# Hourly financial advisors in California

> Find financial advisors in California who charge by the hour. AdvisorCensus lists 1,751 investment advisory firms with a principal office in California that report hourly charges among their Form ADV Item 5.E compensation arrangements, as of October 2026. Firms are listed alphabetically. Sort by years registered or by assets under management, and see how this page is built below.

Updated October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/ca/hourly/page/33

## At a glance

- Investment advisory firms: 1,751
- Registration: SEC-registered investment adviser: 576, State-registered investment adviser: 1,175
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 747 (43%); Percentage of assets 1,492 (85%); Hourly charges 1,751 (100%); Subscription fees (newsletter or periodical) 38 (2%); Fixed fees 1,365 (78%); Commissions 53 (3%); Performance-based fees 115 (7%); Other 162 (9%)
- Regulatory assets under management (Item 5.F): Under $25 million 521 (30%); $25 million to $100 million 368 (21%); $100 million to $500 million 380 (22%); $500 million to $1 billion 90 (5%); $1 billion to $5 billion 80 (5%); Over $5 billion 31 (2%); Not reported 281 (16%)
- Years registered: Under 5 years 549 (31%); 5 to 9 years 457 (26%); 10 to 19 years 416 (24%); 20 years or more 325 (19%); Not reported 4 (0%)

## Firms (page 33 of 36, 1601 to 1650 of 1,751, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Trusted Path Wealth Management, LLC](https://advisorcensus.com/firm/trusted-path-wealth-management-llc-336395) ([md](https://advisorcensus.com/firm/trusted-path-wealth-management-llc-336395.md)) | 336395 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly, Fixed fee |
| [Tsai Wealth Management](https://advisorcensus.com/firm/tsai-wealth-management-pasadena-ca-151928) ([md](https://advisorcensus.com/firm/tsai-wealth-management-pasadena-ca-151928.md)) | 151928 | Pasadena, CA | State-registered investment adviser | Under $25 million | 16 | % of assets, Hourly |
| [Turken Investments LLC.](https://advisorcensus.com/firm/turken-investments-llc-308883) ([md](https://advisorcensus.com/firm/turken-investments-llc-308883.md)) | 308883 | Not reported, Not reported | State-registered investment adviser | Not reported | 6 | % of assets, Hourly |
| [Tweet Management Services, Inc.](https://advisorcensus.com/firm/tweet-management-services-inc-la-mesa-ca-156730) ([md](https://advisorcensus.com/firm/tweet-management-services-inc-la-mesa-ca-156730.md)) | 156730 | La Mesa, CA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly |
| [Twin Rivers Wealth Management](https://advisorcensus.com/firm/twin-rivers-wealth-management-sacramento-ca-305773) ([md](https://advisorcensus.com/firm/twin-rivers-wealth-management-sacramento-ca-305773.md)) | 305773 | Sacramento, CA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Ultra Advisory Group](https://advisorcensus.com/firm/ultra-advisory-group-irvine-ca-338775) ([md](https://advisorcensus.com/firm/ultra-advisory-group-irvine-ca-338775.md)) | 338775 | Irvine, CA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly |
| [Up Capital Management, Inc.](https://advisorcensus.com/firm/up-capital-management-inc-roseville-ca-164692) ([md](https://advisorcensus.com/firm/up-capital-management-inc-roseville-ca-164692.md)) | 164692 | Roseville, CA | SEC-registered investment adviser | $100 million to $500 million | 12 | % of assets, Hourly, Fixed fee |
| [Up&up Capital, Inc.](https://advisorcensus.com/firm/up-and-up-capital-inc-glendale-ca-315567) ([md](https://advisorcensus.com/firm/up-and-up-capital-inc-glendale-ca-315567.md)) | 315567 | Glendale, CA | State-registered investment adviser | Under $25 million | 5 | % of assets, Hourly, Fixed fee |
| [Uprise Advisers LLC](https://advisorcensus.com/firm/uprise-advisers-llc-san-francisco-ca-322959) ([md](https://advisorcensus.com/firm/uprise-advisers-llc-san-francisco-ca-322959.md)) | 322959 | San Francisco, CA | State-registered investment adviser | Not reported | 3 | Hourly, Fixed fee |
| [Validus Capital LLC](https://advisorcensus.com/firm/validus-capital-llc-el-segundo-ca-319212) ([md](https://advisorcensus.com/firm/validus-capital-llc-el-segundo-ca-319212.md)) | 319212 | El Segundo, CA | SEC-registered investment adviser | $1 billion to $5 billion | 4 | % of assets, Hourly, Fixed fee |
| [Valley Center Advisors](https://advisorcensus.com/firm/valley-center-advisors-324084) ([md](https://advisorcensus.com/firm/valley-center-advisors-324084.md)) | 324084 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 3 | % of assets, Hourly, Fixed fee |
| [Valley Wealth Strategies, LLC](https://advisorcensus.com/firm/valley-wealth-strategies-llc-lodi-ca-289737) ([md](https://advisorcensus.com/firm/valley-wealth-strategies-llc-lodi-ca-289737.md)) | 289737 | Lodi, CA | SEC-registered investment adviser | $1 billion to $5 billion | 8 | % of assets, Hourly, Fixed fee |
| [Valuetech Private Advisors](https://advisorcensus.com/firm/valuetech-private-advisors-diamond-bar-ca-311165) ([md](https://advisorcensus.com/firm/valuetech-private-advisors-diamond-bar-ca-311165.md)) | 311165 | Diamond Bar, CA | State-registered investment adviser | Under $25 million | 5 | % of assets, Hourly, Fixed fee, Performance fee |
| [Van Hulzen Financial Advisors](https://advisorcensus.com/firm/van-hulzen-financial-advisors-el-dorado-hills-ca-116632) ([md](https://advisorcensus.com/firm/van-hulzen-financial-advisors-el-dorado-hills-ca-116632.md)) | 116632 | El Dorado Hills, CA | SEC-registered investment adviser | $1 billion to $5 billion | 23 | % of assets, Hourly, Fixed fee, Other |
| [Van Nostrand Wealth Management LLC](https://advisorcensus.com/firm/van-nostrand-wealth-management-llc-san-diego-ca-304200) ([md](https://advisorcensus.com/firm/van-nostrand-wealth-management-llc-san-diego-ca-304200.md)) | 304200 | San Diego, CA | State-registered investment adviser | $25 million to $100 million | 7 | % of assets, Hourly, Fixed fee |
| [Vance Wealth](https://advisorcensus.com/firm/vance-wealth-santa-clarita-ca-310162) ([md](https://advisorcensus.com/firm/vance-wealth-santa-clarita-ca-310162.md)) | 310162 | Santa Clarita, CA | SEC-registered investment adviser | $500 million to $1 billion | 6 | % of assets, Hourly, Fixed fee, Other |
| [Vanguard Personalized Indexing Management](https://advisorcensus.com/firm/vanguard-personalized-indexing-management-oakland-ca-285366) ([md](https://advisorcensus.com/firm/vanguard-personalized-indexing-management-oakland-ca-285366.md)) | 285366 | Oakland, CA | SEC-registered investment adviser | Over $5 billion | 7 | % of assets, Hourly |
| [Vantage Financial Group](https://advisorcensus.com/firm/vantage-financial-group-auburn-ca-309675) ([md](https://advisorcensus.com/firm/vantage-financial-group-auburn-ca-309675.md)) | 309675 | Auburn, CA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Vantage Wealth Management, LLC](https://advisorcensus.com/firm/vantage-wealth-management-llc-san-mateo-ca-152374) ([md](https://advisorcensus.com/firm/vantage-wealth-management-llc-san-mateo-ca-152374.md)) | 152374 | San Mateo, CA | SEC-registered investment adviser | $1 billion to $5 billion | 16 | % of assets, Hourly, Fixed fee |
| [Varn Financial Planning](https://advisorcensus.com/firm/varn-financial-planning-341746) ([md](https://advisorcensus.com/firm/varn-financial-planning-341746.md)) | 341746 | Not reported, Not reported | State-registered investment adviser | Not reported | 0 | Hourly, Fixed fee |
| [Vector Financial Solutions, Inc.](https://advisorcensus.com/firm/vector-financial-solutions-inc-escondido-ca-291895) ([md](https://advisorcensus.com/firm/vector-financial-solutions-inc-escondido-ca-291895.md)) | 291895 | Escondido, CA | State-registered investment adviser | $25 million to $100 million | 6 | % of assets, Hourly, Fixed fee |
| [Velev Advisors](https://advisorcensus.com/firm/velev-advisors-283370) ([md](https://advisorcensus.com/firm/velev-advisors-283370.md)) | 283370 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 10 | % of assets, Hourly, Fixed fee |
| [Velmark Capital Management LLC](https://advisorcensus.com/firm/velmark-capital-management-llc-san-francisco-ca-311441) ([md](https://advisorcensus.com/firm/velmark-capital-management-llc-san-francisco-ca-311441.md)) | 311441 | San Francisco, CA | State-registered investment adviser | $25 million to $100 million | 1 | % of assets, Hourly, Fixed fee, Performance fee |
| [Venado Investment Advisors LLC](https://advisorcensus.com/firm/venado-investment-advisors-llc-westlake-village-ca-327856) ([md](https://advisorcensus.com/firm/venado-investment-advisors-llc-westlake-village-ca-327856.md)) | 327856 | Westlake Village, CA | State-registered investment adviser | Under $25 million | 3 | % of assets, Hourly |
| [Ventura Advisors](https://advisorcensus.com/firm/ventura-advisors-woodland-hills-ca-132040) ([md](https://advisorcensus.com/firm/ventura-advisors-woodland-hills-ca-132040.md)) | 132040 | Woodland Hills, CA | State-registered investment adviser | $25 million to $100 million | 22 | % of assets, Hourly, Fixed fee |
| [Ventura Coast Wealth Management](https://advisorcensus.com/firm/ventura-coast-wealth-management-ventura-ca-154280) ([md](https://advisorcensus.com/firm/ventura-coast-wealth-management-ventura-ca-154280.md)) | 154280 | Ventura, CA | State-registered investment adviser | Under $25 million | 16 | % of assets, Hourly |
| [Vera Wealth LLC](https://advisorcensus.com/firm/vera-wealth-llc-pasadena-ca-333522) ([md](https://advisorcensus.com/firm/vera-wealth-llc-pasadena-ca-333522.md)) | 333522 | Pasadena, CA | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly, Fixed fee |
| [Veraz Advisors](https://advisorcensus.com/firm/veraz-advisors-san-ramon-ca-304619) ([md](https://advisorcensus.com/firm/veraz-advisors-san-ramon-ca-304619.md)) | 304619 | San Ramon, CA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee, Other |
| [Vere Chappell](https://advisorcensus.com/firm/vere-chappell-laguna-hills-ca-145674) ([md](https://advisorcensus.com/firm/vere-chappell-laguna-hills-ca-145674.md)) | 145674 | Laguna Hills, CA | State-registered investment adviser | Not reported | 17 | Hourly |
| [Veris Wealth Partners, LLC](https://advisorcensus.com/firm/veris-wealth-partners-llc-oakland-ca-143588) ([md](https://advisorcensus.com/firm/veris-wealth-partners-llc-oakland-ca-143588.md)) | 143588 | Oakland, CA | SEC-registered investment adviser | $1 billion to $5 billion | 19 | % of assets, Hourly, Fixed fee |
| [Veritas Financial Consulting LLC](https://advisorcensus.com/firm/veritas-financial-consulting-llc-monrovia-ca-314363) ([md](https://advisorcensus.com/firm/veritas-financial-consulting-llc-monrovia-ca-314363.md)) | 314363 | Monrovia, CA | State-registered investment adviser | $25 million to $100 million | 5 | % of assets, Hourly, Fixed fee |
| [Verity Wealth Advisors, LLC](https://advisorcensus.com/firm/verity-wealth-advisors-llc-sausalito-ca-126742) ([md](https://advisorcensus.com/firm/verity-wealth-advisors-llc-sausalito-ca-126742.md)) | 126742 | Sausalito, CA | SEC-registered investment adviser | $100 million to $500 million | 23 | % of assets, Hourly, Fixed fee |
| [Vernal Point Advisors, LLC](https://advisorcensus.com/firm/vernal-point-advisors-llc-san-francisco-ca-166587) ([md](https://advisorcensus.com/firm/vernal-point-advisors-llc-san-francisco-ca-166587.md)) | 166587 | San Francisco, CA | SEC-registered investment adviser | $1 billion to $5 billion | 11 | % of assets, Hourly, Fixed fee |
| [Verona Capital Management LLC](https://advisorcensus.com/firm/verona-capital-management-llc-111417) ([md](https://advisorcensus.com/firm/verona-capital-management-llc-111417.md)) | 111417 | Not reported, Not reported | State-registered investment adviser | $25 million to $100 million | 27 | % of assets, Hourly |
| [VG Financial Consulting, LLC](https://advisorcensus.com/firm/vg-financial-consulting-llc-lafayette-ca-287580) ([md](https://advisorcensus.com/firm/vg-financial-consulting-llc-lafayette-ca-287580.md)) | 287580 | Lafayette, CA | State-registered investment adviser | Not reported | 9 | Hourly, Fixed fee |
| [Vibrance Wealth Management LLC](https://advisorcensus.com/firm/vibrance-wealth-management-llc-cupertino-ca-343209) ([md](https://advisorcensus.com/firm/vibrance-wealth-management-llc-cupertino-ca-343209.md)) | 343209 | Cupertino, CA | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee, Other |
| [Victus Capital Wealth](https://advisorcensus.com/firm/victus-capital-wealth-santa-monica-ca-154899) ([md](https://advisorcensus.com/firm/victus-capital-wealth-santa-monica-ca-154899.md)) | 154899 | Santa Monica, CA | SEC-registered investment adviser | $100 million to $500 million | 15 | % of assets, Hourly, Fixed fee |
| [Vida Wealth Partners, Inc.](https://advisorcensus.com/firm/vida-wealth-partners-inc-santa-barbara-ca-140824) ([md](https://advisorcensus.com/firm/vida-wealth-partners-inc-santa-barbara-ca-140824.md)) | 140824 | Santa Barbara, CA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [Vienna Asset Management LLC](https://advisorcensus.com/firm/vienna-asset-management-llc-saratoga-ca-299725) ([md](https://advisorcensus.com/firm/vienna-asset-management-llc-saratoga-ca-299725.md)) | 299725 | Saratoga, CA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly |
| [Village Wealth Advisors](https://advisorcensus.com/firm/village-wealth-advisors-westlake-village-ca-296866) ([md](https://advisorcensus.com/firm/village-wealth-advisors-westlake-village-ca-296866.md)) | 296866 | Westlake Village, CA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Vincimus Capital, LLC](https://advisorcensus.com/firm/vincimus-capital-llc-malibu-ca-321865) ([md](https://advisorcensus.com/firm/vincimus-capital-llc-malibu-ca-321865.md)) | 321865 | Malibu, CA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly |
| [Vindex Capital Management, LLC](https://advisorcensus.com/firm/vindex-capital-management-llc-341633) ([md](https://advisorcensus.com/firm/vindex-capital-management-llc-341633.md)) | 341633 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [Viridian Way LLC](https://advisorcensus.com/firm/viridian-way-llc-santa-clara-ca-335138) ([md](https://advisorcensus.com/firm/viridian-way-llc-santa-clara-ca-335138.md)) | 335138 | Santa Clara, CA | State-registered investment adviser | Not reported | 1 | % of assets, Hourly, Fixed fee |
| [Vision Capital Investment Management, Inc.](https://advisorcensus.com/firm/vision-capital-investment-management-inc-san-francisco-ca-136806) ([md](https://advisorcensus.com/firm/vision-capital-investment-management-inc-san-francisco-ca-136806.md)) | 136806 | San Francisco, CA | State-registered investment adviser | $25 million to $100 million | 31 | % of assets, Hourly |
| [Vista Advisor Group, LLC](https://advisorcensus.com/firm/vista-advisor-group-llc-walnut-creek-ca-307268) ([md](https://advisorcensus.com/firm/vista-advisor-group-llc-walnut-creek-ca-307268.md)) | 307268 | Walnut Creek, CA | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Fixed fee |
| [Vistica Wealth Advisors, LLC](https://advisorcensus.com/firm/vistica-wealth-advisors-llc-carlsbad-ca-147297) ([md](https://advisorcensus.com/firm/vistica-wealth-advisors-llc-carlsbad-ca-147297.md)) | 147297 | Carlsbad, CA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Vita Wealth Advisors, LLC](https://advisorcensus.com/firm/vita-wealth-advisors-llc-manhattan-beach-ca-331838) ([md](https://advisorcensus.com/firm/vita-wealth-advisors-llc-manhattan-beach-ca-331838.md)) | 331838 | Manhattan Beach, CA | State-registered investment adviser | $25 million to $100 million | 2 | % of assets, Hourly, Fixed fee |
| [VON Adelung Wealth Management](https://advisorcensus.com/firm/von-adelung-wealth-management-montrose-ca-134849) ([md](https://advisorcensus.com/firm/von-adelung-wealth-management-montrose-ca-134849.md)) | 134849 | Montrose, CA | State-registered investment adviser | $25 million to $100 million | 21 | % of assets, Hourly, Fixed fee |
| [Vortalis Wealth Management LLC](https://advisorcensus.com/firm/vortalis-wealth-management-llc-340582) ([md](https://advisorcensus.com/firm/vortalis-wealth-management-llc-340582.md)) | 340582 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly |
| [W. C. Buckingham, CPA](https://advisorcensus.com/firm/w-c-buckingham-cpa-138186) ([md](https://advisorcensus.com/firm/w-c-buckingham-cpa-138186.md)) | 138186 | Not reported, Not reported | State-registered investment adviser | Not reported | 30 | % of assets, Hourly, Fixed fee |

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## Questions people ask

**How many financial advisory firms are there in California?**
AdvisorCensus lists 5,883 investment advisory firms with a principal office in California, from Form ADV filings as of October 2026: 1,951 SEC-registered, 2,366 state-registered, and 1,566 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV.

**How many fee-only financial advisors are in California?**
1,633 of the 5,883 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed.

**How many financial advisors in California offer financial planning?**
2,397 of the 4,317 firms in California that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports.

**Are the financial advisors in California fiduciaries?**
Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 1,633 firms that meet AdvisorCensus's fee-only test report none of those sales ties.

**How do I check whether a financial advisor has disciplinary disclosures?**
Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck.

**Does AdvisorCensus rate, verify, or recommend these firms?**
No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content.

**What does regulatory assets under management mean?**
Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality.

## Related pages

- [Financial advisors in California](https://advisorcensus.com/advisors/ca) (https://advisorcensus.com/advisors/ca.md)
- [Fee-only financial advisors in California](https://advisorcensus.com/advisors/ca/fee-only) (https://advisorcensus.com/advisors/ca/fee-only.md)
- [Flat-fee financial advisors in California](https://advisorcensus.com/advisors/ca/flat-fee) (https://advisorcensus.com/advisors/ca/flat-fee.md)
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- [Hourly financial advisors in Chico, CA](https://advisorcensus.com/advisors/ca/chico/hourly) (https://advisorcensus.com/advisors/ca/chico/hourly.md)
- [Hourly financial advisors in Visalia, CA](https://advisorcensus.com/advisors/ca/visalia/hourly) (https://advisorcensus.com/advisors/ca/visalia/hourly.md)
- [Hourly financial advisors in Merced, CA](https://advisorcensus.com/advisors/ca/merced/hourly) (https://advisorcensus.com/advisors/ca/merced/hourly.md)

Cite as: AdvisorCensus. Hourly financial advisors in California: 1,751 firms from Form ADV filings as of October 2026.
