Subscription financial advisors in California
Subscription advisors charge a monthly or yearly fee for ongoing advice, and they don't take a percentage of your investments.
13 firms in California that filed as subscription financial advisors publish dollar fees in their brochures. Updated October 2026.
Subscription financial advisors in California and their published fees
13 firms with published fees
| Firm | Hourly rate | Flat or project fee | Ongoing fee |
|---|---|---|---|
| SocialtraderSan Diego | Not published | Not published | $9-$29/mo |
| Insight Personal FinanceSan Francisco | $375-$550/hr | $3,000-$12,000 | $50-$500/mo |
| Efc Wealth Management Firm LLCLos Angeles | $400/hr | $2,495 | $99/mo |
| Lula FinancialOaklandNo AUM fee | $100-$500/hr | Not published | $100-$200/mo |
| Billfold Budget CounselingSherman OaksNo AUM fee | $250/hr | Not published | $200/mo |
| MP3 Finance LLCCameron ParkNo AUM fee | $100/hr | $500 | $200/mo |
| Artizan WealthFresno | $200-$500/hr | $1,500-$50,000 | $250-$25,000/mo |
| Savi FinanceSan FranciscoNo AUM fee | $375/hr | Not published | $250-$1,000/mo |
| Chimera WealthPacific Grove | Not published | $500-$20,000 | $300/mo |
| Wealth-Source FinancialOakland | $300/hr | $1,000 | $333-$450/mo |
| Blom Levy & Co., LLCSanta BarbaraNo AUM fee | Not published | Not published | $8,000/yr |
| MGN and Co LLCSanta Monica | $100-$300/hr | Not published | $200-$1,000/yr |
| Wealtharch Investment Services, LLCPasadena | $300/hr | $500 | $300/qtr |
No firms match these filters.
Also filed as subscription financial advisors, without a published price (27)
Their current brochure explains how they charge, but not how much. Ask them for a fee schedule.
- 77 Financial Group, Carlsbad
- Baluden Financial, Sacramento
- Forrest Michael Leichtberg, Carpinteria
- Global Investment Company, Oakland
- Magnum Financial, Sonoma
- Mills Financial Group, Browns Valley
- MT. Timp Capital, Winnetka
- RC Wealth Management, Oakland
- RMH Advisors, LLC, Murrieta
- The Jones Stewardship Group, LLC, Elk Grove
- Arsenio Capital Management LLC, San Anselmo
- Avidity Capital, Hanford
- Baker & Associates Registered Investment Advisors, LLC, San Leandro
- Broomfield Advisory & Management, San Francisco
- Clera, Bakersfield
- Edelman Financial Engines, Santa Clara
- Finmentum LLC, Elk Grove
- Guild Investment Management, Inc., Westlake Village
- Hip Investor, Inc., Laguna Beach
- Kingdom Capital Management, Carmichael
- Morningview Capital, West Hills
- One Capital Management, LLC, Westlake Village
- Paul M. Wendee & Associates, Vista
- Quantum Wealth Advisors LLC, Chico
- Quiver Financial Holdings LLC, San Clemente
- Thompson Wealth Management, Inc., Culver City
- Wen Capital Advisory Group, Inc., El Cerrito