Fee-only advisors in California

Advisors serving California

• Ben Whitfield, CFP

  Cross-border planning for Canadians working in the US, with a focus on equity comp and tax coordination.

  Flat fee Bozeman, Montana Bridgestone Planning virtual
  9 yrs

• Ethan McRae, CFP

  Drawdown strategy for retirees with concentrated single-stock positions.

  AUM (fee-only) Los Angeles, California Highline Capital Advisors virtual
  19 yrs

• Liam Frost, CFP

  Flat-fee planning for tech-industry employees with equity-heavy compensation.

  Flat fee Seattle, Washington Foundry Flat Fee virtual
  9 yrs

• Maya Chen, MD, CFP

  Former internal-medicine physician turned CFP, focused on the financial arc from residency through early attending practice.

  Annual retainer Austin, Texas Meridian Physician Advisors virtual
  7 yrs

• Nora Hale, CFP

  Pre-exit founder planning with deep concentrated-position and QSBS expertise.

  AUM (fee-only) San Francisco, California Highline Capital Advisors virtual
  18 yrs

• Rhea Kumar, CFP

  Equity-comp and crypto-focused planning for early-career tech employees.

  Flat fee Seattle, Washington Foundry Flat Fee virtual
  6 yrs

Firms headquartered in California

• Highline Capital Advisors

  Bay Area fee-only RIA serving founders, executives, and concentrated-position households.

  22 advisors

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.