Hourly financial advisors in California and their rates
Hourly advisors only bill for the time they spend on your questions. That works well for a one off review or a single big decision.
The median published hourly rate in California is $300, from 891 firms that filed as hourly financial advisors and list a price. The middle half charge $250-$400 an hour. Updated October 2026.
| Fee | Median | Middle half of firms | Firms with a published fee |
|---|---|---|---|
| Hourly rate | $300/hr | $250-$400/hr | 891 firms |
Hourly financial advisors in California and their published fees
891 firms with published fees
| Firm | Hourly rate | Flat or project fee | Ongoing fee |
|---|---|---|---|
| Brunger FinancialSan Rafael | $25-$100/hr | $1,000-$10,000 | Not published |
| Yiu Advisors, LLCDaly City | $25-$200/hr | $200-$5,000 | Not published |
| AdviceonlySan DiegoNo AUM fee | $50-$600/hr | Up to $10,000 | Up to $25,000/yr |
| Gold Coast Securities, Inc.Thousand Oaks | $50-$300/hr | $10,000 | Not published |
| Mills Financial GroupBrowns Valley | $50/hr | Not published | Not published |
| Nadel Private Wealth LLCSan Jose | $50-$150/hr | $500-$2,500 | Not published |
| NWF Advisory Services IncLos Angeles | $50-$300/hr | $500-$3,000 | Not published |
| Regatta Capital Group, LLCEl Segundo | $50-$300/hr | $1,000-$15,000 | Not published |
| Sherwood Oak Knoll, LLCSan Marino | $50-$350/hr | Not published | Not published |
| Wayne Gilbert & CompanyDavisNo AUM fee | $50-$300/hr | $500-$10,000 | Not published |
| We Alliance Wealth Advisors, Inc.Roseville | $50-$300/hr | $495-$10,000 | Not published |
| Womack Wealth Management, Inc.Manhattan Beach | $50/hr | Not published | Not published |
| Mosher Financial Advisors LLCLafayette | $60-$350/hr | Not published | Not published |
| Dba Seaside Financial & Insurance ServicesCarlsbad | $65-$400/hr | Not published | $200-$12,000/yr |
| Abundance PathwaysSan Diego | $75/hr | $2,500 | Not published |
| Carbahal Olsen Financial Services Group LLCDavis | $75-$350/hr | $250-$1,500 | Not published |
| Duvall Wealth Management LLCFontana | $75-$300/hr | $500-$3,000 | Not published |
| Gasber Financial Advisors, IncFolsom | $75-$350/hr | $2,000-$5,000 | $5,000/yr |
| Lighthouse Advisory Services, Inc.San Diego | $75-$200/hr | $750-$2,500 | Not published |
| Odyssey Financial Services LLCLos Angeles | $75/hr | Not published | Not published |
| Retirement Wealth Center IncThousand Oaks | $75-$350/hr | $500-$3,000 | Not published |
| RR Financial Management LLCFresno | $75/hr | $50-$400 | Not published |
| Selby Wealth ManagementEmeryville | $75-$125/hr | Not published | Not published |
| "Tate Asset Management" and "Dco Wealth Management"Rancho Santa Fe | $75-$500/hr | $2,500-$10,000 | $3,000-$5,000/mo |
| Wang Financial, LLCSanta Barbara | $75-$400/hr | Not published | Not published |
| Aspire Advisory ServicesLodi | $80/hr | Not published | Not published |
| MT Ryan, Inc.San Clemente | $85/hr | $750-$5,000 | Not published |
| Bruce James Thomas JRMoorparkNo AUM fee | $90-$250/hr | $180-$45,000 | Not published |
| Creative Capital Management Investments LLCSan Diego | $90-$310/hr | $2,000-$4,000 | Not published |
| Pathview Wealth AdvisorsSan Diego | $90-$500/hr | $1,500-$10,000 | Not published |
| Diegelman Capital AdvisorsVentura | $95-$200/hr | Not published | Not published |
| Elmwood Wealth ManagementBerkeley | $95-$225/hr | $3,000-$5,000 | $7,500/yr |
| Ac3 CapitalSan Diego | $100/hr | $500-$2,000 | Not published |
| Advanced Portfolio StrategiesTorrance | $100-$500/hr | $1,000-$50,000 | Not published |
| Affinity Asset ManagementChino | $100-$250/hr | Not published | $5,000-$17,500/yr |
| Axxcess Wealth Management, LLCCarlsbad | $100-$500/hr | Not published | Not published |
| Barry F.t. BolkerCamarilloNo AUM fee | $100-$175/hr | $1,000 | $300-$1,000/yr |
| Baynes Financial LLCRancho Cucamonga | $100-$500/hr | Not published | $100-$500/mo |
| Bos TaurusDiamond Bar | $100-$500/hr | Not published | Not published |
| Bruce Mcindoe & Associates, Inc.La MesaNo AUM fee | $100/hr | Not published | Not published |
| Capital Financial Consultants Group, Inc.San Juan Capistrano | $100-$200/hr | $1,500 | Not published |
| Claraphi Advisory Network, LLCAliso Viejo | $100-$800/hr | $2,000-$25,000 | Not published |
| Dean Roland Russell, LLCSan Diego | $100-$400/hr | $2,000-$10,000 | Not published |
| Do, Len DSan Bruno | $100/hr | $250-$2,500 | Not published |
| Fincop Financial PlanningDublin | $100/hr | $2,000 | $2,000/yr |
| Gradient Capital Advisors, LLCSan Diego | $100-$350/hr | $500-$10,000 | Not published |
| Gregory Advisors Inc.Huntington Beach | $100-$250/hr | Not published | Not published |
| Kinetic Investment Management, Inc.Los Angeles | $100-$500/hr | $1,000-$10,000 | Not published |
| KRM Advisory ServicesVista | $100-$500/hr | Not published | Not published |
| Libra Wealth LLCLos GatosNo AUM fee | $100-$450/hr | Not published | Not published |
| Linda A. Barlow, CFPSanta Ana | $100-$250/hr | $1,000-$2,500 | Not published |
| Luminary Financial PlanningModesto | $100-$500/hr | $200-$3,500 | Not published |
| Melo Out Financial, LLCPatterson | $100/hr | $2,500-$6,000 | $500/yr |
| MGN and Co LLCSanta Monica | $100-$300/hr | Not published | $200-$1,000/yr |
| MP3 Finance LLCCameron ParkNo AUM fee | $100/hr | $500 | $200/mo |
| MT. Timp CapitalWinnetka | $100-$400/hr | Not published | Not published |
| Osborne Capital ManagementSan Diego | $100-$250/hr | $50-$500 | Not published |
| Planned Solutions, Inc.Folsom | $100-$250/hr | Not published | Not published |
| Retirement PlannersEl SegundoNo AUM fee | $100/hr | Not published | Not published |
| Sand Hill Global Advisors, LLCPalo Alto | $100-$300/hr | Not published | $1,200/yr |
| Treasure Chest FinancialHacienda Heights | $100/hr | Not published | Not published |
| True Root FinancialSan Francisco | $100-$500/hr | $1,000-$6,000 | Not published |
| Wynn Capital Management, LLCSanta Cruz | $100-$300/hr | Not published | $10,000/yr |
| Attentive Investments, LLCStockton | $102/hr | Not published | Not published |
| Advantage Financial ConsultantsCamarillo | $125/hr | $250 | Not published |
| Eureka Financial Planners, LLCEureka | $125/hr | $125-$2,500 | Not published |
| Highland MB Wealth LLCTorrance | $125-$500/hr | Not published | Not published |
| Integrated Capital Management, IncCarson | $125-$175/hr | $500-$3,500 | Not published |
| KMR Wealth Advisory, LLCSan Luis Obispo | $125/hr | $500-$2,000 | Not published |
| Kobata FinancialAtascaderoNo AUM fee | $125/hr | $250-$2,500 | Not published |
| Mark Harris ServicesCameron Park | $125/hr | Not published | Not published |
| MK Investment Advisors, LLCCarlsbad | $125-$350/hr | Up to $15,000 | Not published |
| PenmarLos Angeles | $125/hr | Not published | Not published |
| Putman Capital Management, Inc.Torrance | $125-$475/hr | Not published | $7,500/yr |
| Randolph Elder, CFPLoomis | $125/hr | Not published | Not published |
| Retirement Capital Strategies, Inc.San Jose | $125-$325/hr | $250-$2,500 | Not published |
| Sharma Everyday FinanceOaklandNo AUM fee | $125-$225/hr | Not published | Not published |
| Shorebird, LLCNewport Beach | $125/hr | $500-$5,000 | $100-$500/mo |
| The Putney Financial Group LLCSan Rafael | $125-$1,000/hr | Not published | Not published |
| Twin Rivers Wealth ManagementSacramento | $125-$350/hr | Not published | $100-$1,000/mo |
| Warren Street Wealth Advisors, LLCIrvine | $125-$400/hr | $495-$25,000 | Not published |
| Accelerate RetirementAliso Viejo | $150/hr | $2,000-$100,000 | Not published |
| Afs InvestmentsTurlock | $150-$500/hr | Not published | Not published |
| Aria Wealth ManagementSaratoga | $150-$500/hr | $1,500-$2,500 | Not published |
| Balopole Investment Management CorporationSan Mateo | $150/hr | Not published | Not published |
| Bell Investment Advisors IncOrinda | $150/hr | $10,000 | Not published |
| BKB Financial Advisors, LLCMenlo ParkNo AUM fee | $150-$450/hr | Not published | Not published |
| Bridger Financial Services, LLCTemecula | $150/hr | $500-$2,500 | Not published |
| California Financial AdvisorsSan Ramon | $150-$450/hr | Not published | Not published |
| Campbell Advisory Services, LLCNewport Beach | $150-$300/hr | $1,500-$5,000 | Not published |
| Capital Intelligence Advisors, Inc.Santa MonicaNo AUM fee | $150-$500/hr | $500-$20,000 | $100-$500/mo |
| Carr Wealth Management LLCPleasanton | $150/hr | Not published | Not published |
| Catton Capital Partners, LLCSan Francisco | $150-$250/hr | $750-$10,000 | Not published |
| CBL Wealth ManagementApple Valley | $150-$350/hr | $350 | Not published |
| Couillard Capital LLCLos Angeles | $150/hr | $2,000-$10,000 | Not published |
| Dedora Capital, Inc.Napa | $150-$250/hr | $1,500-$10,000 | Not published |
| Downie Financial GroupMission Viejo | $150-$500/hr | $250-$10,000 | $40-$10,000/mo |
| Finances for Real LifeLompoc | $150-$300/hr | Not published | Not published |
| Financial PeakAgoura Hills | $150-$350/hr | $500 | Not published |
| Firmo Investment Consulting ServicesPasadena | $150/hr | $1,050 | Not published |
| Glenmore Financial, Inc, LifesightedHermosa Beach | $150-$350/hr | $495-$995 | $1,200-$25,000/yr |
| Global Advisors, LLCSan Jose | $150/hr | $2,000-$5,000 | $1,200-$24,000/yr |
| Gomez Financial PlanningBakersfieldNo AUM fee | $150/hr | Not published | Not published |
| Green Harvest, Green Harvest Capital ManagementSan Diego | $150/hr | $500-$1,500 | Not published |
| Infinity Financial PlanningLos Banos | $150/hr | $500-$2,500 | Not published |
| Ing WealthLa Mesa | $150-$250/hr | $1,500-$9,500 | Not published |
| John H. Liles, CFPNapa | $150/hr | Not published | Not published |
| Joyner Financial Planning LLCSan FranciscoNo AUM fee | $150/hr | $2,500 | Not published |
| Lawrence Russell and CompanyPasadenaNo AUM fee | $150/hr | $1,450-$3,650 | Not published |
| Maranantha FinancialVentura | $150-$300/hr | $500-$5,000 | Not published |
| Mayfield Advisors, Inc.Palo Alto | $150-$250/hr | $1,500-$7,500 | $500/yr |
| Navigation Group LLCRedwood Shores | $150/hr | Not published | Not published |
| New Assets Investment Advisors LLCMilpitas | $150/hr | $1,000-$10,000 | Not published |
| Nuna InvestmentsRancho Cordova | $150-$300/hr | $500-$5,000 | Not published |
| Oakleaf Asset AdvisorsPaso Robles | $150/hr | Not published | Not published |
| Omega Financial Group, LLCSanta Barbara | $150-$950/hr | $1,500-$20,000 | $1,000/yr |
| Pashman Financial LLCPlaya Del Rey | $150/hr | $2,000-$5,000 | $6,000/yr |
| PFL Partners LLCHawthorneNo AUM fee | $150/hr | $600-$1,800 | $150-$750/mo |
| Procore Advisors, LLCNewport Beach | $150-$450/hr | $1,200-$15,000 | Not published |
| Proprietor Wealth Management Inc.Larkspur | $150-$300/hr | Not published | Not published |
| Rennie & AssociatesIrvineNo AUM fee | $150/hr | Not published | $1,000-$15,000/yr |
| Retirement Wealth Group, IncRedlandsNo AUM fee | $150-$300/hr | Not published | Not published |
| Scott Anderson Financial, Inc.Newport Beach | $150-$250/hr | Not published | Not published |
| Sefton Financial PlanningSacramentoNo AUM fee | $150/hr | $2,500 | Not published |
| Shift 4 Advisors, Inc.Murrieta | $150-$400/hr | Not published | Not published |
| Sobora CapitalPleasanton | $150-$300/hr | $1,000-$25,000 | Not published |
| Taylor & AssociatesSanta Monica | $150-$250/hr | $750-$3,500 | Not published |
| The Sterling GroupPasadena | $150-$750/hr | $2,500-$10,000 | Not published |
| Three Oaks WealthGold River | $150-$500/hr | $500-$25,000 | $5,000-$45,000/yr |
| Thrive PortfoliosSan Diego | $150/hr | Not published | Not published |
| Velev AdvisorsLos Angeles | $150-$300/hr | $500-$5,000 | Not published |
| Waits Investments, LLCCarlsbad | $150/hr | Not published | Not published |
| Wealth Architects, LLCMountain View | $150-$750/hr | $2,500-$20,000 | Not published |
| Wealthfolio Advisors LLCSonoma | $150-$300/hr | $500-$5,000 | Not published |
| Wholeness FinancialRichmond | $150/hr | Not published | $2,000/yr |
| Hartman Financial PlanningSanta Clarita | $165-$275/hr | Not published | Not published |
| Centura Wealth AdvisorySan Diego | $170-$1,170/hr | Not published | $500/yr |
| Abundant Wealth Partners, LLCSanta Barbara | $175-$500/hr | $350-$25,000 | 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 |
| Marrick WealthIrvine | $175-$500/hr | Not published | Not published |
| Optimus Advisory GroupIrvine | $175/hr | Not published | Not published |
| RabbitplansCoronadoNo AUM fee | $175/hr | $1,000-$3,500 | Not published |
| T.m. Murphy Investment Management, Inc.San Diego | $175/hr | Not published | Not published |
| Tarbox Family Office, Inc.Newport Beach | $175-$600/hr | $5,000-$20,000 | Not published |
| Tax Efficient Asset Management Solution, Inc.Newport Beach | $175-$450/hr | $1,000-$12,000 | Not published |
| The Guardino Financial GroupMilpitasNo AUM fee | $175/hr | $1,000-$15,000 | Not published |
| Wealth One AdvisorsFallbrookNo AUM fee | $175/hr | $250 | Not published |
| R.e.a.l. CoachGarden Grove | $180-$325/hr | Not published | Not published |
| Sierra Asset ManagementOakhurst | $180-$250/hr | Not published | Not published |
| HFM AdvisorsLos Angeles | $185/hr | $1,500-$5,000 | Not published |
| Strategic Retirement Advisors, LLCElk Grove | $190/hr | Not published | Not published |
| 5T Wealth, LLCNapa | $200-$450/hr | Not published | Not published |
| Advanced Financial Strategies IncIrvine | $200-$400/hr | Not published | Not published |
| Alpha & OmegaLa Mesa | $200-$550/hr | Not published | Not published |
| Amb Financial LLCTemeculaNo AUM fee | $200/hr | $500-$5,000 | Not published |
| Artizan WealthFresno | $200-$500/hr | $1,500-$50,000 | $250-$25,000/mo |
| Baybridge Capital Group, LLCLivermore | $200/hr | Not published | Not published |
| Beacon Financial Management LLCCarlsbad | $200/hr | $3,000 | Not published |
| Brooker Wealth ManagementOakland | $200-$275/hr | Not published | Not published |
| Capital RiskCarson | $200/hr | $25,000-$500,000 | Not published |
| Cavu Wealth ManagementLakeside | $200/hr | $1,500-$5,000 | Not published |
| Chaney Financial Services, Inc.Glendale | $200/hr | $1,000-$5,000 | Not published |
| Chief Capital Management, IncSan Jose | $200/hr | Not published | Not published |
| Colsara National Wealth Management LLCSan Diego | $200/hr | Not published | Not published |
| ConfideThousand Oaks | $200/hr | $3,000-$6,000 | $600/mo |
| Contreras Financial, Inc.Marina | $200-$400/hr | Not published | Not published |
| Create Your Path LLCBonitaNo AUM fee | $200-$350/hr | $200-$8,000 | $175-$350/mo |
| Decision Investments, Inc.San Diego | $200/hr | $1,500 | Not published |
| Dove Investment Research and Management, Inc.Irvine | $200-$400/hr | $2,500-$5,000 | Not published |
| Edward Haro Financial, LLCTustin | $200/hr | $500-$5,000 | $20-$100/mo |
| Edwin Chiang Investment AdvisorLa VerneNo AUM fee | $200/hr | Not published | Not published |
| Endurance Investment Strategies, Inc.Fresno | $200/hr | $1,000-$5,000 | Not published |
| Envision Financial PlanningSan Francisco | $200/hr | $2,500-$10,000 | $350-$1,000/mo |
| Fenul Wealth Management LLCLos Angeles | $200/hr | $1,000-$3,500 | Not published |
| Filippini Investment AdvisorySanta Barbara | $200-$500/hr | $500 | Not published |
| Forrest Michael LeichtbergCarpinteria | $200-$400/hr | $2,500-$10,000 | Not published |
| Fourzan Financial LLCChula Vista | $200-$2,000/hr | $500 | Not published |
| Gridley Associates IncSausalito | $200/hr | $500-$10,000 | Not published |
| Halcyon Investment AdvisorLos Angeles | $200/hr | $1,000-$5,000 | Not published |
| Harbor Hills Financial AdvisorsMontecito | $200-$500/hr | Not published | Not published |
| Haven Capital GroupWestlake Village | $200-$750/hr | Not published | $5,000/yr |
| Hermosa Capital Management, LLCHermosa Beach | $200-$500/hr | Not published | Not published |
| In Touch Financial ServicesOakland | $200/hr | Up to $3,000 | $3,000/yr |
| Innovative Financial Advisors, LLCLincoln | $200/hr | $1,200-$3,000 | Not published |
| Investamily, LLCOak Park | $200-$500/hr | Not published | Not published |
| JC Financial Planning & Investments, LLCLong Beach | $200/hr | $500-$5,000 | Not published |
| Krane Financial SolutionsCalabasas | $200-$1,000/hr | $500-$40,000 | Not published |
| Lodestone Capital Solutions LLCStanton | $200/hr | Not published | Not published |
| Lone Wolf Wealth ManagementOntario | $200/hr | $2,000-$10,000 | Not published |
| Maaxiom Capital LLCFullerton | $200/hr | Not published | Not published |
| Mature Money Management, IncElk Grove | $200/hr | $2,500 | Not published |
| Mccann Investment Management LLCLodi | $200/hr | Not published | Not published |
| Mitchell Financial PlanningCulver City | $200/hr | Not published | Not published |
| Omnikey Investment AdvisorsFontanaNo AUM fee | $200/hr | $200-$10,000 | $29/mo |
| Parkshore Wealth ManagementGranite Bay | $200/hr | $300 | Not published |
| Pde Wealth Advisors, LLCRancho Cucamonga | $200/hr | Not published | $100/mo |
| Plan FinancialFresno | $200/hr | $245-$4,000 | Not published |
| Premier Financial Planning, Inc.Valley Center | $200/hr | $4,000 | Not published |
| Process Wealth LLCRoseville | $200/hr | Not published | Not published |
| Prudent Investor Advisors, LLCFolsom | $200-$300/hr | $1,000 | $1,000-$5,000/yr |
| Rai Wealth ManagementPlacentia | $200/hr | $500 | $1,000/yr |
| Randall Stone FinancialChico | $200/hr | Not published | $500/yr |
| Ritter Wealth CounselSan Rafael | $200-$700/hr | Not published | Not published |
| Robin Lee Wealth ManagementIrvine | $200/hr | Not published | Not published |
| Safe Harbor AssetsFallbrook | $200/hr | Not published | Not published |
| Santa Fe' Wealth ManagementSan Diego | $200-$500/hr | Not published | Not published |
| SDM Advisors, LLCSan FranciscoNo AUM fee | $200-$500/hr | Not published | $1,200-$10,000/yr |
| Seapoint Capital Management LLCRancho Cucamonga | $200/hr | Not published | Not published |
| Sentient Financial, LLCLaguna Niguel | $200/hr | Not published | Not published |
| Sky Vision Wealth Management Corp.Irvine | $200-$800/hr | $1,000-$100,000 | Not published |
| Smartcourse Advisory, LLCMoorparkNo AUM fee | $200/hr | Not published | Not published |
| Stride Financial PlanningMaderaNo AUM fee | $200/hr | $900-$1,200 | $900-$1,200/qtr |
| Sutro AdvisorsSan Francisco | $200/hr | Not published | $100/mo |
| The Pacific Center for Financial ServicesDanville | $200/hr | $250-$2,000 | Not published |
| Truetide WealthLafayette | $200/hr | $500-$10,000 | $1,000-$5,000/qtr |
| Vere ChappellLaguna HillsNo AUM fee | $200/hr | Not published | Not published |
| Vortalis Wealth Management LLCEl Dorado Hills | $200/hr | Not published | Not published |
| Ward & AssociatesSan Diego | $200-$400/hr | Not published | Not published |
| Wealthrise Financial Planning, LLCCarlsbad | $200/hr | Not published | Not published |
| Wonder Wealth LLCSan Diego | $200-$300/hr | $1,000 | $200-$1,000/mo |
| Woven ProsperitySan Francisco | $200-$350/hr | Not published | Not published |
| Xfo CapitalIrvine | $200/hr | Not published | $1,500/qtr |
| Coronado Financial Group L.L.C.San Mateo | $210-$500/hr | $210-$375 | Not published |
| Bluewater Wealth Management, LLCSan Diego | $220/hr | $1,600-$4,000 | Not published |
| Crawford Financial Planning & ConsultingModesto | $220/hr | Not published | $2,000-$4,000/yr |
| Advisors Wealth Management, IncCarlsbad | $225/hr | Not published | Not published |
| Banyan Lake Capital LLCSan Mateo | $225/hr | Not published | Not published |
| The Financial GroupDiamond Bar | $225/hr | Not published | $500/yr |
| Altus Wealth SolutionsAtascadero | $240/hr | Not published | $200-$3,600/mo |
| Myfi FinancialPasadenaNo AUM fee | $240/hr | Not published | Not published |
| New Phase FinancialSan DiegoNo AUM fee | $240/hr | $900-$5,900 | Not published |
| Pih Investments, LLCSouth Pasadena | $240/hr | $960-$3,500 | Not published |
| Ashby Wealth Management, LLCKensington | $249/hr | Not published | $149-$299/mo |
| 401 FinancialSan DiegoNo AUM fee | $250/hr | $500 | Not published |
| Aalexander LLCLaguna Niguel | $250/hr | $500-$2,000 | Not published |
| Aihara Wealth Management LLCTorrance | $250/hr | $3,500-$15,000 | Not published |
| Ajay AgrawalFremont | $250/hr | Not published | Not published |
| Allpoint Financial GroupPetaluma | $250/hr | $2,500-$5,000 | Not published |
| Alpha Wealth Management and Planning LLCNovato | $250-$400/hr | $1,000-$15,000 | $48,000/yr |
| Am Wealth Solutions, LLCIrvine | $250/hr | Not published | Not published |
| Anchor Financial GroupBrea | $250/hr | Not published | Not published |
| Aps Investment Management GroupJackson | $250/hr | Not published | Not published |
| Assembly WealthMill Valley | $250-$1,200/hr | $2,500-$5,000 | Not published |
| Asset Planning, IncLos Alamitos | $250-$500/hr | Not published | Not published |
| Ats Wealth ManagementSan Diego | $250-$450/hr | $500 | Not published |
| Attivo Legacy Advisors, LLCCorona | $250/hr | Not published | Not published |
| Avalan, LLCSanta Barbara | $250-$500/hr | $500-$10,000 | Not published |
| Award Financial GroupWilton | $250/hr | Not published | Not published |
| Axis Capital Management, LLCHermosa BeachNo AUM fee | $250/hr | $5,000-$10,000 | $8,000-$15,000/yr |
| Bamboo Wealth StrategiesSan Diego | $250-$500/hr | $1,500-$20,000 | Not published |
| Barentsen Advisory Services, LLCWalnut CreekNo AUM fee | $250/hr | $100-$2,000 | Not published |
| Bates Wealth Management, LLCLos Angeles | $250/hr | Not published | Not published |
| Bayleaf Financial ServicesDublin | $250/hr | $1,000-$10,000 | Not published |
| Best Options Financial PlanningSan Diego | $250/hr | $4,000-$8,000 | $4,000-$8,000/yr |
| Better Planning Better Life Inc.Seal Beach | $250/hr | Not published | Not published |
| Billfold Budget CounselingSherman OaksNo AUM fee | $250/hr | Not published | $200/mo |
| Bixy Wealth LLCSan MateoNo AUM fee | $250/hr | $1,000-$10,000 | Not published |
| Blom & Howell Financial Planning, Inc.Modesto | $250/hr | $500-$10,000 | Not published |
| Bolt Wealth Management LLCClovis | $250/hr | Not published | $1,250/qtr |
| Brand New Day Wealth Planning, LLCLos AngelesNo AUM fee | $250/hr | $3,500-$6,500 | Not published |
| Bridge Capital Consulting, LLCNewport Beach | $250/hr | $250-$12,000 | Not published |
| Bridge the Gap Retirement PlannersSimi Valley | $250/hr | $1,000-$12,000 | Not published |
| Bridgewealth Advisory Group, LLCFresno | $250/hr | Not published | Not published |
| Brightorange AdvisorsAltadena | $250/hr | Not published | Not published |
| Brooks Wealth ManagementWestlake Village | $250/hr | $199-$20,000 | $5,000-$20,000/yr |
| Burkart & Stevens Wealth ManagementSan Luis Obispo | $250/hr | Not published | $2,000-$20,000/yr |
| C Financial and Tax AssociatesRiverside | $250/hr | Not published | Not published |
| Camriel AdvisorsWeed | $250/hr | $2,000-$10,000 | $3,000-$10,000/yr |
| Capital Adulting LLCSanta BarbaraNo AUM fee | $250-$650/hr | Not published | $200-$800/mo |
| Capital United Investments LLCYucaipa | $250/hr | Not published | Not published |
| Castle Capital ManagementIrvine | $250-$450/hr | $2,500-$5,000 | Not published |
| Castle Wealth PlanningSanta Barbara | $250/hr | $10,000 | Not published |
| Centriplan, LLCNewport Beach | $250-$300/hr | $1,000-$5,000 | Not published |
| Choice Financial & Insurance Services, Inc.Brea | $250/hr | $10,000 | Not published |
| Clifford Financial Planning, Inc.Santa Rosa | $250/hr | $3,500 | $5,000/yr |
| Clym LLCMarina | $250/hr | $3,000 | $2,500/yr |
| Coastwise Capital Group, LLCLa Jolla | $250/hr | Not published | Not published |
| Contango Wealth Management LLCOakland | $250-$325/hr | $750-$5,000 | Not published |
| Corcoran Wealth Management LLCTemecula | $250/hr | $500-$1,000 | Not published |
| Core Financial AdvisorsSan Bernardino | $250/hr | $2,500 | Not published |
| Cornerstone Asset Advisors Inc.Solana Beach | $250/hr | Not published | Not published |
| Cornerstone Wealth Advisors, Inc.Carlsbad | $250/hr | $10,000 | Not published |
| Corvus Wealth Advisors LLCTempleton | $250-$350/hr | $2,000-$5,000 | Not published |
| Coulombe and Sons Wealth ManagementWoodland Hills | $250/hr | $2,500-$6,500 | Not published |
| D'arcy Capital Management, LLCSan Diego | $250/hr | $5,000 | Not published |
| Dabk Financial Planning ServicesEl CerritoNo AUM fee | $250/hr | $800 | Not published |
| Davies Financial Advisors, Inc.Murrieta | $250-$500/hr | $7,500-$150,000 | Not published |
| DFS Capital ManagementBrea | $250/hr | $2,500 | Not published |
| Diligent Investors, LLCRedlands | $250/hr | $5,000 | Not published |
| DLK Investment ManagementSolana Beach | $250-$500/hr | Not published | $3,000/yr |
| Effective Finance LLCBerkeleyNo AUM fee | $250/hr | $500-$10,000 | Not published |
| Ehrlich Financial GroupLaguna Niguel | $250-$500/hr | $1,500-$10,000 | Not published |
| Elevate Wealth LLCSan Diego | $250/hr | $5,000-$30,000 | $5,000-$100,000/yr |
| Elite Wealth Management, LLCSan Diego | $250/hr | $2,500-$15,000 | Not published |
| Equanimity WealthGlendaleNo AUM fee | $250/hr | $399 | $169-$199/mo |
| Etzler Financial Advisors, LLCRed BluffNo AUM fee | $250/hr | $3,000-$5,000 | $2,000-$5,000/yr |
| Evermont WealthClaremont | $250-$1,850/hr | Not published | Not published |
| Excelsus Capital ManagementManhattan Beach | $250-$350/hr | $500-$15,000 | Not published |
| Fairlead Financial Advisors, LLCGreenbrae | $250/hr | Not published | Not published |
| Fallbrook FiClovis | $250/hr | $5,000 | $300-$1,250/mo |
| Farrell Financial, Inc.Thousand Oaks | $250-$350/hr | $6,450 | Not published |
| Fermata AdvisorsSonoma | $250-$500/hr | $5,000 | Not published |
| Financial Planning AssociatesAptosNo AUM fee | $250/hr | Not published | Not published |
| Fincrafters Advisory LLCRocklin | $250/hr | $12,000 | $500/qtr |
| Flightpath Financial PlanningDel Mar | $250-$375/hr | $400-$2,000 | $1,200-$10,000/yr |
| Frank Financial AdvisorsCarlsbad | $250/hr | $1,000-$10,000 | Not published |
| Full Circle Financial PlanningTopanga | $250/hr | Not published | Not published |
| Fullguards FinancialSanta Cruz | $250/hr | Not published | Not published |
| G.c. Steele & CompanySolvang | $250-$350/hr | $1,500-$6,000 | Not published |
| Gemmer, Robert ArdenHealdsburg | $250/hr | Not published | Not published |
| Gencap Portfolio ManagementTiburon | $250/hr | Not published | Not published |
| Ginsberg Financial StrategiesWalnut Creek | $250/hr | $500-$5,000 | Not published |
| Global Financial Advisory Services, Inc.Valencia | $250/hr | Not published | Not published |
| Global Vantage Wealth ManagementEncinitas | $250/hr | Not published | $3,000-$80,000/yr |
| Global Wealth ManagementCorona Del Mar | $250-$350/hr | $1,500-$3,500 | Not published |
| Gotman-Matusovskaya, Julie EvgenievnaLos Angeles | $250/hr | Not published | Not published |
| Grant Private Wealth ManagementPleasanton | $250/hr | $1,500-$15,000 | $10,000/yr |
| Grossman Financial ManagementBenicia | $250/hr | Not published | $6,695/qtr |
| Gutman Financial Planning LLCLoma Linda | $250/hr | $3,000 | $375/qtr |
| Hamilton Manor & AssociatesLa Jolla | $250/hr | $200-$15,000 | $2,000-$5,000/yr |
| Hansen & Associates Financial Group Inc.Roseville | $250/hr | $750-$10,000 | Not published |
| Hawk Advisory LLCSan Francisco | $250/hr | $10,000 | $290-$850/mo |
| Hermosa Wealth ManagementHermosa Beach | $250/hr | Not published | Not published |
| Holbrook Global StrategiesPalo Alto | $250/hr | Not published | Not published |
| Hood Financial, LLCSan Diego | $250/hr | $5,000 | $200/mo |
| IfmgroupMonrovia | $250-$400/hr | $1,500 | Not published |
| Impactadvisor LLCSf | $250-$500/hr | Not published | $499/qtr |
| Investlinc Wealth ServicesBrea | $250/hr | $350 | 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 |
| Jro Wealth Management LLCCardiff | $250/hr | $2,000-$20,000 | Not published |
| K2 Financial Inc.Glendora | $250-$400/hr | $500-$10,000 | Not published |
| Kachkovsky & Fisher, Inc.San Diego | $250/hr | $10,000 | Not published |
| Kane Capital Advisors LLCCamarillo | $250/hr | Not published | Not published |
| Keep It Simple Financial PlanningOrange | $250-$500/hr | Not published | $9,000-$25,000/yr |
| Kera Capital PartnersSan Jose | $250/hr | $2,000-$20,000 | $7,500/yr |
| Keymark FinancialRolling Hills Estates | $250-$500/hr | $1,500-$5,000 | $200-$1,000/mo |
| King Wealth Advisors, LLCSan Mateo | $250/hr | $1,250-$10,000 | Not published |
| Kneale JR, Kenneth AlanSan DiegoNo AUM fee | $250/hr | Not published | $400/qtr |
| L Squared Wealth ManagementSan Diego | $250/hr | $500-$5,000 | $500-$5,000/yr |
| Lewis M. Wallensky AssociatesLos Angeles | $250-$450/hr | $1,500-$7,500 | Not published |
| Lifetime Financial Advisors IncEncinitasNo AUM fee | $250/hr | $2,500-$25,000 | $500-$5,000/yr |
| Los Gatos Financial LLCLos GatosNo AUM fee | $250/hr | $400-$4,000 | Not published |
| Lupu FinancialIrvine | $250/hr | Not published | Not published |
| Madrid Retirement AdvisorsManhattan Beach | $250/hr | Not published | Not published |
| Magnum FinancialSonoma | $250-$2,500/hr | $795 | Not published |
| Mccurdy Financial SolutionsRocklin | $250/hr | $1,500-$5,000 | Not published |
| Mcnaughton Wealth Management, LLCSan Diego | $250/hr | Not published | $20,000/yr |
| Measured Money ManeuversSolana Beach | $250-$350/hr | $2,500-$10,000 | $3,600/yr |
| Measured Risk PortfoliosSan Diego | $250/hr | $2,500 | Not published |
| Mestmaker & Petrey Wealth AdvisorsBakersfield | $250/hr | $250-$10,000 | Not published |
| Migh Financial Planner, LLCLos Gatos | $250/hr | $1,600-$2,400 | $120/mo |
| Mile Wealth ManagementIrvine | $250-$350/hr | Not published | $4,800/yr |
| Mission Creek Capital Partners, Inc.San Francisco | $250-$350/hr | Not published | $750/qtr |
| Morse Group Investment AdvisorsSherman Oaks | $250/hr | $1,000-$10,000 | Not published |
| Mountain Vista Wealth ManagementSanta Barbara | $250-$500/hr | Not published | $150-$500/mo |
| Mraz and AssociatesModesto | $250/hr | $1,000-$5,000 | Not published |
| My Portfolio Guide, LLCSeal Beach | $250-$500/hr | Not published | Not published |
| Nerad + Deppe Wealth ManagementLa Jolla | $250/hr | $1,200-$10,000 | Not published |
| Noor Financial ServicesTujungaNo AUM fee | $250/hr | $1,000-$1,500 | $4,200-$6,000/yr |
| Oaktree Wealth Group Inc.Brea | $250/hr | $250-$25,000 | Not published |
| On Keel CapitalMill Valley | $250/hr | Not published | Not published |
| Onus Observer LLCSan Francisco | $250/hr | $25,000 | Not published |
| Optometry Wealth Advisors LLCMaderaNo AUM fee | $250/hr | Not published | $395-$5,000/mo |
| Outlive Financial Planning LLCSan Diego | $250/hr | $500-$3,000 | $250-$3,000/mo |
| Owens Investment Advisors LLCMission Viejo | $250/hr | $2,500 | Not published |
| Pacific Global Investment Management CompanyGlendale | $250/hr | Not published | $1,000-$2,500/yr |
| Pacific Investment ResearchOrange | $250/hr | $200-$300 | $1,600/qtr |
| Pacific Wealth ManagementSan Diego | $250-$400/hr | $2,500-$5,000 | Not published |
| Palo Seco Wealth ManagementCorona | $250-$450/hr | Not published | $800/yr |
| Pax Horizon Wealth Management, LLCVista | $250/hr | $2,000-$10,000 | Not published |
| Penmar Wealth Management LLCSanta Monica | $250/hr | Not published | Not published |
| Personal Best Financial LLCOakland | $250/hr | $2,500-$10,000 | $800/yr |
| Petix & Botte FinancialLa Mesa | $250/hr | $500-$3,000 | Not published |
| PK Wealth AdvisorsSacramento | $250/hr | $2,500 | Not published |
| Prosperent Capital, LLCUkiah | $250-$750/hr | Not published | $250-$1,000/mo |
| Prosperity Financial Group, Inc.San Ramon | $250/hr | $500 | Not published |
| Prudent Prospera Planning, Inc.Pleasanton | $250/hr | $1,500-$5,000 | Not published |
| Pysnik Financial, LLCPasadena | $250/hr | Not published | Not published |
| Raven Wealth AdvisorsPasadena | $250/hr | $5,000-$10,000 | $5,000-$10,000/yr |
| RCV Financial ServicesValencia | $250/hr | $500-$10,000 | Not published |
| Redwood Financial Advisors, IncSan Rafael | $250-$500/hr | Not published | Not published |
| Redwood Park AdvisorsRedwood City | $250/hr | $2,000-$5,000 | Not published |
| Reeves, James, TownsendRancho Palos Verdes | $250/hr | Not published | Not published |
| Retegy LLCIrvine | $250/hr | Not published | Not published |
| Retirement Lifestyles Advisory GroupRedding | $250/hr | Up to $5,000 | Not published |
| RJ Patterson GroupSan Diego | $250/hr | Not published | $250/mo |
| Roach Investment ServicesSan Mateo | $250/hr | $2,000-$3,000 | Not published |
| Rowland Financial ServicesRoseville | $250/hr | Not published | Not published |
| RPG Investment Advisory, LLCPleasanton | $250/hr | $600-$1,800 | Not published |
| Rubric Advisors LLCSan Francisco | $250/hr | Not published | $2,500-$25,000/yr |
| Sachi Financial PlanningNewport Beach | $250/hr | $500-$5,000 | $300-$2,000/mo |
| Safeguard Investment Advisory Group, LLCCorona | $250-$350/hr | Not published | Not published |
| Seawise Financial, Inc.Cardiff By The Sea | $250-$500/hr | Not published | Not published |
| Select Investment ServicesSanta Barbara | $250/hr | $2,000-$4,000 | $300/mo |
| Service One FinancialSan Juan Capistrano | $250/hr | $500-$5,000 | Not published |
| Sierra Pacific Private Wealth, LLCPleasanton | $250-$350/hr | Not published | Not published |
| Sigma3capital LLCSan Jose | $250/hr | $250-$5,000 | Not published |
| Silver Oak Wealth Advisors Services, LLCLos Angeles | $250-$450/hr | Not published | Not published |
| Silverlake Portfolio Advisors LLCLos Angeles | $250/hr | Not published | Not published |
| Sisto Investment Advisory, LLCRoseville | $250/hr | Not published | Not published |
| Skylark Wealth, LLCSan Francisco | $250/hr | $2,000 | $1,500/qtr |
| Slo Money ManagersAtascadero | $250/hr | $250-$10,000 | Not published |
| Solomon Investment Consulting, Inc.Los Angeles | $250/hr | $2,000-$10,000 | Not published |
| Sterling Advisory Services, LLCSan Jose | $250/hr | $2,500 | Not published |
| Strivent FinancialMission Viejo | $250/hr | $500-$3,000 | $333-$625/mo |
| Sweeney & Michel, LLCChico | $250/hr | $1,500-$10,000 | Not published |
| Syzygy Financial LLCIrvine | $250-$500/hr | Not published | Not published |
| Tempus Wealth Planning, LLCIrvine | $250/hr | $10,000 | Not published |
| The Foundation Wealth Management, LLCFresno | $250/hr | Not published | Not published |
| The Goodland GroupGoleta | $250/hr | $1,750-$2,500 | $375-$475/mo |
| The Renaissance GroupVenturaNo AUM fee | $250/hr | Not published | Not published |
| The Swanson Financial GroupSan Diego | $250/hr | Not published | Not published |
| Third Act Financial Planning LLCHuntington Beach | $250/hr | $500 | Not published |
| Thomas Investment Advisors LLCOrange | $250-$500/hr | Not published | Not published |
| Torrey Growth & Income Advisors, LLCDel Mar | $250/hr | Not published | Not published |
| Torrey Wealth, LLCSan Diego | $250/hr | $10,000 | Not published |
| Triflame CapitalRoseville | $250/hr | $2,000-$5,000 | Not published |
| True Wave Financial PlannersSacramento | $250/hr | $1,000-$4,500 | Not published |
| Truly Unbiased LLCAliso ViejoNo AUM fee | $250/hr | Not published | $1,500-$3,000/mo |
| Tsai Wealth ManagementPasadena | $250/hr | Not published | Not published |
| Vantage Financial GroupAuburn | $250/hr | Not published | Not published |
| Varn Financial PlanningEl CerritoNo AUM fee | $250/hr | $4,000 | Not published |
| Vera Wealth LLCPasadena | $250/hr | $1,000-$3,000 | Not published |
| Veris Wealth Partners, LLCOakland | $250-$1,000/hr | $2,500-$250,000 | Not published |
| Vernal Point Advisors, LLCSan Francisco | $250-$1,000/hr | Not published | Not published |
| Vibrance Wealth Management LLCCupertino | $250/hr | $4,000-$20,000 | Not published |
| Vincimus Capital, LLCMalibu | $250-$500/hr | $5,000-$50,000 | Not published |
| Walker Financial Advisors IncMission Viejo | $250-$450/hr | $1,000-$5,000 | Not published |
| Wealth Analytics Partners, LLCSan Diego | $250/hr | $500-$50,000 | 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 |
| Wealth Management Partners of Los AngelesEncino | $250/hr | $500-$3,000 | Not published |
| Wealth Planning Group, Inc.Valencia | $250/hr | $2,000-$20,000 | Not published |
| WealthdevsSanta Cruz | $250/hr | $499-$10,000 | $833/mo |
| Wealthtarget Investment Advisors, LLCBakersfield | $250/hr | Not published | Not published |
| Westshore WealthNewport Beach | $250-$750/hr | Not published | Not published |
| Westside Financial Advisors LLCLos Angeles | $250/hr | Not published | $2,500-$25,000/yr |
| White Sail Advisors LLCHuntington Beach | $250/hr | Not published | Not published |
| Whittier Green Wealth Management LLCCentury City | $250/hr | $2,500 | Not published |
| Willow Creek FinancialSan Diego | $250/hr | Not published | $750-$10,000/yr |
| Wilson, Mark HenryPebble BeachNo AUM fee | $250/hr | $500-$5,000 | Not published |
| Winters Financial Group, Inc.Westlake Village | $250/hr | $500-$3,000 | Not published |
| Woven Capital, LLCRedding | $250-$450/hr | $1,500-$12,000 | $2,400-$24,000/yr |
| XwealthNewport Beach | $250-$500/hr | Not published | Not published |
| Continuum Financial Partners, LLCEl Dorado Hills | $260/hr | $975-$19,500 | Not published |
| A.e.i. Financial GroupSanta Rosa | $275/hr | $1,500-$4,000 | Not published |
| Athena Wealth ManagementMurrieta | $275/hr | Not published | Not published |
| Branch & Bloom Financial Planning, LLCMenlo ParkNo AUM fee | $275/hr | $2,500-$8,000 | Not published |
| Chrysadia Financial, LLCNewark | $275/hr | $10,000-$100,000 | $670-$1,250/mo |
| Fairway Asset Management, Inc.San Ramon | $275/hr | $2,500-$15,000 | Not published |
| Financial Planning for Generations, Inc.EncinoNo AUM fee | $275-$550/hr | Not published | Not published |
| Mcintosh Capital Advisors, Inc.Los Angeles | $275/hr | $750-$14,000 | Not published |
| Otium Advisory Group, LLCHawthorne | $275/hr | $1,000-$4,000 | $250-$450/mo |
| Pacific Wealth Care Inc.Yorba Linda | $275/hr | Not published | Not published |
| ST. Clair FinancialRoseville | $275-$625/hr | $4,500-$7,500 | $4,500-$15,000/yr |
| Sustainable Wealth Advisory GroupLos Angeles | $275/hr | $1,500 | Not published |
| Wealth Being Advisors LLCHermosa Beach | $275/hr | $500-$6,000 | Not published |
| Castellan Financial AdvisorsNewcastle | $280/hr | Not published | Not published |
| MKG Capital Management, LLCSan Francisco | $280/hr | Not published | Not published |
| Applied AdvisorSan FranciscoNo AUM fee | $285/hr | $285 | Not published |
| Fleming Financial AdvisingWalnut Creek | $290/hr | Not published | Not published |
| Farrar FinancialsEscondido | $295/hr | Not published | Not published |
| Finances for Life, LLCCarlsbad | $295/hr | $1,500 | Not published |
| Nasira FinancialSan FranciscoNo AUM fee | $295/hr | Not published | $2,100/yr |
| North Berkeley Wealth Management, LLCBerkeley | $295/hr | Not published | Not published |
| 10/28 Wealth Management LLCOceanside | $300/hr | $500-$10,000 | Not published |
| 360DividendsGranite Bay | $300/hr | $2,500-$10,000 | $200/mo |
| 3D Holistic WealthIrvine | $300/hr | $1,500-$10,000 | Not published |
| Ades Investment Counsel, Inc.Los Angeles | $300/hr | $300-$5,000 | $5,000/yr |
| Aequitas Financial, LLCSanta Ana | $300/hr | $50,000 | $500-$800/mo |
| 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 |
| Align Wealth Management, LLCSan Jose | $300-$800/hr | Up to $50,000 | Not published |
| Ambition Financial LLCNipomo | $300/hr | $500-$10,000 | Not published |
| Asl Financial, LLCLos Gatos | $300-$500/hr | $500-$5,000 | Not published |
| Babylon Wealth Management LLCWalnut Creek | $300/hr | $2,000-$15,000 | Not published |
| Barnett Financial PlanningTustinNo AUM fee | $300/hr | $3,500 | Not published |
| Behage FinancialCampbell | $300/hr | Not published | Not published |
| Blankinship & Foster, LLCSolana Beach | $300/hr | Not published | Not published |
| Brightview Financial SolutionsRedwood City | $300/hr | $2,500-$6,000 | Not published |
| Burge FinancialSacramento | $300/hr | Not published | Not published |
| Carico Private Wealth ManagementRedwood City | $300/hr | $1,000-$2,500 | $400/mo |
| Casita Financial PlanningEl Segundo | $300/hr | $500 | Not published |
| Cedarstone AdvisorsThousand Oaks | $300-$500/hr | Not published | Not published |
| Certified Planners, Inc.San Ramon | $300/hr | Not published | Not published |
| Chen Financial Group, LLCSan MateoNo AUM fee | $300-$500/hr | $4,500-$15,000 | $1,500-$4,000/yr |
| Coffeehouse CapitalFresno | $300/hr | $1,000-$15,000 | Not published |
| Communitas Financial Planning PBCOakland | $300/hr | $600-$6,000 | $100-$1,000/mo |
| Corinthian Wealth ManagementSan Jose | $300-$500/hr | $3,000-$12,000 | Not published |
| Craig V. Castanos CPALa MesaNo AUM fee | $300/hr | $1,000-$5,000 | Not published |
| David Thomas,cpa,esq., PCSan Diego | $300/hr | Not published | Not published |
| Deeringer Wealth Management, LLCSacramento | $300-$350/hr | $2,000 | Not published |
| Dobson Asset ManagementPetaluma | $300/hr | Not published | Not published |
| DWR Wealth Management, LLCSan Jose | $300/hr | $2,400-$6,000 | Not published |
| E. Demmler and AssociatesCastro ValleyNo AUM fee | $300/hr | $2,500-$30,000 | $500-$10,000/yr |
| Eden FinancialAliso Viejo | $300/hr | $300-$4,000 | Not published |
| Encover Personal FinanceFremontNo AUM fee | $300/hr | $2,400-$4,000 | $250-$350/mo |
| Epsilon Financial Group, Inc.Fairfield | $300/hr | $1,000-$10,000 | Not published |
| Fidela WealthCalabasas | $300/hr | Not published | Not published |
| Financial Alternatives, Inc.La Jolla | $300/hr | Not published | Not published |
| Financial Focus LLCCarlsbad | $300/hr | $1,500-$5,000 | Not published |
| FintentMonrovia | $300/hr | Not published | Not published |
| FocusyouRedwood City | $300-$500/hr | Not published | Not published |
| Frederick, Mark D.RosevilleNo AUM fee | $300/hr | $750-$15,000 | Not published |
| Future WalletWalnut CreekNo AUM fee | $300/hr | $2,500-$15,000 | Not published |
| Gallagher Wealth ManagementDanville | $300/hr | $3,000-$10,000 | Not published |
| Garner Financial ManagementLafayette | $300/hr | Not published | Not published |
| Han Assets Management LLCVenice | $300/hr | Not published | Not published |
| Harold Davidson & Associates, IncLos Angeles | $300/hr | $2,000-$4,000 | Not published |
| Hartfield Financial & Insurance Services, Inc.Granada Hills | $300-$500/hr | Not published | Not published |
| Havaplan FinancialNewport Beach | $300-$400/hr | Not published | Not published |
| Hifi PlanningLong BeachNo AUM fee | $300/hr | $5,000-$12,000 | Not published |
| Hillberg Capital Management, LLCTurlock | $300/hr | Not published | Not published |
| Index Gurus, Inc.Concord | $300/hr | Not published | Not published |
| Irontree Wealth Management, Inc.Irvine | $300/hr | Not published | $250/mo |
| JDH Wealth Management, LLCSanta Rosa | $300/hr | $6,000 | Not published |
| Journey Equity Wealth Management LLCDowney | $300-$500/hr | $1,000-$25,000 | Not published |
| JW Financial Advisors, LLCSanta Rosa | $300/hr | $4,000 | Not published |
| Kate Capital GroupWestlake Village | $300/hr | Not published | Not published |
| Kelly Financial Group LLCEncinitas | $300/hr | Not published | Not published |
| Kruse Financial StrategyPetalumaNo AUM fee | $300/hr | $3,500-$10,000 | Not published |
| Laguna Financial AdvisoryLaguna Hills | $300/hr | $500-$10,000 | Not published |
| Law Office of Jamie TownsendEscondidoNo AUM fee | $300/hr | Not published | Not published |
| Lucerna Capital Management LLCDublin | $300/hr | $3,000-$15,000 | 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 |
| Maxim Capital Advisors, Inc.Irvine | $300/hr | $2,500-$20,000 | Not published |
| Mentor Financial Advisory Group, LTD.Carlsbad | $300/hr | Not published | Not published |
| Midas Capital ManagementSan Francisco | $300/hr | Not published | Not published |
| Mission Hills Financial Advisory LLCSan Diego | $300/hr | $2,500-$5,000 | Not published |
| Modern Money Management LLCSan Diego | $300/hr | Not published | $625/mo |
| Molano Wealth ManagementVisalia | $300/hr | $3,000-$36,000 | $699/mo |
| North County Financial Planning, LLCCarlsbad | $300/hr | $10,000 | Not published |
| Olivehurst Advisors LLCRoseville | $300/hr | Not published | Not published |
| Olympia Wealth ManagementLafayette | $300/hr | $500 | Not published |
| Opus Private Wealth Group, LLCOrange | $300/hr | Not published | Not published |
| Orchard City Wealth Management, LLCLos Gatos | $300/hr | Not published | $10,000-$30,000/yr |
| Outflyers LLCOrinda | $300/hr | Not published | Not published |
| Owlsense Wealth & Legacy Advisors LLCStevenson Ranch | $300/hr | $1,500-$20,000 | Not published |
| Pakha Investment AdvisoryRedlands | $300/hr | $250-$1,450 | Not published |
| Pathways Advisory Group, Inc.Fresno | $300/hr | Not published | $1,250/qtr |
| Phase Change Wealth Management LLCSebastopol | $300/hr | Not published | Not published |
| Pinecone FinancialOaklandNo AUM fee | $300/hr | Not published | $100/mo |
| Pixel Financial PlanningSan Francisco | $300/hr | $5,000-$10,000 | $1,500-$3,000/qtr |
| Prattes Wealth PartnersNewport Beach | $300/hr | Not published | 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 |
| Raub Brock Capital Management, LPLarkspur | $300/hr | Not published | Not published |
| Recalibrating WealthFountain Valley | $300/hr | $3,000-$10,000 | $6,000-$20,000/yr |
| Redefine FinancialMission Viejo | $300/hr | $1,500-$6,000 | Not published |
| Redmount Capital Partners LLCNewport Beach | $300-$500/hr | Not published | Not published |
| Retirement Roadmap Financial PlanningSan DiegoNo AUM fee | $300-$500/hr | $1,000-$15,000 | $5,000/qtr |
| Riverflow Wealth Management, LLCNewbury Park | $300/hr | $500-$10,000 | Not published |
| RMH Advisors, LLCMurrietaNo AUM fee | $300/hr | $300 | Not published |
| SimplifiedfpClovis | $300/hr | $1-$1,500 | Not published |
| Small Victories WealthSan Jose | $300/hr | Not published | $10,000-$14,000/yr |
| Spahr Financial Group, LLCHuntington Beach | $300/hr | Not published | Not published |
| Strateon Intelligent Wealth LLCSimi ValleyNo AUM fee | $300/hr | Not published | Not published |
| T. Sharp Wealth ManagementFolsomNo AUM fee | $300/hr | $1,000-$4,000 | Not published |
| Tanager Financial, LLCIrvineNo AUM fee | $300/hr | $4,750 | $200-$300/mo |
| Taxdude Financial AdvisorLong Beach | $300/hr | Not published | Not published |
| Telos Capital Management, Inc.San Diego | $300/hr | Not published | Not published |
| The Blackmont GroupFullerton | $300/hr | $3,750 | Not published |
| Topel & Distasi Wealth Management, LLCBerkeley | $300/hr | $10,000 | Not published |
| True Worth Financial Planning LLCGranite Bay | $300/hr | $750-$5,000 | $150-$600/mo |
| Trusted Path Wealth Management, LLCSanta Rosa | $300/hr | $3,600-$10,500 | Not published |
| Vantage Wealth Management, LLCSan Mateo | $300-$800/hr | Up to $30,000 | Up to $50,000/yr |
| Ventura AdvisorsWoodland Hills | $300/hr | Not published | Not published |
| VG Financial Consulting, LLCLafayetteNo AUM fee | $300/hr | Not published | $1,200/yr |
| Von Adelung Wealth ManagementMontrose | $300/hr | Not published | Not published |
| Wealth-Source FinancialOakland | $300/hr | $1,000 | $333-$450/mo |
| Wealtharch Investment Services, LLCPasadena | $300/hr | $500 | $300/qtr |
| Wealthmap PlanningSan Luis ObispoNo AUM fee | $300/hr | $1,500 | Not published |
| Whalen Financial PlanningLos Angeles | $300-$310/hr | Not published | Not published |
| Willow Creek Wealth Management, Inc.Sebastopol | $300/hr | Not published | Not published |
| WorthiquePleasanton | $300/hr | $4,000-$8,000 | $6,000/yr |
| Abramson Financial Planning, LLCBurlingameNo AUM fee | $320/hr | Not published | Not published |
| Goodstein Wealth Management LLCEncino | $320/hr | $500-$5,500 | Not published |
| Antonio Andrade, CFPUkiah | $325/hr | Not published | $1,500/yr |
| Brightpath Wealth Planning, LLCCamarillo | $325/hr | $1,500-$5,000 | $200-$500/qtr |
| Fonte Financial AdvisorsCarlsbad | $325/hr | $10,000 | Not published |
| Glatt and Associates, LLCMoorpark | $325-$400/hr | $500 | Not published |
| Optimo CapitalSan Francisco | $325-$425/hr | Not published | Not published |
| Private Portfolios, Inc.San Mateo | $325/hr | Not published | Not published |
| Prosperity Wealth Planning LLCIrvine | $325-$500/hr | $1,500-$3,500 | Not published |
| Pwjohnson Wealth & Legacy, LLCLos Altos | $325/hr | Not published | $2,500-$20,000/yr |
| Raise Financial Advisors LLCOakland | $325/hr | $600 | $1,050/qtr |
| ThinkplansaveDaly City | $325/hr | $6,890 | $150/mo |
| Vistica Wealth Advisors, LLCCarlsbad | $325/hr | $3,500-$20,000 | Not published |
| Templeman Wealth Management Inc.Rancho Santa Margarita | $330/hr | Not published | 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 |
| Ale LLCPleasant Hill | $350/hr | $1,000-$10,000 | Not published |
| ArimatheaFort Bragg | $350/hr | $1,500-$10,000 | Not published |
| Ascend Financial Advisers, IncIrvine | $350/hr | Not published | Not published |
| Banta Asset Management LPNewport Beach | $350/hr | Not published | Not published |
| Beyond Financial ServicesFremont | $350/hr | Not published | Not published |
| Birchwood CapitalCarlsbad | $350/hr | Not published | Not published |
| Bourke Wealth ManagementSanta Barbara | $350/hr | $50,000 | Not published |
| Bridgeview Capital Advisors, Inc.El Dorado Hills | $350/hr | $700 | Not published |
| Buff Your FinancesThousand Oaks | $350/hr | $1,000-$10,000 | Not published |
| Burton Enright WelchWalnut Creek | $350/hr | $2,500-$10,000 | Not published |
| Capital Partners Investment GroupAltadena | $350/hr | $100-$25,000 | Not published |
| Carey Wealth ManagementSan Ramon | $350/hr | $1,500-$10,000 | Not published |
| Clarity FinancialSan FranciscoNo AUM fee | $350/hr | $5,250-$7,500 | Not published |
| Clearpath Capital Partners LLCMenlo Park | $350/hr | Not published | 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 |
| Corcovado Investment Advisors, LLCSan Francisco | $350/hr | Not published | Not published |
| Corlett Financial, Inc.San Diego | $350/hr | $600-$15,000 | $600-$10,000/yr |
| Csi Wealth ManagementArcadia | $350-$1,000/hr | $2,000-$7,500 | $2,291/mo |
| Daniel M. Stern, LLCSanta MonicaNo AUM fee | $350/hr | Not published | Not published |
| Dba Generational Wealth StrategiesIrvine | $350/hr | $2,500-$50,000 | $1,000/mo |
| Dorsey Wealth Management, LLCTorrance | $350/hr | Not published | Not published |
| Eclectic Associates, Inc.Fullerton | $350/hr | $350-$7,000 | Not published |
| Elemental Wealth Advisors, LLCSan Luis Obispo | $350/hr | Not published | Not published |
| Empower FinancialFremontNo AUM fee | $350/hr | $3,000-$10,000 | Not published |
| Factory Capital LLCLos Angeles | $350/hr | $1,500-$10,000 | $2,000-$30,000/mo |
| Family Investment Management L.P.Carlsbad | $350/hr | Not published | Not published |
| Fernandez Financial Advisory, LLCLos Alamitos | $350/hr | Not published | Not published |
| Fiducia Wealth ManagementPasadena | $350/hr | $2,500-$10,000 | Not published |
| Financial Advisors Network, Inc.Tustin | $350/hr | $1,250-$3,500 | Not published |
| Fireside Finances, LLCAlamedaNo AUM fee | $350/hr | $1,500-$5,000 | Not published |
| Fischer Investment Strategies, LLCWestlake Village | $350/hr | Not published | Not published |
| Focused Mission FinancialSan Diego | $350/hr | $1,500-$15,000 | Not published |
| Folsom Wealth AdvisorsCameron Park | $350/hr | $2,450-$5,250 | $10,000/yr |
| Gibraltar Financial AdvisorsSanta BarbaraNo AUM fee | $350/hr | Not published | Not published |
| Goldman Lancaster, Inc.Long Beach | $350/hr | Not published | Not published |
| Good Balance FP LLCLos Angeles | $350/hr | Not published | $5,000-$12,000/yr |
| Griffin Black, LLCRedwood City | $350/hr | $2,500 | Not published |
| Griffin FinancialAnaheim HillsNo AUM fee | $350/hr | $3,000-$18,000 | Not published |
| Hanke & Apolonio Wealth Advisors LLCSan Francisco | $350/hr | $1,500-$6,000 | Not published |
| HCM WealthSan Rafael | $350/hr | $3,000-$5,000 | Not published |
| Hesen & HaslamWoodland Hills | $350/hr | $10,000 | Not published |
| Integrity Wealth Advisors, Inc.Ventura | $350/hr | $1,000-$15,000 | Not published |
| Kelsey Financial, LLCMoorpark | $350/hr | $100-$20,000 | Not published |
| Key Focus Wealth LLCSan Ramon | $350/hr | $5,000-$10,000 | Not published |
| Kohr InvestmentsMission Viejo | $350/hr | $350-$2,000 | Not published |
| Kroeger Financial PartnersGrass Valley | $350/hr | Not published | Not published |
| Laguna Capital Management, Inc.Santa Barbara | $350/hr | $350 | Not published |
| Logic Wealth Management, LLCPasadena | $350/hr | $750-$3,000 | $750/yr |
| Longevity Capital ManagementThousand Oaks | $350/hr | $350-$14,000 | Not published |
| Mahalo Advisory Services, LLCHuntington Beach | $350/hr | $2,500 | Not published |
| Mari Legacy Group, LLCCalabasas | $350/hr | $20,000 | Not published |
| Mcdonnell Financial ServicesPasadena | $350/hr | $50,000 | $3,500/yr |
| Mfa Wealth ServicesThousand Oaks | $350/hr | Not published | $500-$12,500/qtr |
| Michael Garber Financial PlanningGilroyNo AUM fee | $350/hr | Not published | $4,000-$25,000/yr |
| Nri Wealth Management, LLCSanta Clara | $350-$500/hr | Not published | Not published |
| Olma AdvisorsLos Gatos | $350-$750/hr | $4,500 | Not published |
| Onesta Wealth Management, LLCSacramento | $350/hr | $350-$15,500 | Not published |
| Open Water Advisory PartnersYucaipa | $350/hr | $2,500 | Not published |
| Pacific Wealth Strategies Group, Inc.Santa Barbara | $350/hr | $2,500-$10,000 | Not published |
| Platt Wealth ManagementSan Diego | $350/hr | $3,000 | Not published |
| Plectrum Advisers LLCAltadena | $350/hr | $1,500-$2,000 | $29/mo |
| Prosperity Road, LLCSanta Ana | $350-$450/hr | Not published | Not published |
| Rajs FundsFremont | $350/hr | Not published | Not published |
| Robert Horowitz Wealth ManagementLarkspur | $350/hr | Not published | Not published |
| Rubicon AdvisorsRedding | $350/hr | $5,000 | Not published |
| Sage Path SolutionsSan Diego | $350/hr | $5,800-$10,000 | Not published |
| Santara Wealth Management LLCSan Diego | $350/hr | $15,000 | Not published |
| Signature Resources Capital Management, LLCNewport Beach | $350/hr | $500-$7,500 | Not published |
| Slalom Wealth Management, LLCSacramento | $350/hr | $2,500-$5,000 | $150-$1,000/mo |
| Solano Wealth AdvisorsFairfield | $350/hr | $1,500 | Not published |
| Sound Investment Management, LLCNewport Beach | $350/hr | $3,000-$10,000 | $1,000-$15,000/mo |
| Steinmetz Financial PlanningRedwood City | $350-$500/hr | $3,500-$15,000 | Not published |
| Sun Group Wealth Partners LLCIrvine | $350/hr | $2,000-$5,000 | Not published |
| Tangent RetirementIrvine | $350/hr | Not published | $2,656/qtr |
| Team Hewins, LLCFoster City | $350-$400/hr | $3,000-$10,000 | $625/qtr |
| Tessara WealthBurlingame | $350/hr | Not published | $7,200-$9,600/yr |
| The Wealthgarden F.s. LLCEl Segundo | $350/hr | Not published | Not published |
| Three Bridge Wealth AdvisorsLos Altos | $350/hr | $2,500-$50,000 | $25,000/yr |
| Towerpoint Wealth, LLCSacramento | $350/hr | $10,000 | Not published |
| Valley Center AdvisorsThousand Oaks | $350/hr | $500-$10,000 | $99-$2,000/mo |
| Wealth Teams AllianceIrvine | $350/hr | $1,500-$5,000 | Not published |
| Whisper FinancialCobb | $350/hr | $4,800 | $1,250/qtr |
| Wilsey Asset Management IncorporatedSan Diego | $350-$400/hr | $1,500-$10,000 | $50/mo |
| WWM FinancialCarslbad | $350/hr | $2,500-$20,000 | Not published |
| Andrew Marshall Financial LLCCarlsbadNo AUM fee | $360/hr | $5,000 | Not published |
| Meyers Wealth ManagementPalo Alto | $360/hr | Not published | Not published |
| Power InvestingDanville | $360/hr | Not published | Not published |
| Rohr Financial Advisors, LLCArroyo GrandeNo AUM fee | $360/hr | $3,000-$10,000 | Not published |
| Arlington Financial Advisors, LLCSanta Barbara | $375/hr | $4,950-$10,000 | Not published |
| Benningfield Financial Advisors, LLCSan Francisco | $375/hr | Not published | $7,500/qtr |
| Dynamic Wealth Strategies, LLCGranite Bay | $375/hr | Not published | Not published |
| Esi Financial Services, Inc.La MesaNo AUM fee | $375/hr | $3,000 | $4,500-$40,000/yr |
| Global Investment CompanyOakland | $375/hr | Not published | Not published |
| Globe & Anchor Wealth Management & Financial Planning, LLCWalnut Creek | $375/hr | $50,000 | Not published |
| Holzberg Wealth Management, Inc.Corte Madera | $375/hr | $3,750 | Not published |
| Insight Personal FinanceSan Francisco | $375-$550/hr | $3,000-$12,000 | $50-$500/mo |
| North Financial AdvisorsSan Diego | $375/hr | $749 | $4,500/yr |
| Savi FinanceSan FranciscoNo AUM fee | $375/hr | Not published | $250-$1,000/mo |
| Spiritus Financial PlanningFort Bragg | $375/hr | $4,000-$5,000 | Not published |
| The Financial Team, Inc.Carlsbad | $375/hr | Not published | Not published |
| PrivatusRancho Cucamonga | $395/hr | Not published | Not published |
| Adap Tax Financial, Inc.Pleasanton | $400/hr | Not published | $4,000/yr |
| Allora Wealth, LLCChula Vista | $400/hr | $5,000 | Not published |
| Arcadian Associates, LLCNapaNo AUM fee | $400/hr | Not published | Not published |
| Arcpoint Financial AdvisorsRoseville | $400/hr | $500-$10,000 | 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 |
| Bonanni, FrankSan LeandroNo AUM fee | $400/hr | Not published | $3,000/yr |
| Breen Wealth Management, LLCPetaluma | $400/hr | Not published | Not published |
| Bright Wealth Advisors, LLCMission Viejo | $400/hr | $1,500-$6,000 | Not published |
| Carty Financial, Inc.Thousand Oaks | $400/hr | Not published | Not published |
| Client First Finance LLCSunnyvaleNo AUM fee | $400/hr | Not published | Not published |
| Core Capital Management, LLCHuntington Beach | $400/hr | $5,000-$10,000 | Not published |
| Di Bello FinancialMission Viejo | $400/hr | Not published | Not published |
| Diwy Financial PlanningLos AngelesNo AUM fee | $400-$1,000/hr | Not published | Not published |
| DRS Financial Partners LLCSan Jose | $400/hr | $2,000-$4,000 | $300-$600/mo |
| Efc Wealth Management Firm LLCLos Angeles | $400/hr | $2,495 | $99/mo |
| Ella Financial AdvisingOakland | $400/hr | $10,000-$30,000 | $10,000-$30,000/yr |
| Financial BridgesPowayNo AUM fee | $400/hr | Not published | Not published |
| Financial Security Solutions, Corp.Valencia | $400/hr | $500-$10,000 | $1,000/yr |
| FPC Investment Advisory, Inc.Petaluma | $400/hr | Not published | Not published |
| Fusion FinancialLaguna Hills | $400/hr | $2,000-$100,000 | Not published |
| Giving Tree Wealth AdvisorsSan Ramon | $400/hr | Not published | Not published |
| Gosho Financial GroupSan Mateo | $400-$700/hr | $5,000 | Not published |
| Holland Strategic Wealth Advisors LLCLa Jolla | $400/hr | Up to $5,000 | $300-$3,500/mo |
| Iammarino, Nicholas J.CarlsbadNo AUM fee | $400/hr | $1,500-$10,000 | Not published |
| Integrity Wealth Partners, LLCWalnut Creek | $400/hr | $1,500-$10,000 | Not published |
| Israilov FinancialCupertino | $400/hr | $2,000-$5,000 | Not published |
| Katy Song Financial Planning, Inc.Mill ValleyNo AUM fee | $400/hr | $980-$7,800 | Not published |
| Kuleana Wealth AdvisorsLos Altos | $400/hr | $5,000 | $2,500/qtr |
| M Wealth Management, LLCSan Diego | $400/hr | $750-$10,000 | Not published |
| Madson Wealth Advisors Inc.Santa Rosa | $400/hr | $2,400-$5,000 | Not published |
| Marim Wealth PlanningSan Mateo | $400/hr | Not published | $350-$950/mo |
| Navalign, LLCEncino | $400/hr | $400 | $4,000/yr |
| New Wave Financial ServicesHermosa Beach | $400/hr | $899 | $9,000/yr |
| OnemoneyLa Jolla | $400/hr | Not published | Not published |
| Pacific Wealth AdvisorsCampbell | $400/hr | Up to $25,000 | Not published |
| Rapport Financial, LLCSan Francisco | $400/hr | $5,000-$20,000 | Not published |
| Red Crane Wealth Management, LLCPalo Alto | $400/hr | $3,000-$10,000 | Not published |
| Refresh InvestmentsSanta Monica | $400/hr | $5,000-$25,000 | Not published |
| Rogers Investment Advisors, LLCSanta Clara | $400/hr | $5,000-$15,000 | Not published |
| Shlecter Wealth Management, LLCBeverly HillsNo AUM fee | $400-$600/hr | $5,000 | Not published |
| Silvia Mccoll Wealth Management, LLCSan Diego | $400/hr | $5,000-$15,000 | Not published |
| Simple Life FinancialEl Cerrito | $400/hr | Not published | Not published |
| Simplifi, Inc.San Diego | $400/hr | $2,000 | Not published |
| Stellar Financial PlanningFremont | $400/hr | Not published | Not published |
| Stout Capital Management LLCEncinitas | $400/hr | Not published | $2,000/yr |
| Strategy Asset Managers L.L.C.Pasadena | $400/hr | $1,500-$20,000 | $2,500/yr |
| Taxable WealthSan Diego | $400/hr | $500-$120,000 | $3,000-$60,000/yr |
| The Wealth Mastery, LLCPalo Alto | $400/hr | Not published | Not published |
| Venado Investment Advisors LLCWestlake Village | $400/hr | Not published | Not published |
| Vindex Capital Management, LLCCarlsbad | $400/hr | Not published | $1,000-$20,000/yr |
| Westhill Financial Advisors, Inc.San Rafael | $400/hr | $1,500-$10,000 | Not published |
| Wildflower Financial LLCSanta CruzNo AUM fee | $400/hr | Not published | $600-$2,500/mo |
| Open Path FinancialGoletaNo AUM fee | $425/hr | Not published | Not published |
| Soesbe FinancialSacramento | $425/hr | Not published | Not published |
| South Bay Financial PartnersTorrance | $440/hr | Not published | $270/mo |
| AikapaCorte Madera | $450/hr | Not published | Not published |
| Amoretti Capital ManagementSan Francisco | $450/hr | Not published | Not published |
| Aspirean Wealth, LLCMill Valley | $450/hr | $1,500-$10,000 | Not published |
| Beta Wealth Group, IncSan Diego | $450/hr | $1,500-$10,000 | Not published |
| Brava FinancialSan DiegoNo AUM fee | $450/hr | $3,000-$15,000 | $5,000-$15,000/yr |
| Capital CS Group, LLCIrvine | $450/hr | $1,000-$50,000 | Not published |
| Caregen Wealth ManagementSan Mateo | $450/hr | Not published | $900-$10,000/qtr |
| Embarcadero Capital Advisors, Inc.Laguna Hills | $450/hr | Not published | $6,000/yr |
| Financial Strategies for Today and Tomorrow--Wealth MGMT GroupSanta Ana | $450/hr | $10,000 | Not published |
| InvesdidBenicia | $450/hr | $3,000-$10,000 | Not published |
| John Friedman FinancialSan Francisco | $450-$600/hr | $3,500-$16,000 | Not published |
| Kanan AdvisorsMalibu | $450/hr | $500-$25,000 | Not published |
| Luskin Financial PlanningSan Diego | $450/hr | $4,695 | Not published |
| Mainstreet Financial Planning, Inc.Los GatosNo AUM fee | $450/hr | $800 | $309/mo |
| Nancy K Weeks Associates, LLCRedwood City | $450-$600/hr | $10,000-$30,000 | Not published |
| O'donnell Financial Services, LLCSan Rafael | $450/hr | $1,500-$10,000 | Not published |
| Parallel Wealth ManagementRedding | $450/hr | $3,500-$25,000 | Not published |
| Portfolio Advisors, Inc.Fresno | $450/hr | $5,000-$15,000 | Not published |
| Presidio Capital Management, LLCSan Diego | $450/hr | Not published | Not published |
| Redwood MoneySan Jose | $450/hr | $2,000-$5,000 | $500-$2,500/mo |
| Roberts Wealth Advisors, LLCMenlo Park | $450/hr | $10,000 | Not published |
| Sorunke Wealth AdvisorsDavisNo AUM fee | $495/hr | $6,995 | Not published |
| Wealthbuilders, LLCCarlsbad | $495/hr | Not published | Not published |
| Windfall Advisors, LLCNewport Beach | $499/hr | Up to $4,750 | Not published |
| Abundance AdvisersPleasanton | $500/hr | $500 | Not published |
| Amaral Financial PlanningSan Jose | $500/hr | Not published | Not published |
| Apogee Wealth AdvisorsDanville | $500/hr | $2,500-$10,000 | $2,500-$10,000/yr |
| Ares Financial Consulting LLCCalabasas | $500/hr | Not published | $25-$250/qtr |
| Ark Wealth Advisors, LLCYorba Linda | $500/hr | Not published | Not published |
| Asti Financial ManagementNovatoNo AUM fee | $500/hr | $2,500 | Not published |
| Astra Wealth Management LLCEscondido | $500/hr | Not published | Not published |
| Bellwether Capital Management LLCFair Oaks | $500/hr | Not published | Not published |
| Bridgelane FinancialSan Francisco | $500/hr | $5,000-$20,000 | $400-$2,000/mo |
| Candent Capital, LLCSan Francisco | $500/hr | $3,800-$10,000 | Not published |
| Capital Management Advisor Group, LLCWalnut Creek | $500/hr | $10,000 | Not published |
| Capital Resources and Insurance, IncHuntington Beach | $500/hr | Not published | Not published |
| Castle Coast Wealth, LLCLa Jolla | $500/hr | Not published | $50,000/yr |
| CdfinancialSan Juan Capistrano | $500/hr | $2,500-$50,000 | Not published |
| Clarity Wealth PartnersSan Rafael | $500/hr | $3,500-$5,500 | Not published |
| Clutinger Williams & Verhoye IncSan Diego | $500/hr | Not published | Not published |
| Corley Investment ManagementFolsom | $500-$750/hr | $1,000-$20,000 | Not published |
| Cowan Capital AdvisorsFoster City | $500/hr | Not published | Not published |
| Crux Wealth AdvisorsLong Beach | $500/hr | $1,000-$250,000 | Not published |
| Cypress Coast InvestmentsCarmelNo AUM fee | $500/hr | Not published | Not published |
| Darrell Capital Management, LLCRolling Hills Estates | $500/hr | $750-$25,000 | $250-$7,500/mo |
| De Vries Asset Management, LLCEncinitas | $500/hr | Not published | Not published |
| Define Financial, LLCSan Diego | $500/hr | $20,000-$50,000 | $20,000-$50,000/yr |
| Dhamma CapitalWalnut Creek | $500/hr | $1,500-$5,000 | Not published |
| Digital Wealth, LLCManhattan Beach | $500/hr | $500-$10,000 | $3,000-$6,000/yr |
| DRM Wealth ManagementPalm Springs | $500-$1,000/hr | $2,400-$50,000 | $250-$4,500/mo |
| Eddy Financial, LLCSanta Monica | $500/hr | $10,000 | Not published |
| Empath WealthTorranceNo AUM fee | $500/hr | Not published | Not published |
| Entrust Investment Services, IncCampbell | $500/hr | Not published | Not published |
| Falcon Wealth Planning, LLCOntario | $500/hr | $5,000 | $5,000/yr |
| Fata FinancialTiburon | $500/hr | Not published | Not published |
| Favor Wealth Advisors, LLCPasadena | $500/hr | $2,500-$20,000 | Not published |
| Filigree Wealth Advisors, LLCIrvine | $500/hr | Not published | Not published |
| Forum Private Wealth, LLCCarlsbadNo AUM fee | $500/hr | Not published | Not published |
| Garabedian Wealth Management GroupPasadena | $500/hr | Not published | Not published |
| Generative Family Office LLCMoraga | $500-$1,500/hr | Not published | $1,500-$15,000/qtr |
| Gerber Kawasaki Wealth & Investment ManagementSanta Monica | $500-$1,000/hr | Not published | Not published |
| Goldberg Financial Advisors, LLCEl Segundo | $500/hr | Not published | $5,000/yr |
| Greenbook FinancialOakland | $500/hr | $4,000-$10,000 | Not published |
| Hardworking Capital Advisors, LLCPalm Desert | $500/hr | $250-$35,000 | $895-$1,800/yr |
| Hawley Personal FinanceMontereyNo AUM fee | $500/hr | $9,500-$16,500 | Not published |
| Heckman Financial & Insurance Services, Inc.San Jose | $500/hr | Not published | $900-$12,000/yr |
| Highline Wealth PartnersSherman Oaks | $500/hr | $5,000 | $500-$2,000/mo |
| Hutchinson & Ziegler Financial Advisors, Inc.San Rafael | $500/hr | Not published | Not published |
| Indigo Private WealthLos Angeles | $500/hr | $1,000-$10,000 | Not published |
| Insight Wealth Strategies, LLCSan Ramon | $500/hr | $50,000 | $40,000/yr |
| Kaizen Financial Strategies, LLCPleasanton | $500/hr | $10,000 | Not published |
| Kin Stewards LLCLa Crescenta | $500/hr | $20,000 | Not published |
| L & S Advisors, IncLos Angeles | $500/hr | Not published | Not published |
| Lodestar Private Asset Management LLCAlamo | $500-$750/hr | Not published | Not published |
| Megan Rouse Financial PlanningDublinNo AUM fee | $500/hr | $6,000-$15,000 | Not published |
| Monograph Wealth Advisors, LLCManhattan Beach | $500/hr | Not published | Not published |
| Nelson Capital Management, LLCMenlo Park | $500/hr | Not published | Not published |
| Nine Gems Investment ManagementSan Jose | $500/hr | $500-$3,000 | Not published |
| Northern Star Generational WealthMountain View | $500/hr | Not published | $5,625/qtr |
| Oceaniq Capital, LLCPalo Alto | $500/hr | $10,000-$100,000 | Not published |
| Ogden, ThomasMonterey | $500/hr | Not published | Not published |
| Onitus Capital, LLCNewport Beach | $500/hr | $10,000 | Not published |
| Phase Line FinancialArroyo Grande | Up to $500/hr | Up to $36,000 | Not published |
| Prism Advisors, Inc.Studio City | $500/hr | $1,500-$10,000 | Not published |
| Private Wealth AdvisorsFresno | $500/hr | $1,500-$10,000 | Not published |
| Purus Wealth Management, LLCNewport Beach | $500/hr | $1,500-$20,000 | Not published |
| Retirementadvice | JkaAnaheim | $500/hr | $750-$5,000 | Not published |
| Sage Rhino Capital LLCMenlo Park | $500/hr | Not published | Not published |
| Santafino Wealth Management LLCSanta Barbara | $500-$750/hr | $2,500-$50,000 | $2,500/qtr |
| Seaside Wealth Management, Inc.Carlsbad | $500/hr | $10,000 | Not published |
| Shariawiz AdvisoryFolsom | $500/hr | Not published | Not published |
| Sherwood Financial Partners, LLCWestlake Village | $500/hr | Not published | Not published |
| Shum Financial Group, Inc.Alameda | $500/hr | $2,500-$10,000 | Not published |
| Spectrum Wealth Advisory Group, LLCGranite Bay | $500/hr | $1,500-$100,000 | Not published |
| Spreckels Wealth ManagementSan Diego | $500/hr | $1,000-$30,000 | Not published |
| STS Wealth Management, Inc.La Crescenta | $500/hr | $3,000 | Not published |
| Swad Wealth Management LLCSanta Rosa | $500/hr | $2,000-$20,000 | $800/mo |
| Taylor Wealth Management, LLCTorranceNo AUM fee | $500/hr | Not published | $3,000-$40,000/yr |
| Tweet Management Services, Inc.La Mesa | $500/hr | Not published | $300/mo |
| Vienna Asset Management LLCSaratoga | $500/hr | Not published | Not published |
| Vista Advisor Group, LLCWalnut Creek | $500/hr | Not published | Not published |
| Husami & AssociatesFullerton | $520/hr | Not published | Not published |
| Mark Smith Financial Services, Inc.Thousand Oaks Drive | $545/hr | Not published | Not published |
| Archvest Wealth Advisors, Inc.Concord | $550/hr | Not published | $2,000/yr |
| Mfac Financial Advisors, Inc.Westlake Village | $550/hr | Not published | Not published |
| Professional Financial Advisors IncSan Juan Capistrano | $550-$850/hr | Not published | Not published |
| Wealthspire Retirement AdvisoryAliso Viejo | $550/hr | Not published | Not published |
| Back Nine Financial Coaching LLCSan DiegoNo AUM fee | $600/hr | Not published | $10,000/yr |
| Beyond Wealth Advisory LLCSouth San Francisco | $600/hr | Not published | Not published |
| Crew Wealth ManagementSan Luis ObispoNo AUM fee | $600/hr | $2,000-$3,300 | Not published |
| Financial Designs CorporationClaremont | $600/hr | Not published | Not published |
| Insight Financial AdvisorsSanta AnaNo AUM fee | $600/hr | $500-$10,000 | Not published |
| Kirz, Paul HBreaNo AUM fee | $600/hr | Not published | $7,000/yr |
| Patels and Company CapitalIrvine | $600/hr | $1,000-$10,000 | Not published |
| Camelotta AdvisorsSan Francisco | $610/hr | $1,500-$20,000 | Not published |
| EquityftwMorgan HillNo AUM fee | $625/hr | $10,000-$20,000 | Not published |
| Alpha Strategies Investment ConsultingLadera Ranch | $650/hr | Not published | Not published |
| Cheviot Value Management, LLCBeverly Hills | $700/hr | $900 | Not published |
| Dew Point CapitalLos Angeles | $700/hr | $2,300-$20,000 | Not published |
| Chequers Financial Management LLCSan Francisco | $750-$1,250/hr | Not published | Not published |
| Mozaic, LLCBeverly Hills | $750/hr | Not published | Not published |
| Prudent InvestorsLake Forest | $750/hr | Not published | Not published |
| Win Private WealthElk Grove | $750/hr | $500-$2,500 | $6,000-$30,000/yr |
| Pasadena Private Wealth, LLCPasadena | $800/hr | $2,500 | $40,000/yr |
| Wealth Legacy Group, Inc.San Diego | $835/hr | $22,995 | Not published |
| Cooper Capital GroupEncinitas | $865/hr | $50,000 | Not published |
| Harrison Lazarus Advisors, Inc.San Francisco | $900/hr | Not published | Not published |
| Beverly Hills Private Wealth, LLCBeverly Hills | $1,000/hr | $20,000 | Not published |
| Dawson Investment ManagementWalnut Creek | $1,000/hr | Not published | Not published |
| De Groote Financial Group, LLCThousand Oaks | $1,000/hr | $25,000 | Not published |
| Marina Wealth AdvisorsLos Angeles | $1,000/hr | Not published | $99-$5,000/mo |
| Monarch Wealth StrategiesSanta Barbara | $1,000/hr | $30,000 | Not published |
| O'boyle Wealth Management, Inc.Beverly Hills | $1,000/hr | $50,000 | $5,000/yr |
| Pacific Point Advisors, LLCSan Diego | $1,000/hr | $10,000-$50,000 | $1,500-$2,500/mo |
| Rising Capital Inc.Mill Valley | $1,000/hr | $12,500-$75,000 | Not published |
| Shrier Wealth Management, LLCLos Angeles | $1,000/hr | $50,000 | Not published |
| Tortuga Wealth ManagementTorrance | $1,000/hr | $20,000 | Not published |
| Vida Wealth Partners, Inc.Santa Barbara | $1,100/hr | Not published | Not published |
| JSF Financial, LLCLos Angeles | $1,295/hr | Not published | $500-$75,000/yr |
No firms match these filters.
Also filed as hourly financial advisors, without a published price (593)
Their current brochure explains how they charge, but not how much. Ask them for a fee schedule.
- Alpine Peaks Consulting, Alpine Meadows
- Appian Way Financial, Pasadena
- Applied Wealth Management, Bakersfield
- Aqua Capital Advisors, Los Angeles
- Baluden Financial, Sacramento
- Berkeley Investment Advisors, San Francisco
- BFF Wealth Management, Inc., Glendale
- BPM Wealth Advisors, LLC, San Francisco
- Brio Financial Group, San Francisco
- Carpe Diem Financial Life Planning, Ben Lomond
- Centoic, San Francisco
- Challenger Wealth Management, Aliso Viejo
- Chimera Wealth, Pacific Grove
- Clearview Wealth Management, Irvine
- Cme Strategic Wealth Management, Temecula
- Crossroads Planning, Orange
- Curtis Advisory Group, LLC, Santa Barbara
- Derderian Wealth Management, LLC, Los Angeles
- Determined Advisors LLC, San Diego
- Devore Financial Advisors LLC, Escondido
- Diversifi Capital Inc, Los Altos
- Earned Wealth Advisors, LLC, Walnut Creek
- Echo45 Advisors LLC, Walnut Creek
- Entruity Wealth, LLC, Bakersfield
- Everest Private Wealth, Cupertino
- Evidencial Financial Consulting, Orinda
- Factor Financial, Lava Ridge
- Farm Girl Capital LLC, Albany
- Faulkner Financial Planning, LLC, Cameron Park
- Financial Analytical Services, Inc., Fountain Valley
- Financial Client, Sacramento
- Financial Coaching Partners LLC, Somis
- Findec Wealth Services, Inc., Stockton
- Fireside Financial Planning, Inc., San Jose
- Foronjy Financial, Santa Barbara
- Frank, Rimerman Advisors LLC, Palo Alto
- Global Wealth Harbor, Danville
- Greykasell Wealth Strategies, Inc., Danville
- Harrington Investments, Inc., Napa
- Harvestwise Wealth Planning, Escondido
- HBW Advisory Services LLC, Simi Valley
- HCR Wealth Advisors, Los Angeles
- Heritage Wealth Management, Inc., San Diego
- Hermosa Advisors, Hermosa Beach
- Hexeum Capital, Newport Beach
- Heyman Wealth Management, LLC, Encino
- Hicok Financial Solutions, LLC, Templeton
- Holden Wealth Management LLC, Los Angeles
- Kelly Jones Investment Services, Inc., San Rafael
- Krystal Fortner, Richmond
- Larson, Orlan Blaine, Santa Clarita
- Legacy Wealth Advisors, LLC, San Jose
- Liberty Wealth Management, LLC, Oakland
- Life By Design Investment Advisory Services, Dana Point
- Lighthouse Financial Services Inc, Brea
- Lloyd Tevis Investments, LLC, Lafayette
- Lotus Oak Capital Institute, Burbank
- Maclean Capital Advisors, LLC, Indian Wells
- Madanat Financial Services, San Luis Obispo
- Maya Advisors, Inc., Palo Alto
- Meridian Wealth Management, Inc, Murrieta
- Mirador Capital Partners, Pleasanton
- Modern Assets, LLC, Hawthorne
- Money Intelligence, Santa Clara
- Mullaney Financial & Tax, Inc., Woodland Hills
- Nardene Wealth Management Inc, Brentwood
- Neya Capital, Palmdale
- Noble Wealth Management, Inc., Newport Beach
- Oak Peak Financial, Menlo Park
- Olde World Investments, Napa
- Pacific Financial Planners, LLC, Laguna Niguel
- Pacific Oak Financial Planning LLC, Woodland Hills
- Paragon Financial Partners, Woodland Hills
- Perigon Wealth Management, LLC, San Francisco
- Pinnacle Retirement & Financial Planning, San Rafael
- Point Loma Advisors, San Diego
- Qmulate, Simi Valley
- Quant Portfolio Management, San Jose
- Quantum Financial Advisors, LLC, Santa Monica
- R-Tech Advisors, Inc., Woodland Hills
- Raymond Liao Investment Advisor, Arcadia
- RC Wealth Management, Oakland
- Redwood Grove Wealth Management, San Rafael
- Retirement Solutions LLC, Los Angeles
- RLS Private Wealth Consulting, Inc., Hollister
- Sapphire Wealth Advisory, Westminster
- Selleck Financial Group, Irvine
- Simplify Financial Planning, San Francisco
- Spinnaker Investment Group, LLC, Newport Beach
- Sunpath Financial, Newport Beach
- Swell Financial, Irvine
- Tamarind Financial Planning, San Mateo
- The Financial Coaching Group, Inc., Laguna Hills
- The Jones Stewardship Group, LLC, Elk Grove
- Tidecrest Wealth Management, LLC, Newport Beach
- Torren Management, LLC, San Diego
- Tri-Quest Investment Advisors, Fresno
- Tricord Advisors, Inc., Riverside
- Trilogy Capital, Inc., Irvine
- Trinity Capital Management, LLC, Santa Barbara
- Uprise Advisers LLC, San Francisco
- Vance Wealth, Santa Clarita
- Veritas Financial Consulting LLC, Monrovia
- Village Wealth Advisors, Westlake Village
- We Financial Group, San Francisco
- Wealthspring, Long Beach
- Wealthvalues, LLC, Redwood City
- Woodward Diversified Capital, LLC, Bakersfield
- Xpand Investment LLC, Chula Vista
- Zermatt Wealth Advisors, San Diego
- 395 Financial Planning, Mammoth Lakes
- 5 Talents Advisors, Inc, Cameron Park
- A Yeo Capital Management LLC, Culver City
- Abacus Wealth International (AWI), Santa Ana
- Accel Advisors, Inc., Costa Mesa
- Acclaro Wealth Management, Walnut Creek
- Accumulation Strategies, Woodland Hills
- Acorn Financial Planning, Santa Rosa
- Advisors on Call, Laguna Hills
- Agf Advisors, Hacienda Heights
- Aire Advisors, LLC, Beverly Hills
- 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
- Alphapoint, Inc., Corona Del Mar
- Altamont Wealth Management, Inc., Livermore
- Altura Wealth Advisors Inc., Santa Clara
- American Money Management, LLC, Rancho Santa Fe
- Ams Capital Management LLC, San Mateo
- Amy T. Sharp, CFP, LLC, Valley Center
- Andrews Capital Management Inc, Coronado
- Antone Asset Management, Inc, Carlsbad
- Ap Investment Management, Mountain View
- Api Capital, LLC, Concord
- Apiis Wealth Management Corp., Buena Park
- App, San Mateo
- Apple & Associates, Grass Valley
- Archer Pointe Wealth Management, LLC, Davis
- Arsenio Capital Management LLC, San Anselmo
- Asage Financial LLC, Lafayette
- Aspiriant, LLC, Los Angeles
- Atala Financial Inc, Calabasas
- Atlantic Investments a Registered Investment Advisor, Inc, Los Angeles
- Atlas Financial LLC, Oroville
- Atlas Legacy Advisors LLC, Los Angeles
- Avalon Capital Management, Menlo Park
- Avalon Financial Advisors, Laguna Hills
- Avise Financial, Los Angeles
- Ayla Capital, Los Angeles
- Azimuth Wealth Advisors, San Diego
- Bains, Tonya R, Ventura
- Baker & Associates Registered Investment Advisors, LLC, San Leandro
- Balance Financial Planning, LLC, Oakland
- Balanced Financial Advisors, Sausalito
- Bangerter Financial Services, Inc., Roseville
- Barbara S. Gault, Greenbrae
- Barlow, Paul David, Laguna Hills
- Barnes & Company Investment Counsel, LLC, Los Angeles
- Barnes Wealth Management Group, Bakersfield
- Basis Point Investments, San Diego
- Beacon Financial Partners, Huntington Beach
- Beacon Pointe Advisors, LLC, Newport Beach
- 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
- Boldin Advisors, Mill Valley
- Boracchia Wiviott Wealth Partners LLC, Palm Desert
- Brave New Wealth, Westlake Village
- Bray Financial Advisors LLC, Mill Valley
- Braziel & Associates, LLC, Roseville
- Brian D. Lowder, Inc., San Diego
- Brian Dennis, CFP®, Calabasas
- Brightway Wealth Planning, Poway
- Brookside Wealth Management LLC, Woodland Hills
- 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
- Capital Guard Investments LLC, Agoura Hills
- Castlewood Financial Advisors, LLC, Danville
- Center Pillar Wealth Management LLC, Newark
- Centered Financial, Carlsbad
- Central Coast Tax & Financial Services, Lompoc
- Centricity Financial LLC, Newport Beach
- Cerda Munoz Advisors, Inc, Whittier
- Chan, Arden, San Diego
- Channel Wealth, LLC, Santa Barbara
- Cheryl Morhauser & Associates, Grass Valley
- Chinese Abraham Investment Advisors LLC, Cupertino
- Chrome Advisors, San Francisco
- Cif Advisors Inc., Sacramento
- Claremont Financial Group,inc., Claremont
- Classiccpa, Irvine
- Clearbridge Financial, Campbell
- Clelland & Company Inc, San Diego
- Clifford Swan Investment Counselors, Pasadena
- Cloud, Minturn & Associates, LLC, Torrance
- Coast Wealth Management, Inc., San Clemente
- Commonwealth Family Office, Newport Beach
- Comprehensive Financial Management LLC, Los Gatos
- Conscious Investment Services, LLC, San Diego
- 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
- Cosmos Wealth, LLC, La Jolla
- Covey & Covey, Encinitas
- Cow Capital Inc, Newark
- Crane Investments Inc, Laguna Beach
- Create My Wealth LLC, Winnetka
- Creative Capitalists, Inc, Glendale
- 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
- Dae Wealth Management, Roseville
- David De Koekkoek, CFP, Ea, Chino
- Del Mar Wealth Management Inc, Del Mar
- Depaolo & May Strategic Wealth LLC, Irvine
- Des Financial Group, LLC, Brea
- Desai Wealth LLC, Campbell
- Destination Wealth Management, Walnut Creek
- Disruptiveseculargrowth Corporation, Mountain View
- Doll Capital Advisors Incorporated, San Juan Capistrano
- Dotch Capital, Stockton
- Double Bay Management & Planning, San Francisco
- Douglas Brian Neyland, San Diego
- Douglas W. Jones Associates Financial & Insurance Services, Inc., Lake Forest
- Dunhill & Company, LLC, San Francisco
- Duran Capital Management, LLC, Santa Barbara
- Eagle Money Advisors, Orange
- Ebert Capital Management Inc., Eureka
- Edelman Financial Engines, Santa Clara
- Edmd Financial Strategies, LLC, San Ramon
- Elliott Financial, LLC, Pacific Grove
- Elyxium Wealth LLC, Beverly Hills
- Emerald Blue Advisors, Laguna Hills
- Emerald Hills Capital, LLC, Redwood City
- Emerald Wealth Management, Inc., Newport Beach
- Encompass Financial Services, San Diego
- Encore Wealth Advisors, LLC, Nevada City
- Engineering Financial Independence, Inc., Poway
- Ep Wealth Advisors, Torrance
- Ernst & Co. Wealth Management, LLC, Manhattan Beach
- Executive Services, LLC, Newport Beach
- Fade in Financial, Burbank
- Family Faith & Finance Asset Management, Norco
- Family Wealth Strategists, LLC, Newport Beach
- Farid Consulting, Greenbrae
- Favrile Financial, Del Mar
- FCG Wealth Management LLC, Visalia
- FDP Wealth Management, LLC, Irvine
- Fiat Lux Financial Planning, San Francisco
- Fiduciary Architects LLC, Newport Beach
- Fiduciary Wealth Partners, Citrus Heights
- Financial Planning Concepts, Inc., Manhattan Bch
- 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
- Finz Advisors, LLC, Los Angeles
- Fireplace Financial Inc, Murrieta
- First Financial Consulting, Pasadena
- First Foundation Advisors, Irvine
- Fit Advisors LLC, Redondo Beach
- Fitch Financial Advisors LLC, San Francisco
- Five Talents Wealth Management, Fairfield
- Focused Finances, LLC, Oakland
- Fox Wealth Strategies, Escondido
- Fullerton Advisors, LLC, Danville
- 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
- GC Asset Management, Temecula
- Gebhart & Associates, Inc, Penn Valley
- Gilmore Financial Services, LLC, San Mateo
- GL Trust, Inc., Whittier
- Global Investment Capital LLC, West Hills
- Goal Line Wealth Management, Inc., Solana Beach
- Gold Path Investment Group, Chula Vista
- Golden Wealth Capital, LLC, Sacramento
- Gordon Carlson & Associates, Indio
- Goto Financial, Ventura
- Grealish Investment Counseling LLC, San Mateo
- GSR Capital Management, Inc., Redding
- Guide My Finances, Carlsbad
- Gulsrud Consulting LLC, Bell Canyon
- Gustafson Financial Solutions, Oceanside
- Guttman Financial Planning, Santa Monica
- Hall Financial Services, Inc, Corte Madera
- Hancock Wealth Advisory, Culver City
- Harborlight Investments, LLC, El Cerrito
- Harris & Associates, Manhattan Beach
- Haslet Advisors, LLC, Los Angeles
- Hatfield Insurance & Financial Services, Inc., Burbank
- Hawley Advisors, Walnut Creek
- Hesperian Wealth, Ione
- Hickok Advisory, LLC, Campbell
- Higher Impact Financial, LLC, Riverside
- Hillhurst Wealth Management LLC, West Hills
- Hilltop Advisors, LLC, San Francisco
- Hip Investor, Inc., Laguna Beach
- Hippocratic Financial Advisors, Westlake Village
- HN Buss Investing, Thousand Oaks
- Hofer & Associates Wealth Management, Thousand Oaks
- Howard Financial, Bakersfield
- Hutchison Road Partners, LLC, Newport Coast
- Id Asset Advisory, Woodland Hills
- Ifc, Auburn
- Ingen Strategies, LLC, Irvine
- Integris Wealth Management, LLC, Monterey
- Integrity Asset Management, LLC, Hawthorne
- Intelligent Investing, Clayton
- Investment Growth Management, Inc, Clayton
- Investus Financial, Newport Beach
- Invision Capital Advisor, LLC, Belmont
- Iron Horse Capital, Inc., Irvine
- J. Oliver Maxwell, LLC, Lakeport
- Jack Point Advisors, LLC, Novato
- James Curtis Financial and Insurance Services, Costa Mesa
- Janis Financial, LLC, Oxnard
- John Schooler Jones LLC, Petaluma
- Joiner Financial, LLC, El Dorado Hills
- Jones Wealth Advisors, LLC, Pasadena
- JPC Wealth Management, Inc., Petaluma
- JST Investment Consulting, Seal Beach
- JSW Global Capital Group, Fresno
- Keith Mcbride Financial Services Inc., Torrance
- Kennedy Wealth Management, LLC, Calabasas
- Kensington Securities, LLC, Scotts Valley
- Kevin Kennedy, LLC, Alameda
- 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
- Laguna Niguel Summit Wealth Management, LLC, Laguna Niguel
- Lake Avenue Financial LLC, Pasadena
- Lance Parker Wealth Management, San Luis Obispo
- Lanyon Advisory Services, Del Mar
- LBG Advisor, Irvine
- Legacy & Wealth Financial Advisors, Irvine
- Legacy Financial Group, Torrance
- Lewis Advisory Group, San Diego
- Liberty Financial Group, Inc., Stevenson Ranch
- Life Unlocked Partners LLC, Venice
- Light Capital LLC, Santa Monica
- Lightcap Financial Group, LLC, San Diego
- Linda A. Walker, CFP, Long Beach
- Luna Capital Management, LLC, Burlingame
- M Premier Partners, Indian Wells
- Malakoff Wealth, Danville
- Maney Wealth, San Francisco
- Mangrove Advisors, LLC, Santa Monica
- Marathon Capital Management, LLC, Huntington Beach
- Marathon Retirement Planning, Dublin
- Martin W. Rosenzveig & Co., LLC, Beverly Hills
- Mason & Associates, Inc., Los Angeles
- Matrix Planning Inc, Santa Monica
- MC Investments & Advisory LLC, Burlingame
- Mccarthy Asset Management, Inc., Redwood Shores
- Mcdonald Hartman Wealth Advisors, Santa Monica
- Mcdonell, Mark Robert, Santa Rosa
- Mcfarland Associates, Monterey
- MCM Wealth, Novato
- MDRN Wealth, Venice
- Meridian Venture Partners, Inc, Long Beach
- Meritas Wealth Management, LLC, San Rafael
- Mertz Capital, Studio City
- Meyer Financial Advisors, Inc., Los Altos
- Michael P Lynch Wealth Management, LLC, Stockton
- Miles Brown Asset Management, Santa Rosa
- Millennium Investment Services, Van Nuys
- Mine & Arao Wealth Creation and Management, LLC, Campbell
- Mission Capital Advisors Inc., Sunnyvale
- Mission Wealth Management, LP, Santa Barbara
- Moneywell, Alameda
- Morling Financial Advisors, LLC, Fremont
- Morningview Capital, West Hills
- Murray Financial Services, Inc, Chico
- Muse Capital Management LLC, Santa Monica
- MW Investment Strategy, El Dorado Hills
- National Retirement Institute, Temecula
- Native Finance Investment Advisory, Vista
- Nav Financial, LLC, San Francisco
- New Dimensions Investment Company, Santa Monica
- New Insight Wealth Advisors, San Ramon
- New Spring Financial Planning, LLC, San Ramon
- Newhouse Integrated Financial Advisors LLC, Soquel
- Next Gen Financial Planning, San Diego
- Nim Wealth Solutions, San Jose
- NN Investment Advisory, LLC, Santa Barbara
- No-Load Asset Management, Carmel
- Northbay Advisors, Rohnert Park
- Northbrook Financial Group, LLC, Auburn
- Northern California Fiduciary Advisors, LLC, Berkeley
- Oak Street Advisory Group, LLC, Nevada City
- Olhoeft Financial, LLC, San Juan Capistrano
- Oliver Regan Advisors, LLC, San Marino
- Om Pacific Capital LLC, Walnut Creek
- One Capital Management, LLC, Westlake Village
- Optivest, Inc., San Juan Capistrano
- Optura Advisors, Inc., Burlingame
- Orderly Finance, Walnut Creek
- Orion Capital Management LLC, Coronado
- Pacific Empire Financial, Murrieta
- Pacific Trust Wealth Management, Pasadena
- Page Capital Private Wealth Management, LLC, Walnut Creek
- Pamela Plick Wealth Management LLC, Palm Desert
- Panoramic Financial, Fresno
- Pantheon Wealth Planning, San Jose
- Paolo Bernardi Advisor, Sausalito
- Parabolic Asset Management LLC, Coronado
- Parallel Advisors, LLC, San Francisco
- Park Capital Group, Inc., Torrance
- Patel Capital Management, San Francisco
- Pathfinder Wealth Advisors, LLC, Los Angeles
- Pathway Advisors, LLC, Fallbrook
- Pathway Financial Services, LLC, Los Angeles
- Paul Edward Fritch CPA, Granada Hills
- Paul M. Wendee & Associates, Vista
- Peak Wealth Advisors, Inc., San Luis Obispo
- Pedicord Wealth Management, LLC, Rocklin
- Percy E. Bolton Associates, Inc., Pasadena
- Perennial Financial Services, Los Angeles
- Peterkofsky, Roy, San Francisco
- Petersen and Hicks, Campbell
- PF Wealth Management Group, LLC, Oakland
- Phillip B. White Co., Inc, San Luis Obispo
- Phoundational LLC, Nicasio
- Pillar6 Advisors, LLC, San Francisco
- Pioneer Advisory, Moraga
- Pleasanton Wealth, Pleasanton
- Plutus Wealth Management, Burlington
- Powering Your Retirement, San Ramon
- Premier Wealth Advisors, Inc., Woodland Hills
- Propel Private Wealth LLC, Manhattan Beach
- Prosperity Planning and Advisory, LLC, Los Angeles
- Pruvise, 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
- Raynmaker Financial, Los Angeles
- Regan Financial Group, LLC, Danville
- Remedios Financial Planning, San Francisco
- Resolve Financial, LLC, Walnut Creek
- Reviresco Wealth Advisory LLC, La Jolla
- Ridgeview Financial Planning, Santa Rosa
- Riverwest Financial LLC, Petaluma
- Rivetti Investment Services, LLC, Thousand Oaks
- RMC Financial Advisors, LLC, Davis
- Ro2 Wealth, Berkeley
- Rosenblum Silverman Sutton SF Inc, San Francisco
- Rothman Investment Management, LLC, Atascadero
- Royale Investment Advisor LLC, Lake Mathews
- RSG Financial Group Inc, Stockton
- Rugh Financial, Menlo Park
- Saaga Wealth Planning LLC, Fremont
- Sage Financial, San Diego
- Sage Wealth Solutions, LLC, Palmdale
- Sagent Wealth Management, Laguna Beach
- San Francisco Asset Solutions, Sacramento
- San Luis Wealth Advisors, San Luis Obispo
- Santa Cruz Financial, Rancho Cucamonga
- Santa Cruz Wealth Management Inc., Westlake Village
- Sapient Road Wealth Management, LLC, San Diego
- Sas Financial Advisors, LLC., San Francisco
- Scout Wealth Advisors LLC, Pasadena
- Seneca Private Wealth, LLC, Los Angeles
- Shepherd Advisor, Rancho Cucamonga
- Shorepine Wealth Management, LLC, Tiburon
- Shucha Wealth Management LLC, Sherman Oaks
- Sidoxia Capital Management, LLC, Newport Beach
- Silicon Valley Wealth Management Solutions, Inc., San Jose
- Simple Money Advisors LLC, Mountain View
- Skorheim Wealth Management, LLC, Laguna Hills
- Skysphere LLC, San Jose
- Slater Tompkins Legacy, LLC, Santa Rosa
- Soares Financial, Inc., Napa
- Socal Planners, Inc, Valencia
- Solomon and Associates LLC, Irvine
- 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
- Spring Financial Planning, Valley Village
- Sr99advisors, Simi Valley
- Stantum, LLC, Los Altos
- Stebnicki Financial Planning, San Francisco
- Step Financial Services, LLC, Seal Beach
- Stephenson and Company, Inc., San Clemente
- Sterling Futures, San Francisco
- Stewardship Wealth Management Solutions, Huntington Beach
- Stinson Capital Management, LLC, San Mateo
- Stone Steps Financial, LLC, Encinitas
- Stonemark Wealth Management, Pasadena
- Strategic Advocates, LLC, Sacramento
- Strategic Financial, Thousand Oaks
- Strava Financial, LLC, Westlake Village
- Strong Bridge Advisors LLC, San Francisco
- Strong Foundation Wealth Management LLC, Castaic
- Summit Wealth Management Group, Inc., Camarillo
- Superior Planning Wealth Management & Family Office, San Diego
- Synergist Wealth Advisors, Carmel
- Tamar Securities, LLC, Woodland Hills
- Tan Wealth Management, San Francisco
- Teapot Investments LLC, Moraga
- Tenbroeck Wealth Management, LLC, Visalia
- The $ Coach, LLC, El Dorado Hills
- The Butterfield Group LLC, Simi Valley
- The Delta Group, Sonoma
- The Financial Advisory Group, San Francisco
- The Independent Financial Group, Simi Valley
- The Leonard Financial Group, LLC, Riverside
- The Raffin Group LLC, Los Altos Hills
- 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
- Tidemark, LLC, San Diego
- Tor Wealth Advisors, LLC, Folsom
- Treussard Capital Management, Newport Beach
- Turken Investments LLC., San Marcos
- Tweddell Goldberg Investment Management, Sonora
- Ultra Advisory Group, Irvine
- 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
- Vector Financial Solutions, Inc., Escondido
- Velmark Capital Management LLC, San Francisco
- Ventura Coast Wealth Management, Ventura
- Veraz Advisors, San Ramon
- Verity Wealth Advisors, LLC, Sausalito
- Victus Capital Wealth, Santa Monica
- Viridian Way LLC, Santa Clara
- Vision Capital Investment Management, Inc., San Francisco
- 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
- Wealthwise Asset Management LLC, Chino Hills
- Wen Capital Advisory Group, Inc., El Cerrito
- Wescal Wealth LLC, Palos Verdes Estates
- Wescap Group, Glendale
- West Wealth Group, LLC, Irvine
- Westside Investment Management, LLC, Santa Monica
- William Henry Yarnall III, Los Angeles
- Willis Financial Services, Inc., Clayton
- Willow Grove Advisors, LLC, Berkeley
- Wimmer Associates LLC, Pasadena
- Woo, Kenneth Wing Kwok, Santa Monica
- Xitright, Lincoln
- Yoakum Wealth Management, South San Francisco
- Yoder Wealth Management, Walnut Creek
- Yosemite Capital Management, Newport Beach
- Young Financial & Insurance Services, Millbrae
- Your Money Coach Financial Services, Moorpark