr | $1,500-$6,000 | Not published |
| Brightpath Wealth Planning, LLCCamarillo | $325/hr | $1,500-$5,000 | $200-$500/qtr |
| 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 |
| Capital Financial Consultants Group, Inc.San Juan Capistrano | $100-$200/hr | $1,500 | Not published |
| Carey Wealth ManagementSan Ramon | $350/hr | $1,500-$10,000 | Not published |
| Carter Financial, LLCLa Jolla | $350/hr | $1,500-$5,000 | Not published |
| Cavu Wealth ManagementLakeside | $200/hr | $1,500-$5,000 | Not published |
| Challenger Wealth ManagementAliso Viejo | Not published | $1,500 | Not published |
| Crystal Cove Asset ManagementNewport Beach | Not published | $1,500-$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 |
| Derderian Wealth Management, LLCLos Angeles | Not published | $1,500-$3,500 | Not published |
| Dhamma CapitalWalnut Creek | $500/hr | $1,500-$5,000 | Not published |
| Duckett Wealth ManagementIrvine | Not published | $1,500 | Not published |
| Ehrlich Financial GroupLaguna Niguel | $250-$500/hr | $1,500-$10,000 | Not published |
| Etu FinancialWalnut Creek | Not published | $1,500-$4,000 | Not published |
| Factory Capital LLCLos Angeles | $350/hr | $1,500-$10,000 | $2,000-$30,000/mo |
| Family Style Advisors LLCAlhambra | Not published | $1,500-$3,000 | $300/mo |
| Finances for Life, LLCCarlsbad | $295/hr | $1,500 | Not published |
| Financial Focus LLCCarlsbad | $300/hr | $1,500-$5,000 | Not published |
| Findec Wealth Services, Inc.Stockton | Not published | $1,500-$5,000 | Not published |
| Focused Mission FinancialSan Diego | $350/hr | $1,500-$15,000 | Not published |
| Forest Hill Financial Advisory Group LLCSan Francisco | $150/hr | $1,500-$5,000 | Not published |
| G.c. Steele & CompanySolvang | $250-$350/hr | $1,500-$6,000 | Not published |
| Global Wealth ManagementCorona Del Mar | $250-$350/hr | $1,500-$3,500 | Not published |
| Grant Private Wealth ManagementPleasanton | $250/hr | $1,500-$15,000 | $10,000/yr |
| Hanke & Apolonio Wealth Advisors LLCSan Francisco | $350/hr | $1,500-$6,000 | Not published |
| Heritage Wealth Management, Inc.San Diego | Not published | $1,500-$25,000 | Not published |
| Iammarino, Nicholas J.CarlsbadNo AUM fee | $400/hr | $1,500-$10,000 | Not published |
| IfmgroupMonrovia | $250-$400/hr | $1,500 | Not published |
| Impact Fiduciary LLCPasadena | Not published | $1,500-$10,000 | $400-$3,500/mo |
| Ing WealthLa Mesa | $150-$250/hr | $1,500-$9,500 | Not published |
| Integral Wealth ManagementTurlock | Not published | $1,500-$10,000 | Not published |
| Integrity Wealth Partners, LLCWalnut Creek | $400/hr | $1,500-$10,000 | Not published |
| Keymark FinancialRolling Hills Estates | $250-$500/hr | $1,500-$5,000 | $200-$1,000/mo |
| Larsen Wealth ManagementEl Dorado Hills | Not published | $1,500-$2,500 | Not published |
| Lewis M. Wallensky AssociatesLos Angeles | $250-$450/hr | $1,500-$7,500 | Not published |
| Lotus Oak Capital InstituteBurbank | Not published | $1,500-$7,500 | $3,000-$12,000/yr |
| Mayfield Advisors, Inc.Palo Alto | $150-$250/hr | $1,500-$7,500 | $500/yr |
| Mccurdy Financial SolutionsRocklin | $250/hr | $1,500-$5,000 | Not published |
| Momentum Financial and Insurance Services LLCValley Center | $300/hr | $1,500 | Not published |
| Moonshot Planning LLCMontclairNo AUM fee | Not published | $1,500-$18,000 | Not published |
| O'donnell Financial Services, LLCSan Rafael | $450/hr | $1,500-$10,000 | Not published |
| Omega Financial Group, LLCSanta Barbara | $150-$950/hr | $1,500-$20,000 | $1,000/yr |
| Owlsense Wealth & Legacy Advisors LLCStevenson Ranch | $300/hr | $1,500-$20,000 | Not published |
| Pathview Wealth AdvisorsSan Diego | $90-$500/hr | $1,500-$10,000 | Not published |
| Plectrum Advisers LLCAltadena | $350/hr | $1,500-$2,000 | $29/mo |
| Prism Advisors, Inc.Studio City | $500/hr | $1,500-$10,000 | Not published |
| Private Wealth AdvisorsFresno | $500/hr | $1,500-$10,000 | Not published |
| Prosperity Wealth Planning LLCIrvine | $325-$500/hr | $1,500-$3,500 | Not published |
| Prudent Prospera Planning, Inc.Pleasanton | $250/hr | $1,500-$5,000 | Not published |
| Purus Wealth Management, LLCNewport Beach | $500/hr | $1,500-$20,000 | Not published |
| R.i.t. Wealth AdvisorsSan Luis Obispo | Not published | $1,500 | Not published |
| Red SevenEscondido | Not published | $1,500 | Not published |
| Redefine FinancialMission Viejo | $300/hr | $1,500-$6,000 | Not published |
| Ring Mountain Capital, LLCTiburon | $1,250/hr | $1,500-$7,500 | Not published |
| Royce Wealth Management LLCSacramento | Not published | $1,500-$6,000 | $2,187/qtr |
| Solano Wealth AdvisorsFairfield | $350/hr | $1,500 | 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 |
| Strategy Asset Managers L.L.C.Pasadena | $400/hr | $1,500-$20,000 | $2,500/yr |
| Summitry, LLCFoster City | Not published | $1,500-$5,000 | Not published |
| Sustainable Wealth Advisory GroupLos Angeles | $275/hr | $1,500 | Not published |
| Sweeney & Michel, LLCChico | $250/hr | $1,500-$10,000 | Not published |
| The Wealth Collaborative, Inc.Corona Del Mar | Not published | $1,500-$50,000 | Not published |
| Village Wealth AdvisorsWestlake Village | Not published | $1,500 | Not published |
| Wealth Teams AllianceIrvine | $350/hr | $1,500-$5,000 | Not published |
| Wealthmap PlanningSan Luis ObispoNo AUM fee | $300/hr | $1,500 | Not published |
| Westhill Financial Advisors, Inc.San Rafael | $400/hr | $1,500-$10,000 | Not published |
| Wilsey Asset Management IncorporatedSan Diego | $350-$400/hr | $1,500-$10,000 | $50/mo |
| Woven Capital, LLCRedding | $250-$450/hr | $1,500-$12,000 | $2,400-$24,000/yr |
| Bluewater Wealth Management, LLCSan Diego | $220/hr | $1,600-$4,000 | Not published |
| Migh Financial Planner, LLCLos Gatos | $250/hr | $1,600-$2,400 | $120/mo |
| The Goodland GroupGoleta | $250/hr | $1,750-$2,500 | $375-$475/mo |
| Curtis Advisory Group, LLCSanta Barbara | Not published | $1,800-$5,000 | Not published |
| 77 Financial GroupCarlsbad | Not published | $2,000-$10,000 | Not published |
| Accelerate RetirementAliso Viejo | $150/hr | $2,000-$100,000 | Not published |
| Alpine Peaks ConsultingAlpine MeadowsNo AUM fee | Not published | $2,000 | Not published |
| Babylon Wealth Management LLCWalnut Creek | $300/hr | $2,000-$15,000 | Not published |
| Camriel AdvisorsWeed | $250/hr | $2,000-$10,000 | $3,000-$10,000/yr |
| Claraphi Advisory Network, LLCAliso Viejo | $100-$800/hr | $2,000-$25,000 | Not published |
| Composition Wealth, LLCLos Angeles | Not published | $2,000-$50,000 | Not published |
| Concentrum Wealth ManagementSan Jose | $350/hr | $2,000-$30,000 | Not published |
| Confidence Wealth Management, Inc.Los Angeles | $350-$700/hr | $2,000-$50,000 | 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 |
| Creative Capital Management Investments LLCSan Diego | $90-$310/hr | $2,000-$4,000 | Not published |
| Crew Wealth ManagementSan Luis ObispoNo AUM fee | $600/hr | $2,000-$3,300 | Not published |
| Csi Wealth ManagementArcadia | $350-$1,000/hr | $2,000-$7,500 | $2,291/mo |
| D. Moss Wealth ManagementWest Hollywood | Not published | $2,000-$7,500 | Not published |
| Dean Roland Russell, LLCSan Diego | $100-$400/hr | $2,000-$10,000 | Not published |
| Deeringer Wealth Management, LLCSacramento | $300-$350/hr | $2,000 | Not published |
| DRS Financial Partners LLCSan Jose | $400/hr | $2,000-$4,000 | $300-$600/mo |
| Dundee Capital Management LLCRedondo Beach | Not published | $2,000-$5,000 | Not published |
| Fincop Financial PlanningDublin | $100/hr | $2,000 | $2,000/yr |
| Fusion FinancialLaguna Hills | $400/hr | $2,000-$100,000 | Not published |
| Gasber Financial Advisors, IncFolsom | $75-$350/hr | $2,000-$5,000 | $5,000/yr |
| Global Advisors, LLCSan Jose | $150/hr | $2,000-$5,000 | $1,200-$24,000/yr |
| Golzar Investment Group LLCSan Diego | Not published | $2,000 | Not published |
| H.s. Financial, Inc.San DiegoNo AUM fee | Not published | $2,000-$25,000 | Not published |
| Harold Davidson & Associates, IncLos Angeles | $300/hr | $2,000-$4,000 | Not published |
| Hyphen Wealth ManagementLafayette | Not published | $2,000-$5,000 | Not published |
| Israilov FinancialCupertino | $400/hr | $2,000-$5,000 | Not published |
| Jro Wealth Management LLCCardiff | $250/hr | $2,000-$20,000 | Not published |
| Kera Capital PartnersSan Jose | $250/hr | $2,000-$20,000 | $7,500/yr |
| Lone Wolf Wealth ManagementOntario | $200/hr | $2,000-$10,000 | Not published |
| Lucent Wealth Planning, LLCSanta Barbara | $350-$450/hr | $2,000-$6,000 | $22,000/yr |
| Moment Partners, LLCSan Francisco | Not published | $2,000-$50,000 | Not published |
| Nollenberger Mccullough Investment Advisors LLCNewport Beach | $400/hr | $2,000-$5,000 | Not published |
| Northwoods Financial Partners LLCHermosa Beach | Not published | $2,000-$5,000 | Not published |
| Pashman Financial LLCPlaya Del Rey | $150/hr | $2,000-$5,000 | $6,000/yr |
| Pax Horizon Wealth Management, LLCVista | $250/hr | $2,000-$10,000 | Not published |
| 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 |
| Roach Investment ServicesSan Mateo | $250/hr | $2,000-$3,000 | Not published |
| Rooney Wealth ManagementSacramento | Not published | $2,000 | $250/mo |
| Select Investment ServicesSanta Barbara | $250/hr | $2,000-$4,000 | $300/mo |
| Simplifi, Inc.San Diego | $400/hr | $2,000 | Not published |
| Skylark Wealth, LLCSan Francisco | $250/hr | $2,000 | $1,500/qtr |
| Solomon Investment Consulting, Inc.Los Angeles | $250/hr | $2,000-$10,000 | Not published |
| Stewart Wealth Management, Inc.San Rafael | $300/hr | $2,000-$12,000 | Not published |
| Sun Group Wealth Partners LLCIrvine | $350/hr | $2,000-$5,000 | Not published |
| Swad Wealth Management LLCSanta Rosa | $500/hr | $2,000-$20,000 | $800/mo |
| The Clark Group Asset ManagementDana Point | Not published | $2,000-$10,000 | Not published |
| Triflame CapitalRoseville | $250/hr | $2,000-$5,000 | Not published |
| Wealth Planning Group, Inc.Valencia | $250/hr | $2,000-$20,000 | Not published |
| BFF Wealth Management, Inc.GlendaleNo AUM fee | Not published | $2,250 | Not published |
| Dew Point CapitalLos Angeles | $700/hr | $2,300-$20,000 | Not published |
| DRM Wealth ManagementPalm Springs | $500-$1,000/hr | $2,400-$50,000 | $250-$4,500/mo |
| DWR Wealth Management, LLCSan Jose | $300/hr | $2,400-$6,000 | Not published |
| Echo Advisory LLCMenlo Park | Not published | $2,400-$5,000 | Not published |
| Encover Personal FinanceFremontNo AUM fee | $300/hr | $2,400-$4,000 | $250-$350/mo |
| Fog City Advisors, LLCAlbany | Not published | $2,400 | Not published |
| Madson Wealth Advisors Inc.Santa Rosa | $400/hr | $2,400-$5,000 | Not published |
| Voska WealthRancho Cordova | Not published | $2,400-$5,000 | $2,400/yr |
| Folsom Wealth AdvisorsCameron Park | $350/hr | $2,450-$5,250 | $10,000/yr |
| Efc Wealth Management Firm LLCLos Angeles | $400/hr | $2,495 | $99/mo |
| 360DividendsGranite Bay | $300/hr | $2,500-$10,000 | $200/mo |
| Abundance PathwaysSan Diego | $75/hr | $2,500 | Not published |
| Akrish Financial AdvisoryCupertinoNo AUM fee | $300/hr | $2,500-$6,000 | $2,400-$6,000/yr |
| Alessandra Capital Management, LLCTorrance | $300/hr | $2,500-$5,000 | Not published |
| Allpoint Financial GroupPetaluma | $250/hr | $2,500-$5,000 | Not published |
| Apogee Wealth AdvisorsDanville | $500/hr | $2,500-$10,000 | $2,500-$10,000/yr |
| Assembly WealthMill Valley | $250-$1,200/hr | $2,500-$5,000 | Not published |
| Asti Financial ManagementNovatoNo AUM fee | $500/hr | $2,500 | Not published |
| Blackacre WealthLos Angeles | $400/hr | $2,500-$25,000 | Not published |
| Blume Capital Management, Inc.Berkeley | $400-$800/hr | $2,500-$7,500 | Not published |
| Branch & Bloom Financial Planning, LLCMenlo ParkNo AUM fee | $275/hr | $2,500-$8,000 | Not published |
| Bucher Wealth AdvisorsSan Mateo | Not published | $2,500 | Not published |
| Burton Enright WelchWalnut Creek | $350/hr | $2,500-$10,000 | Not published |
| Carrara Wealth ManagementLos Angeles | Not published | $2,500-$10,000 | Not published |
| Castle Capital ManagementIrvine | $250-$450/hr | $2,500-$5,000 | Not published |
| CdfinancialSan Juan Capistrano | $500/hr | $2,500-$50,000 | Not published |
| Circuit Wealth LLCBurlingame | Not published | $2,500 | Not published |
| Compound Wealth AdvisorsSan Diego | Not published | $2,500-$3,500 | Not published |
| Core Financial AdvisorsSan Bernardino | $250/hr | $2,500 | Not published |
| Coulombe and Sons Wealth ManagementWoodland Hills | $250/hr | $2,500-$6,500 | Not published |
| Dba Generational Wealth StrategiesIrvine | $350/hr | $2,500-$50,000 | $1,000/mo |
| Devore Financial Advisors LLCEscondido | Not published | $2,500 | Not published |
| DFS Capital ManagementBrea | $250/hr | $2,500 | Not published |
| Dove Investment Research and Management, Inc.Irvine | $200-$400/hr | $2,500-$5,000 | 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 |
| Elite Wealth Management, LLCSan Diego | $250/hr | $2,500-$15,000 | Not published |
| Empowering FinancialLafayette | $350/hr | $2,500-$15,000 | Not published |
| Envision Financial PlanningSan Francisco | $200/hr | $2,500-$10,000 | $350-$1,000/mo |
| Equanimity Financial PartnersPasadena | Not published | $2,500-$20,000 | Not published |
| Factor FinancialLava Ridge | Not published | $2,500-$10,000 | Not published |
| Fairway Asset Management, Inc.San Ramon | $275/hr | $2,500-$15,000 | Not published |
| Favor Wealth Advisors, LLCPasadena | $500/hr | $2,500-$20,000 | Not published |
| Fiducia Wealth ManagementPasadena | $350/hr | $2,500-$10,000 | 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 |
| Future WalletWalnut CreekNo AUM fee | $300/hr | $2,500-$15,000 | Not published |
| Garhwal, Chan & Williams Inc.San Francisco | Not published | $2,500-$10,000 | Not published |
| Griffin Black, LLCRedwood City | $350/hr | $2,500 | Not published |
| Heyman Wealth Management, LLCEncino | Not published | $2,500-$10,000 | $1,000-$10,000/yr |
| Hicok Financial Solutions, LLCTempleton | Not published | $2,500-$9,500 | 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 |
| Inversewealth LLCSan Ramon | Not published | $2,500-$15,000 | $5,000-$20,000/yr |
| Joyner Financial Planning LLCSan FranciscoNo AUM fee | $150/hr | $2,500 | Not published |
| Legacy Wealth Advisors, LLCSan Jose | Not published | $2,500 | Not published |
| Lifetime Financial Advisors IncEncinitasNo AUM fee | $250/hr | $2,500-$25,000 | $500-$5,000/yr |
| Mahalo Advisory Services, LLCHuntington Beach | $350/hr | $2,500 | 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 |
| Measured Money ManeuversSolana Beach | $250-$350/hr | $2,500-$10,000 | $3,600/yr |
| Melo Out Financial, LLCPatterson | $100/hr | $2,500-$6,000 | $500/yr |
| Mirador Capital PartnersPleasanton | Not published | $2,500 | Not published |
| Mission Hills Financial Advisory LLCSan Diego | $300/hr | $2,500-$5,000 | Not published |
| Noble Wealth Management, Inc.Newport Beach | Not published | $2,500 | $2,500-$10,000/yr |
| Open Water Advisory PartnersYucaipa | $350/hr | $2,500 | Not published |
| Owens Investment Advisors LLCMission Viejo | $250/hr | $2,500 | 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 |
| Pasadena Private Wealth, LLCPasadena | $800/hr | $2,500 | $40,000/yr |
| Personal Best Financial LLCOakland | $250/hr | $2,500-$10,000 | $800/yr |
| PK Wealth AdvisorsSacramento | $250/hr | $2,500 | Not published |
| Polymita Wealth Management LLCSanta Rosa | Not published | $2,500-$5,000 | $250-$400/mo |
| Portsalus Wealth ManagementMission Viejo | Not published | $2,500-$7,500 | Not published |
| Potentia WealthSan Jose | Not published | $2,500-$50,000 | Not published |
| Puente WealthSan Diego | Not published | $2,500-$10,000 | $250-$500/mo |
| Rossi Financial GroupEl Dorado Hills | Not published | $2,500-$25,000 | Not published |
| Santafino Wealth Management LLCSanta Barbara | $500-$750/hr | $2,500-$50,000 | $2,500/qtr |
| Sefton Financial PlanningSacramentoNo AUM fee | $150/hr | $2,500 | Not published |
| Selleck Financial GroupIrvine | Not published | $2,500-$7,500 | Not published |
| Shum Financial Group, Inc.Alameda | $500/hr | $2,500-$10,000 | Not published |
| Slalom Wealth Management, LLCSacramento | $350/hr | $2,500-$5,000 | $150-$1,000/mo |
| Sterling Advisory Services, LLCSan Jose | $250/hr | $2,500 | Not published |
| Sunpath FinancialNewport Beach | Not published | $2,500-$10,000 | Not published |
| "Tate Asset Management" and "Dco Wealth Management"Rancho Santa Fe | $75-$500/hr | $2,500-$10,000 | $3,000-$5,000/mo |
| The Sterling GroupPasadena | $150-$750/hr | $2,500-$10,000 | Not published |
| Three Bridge Wealth AdvisorsLos Altos | $350/hr | $2,500-$50,000 | $25,000/yr |
| Tricord Advisors, Inc.Riverside | Not published | $2,500 | Not published |
| Trovera Capital Management, LLCNorthridge | Not published | $2,500-$5,000 | Not published |
| Veris Wealth Partners, LLCOakland | $250-$1,000/hr | $2,500-$250,000 | Not published |
| Wealth Architects, LLCMountain View | $150-$750/hr | $2,500-$20,000 | 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 |
| Whittier Green Wealth Management LLCCentury City | $250/hr | $2,500 | Not published |
| WWM FinancialCarslbad | $350/hr | $2,500-$20,000 | Not published |
| Altum Wealth AdvisorsChico | Not published | $3,000-$10,000 | Not published |
| Anora WealthSan Marcos | Not published | $3,000-$6,000 | $6,000-$10,000/yr |
| Beacon Financial Management LLCCarlsbad | $200/hr | $3,000 | Not published |
| Brava FinancialSan DiegoNo AUM fee | $450/hr | $3,000-$15,000 | $5,000-$15,000/yr |
| Clym LLCMarina | $250/hr | $3,000 | $2,500/yr |
| Compass Wealth Planning LLCPleasant Hill | Not published | $3,000-$5,000 | Not published |
| Confianza Wealth ManagementVista | Not published | $3,000 | Not published |
| ConfideThousand Oaks | $200/hr | $3,000-$6,000 | $600/mo |
| Corinthian Wealth ManagementSan Jose | $300-$500/hr | $3,000-$12,000 | Not published |
| Elmwood Wealth ManagementBerkeley | $95-$225/hr | $3,000-$5,000 | $7,500/yr |
| Empower FinancialFremontNo AUM fee | $350/hr | $3,000-$10,000 | Not published |
| Esi Financial Services, Inc.La MesaNo AUM fee | $375/hr | $3,000 | $4,500-$40,000/yr |
| Etzler Financial Advisors, LLCRed BluffNo AUM fee | $250/hr | $3,000-$5,000 | $2,000-$5,000/yr |
| Everest Private WealthCupertino | Not published | $3,000 | Not published |
| Gallagher Wealth ManagementDanville | $300/hr | $3,000-$10,000 | Not published |
| Griffin FinancialAnaheim HillsNo AUM fee | $350/hr | $3,000-$18,000 | Not published |
| Gutman Financial Planning LLCLoma Linda | $250/hr | $3,000 | $375/qtr |
| HCM WealthSan Rafael | $350/hr | $3,000-$5,000 | Not published |
| Hermosa AdvisorsHermosa BeachNo AUM fee | Not published | $3,000-$8,000 | $2,000-$5,000/yr |
| In Touch Financial ServicesOakland | $200/hr | Up to $3,000 | $3,000/yr |
| Insight Personal FinanceSan Francisco | $375-$550/hr | $3,000-$12,000 | $50-$500/mo |
| InvesdidBenicia | $450/hr | $3,000-$10,000 | Not published |
| Leppla Capital Management LLCSan Francisco | $250-$450/hr | $3,000-$10,000 | Not published |
| Lucerna Capital Management LLCDublin | $300/hr | $3,000-$15,000 | Not published |
| Molano Wealth ManagementVisalia | $300/hr | $3,000-$36,000 | $699/mo |
| On the Trail Financial Planning, LLCWalnut Creek | Not published | $3,000 | $4,000/yr |
| Pacific Oak Financial Planning LLCWoodland Hills | Not published | $3,000-$12,500 | $1,500-$6,250/qtr |
| Platt Wealth ManagementSan Diego | $350/hr | $3,000 | Not published |
| Premier Wealth Advisors, LLCSan Diego | $300/hr | $3,000-$6,000 | Not published |
| Private Wealth Partners, LLCMill Valley | $300-$500/hr | $3,000-$5,000 | Not published |
| Raymond Liao Investment AdvisorArcadia | Not published | $3,000-$6,000 | 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 |
| Rohr Financial Advisors, LLCArroyo GrandeNo AUM fee | $360/hr | $3,000-$10,000 | Not published |
| Sound Investment Management, LLCNewport Beach | $350/hr | $3,000-$10,000 | $1,000-$15,000/mo |
| STS Wealth Management, Inc.La Crescenta | $500/hr | $3,000 | Not published |
| Tabr Capital Management, LLCOrange | Not published | $3,000-$4,500 | Not published |
| Team Hewins, LLCFoster City | $350-$400/hr | $3,000-$10,000 | $625/qtr |
| Xpand Investment LLCChula Vista | Not published | $3,000-$5,000 | Not published |
| Acap Asset Management, Inc.Studio City | $350/hr | $3,500-$10,000 | Not published |
| Achievable Wealth, LLCVallejo | $350/hr | $3,500 | $5,000/yr |
| Aihara Wealth Management LLCTorrance | $250/hr | $3,500-$15,000 | Not published |
| Attune Financial Planning, LLCSan Rafael | Not published | $3,500-$7,500 | $7,500/yr |
| Bailard, Inc.Foster City | Not published | $3,500-$15,000 | $2,000-$50,000/yr |
| Barnett Financial PlanningTustinNo AUM fee | $300/hr | $3,500 | Not published |
| Brand New Day Wealth Planning, LLCLos AngelesNo AUM fee | $250/hr | $3,500-$6,500 | Not published |
| Capital Narrative Wealth ManagementLancaster | Not published | $3,500-$10,000 | Not published |
| Cerro Pacific Wealth Advisors, LLCSan Luis Obispo | Not published | $3,500 | Not published |
| Clarity Wealth PartnersSan Rafael | $500/hr | $3,500-$5,500 | Not published |
| Clifford Financial Planning, Inc.Santa Rosa | $250/hr | $3,500 | $5,000/yr |
| Kruse Financial StrategyPetalumaNo AUM fee | $300/hr | $3,500-$10,000 | Not published |
| Liberty Wealth Management, LLCOakland | Not published | $3,500 | $500/yr |
| Paragon Financial PartnersWoodland Hills | Not published | $3,500-$100,000 | Not published |
| Parallel Wealth ManagementRedding | $450/hr | $3,500-$25,000 | Not published |
| Shah Wealth AdvisorsChino Hills | Not published | $3,500-$20,000 | Not published |
| Steinmetz Financial PlanningRedwood City | $350-$500/hr | $3,500-$15,000 | Not published |
| Vistica Wealth Advisors, LLCCarlsbad | $325/hr | $3,500-$20,000 | Not published |
| Trusted Path Wealth Management, LLCSanta Rosa | $300/hr | $3,600-$10,500 | Not published |
| Holzberg Wealth Management, Inc.Corte Madera | $375/hr | $3,750 | Not published |
| The Blackmont GroupFullerton | $300/hr | $3,750 | Not published |
| Candent Capital, LLCSan Francisco | $500/hr | $3,800-$10,000 | Not published |
| Aragon AdvisorsCorona | $250/hr | $4,000-$10,000 | Not published |
| Best Options Financial PlanningSan Diego | $250/hr | $4,000-$8,000 | $4,000-$8,000/yr |
| Bluepoint Wealth AdvisorsHuntington Beach | Not published | $4,000-$20,000 | $7,500/yr |
| Greenbook FinancialOakland | $500/hr | $4,000-$10,000 | Not published |
| JW Financial Advisors, LLCSanta Rosa | $300/hr | $4,000 | Not published |
| KB Financial Advisors LLCSan Francisco | Not published | $4,000 | $8,000/yr |
| Premier Financial Planning, Inc.Valley Center | $200/hr | $4,000 | Not published |
| Redwood Grove Wealth ManagementSan Rafael | Not published | $4,000-$5,000 | $5,000-$10,000/yr |
| Satori Wealth Management, Inc.San Diego | Not published | $4,000-$15,000 | Not published |
| Spiritus Financial PlanningFort Bragg | $375/hr | $4,000-$5,000 | Not published |
| Tamarind Financial PlanningSan Mateo | Not published | $4,000-$10,000 | Not published |
| Two Palms FinancialSan Clemente | Not published | $4,000-$25,000 | Not published |
| Varn Financial PlanningEl CerritoNo AUM fee | $250/hr | $4,000 | Not published |
| Vibrance Wealth Management LLCCupertino | $250/hr | $4,000-$20,000 | Not published |
| Winship Wealth PartnersRoss | Not published | $4,000 | $1,500/yr |
| WorthiquePleasanton | $300/hr | $4,000-$8,000 | $6,000/yr |
| Chen Financial Group, LLCSan MateoNo AUM fee | $300-$500/hr | $4,500-$15,000 | $1,500-$4,000/yr |
| Olma AdvisorsLos Gatos | $350-$750/hr | $4,500 | Not published |
| ST. Clair FinancialRoseville | $275-$625/hr | $4,500-$7,500 | $4,500-$15,000/yr |
| Luskin Financial PlanningSan Diego | $450/hr | $4,695 | Not published |
| Tanager Financial, LLCIrvineNo AUM fee | $300/hr | $4,750 | $200-$300/mo |
| Windfall Advisors, LLCNewport Beach | $499/hr | Up to $4,750 | Not published |
| Whisper FinancialCobb | $350/hr | $4,800 | $1,250/qtr |
| Arlington Financial Advisors, LLCSanta Barbara | $375/hr | $4,950-$10,000 | Not published |
| 8020 Capital ManagementSan Clemente | Not published | $5,000-$10,000 | Not published |
| Allora Wealth, LLCChula Vista | $400/hr | $5,000 | Not published |
| Andrew Marshall Financial LLCCarlsbadNo AUM fee | $360/hr | $5,000 | Not published |
| Aqua Capital AdvisorsLos Angeles | Not published | $5,000-$10,000 | Not published |
| Axis Capital Management, LLCHermosa BeachNo AUM fee | $250/hr | $5,000-$10,000 | $8,000-$15,000/yr |
| Boyd Wealth Management, LLCSacramento | Not published | $5,000 | $20,000/yr |
| Bridgelane FinancialSan Francisco | $500/hr | $5,000-$20,000 | $400-$2,000/mo |
| Centerpoint Financial Management LLCIrvine | $350/hr | $5,000-$15,000 | $500-$3,000/mo |
| Core Capital Management, LLCHuntington Beach | $400/hr | $5,000-$10,000 | Not published |
| Crossroads PlanningOrange | Not published | $5,000 | $3,600/yr |
| D'arcy Capital Management, LLCSan Diego | $250/hr | $5,000 | Not published |
| Diligent Investors, LLCRedlands | $250/hr | $5,000 | Not published |
| Dollar Sign Ventures LLCLong Beach | Not published | Up to $5,000 | Not published |
| Elevate Wealth LLCSan Diego | $250/hr | $5,000-$30,000 | $5,000-$100,000/yr |
| Evidencial Financial ConsultingOrinda | Not published | $5,000-$25,000 | Not published |
| Falcon Wealth Planning, LLCOntario | $500/hr | $5,000 | $5,000/yr |
| Fallbrook FiClovis | $250/hr | $5,000 | $300-$1,250/mo |
| Fermata AdvisorsSonoma | $250-$500/hr | $5,000 | Not published |
| First Principles Investment Management LLCLos Gatos | Not published | $5,000 | Not published |
| Gates Pass Advisors, LLCLos Altos | Not published | $5,000 | Not published |
| Gibson Monroe Wealth AdvisorsOakland | Not published | $5,000-$20,000 | Not published |
| Gosho Financial GroupSan Mateo | $400-$700/hr | $5,000 | Not published |
| Hifi PlanningLong BeachNo AUM fee | $300/hr | $5,000-$12,000 | Not published |
| Highline Wealth PartnersSherman Oaks | $500/hr | $5,000 | $500-$2,000/mo |
| Holland Strategic Wealth Advisors LLCLa Jolla | $400/hr | Up to $5,000 | $300-$3,500/mo |
| Hood Financial, LLCSan Diego | $250/hr | $5,000 | $200/mo |
| Key Focus Wealth LLCSan Ramon | $350/hr | $5,000-$10,000 | Not published |
| Kuleana Wealth AdvisorsLos Altos | $400/hr | $5,000 | $2,500/qtr |
| Maclean Capital Advisors, LLCIndian Wells | Not published | $5,000 | Not published |
| Modern Assets, LLCHawthorne | Not published | $5,000-$10,000 | $2,000/yr |
| Money Strategies, Inc.RedlandsNo AUM fee | Not published | $5,000-$245,000 | Not published |
| Neya CapitalPalmdale | Not published | $5,000-$10,000 | $500/qtr |
| Pixel Financial PlanningSan Francisco | $300/hr | $5,000-$10,000 | $1,500-$3,000/qtr |
| Portfolio Advisors, Inc.Fresno | $450/hr | $5,000-$15,000 | Not published |
| Radiant Wealth PlanningPalo Alto | Not published | $5,000 | Not published |
| Rapport Financial, LLCSan Francisco | $400/hr | $5,000-$20,000 | Not published |
| Raven Wealth AdvisorsPasadena | $250/hr | $5,000-$10,000 | $5,000-$10,000/yr |
| Refresh InvestmentsSanta Monica | $400/hr | $5,000-$25,000 | Not published |
| Retirement Lifestyles Advisory GroupRedding | $250/hr | Up to $5,000 | Not published |
| Rogers Investment Advisors, LLCSanta Clara | $400/hr | $5,000-$15,000 | Not published |
| Rubicon AdvisorsRedding | $350/hr | $5,000 | Not published |
| Serenus Wealth Advisors, LLCSanta Monica | Not published | $5,000-$100,000 | Not published |
| Shlecter Wealth Management, LLCBeverly HillsNo AUM fee | $400-$600/hr | $5,000 | Not published |
| Sierra Ocean, LLCRipon | Not published | $5,000 | $5,000-$35,000/yr |
| Silvia Mccoll Wealth Management, LLCSan Diego | $400/hr | $5,000-$15,000 | Not published |
| Tarbox Family Office, Inc.Newport Beach | $175-$600/hr | $5,000-$20,000 | Not published |
| Wealthvalues, LLCRedwood City | Not published | $5,000 | Not published |
| Wellacre Global Wealth AdvisorsSanta Monica | Not published | $5,000-$25,000 | Not published |
| Clarity FinancialSan FranciscoNo AUM fee | $350/hr | $5,250-$7,500 | Not published |
| Krystal FortnerRichmondNo AUM fee | Not published | $5,500-$10,000 | Not published |
| Convey Wealth LLCBurbank | $500/hr | $6,000-$100,000 | $500/mo |
| From Planning To Living LLCReseda | Not published | $6,000-$12,000 | $6,000-$12,000/yr |
| JDH Wealth Management, LLCSanta Rosa | $300/hr | $6,000 | Not published |
| Life By Design Investment Advisory ServicesDana Point | Not published | $6,000-$25,000 | $6,000-$25,000/yr |
| Morton WealthCalabasas | $350/hr | $6,000 | $6,000-$15,000/yr |
| Vance WealthSanta Clarita | Not published | $6,000-$60,000 | Not published |
| Greykasell Wealth Strategies, Inc.Danville | Not published | $6,200 | Not published |
| Farrell Financial, Inc.Thousand Oaks | $250-$350/hr | $6,450 | Not published |
| ThinkplansaveDaly City | $325/hr | $6,890 | $150/mo |
| Sorunke Wealth AdvisorsDavisNo AUM fee | $495/hr | $6,995 | Not published |
| Citrine CapitalSan Francisco | Not published | $7,000-$90,000 | Not published |
| Marin Wealth Advisors LLCSan Rafael | Not published | $7,000-$20,000 | Not published |
| Fiduciary Financial Group, LLCSan Rafael | Not published | $7,200-$100,000 | Not published |
| Canter WealthLa Jolla | Not published | $7,500-$20,000 | $7,500/yr |
| Davies Financial Advisors, Inc.Murrieta | $250-$500/hr | $7,500-$150,000 | Not published |
| Lewis Asset ManagementLafayette | Not published | $7,500 | Not published |
| Mullaney Financial & Tax, Inc.Woodland HillsNo AUM fee | Not published | $7,800 | Not published |
| Dolan Partners LLCDanville | Not published | $8,000 | Not published |
| Hawley Personal FinanceMontereyNo AUM fee | $500/hr | $9,500-$16,500 | Not published |
| AdviceonlySan DiegoNo AUM fee | $50-$600/hr | Up to $10,000 | Up to $25,000/yr |
| Applied Wealth ManagementBakersfield | Not published | Up to $10,000 | $200-$500/mo |
| Augustus Wealth, LLCLong Beach | Not published | $10,000 | Not published |
| Bell Investment Advisors IncOrinda | $150/hr | $10,000 | Not published |
| Boundless Advice LLCManhattan Beach | Not published | $10,000-$100,000 | $5,000-$50,000/qtr |
| Capital Management Advisor Group, LLCWalnut Creek | $500/hr | $10,000 | Not published |
| Castle Wealth PlanningSanta Barbara | $250/hr | $10,000 | Not published |
| Choice Financial & Insurance Services, Inc.Brea | $250/hr | $10,000 | Not published |
| Chrysadia Financial, LLCNewark | $275/hr | $10,000-$100,000 | $670-$1,250/mo |
| Cornerstone Wealth Advisors, Inc.Carlsbad | $250/hr | $10,000 | Not published |
| Eddy Financial, LLCSanta Monica | $500/hr | $10,000 | Not published |
| Ella Financial AdvisingOakland | $400/hr | $10,000-$30,000 | $10,000-$30,000/yr |
| EquityftwMorgan HillNo AUM fee | $625/hr | $10,000-$20,000 | Not published |
| Financial Strategies for Today and Tomorrow--Wealth MGMT GroupSanta Ana | $450/hr | $10,000 | Not published |
| Gold Coast Securities, Inc.Thousand Oaks | $50-$300/hr | $10,000 | Not published |
| Hawk Advisory LLCSan Francisco | $250/hr | $10,000 | $290-$850/mo |
| Hesen & HaslamWoodland Hills | $350/hr | $10,000 | Not published |
| Hexeum CapitalNewport Beach | Not published | $10,000-$50,000 | $10,000-$50,000/yr |
| 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 |
| Nancy K Weeks Associates, LLCRedwood City | $450-$600/hr | $10,000-$30,000 | Not published |
| NectarineSan DiegoNo AUM fee | $500/hr | $10,000 | $5-$50/mo |
| North County Financial Planning, LLCCarlsbad | $300/hr | $10,000 | Not published |
| Oceaniq Capital, LLCPalo Alto | $500/hr | $10,000-$100,000 | Not published |
| Onitus Capital, LLCNewport Beach | $500/hr | $10,000 | Not published |
| Pacific Point Advisors, LLCSan Diego | $1,000/hr | $10,000-$50,000 | $1,500-$2,500/mo |
| Prospettiva FinancialSan Francisco | Not published | $10,000-$20,000 | Not published |
| Roberts Wealth Advisors, LLCMenlo Park | $450/hr | $10,000 | Not published |
| Seaside Wealth Management, Inc.Carlsbad | $500/hr | $10,000 | Not published |
| Tempus Wealth Planning, LLCIrvine | $250/hr | $10,000 | Not published |
| Topel & Distasi Wealth Management, LLCBerkeley | $300/hr | $10,000 | Not published |
| Torrey Wealth, LLCSan Diego | $250/hr | $10,000 | Not published |
| Towerpoint Wealth, LLCSacramento | $350/hr | $10,000 | Not published |
| 7 Streets Financial, LLCSan Diego | $100-$400/hr | Up to $15,000 | Not published |
| D. M. Brenner, Inc.Solana Beach | Not published | $15,000 | $10,000/yr |
| Manhattan West Asset Management, LLCLos Angeles | $500/hr | $15,000-$60,000 | Not published |
| MK Investment Advisors, LLCCarlsbad | $125-$350/hr | Up to $15,000 | Not published |
| Santara Wealth Management LLCSan Diego | $350/hr | $15,000 | Not published |
| Bull Oak Capital, LLCRancho Santa Fe | Not published | $15,500 | Not published |
| Beverly Hills Private Wealth, LLCBeverly Hills | $1,000/hr | $20,000 | Not published |
| Davenport Wealth AdvisorsCastro Valley | Not published | $20,000 | Not published |
| Define Financial, LLCSan Diego | $500/hr | $20,000-$50,000 | $20,000-$50,000/yr |
| Echo45 Advisors LLCWalnut Creek | Not published | $20,000 | Not published |
| Kin Stewards LLCLa Crescenta | $500/hr | $20,000 | Not published |
| Mari Legacy Group, LLCCalabasas | $350/hr | $20,000 | Not published |
| Tortuga Wealth ManagementTorrance | $1,000/hr | $20,000 | Not published |
| Wealth Legacy Group, Inc.San Diego | $835/hr | $22,995 | Not published |
| Arbor Family Wealth Advisors, Inc.LodiNo AUM fee | Not published | $25,000-$50,000 | $25,000-$75,000/yr |
| Brio Financial GroupSan Francisco | Not published | $25,000 | Not published |
| Capital RiskCarson | $200/hr | $25,000-$500,000 | Not published |
| De Groote Financial Group, LLCThousand Oaks | $1,000/hr | $25,000 | Not published |
| Ifc Advisors LLCLos Angeles | Not published | $25,000 | Not published |
| Onus Observer LLCSan Francisco | $250/hr | $25,000 | Not published |
| Pacific Wealth AdvisorsCampbell | $400/hr | Up to $25,000 | Not published |
| Ridgepoint Wealth Partners LLCRancho Palos Verdes | Not published | $25,000 | Not published |
| Entruity Wealth, LLCBakersfield | Not published | $30,000 | Not published |
| MechfiSacramento | Not published | $30,000 | Not published |
| Vantage Wealth Management, LLCSan Mateo | $300-$800/hr | Up to $30,000 | Up to $50,000/yr |
| Aquila Wealth AdvisorsSan Luis Obispo | Not published | Up to $36,000 | Not published |
| Phase Line FinancialArroyo Grande | Up to $500/hr | Up to $36,000 | Not published |
| Aequitas Financial, LLCSanta Ana | $300/hr | $50,000 | $500-$800/mo |
| Align Wealth Management, LLCSan Jose | $300-$800/hr | Up to $50,000 | Not published |
| Bourke Wealth ManagementSanta Barbara | $350/hr | $50,000 | Not published |
| Cooper Capital GroupEncinitas | $865/hr | $50,000 | Not published |
| Globe & Anchor Wealth Management & Financial Planning, LLCWalnut Creek | $375/hr | $50,000 | Not published |
| Ignite Planners LLCSan Clemente | $500/hr | $50,000 | Not published |
| Insight Wealth Strategies, LLCSan Ramon | $500/hr | $50,000 | $40,000/yr |
| Mcdonnell Financial ServicesPasadena | $350/hr | $50,000 | $3,500/yr |
| O'boyle Wealth Management, Inc.Beverly Hills | $1,000/hr | $50,000 | $5,000/yr |
| Shrier Wealth Management, LLCLos Angeles | $1,000/hr | $50,000 | Not published |
| Stonebridge Financial GroupSan Rafael | Not published | $50,000 | $12,500/qtr |
No firms match these filters.
Also filed as flat fee financial advisors, without a published price (854)
Their current brochure explains how they charge, but not how much. Ask them for a fee schedule.
- 5T Wealth, LLC, Napa
- Abacus Wealth Partners, Santa Monica
- Abramson Financial Planning, LLC, Burlingame
- Adap Tax Financial, Inc., Pleasanton
- Affinity Asset Management, Chino
- Afs Investments, Turlock
- Aikapa, Corte Madera
- Alpha & Omega, La Mesa
- Alpha Strategies Investment Consulting, Ladera Ranch
- Altus Wealth Solutions, Atascadero
- Amaral Financial Planning, San Jose
- Amoretti Capital Management, San Francisco
- Anchor Financial Group, Brea
- Antonio Andrade, CFP, Ukiah
- Arcadia Private Wealth LLC, Cardiff By The Sea
- Archvest Wealth Advisors, Inc., Concord
- Ares Financial Consulting LLC, Calabasas
- Ark Wealth Advisors, LLC, Yorba Linda
- Ashby Wealth Management, LLC, Kensington
- Aspire Advisory Services, Lodi
- Asset Planning, Inc, Los Alamitos
- Astra Wealth Management LLC, Escondido
- Athena Wealth Management, Murrieta
- Axxcess Wealth Management, LLC, Carlsbad
- Back Nine Financial Coaching LLC, San Diego
- Banta Asset Management LP, Newport Beach
- Banyan Lake Capital LLC, San Mateo
- Baybridge Capital Group, LLC, Livermore
- Baynes Financial LLC, Rancho Cucamonga
- Ben-David Financial Planning, Shingle Springs
- Benningfield Financial Advisors, LLC, San Francisco
- Berkeley Investment Advisors, San Francisco
- Better Planning Better Life Inc., Seal Beach
- Beyond Financial Services, Fremont
- Beyond Wealth Advisory LLC, South San Francisco
- Billfold Budget Counseling, Sherman Oaks
- Birchwood Capital, Carlsbad
- Blacklines Financial, Los Angeles
- Blankinship & Foster, LLC, Solana Beach
- Blom Levy & Co., LLC, Santa Barbara
- Bolt Wealth Management LLC, Clovis
- Bonanni, Frank, San Leandro
- Brightplan LLC, San Jose
- Bruce Mcindoe & Associates, Inc., La Mesa
- Burge Financial, Sacramento
- Burkart & Stevens Wealth Management, San Luis Obispo
- California Financial Advisors, San Ramon
- Capital Adulting LLC, Santa Barbara
- Capital Resources and Insurance, Inc, Huntington Beach
- Caregen Wealth Management, San Mateo
- Carpe Diem Financial Life Planning, Ben Lomond
- Carr Wealth Management LLC, Pleasanton
- Carty Financial, Inc., Thousand Oaks
- Castellan Financial Advisors, Newcastle
- Castle Coast Wealth, LLC, La Jolla
- Cavu Wealth Advisors, LLC, Walnut Creek
- Centura Wealth Advisory, San Diego
- Chequers Financial Management LLC, San Francisco
- Clearpath Capital Partners LLC, Menlo Park
- Clearview Wealth Management, Irvine
- Coastal Capital Advisors, Irvine
- Colsara National Wealth Management LLC, San Diego
- Colva Capital LLC, San Diego
- Conquis Financial LLC, Millbrae
- Crawford Financial Planning & Consulting, Modesto
- Creative Planning Solutions, Inc, Grand Terrace
- Cultivate Financial Group LLC, Los Gatos
- Dba Seaside Financial & Insurance Services, Carlsbad
- Determined Advisors LLC, San Diego
- Di Bello Financial, Mission Viejo
- Diegelman Capital Advisors, Ventura
- Diwy Financial Planning, Los Angeles
- DLK Investment Management, Solana Beach
- Dobson Asset Management, Petaluma
- Dorsey Wealth Management, LLC, Torrance
- Easy Sunday Financial Planning, San Gabriel
- Elemental Wealth Advisors, LLC, San Luis Obispo
- Embarcadero Capital Advisors, Inc., Laguna Hills
- Empath Wealth, Torrance
- Endeavor Financial Planning, Sacramento
- Evermont Wealth, Claremont
- Fairlead Financial Advisors, LLC, Greenbrae
- Family Investment Management L.P., Carlsbad
- Farm Girl Capital LLC, Albany
- Fernandez Financial Advisory, LLC, Los Alamitos
- Fidela Wealth, Calabasas
- Filigree Wealth Advisors, LLC, Irvine
- Financial Alternatives, Inc., La Jolla
- Financial Client, Sacramento
- Financial Coaching Partners LLC, Somis
- Financial Designs Corporation, Claremont
- Financial Vision LLC, Goleta
- Fintent, Monrovia
- Fireside Financial Planning, Inc., San Jose
- Fischer Investment Strategies, LLC, Westlake Village
- Fleming Financial Advising, Walnut Creek
- Focusyou, Redwood City
- Forum Private Wealth, LLC, Carlsbad
- FPC Investment Advisory, Inc., Petaluma
- Full Circle Financial Planning, Topanga
- Fullguards Financial, Santa Cruz
- Garabedian Wealth Management Group, Pasadena
- Garner Financial Management, Lafayette
- Gemmer, Robert Arden, Healdsburg
- Generative Family Office LLC, Moraga
- Gerber Kawasaki Wealth & Investment Management, Santa Monica
- Global Impact Wealth Management, Riverside
- Global Investment Company, Oakland
- Global Vantage Wealth Management, Encinitas
- Goldberg Financial Advisors, LLC, El Segundo
- Goldman Lancaster, Inc., Long Beach
- Gomez Financial Planning, Bakersfield
- Good Balance FP LLC, Los Angeles
- Graystone Advisor, LLC, Foster City
- Gregory Advisors Inc., Huntington Beach
- Grossman Financial Management, Benicia
- Harrison Lazarus Advisors, Inc., San Francisco
- Hartman Financial Planning, Santa Clarita
- Harvestwise Wealth Planning, Escondido
- HBW Advisory Services LLC, Simi Valley
- Heckman Financial & Insurance Services, Inc., San Jose
- Hewitt Wealth Management Inc., Newbury Park
- Honor Family Office, LLC, Santa Barbara
- Hoodoo, Oakland
- Hutchinson & Ziegler Financial Advisors, Inc., San Rafael
- Ikigai Planning, Tustin
- Impactadvisor LLC, Sf
- Index Gurus, Inc., Concord
- Integrated Planning & Investments, Clovis
- Intelligent Investor Financial Planning, LLC, San Francisco
- Irontree Wealth Management, Inc., Irvine
- Jane Financial, LLC, Oakland
- JC Financial Services, Loomis
- John H. Liles, CFP, Napa
- JSF Financial, LLC, Los Angeles
- Keep It Simple Financial Planning, Orange
- Klein Financial Advisors, Rancho Mission Viejo
- Kneale JR, Kenneth Alan, San Diego
- Koch Capital Management LLC, Alamo
- KRM Advisory Services, Vista
- Larson, Orlan Blaine, Santa Clarita
- Libra Wealth LLC, Los Gatos
- Lifesteps Financial, Claremont
- Lilac Wealth, LLC, Venice
- LLG Wealth Management, Diamond Bar
- Lloyd Tevis Investments, LLC, Lafayette
- Lodestar Private Asset Management LLC, Alamo
- Lula Financial, Oakland
- Madrid Retirement Advisors, Manhattan Beach
- Madrone Investment Advisory, LLC, San Rafael
- Marim Wealth Planning, San Mateo
- Marina Wealth Advisors, Los Angeles
- Mark Smith Financial Services, Inc., Thousand Oaks Drive
- Marrick Wealth, Irvine
- Maya Advisors, Inc., Palo Alto
- Mcnaughton Wealth Management, LLC, San Diego
- Mentor Financial Advisory Group, LTD., Carlsbad
- Mezzi, Menlo Park
- Mfa Wealth Services, Thousand Oaks
- Mfac Financial Advisors, Inc., Westlake Village
- MGN and Co LLC, Santa Monica
- Michael Garber Financial Planning, Gilroy
- Mile Wealth Management, Irvine
- Miller Avenue Advisors LLC, Mill Valley
- Miltonian Capital Management, LLC, Los Olivos
- MKG Capital Management, LLC, San Francisco
- Modern Money Management LLC, San Diego
- Money Intelligence, Santa Clara
- Monograph Wealth Advisors, LLC, Manhattan Beach
- Monroe Wealth Management LLC, San Francisco
- Mosher Financial Advisors LLC, Lafayette
- Mountain Vista Wealth Management, Santa Barbara
- Mozaic, LLC, Beverly Hills
- MT. Timp Capital, Winnetka
- Myfi Financial, Pasadena
- Nasira Financial, San Francisco
- Natural Bridges Financial Advisors, Santa Cruz
- Navigation Group LLC, Redwood Shores
- Navigoe, LLC, Redondo Beach
- North Berkeley Wealth Management, LLC, Berkeley
- North Pier Fiduciary Management, LLC, Marina Del Rey
- Nri Wealth Management, LLC, Santa Clara
- Oak Summit Wealth Management, Inc., San Diego
- Odyssey Financial Services LLC, Los Angeles
- Olivehurst Advisors LLC, Roseville
- Onemoney, La Jolla
- Optimo Capital, San Francisco
- Optimus Advisory Group, Irvine
- Optometry Wealth Advisors LLC, Madera
- Orchard City Wealth Management, LLC, Los Gatos
- Owl and Ore Wealth Planning, Pleasant Hill
- Pacific Global Investment Management Company, Glendale
- Painted Porch Advisors LLC, Santa Barbara
- Palo Seco Wealth Management, Corona
- Pde Wealth Advisors, LLC, Rancho Cucamonga
- Peak Financial Planning, Canoga Park
- Pi Wealth Plan LLC, San Jose
- Pinecone Financial, Oakland
- Polaris Capital Management LLC, El Dorado Hills
- Power Investing, Danville
- Presidio Capital Management, LLC, San Diego
- Private Portfolios, Inc., San Mateo
- Prosperent Capital, LLC, Ukiah
- Prosperity Road, LLC, Santa Ana
- Pure Financial Advisors, LLC, San Diego
- Putman Capital Management, Inc., Torrance
- Pwjohnson Wealth & Legacy, LLC, Los Altos
- Quant Portfolio Management, San Jose
- Quantum Financial Advisors, LLC, Santa Monica
- R-Tech Advisors, Inc., Woodland Hills
- R.e.a.l. Coach, Garden Grove
- Rajs Funds, Fremont
- Randall Stone Financial, Chico
- Raub Brock Capital Management, LP, Larkspur
- Redwood Financial Advisors, Inc, San Rafael
- Rennie & Associates, Irvine
- Retegy LLC, Irvine
- Retirement Wealth Group, Inc, Redlands
- Ritter Wealth Counsel, San Rafael
- RJ Patterson Group, San Diego
- RLS Private Wealth Consulting, Inc., Hollister
- Robert Horowitz Wealth Management, Larkspur
- Robin Lee Wealth Management, Irvine
- Sage Rhino Capital LLC, Menlo Park
- Santa Fe' Wealth Management, San Diego
- Santa Susana Financial, LLC, Simi Valley
- SDM Advisors, LLC, San Francisco
- Seek First Inc., Campbell
- Shariawiz Advisory, Folsom
- Shepherd Street Advisors, Larkspur
- Sierra Asset Management, Oakhurst
- Sierra Financial Planning & Asset Management, Roseville
- Sierra Pacific Private Wealth, LLC, Pleasanton
- Silver Oak Wealth Advisors Services, LLC, Los Angeles
- Simple Life Financial, El Cerrito
- Sisto Investment Advisory, LLC, Roseville
- Slipstream Wealth Planning LLC, San Francisco
- Small Victories Wealth, San Jose
- Soesbe Financial, Sacramento
- Sonoma Mountain Financial LLC, Petaluma
- South Bay Financial Partners, Torrance
- Spahr Financial Group, LLC, Huntington Beach
- Stellar Financial Planning, Fremont
- Stolper & Co., Inc., San Diego
- Stout Capital Management LLC, Encinitas
- Strategic Retirement Advisors, LLC, Elk Grove
- Strateon Intelligent Wealth LLC, Simi Valley
- Sutro Advisors, San Francisco
- Swell Financial, Irvine
- Taxvet, San Jose
- Taylor Wealth Management, LLC, Torrance
- Tessara Wealth, Burlingame
- The Financial Team, Inc., Carlsbad
- The Foundation Wealth Management, LLC, Fresno
- The Putney Financial Group LLC, San Rafael
- The R.l. Brown Advisory Group, LLC, Pleasanton
- The Wealthgarden F.s. LLC, El Segundo
- Thomas Investment Advisors LLC, Orange
- Thrive Portfolios, San Diego
- Torren Management, LLC, San Diego
- Torrey Growth & Income Advisors, LLC, Del Mar
- Triagen Wealth Management LLC, Calabasas
- Truly Unbiased LLC, Aliso Viejo
- Twin Rivers Wealth Management, Sacramento
- Ty Rollins, Inc., Walnut Creek
- Uprise Advisers LLC, San Francisco
- Vantage Financial Group, Auburn
- Ventura Advisors, Woodland Hills
- Vernal Point Advisors, LLC, San Francisco
- VG Financial Consulting, LLC, Lafayette
- Vida Wealth Partners, Inc., Santa Barbara
- Vindex Capital Management, LLC, Carlsbad
- Vista Advisor Group, LLC, Walnut Creek
- Von Adelung Wealth Management, Montrose
- Waits Investments, LLC, Carlsbad
- Waller Financial Coaching, Chico
- Wang Financial, LLC, Santa Barbara
- Wealth Script Advisors, San Francisco
- Wealthbuilders, LLC, Carlsbad
- Wealthspire Retirement Advisory, Aliso Viejo
- Wealthspring, Long Beach
- Weatherly Asset Management, Del Mar
- Westshore Wealth, Newport Beach
- Westside Financial Advisors LLC, Los Angeles
- Whelan Financial, Fresno
- Wholeness Financial, Richmond
- Wildflower Financial LLC, Santa Cruz
- Willow Creek Financial, San Diego
- Willow Creek Wealth Management, Inc., Sebastopol
- Womack Wealth Management, Inc., Manhattan Beach
- Woodward Diversified Capital, LLC, Bakersfield
- Xfo Capital, Irvine
- Xwealth, Newport Beach
- Zermatt Wealth Advisors, San Diego
- 24Acres, Redondo Beach
- 395 Financial Planning, Mammoth Lakes
- 401K Assist, LLC, San Clemente
- 5 Talents Advisors, Inc, Cameron Park
- Abacus Wealth International (AWI), Santa Ana
- Abound Financial, Granite Bay
- Abundit Wealth, San Jose
- Accel Advisors, Inc., Costa Mesa
- Acclaro Wealth Management, Walnut Creek
- 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
- 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
- Amara Financial, LLC, San Francisco
- American Money Management, LLC, Rancho Santa Fe
- Ams Capital Management LLC, San Mateo
- Angeles Family Office, Santa Monica
- Ap Investment Management, Mountain View
- Api Capital, LLC, Concord
- App, San Mateo
- Apriem Advisors, Irvine
- Archer Pointe Wealth Management, LLC, Davis
- Arsenio Capital Management LLC, San Anselmo
- Asage Financial LLC, Lafayette
- Aspiriant, LLC, 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 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
- Barbara S. Gault, Greenbrae
- Barnes & Company Investment Counsel, LLC, Los Angeles
- Barnes Wealth Management Group, Bakersfield
- 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
- Brian D. Lowder, Inc., San Diego
- Brian Dennis, CFP®, Calabasas
- Bright Lake Wealth Management, LLC, Redding
- Broadside Wealth, San Francisco
- Broadwing Capital Advisors, Inc., Larkspur
- Brookside Strategy and Consulting, Burbank
- 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
- Carmandalian Financial Group, LLC, Westlake Village
- Cayman Capital Management, Inc., San Rafael
- Center Pillar Wealth Management LLC, Newark
- Centered Financial, Carlsbad
- Cerda Munoz Advisors, Inc, Whittier
- Certis Capital Management, Inc., Santa Barbara
- 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
- Clarity Advisors Group, Inc., Redlands
- Clarity Financial, Arcadia
- Clarity Wealth Advisors, San Jose
- Classiccpa, Irvine
- Clearview Financial, Inc., San Diego
- Clearview Investment Partners, LLC, Costa Mesa
- Clelland & Company Inc, San Diego
- Clifford Swan Investment Counselors, Pasadena
- Cloud, Minturn & Associates, LLC, Torrance
- Coastedge Partners, LLC, San Diego
- Collabria Capital, Inc, Walnut Creek
- Comprehensive Financial Management LLC, Los Gatos
- 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
- Covexic LLC, Glendale
- Covey & Covey, Encinitas
- Cow Capital Inc, Newark
- Crane Investments Inc, Laguna Beach
- 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
- 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 W. Jones Associates Financial & Insurance Services, Inc., Lake Forest
- Duran Capital Management, LLC, Santa Barbara
- DW Financial Inc, Anaheim
- Eagle Money Advisors, Orange
- 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
- Elyxium Wealth LLC, Beverly Hills
- 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
- 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
- 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 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 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
- Gebhart & Associates, Inc, Penn Valley
- GKV Capital Management Co Inc, Walnut Creek
- GL Trust, Inc., Whittier
- Global Investment Capital LLC, West Hills
- Goal Line Wealth Management, Inc., Solana Beach
- 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
- Gulsrud Consulting LLC, Bell Canyon
- Gustafson Financial Solutions, Oceanside
- Halbert Hargrove, Long Beach
- Hall Financial Services, Inc, Corte Madera
- Hancock Wealth Advisory, Culver City
- Harris & Associates, Manhattan Beach
- Haslet Advisors, LLC, Los Angeles
- Hatfield Insurance & Financial Services, Inc., Burbank
- Hesperian Wealth, Ione
- HH Capital Management, Inc., Hermosa Beach
- Hickok Advisory, LLC, Campbell
- Higher Impact Financial, LLC, Riverside
- Hillcrest Financial Group, Thousand Oaks
- Hilltop Advisors, LLC, San Francisco
- Hippocratic Financial Advisors, Westlake Village
- 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
- 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
- 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
- Kennedy Wealth Management, LLC, Calabasas
- Kensington Securities, LLC, Scotts Valley
- Ketron Financial LLC, Novato
- 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
- Lanyon Advisory Services, Del Mar
- LBG Advisor, 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 Retirement Planning, Dublin
- Martin W. Rosenzveig & Co., LLC, Beverly Hills
- Mason & Associates, Inc., Los Angeles
- Matrix Planning Inc, Santa Monica
- Mcdonald Hartman Wealth Advisors, Santa Monica
- Mcfarland Associates, Monterey
- MCM Wealth, Novato
- MDRN Wealth, Venice
- Meera Advisory, L.L.C., San Jose
- 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
- Miles Brown Asset Management, Santa Rosa
- Millennium Investment Services, Van Nuys
- 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
- Murray Financial Services, Inc, Chico
- Muse Capital Management LLC, Santa Monica
- MW Investment Strategy, El Dorado Hills
- National Retirement Institute, Temecula
- 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
- 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
- Page Capital Private Wealth Management, LLC, Walnut Creek
- Palomar Advisors Inc., Temecula
- Panoramic Financial, Fresno
- Pantheon Wealth Planning, San Jose
- Paolo Bernardi Advisor, Sausalito
- Paraiba Wealth Management LLC, Hercules
- Parallel Advisors, LLC, San Francisco
- Park Capital Group, Inc., Torrance
- 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 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
- 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
- Plutus Wealth Management, Burlington
- Polymath Investments LLC, San Diego
- Powering Your Retirement, San Ramon
- Premier Financial Group Inc, Eureka
- Propel Private Wealth LLC, Manhattan Beach
- Prosperity Planning and Advisory, LLC, Los Angeles
- Provenio Capital, 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
- Reviresco Wealth Advisory LLC, La Jolla
- Ridgecrest Wealth Partners, LLC, San Rafael
- Rivetti Investment Services, LLC, Thousand Oaks
- 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
- 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 Luis Wealth Advisors, San Luis Obispo
- Santa Cruz Wealth Management Inc., Westlake Village
- 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
- 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
- Sr99advisors, Simi Valley
- Stantum, LLC, Los Altos
- 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
- Synergist Wealth Advisors, Carmel
- Syrios Wealth Management Group, La Jolla
- Taibay Wealth Management LLC, Oakland
- 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
- 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 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
- Twenty-Five Capital Partners, Newport Beach
- 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
- Veraz Advisors, San Ramon
- Verity Wealth Advisors, LLC, Sausalito
- Victus Capital Wealth, Santa Monica
- Viridian Way LLC, Santa Clara
- 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
- Weaver Consulting Group, LLC, Huntington Beach
- Wescap Group, Glendale
- West Wealth Group, LLC, Irvine
- Westside Investment Management, LLC, Santa Monica
- Wiederman & Associates, Laguna Beach
- 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
- 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