Region · United States
Fee-only advisors in California
Largest US fee-only market, with clusters around the Bay Area and LA.
Advisors serving California
-
Ben Whitfield, CFP
Cross-border planning for Canadians working in the US, with a focus on equity comp and tax coordination.
9 yrs -
Ethan McRae, CFP
Drawdown strategy for retirees with concentrated single-stock positions.
19 yrs -
Liam Frost, CFP
Flat-fee planning for tech-industry employees with equity-heavy compensation.
9 yrs -
Maya Chen, MD, CFP
Former internal-medicine physician turned CFP, focused on the financial arc from residency through early attending practice.
7 yrs -
Nora Hale, CFP
Pre-exit founder planning with deep concentrated-position and QSBS expertise.
18 yrs -
Rhea Kumar, CFP
Equity-comp and crypto-focused planning for early-career tech employees.
6 yrs
Firms headquartered in California
Metros tracked
- San Francisco
- Los Angeles
- San Diego
Metro-level canonical pages are rolling out as advisor coverage in each metro reaches the publish threshold.