# 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/4

## 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 4 of 36, 151 to 200 of 1,751, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Axis Capital Management, LLC](https://advisorcensus.com/firm/axis-capital-management-llc-hermosa-beach-ca-317959) ([md](https://advisorcensus.com/firm/axis-capital-management-llc-hermosa-beach-ca-317959.md)) | 317959 | Hermosa Beach, CA | State-registered investment adviser | Under $25 million | 4 | Hourly, Fixed fee |
| [Axxcess Wealth Management, LLC](https://advisorcensus.com/firm/axxcess-wealth-management-llc-carlsbad-ca-164081) ([md](https://advisorcensus.com/firm/axxcess-wealth-management-llc-carlsbad-ca-164081.md)) | 164081 | Carlsbad, CA | SEC-registered investment adviser | Over $5 billion | 14 | % of assets, Hourly, Fixed fee, Performance fee |
| [Azimuth Wealth Advisors](https://advisorcensus.com/firm/azimuth-wealth-advisors-san-diego-ca-290050) ([md](https://advisorcensus.com/firm/azimuth-wealth-advisors-san-diego-ca-290050.md)) | 290050 | San Diego, CA | State-registered investment adviser | $25 million to $100 million | 8 | % of assets, Hourly, Fixed fee |
| [B.B. Graham & Company, Inc.](https://advisorcensus.com/firm/b-b-graham-and-company-inc-orange-ca-41533) ([md](https://advisorcensus.com/firm/b-b-graham-and-company-inc-orange-ca-41533.md)) | 41533 | Orange, CA | SEC-registered investment adviser | $100 million to $500 million | 10 | % of assets, Hourly, Fixed fee |
| [Babylon Wealth Management LLC](https://advisorcensus.com/firm/babylon-wealth-management-llc-walnut-creek-ca-283309) ([md](https://advisorcensus.com/firm/babylon-wealth-management-llc-walnut-creek-ca-283309.md)) | 283309 | Walnut Creek, CA | State-registered investment adviser | $25 million to $100 million | 10 | % of assets, Hourly, Fixed fee |
| [Bache Capital Management](https://advisorcensus.com/firm/bache-capital-management-113719) ([md](https://advisorcensus.com/firm/bache-capital-management-113719.md)) | 113719 | Not reported, Not reported | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Hourly, Fixed fee, Performance fee |
| [Back Nine Financial Coaching LLC](https://advisorcensus.com/firm/back-nine-financial-coaching-llc-337319) ([md](https://advisorcensus.com/firm/back-nine-financial-coaching-llc-337319.md)) | 337319 | Not reported, Not reported | State-registered investment adviser | Not reported | 1 | Hourly, Fixed fee |
| [Bains, Tonya R](https://advisorcensus.com/firm/bains-tonya-r-331854) ([md](https://advisorcensus.com/firm/bains-tonya-r-331854.md)) | 331854 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly, Fixed fee |
| [Baker & Associates Registered Investment Advisors, LLC](https://advisorcensus.com/firm/baker-and-associates-registered-investment-advisors-llc-170951) ([md](https://advisorcensus.com/firm/baker-and-associates-registered-investment-advisors-llc-170951.md)) | 170951 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 9 | % of assets, Hourly, Subscription, Fixed fee, Other |
| [Baker Jensen Investment Advisors, LLC](https://advisorcensus.com/firm/baker-jensen-investment-advisors-llc-san-clemente-ca-115086) ([md](https://advisorcensus.com/firm/baker-jensen-investment-advisors-llc-san-clemente-ca-115086.md)) | 115086 | San Clemente, CA | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Hourly, Fixed fee |
| [Baker Street Advisors, LLC](https://advisorcensus.com/firm/baker-street-advisors-llc-san-francisco-ca-128066) ([md](https://advisorcensus.com/firm/baker-street-advisors-llc-san-francisco-ca-128066.md)) | 128066 | San Francisco, CA | SEC-registered investment adviser | Over $5 billion | 23 | % of assets, Hourly, Fixed fee |
| [Balance Financial Planning, LLC](https://advisorcensus.com/firm/balance-financial-planning-llc-170239) ([md](https://advisorcensus.com/firm/balance-financial-planning-llc-170239.md)) | 170239 | Not reported, Not reported | State-registered investment adviser | $25 million to $100 million | 12 | % of assets, Hourly, Fixed fee |
| [Balanced Financial Advisors](https://advisorcensus.com/firm/balanced-financial-advisors-330275) ([md](https://advisorcensus.com/firm/balanced-financial-advisors-330275.md)) | 330275 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly |
| [Balanced Plan Financial Investment Advisors, Inc.](https://advisorcensus.com/firm/balanced-plan-financial-investment-advisors-inc-tustin-ca-310708) ([md](https://advisorcensus.com/firm/balanced-plan-financial-investment-advisors-inc-tustin-ca-310708.md)) | 310708 | Tustin, CA | State-registered investment adviser | $25 million to $100 million | 5 | % of assets, Hourly |
| [Balopole Investment Management Corporation](https://advisorcensus.com/firm/balopole-investment-management-corporation-san-mateo-ca-135621) ([md](https://advisorcensus.com/firm/balopole-investment-management-corporation-san-mateo-ca-135621.md)) | 135621 | San Mateo, CA | State-registered investment adviser | $25 million to $100 million | 26 | % of assets, Hourly |
| [Baluden Financial](https://advisorcensus.com/firm/baluden-financial-sacramento-ca-340191) ([md](https://advisorcensus.com/firm/baluden-financial-sacramento-ca-340191.md)) | 340191 | Sacramento, CA | State-registered investment adviser | Not reported | 0 | Hourly, Subscription, Fixed fee |
| [Bamboo Wealth Strategies](https://advisorcensus.com/firm/bamboo-wealth-strategies-san-diego-ca-170093) ([md](https://advisorcensus.com/firm/bamboo-wealth-strategies-san-diego-ca-170093.md)) | 170093 | San Diego, CA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Bangerter Financial Services, Inc.](https://advisorcensus.com/firm/bangerter-financial-services-inc-roseville-ca-171939) ([md](https://advisorcensus.com/firm/bangerter-financial-services-inc-roseville-ca-171939.md)) | 171939 | Roseville, CA | State-registered investment adviser | $25 million to $100 million | 11 | % of assets, Hourly, Other |
| [Banta Asset Management LP](https://advisorcensus.com/firm/banta-asset-management-lp-newport-beach-ca-142987) ([md](https://advisorcensus.com/firm/banta-asset-management-lp-newport-beach-ca-142987.md)) | 142987 | Newport Beach, CA | SEC-registered investment adviser | $100 million to $500 million | 19 | % of assets, Hourly, Fixed fee |
| [Banyan Lake Capital LLC](https://advisorcensus.com/firm/banyan-lake-capital-llc-337806) ([md](https://advisorcensus.com/firm/banyan-lake-capital-llc-337806.md)) | 337806 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly, Fixed fee, Performance fee |
| [Barbara S. Gault](https://advisorcensus.com/firm/barbara-s-gault-128433) ([md](https://advisorcensus.com/firm/barbara-s-gault-128433.md)) | 128433 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 22 | % of assets, Hourly, Fixed fee |
| [Bardi Co. LLC](https://advisorcensus.com/firm/bardi-co-llc-los-angeles-ca-166134) ([md](https://advisorcensus.com/firm/bardi-co-llc-los-angeles-ca-166134.md)) | 166134 | Los Angeles, CA | State-registered investment adviser | Under $25 million | 4 | % of assets, Hourly, Performance fee |
| [Barentsen Advisory Services, LLC](https://advisorcensus.com/firm/barentsen-advisory-services-llc-walnut-creek-ca-285676) ([md](https://advisorcensus.com/firm/barentsen-advisory-services-llc-walnut-creek-ca-285676.md)) | 285676 | Walnut Creek, CA | State-registered investment adviser | Not reported | 9 | Hourly, Fixed fee |
| [Barlow, Paul David](https://advisorcensus.com/firm/barlow-paul-david-laguna-hills-ca-284512) ([md](https://advisorcensus.com/firm/barlow-paul-david-laguna-hills-ca-284512.md)) | 284512 | Laguna Hills, CA | State-registered investment adviser | Under $25 million | 10 | % of assets, Hourly |
| [Barnes & Company Investment Counsel, LLC](https://advisorcensus.com/firm/barnes-and-company-investment-counsel-llc-los-angeles-ca-282136) ([md](https://advisorcensus.com/firm/barnes-and-company-investment-counsel-llc-los-angeles-ca-282136.md)) | 282136 | Los Angeles, CA | State-registered investment adviser | $25 million to $100 million | 10 | % of assets, Hourly, Fixed fee, Performance fee, Other |
| [Barnes Wealth Management Group](https://advisorcensus.com/firm/barnes-wealth-management-group-bakersfield-ca-132189) ([md](https://advisorcensus.com/firm/barnes-wealth-management-group-bakersfield-ca-132189.md)) | 132189 | Bakersfield, CA | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Fixed fee, Other |
| [Barnett Financial Planning](https://advisorcensus.com/firm/barnett-financial-planning-tustin-ca-144590) ([md](https://advisorcensus.com/firm/barnett-financial-planning-tustin-ca-144590.md)) | 144590 | Tustin, CA | State-registered investment adviser | $25 million to $100 million | 19 | Hourly, Fixed fee |
| [Barry F.T. Bolker](https://advisorcensus.com/firm/barry-f-t-bolker-camarillo-ca-134853) ([md](https://advisorcensus.com/firm/barry-f-t-bolker-camarillo-ca-134853.md)) | 134853 | Camarillo, CA | State-registered investment adviser | Not reported | 22 | Hourly, Fixed fee |
| [Basis Point Investments](https://advisorcensus.com/firm/basis-point-investments-316854) ([md](https://advisorcensus.com/firm/basis-point-investments-316854.md)) | 316854 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly |
| [Bassin, Bruce](https://advisorcensus.com/firm/bassin-bruce-283413) ([md](https://advisorcensus.com/firm/bassin-bruce-283413.md)) | 283413 | Not reported, Not reported | State-registered investment adviser | Not reported | 9 | % of assets, Hourly, Fixed fee, Commissions |
| [Bates Wealth Management, LLC](https://advisorcensus.com/firm/bates-wealth-management-llc-284892) ([md](https://advisorcensus.com/firm/bates-wealth-management-llc-284892.md)) | 284892 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 10 | % of assets, Hourly |
| [Baughman Financial Group](https://advisorcensus.com/firm/baughman-financial-group-novato-ca-148649) ([md](https://advisorcensus.com/firm/baughman-financial-group-novato-ca-148649.md)) | 148649 | Novato, CA | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Hourly, Commissions |
| [Baybridge Capital Group, LLC](https://advisorcensus.com/firm/baybridge-capital-group-llc-livermore-ca-284867) ([md](https://advisorcensus.com/firm/baybridge-capital-group-llc-livermore-ca-284867.md)) | 284867 | Livermore, CA | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly, Fixed fee |
| [Bayleaf Financial Services](https://advisorcensus.com/firm/bayleaf-financial-services-dublin-ca-342400) ([md](https://advisorcensus.com/firm/bayleaf-financial-services-dublin-ca-342400.md)) | 342400 | Dublin, CA | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [Baynes Financial LLC](https://advisorcensus.com/firm/baynes-financial-llc-rancho-cucamonga-ca-307768) ([md](https://advisorcensus.com/firm/baynes-financial-llc-rancho-cucamonga-ca-307768.md)) | 307768 | Rancho Cucamonga, CA | State-registered investment adviser | Under $25 million | 6 | % of assets, Hourly, Fixed fee |
| [Beacon Financial Management LLC](https://advisorcensus.com/firm/beacon-financial-management-llc-encinitas-ca-157454) ([md](https://advisorcensus.com/firm/beacon-financial-management-llc-encinitas-ca-157454.md)) | 157454 | Encinitas, CA | State-registered investment adviser | Under $25 million | 15 | % of assets, Hourly, Fixed fee |
| [Beacon Financial Partners](https://advisorcensus.com/firm/beacon-financial-partners-135626) ([md](https://advisorcensus.com/firm/beacon-financial-partners-135626.md)) | 135626 | Not reported, Not reported | State-registered investment adviser | $25 million to $100 million | 23 | % of assets, Hourly, Fixed fee |
| [Beacon Pointe Advisors, LLC](https://advisorcensus.com/firm/beacon-pointe-advisors-llc-newport-beach-ca-119290) ([md](https://advisorcensus.com/firm/beacon-pointe-advisors-llc-newport-beach-ca-119290.md)) | 119290 | Newport Beach, CA | SEC-registered investment adviser | Over $5 billion | 24 | % of assets, Hourly, Fixed fee, Performance fee |
| [Behage Financial](https://advisorcensus.com/firm/behage-financial-campbell-ca-155519) ([md](https://advisorcensus.com/firm/behage-financial-campbell-ca-155519.md)) | 155519 | Campbell, CA | State-registered investment adviser | Under $25 million | 15 | % of assets, Hourly |
| [Behavior Shift](https://advisorcensus.com/firm/behavior-shift-murrieta-ca-332054) ([md](https://advisorcensus.com/firm/behavior-shift-murrieta-ca-332054.md)) | 332054 | Murrieta, CA | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Fixed fee |
| [Bell Investment Advisors Inc](https://advisorcensus.com/firm/bell-investment-advisors-inc-orinda-ca-108383) ([md](https://advisorcensus.com/firm/bell-investment-advisors-inc-orinda-ca-108383.md)) | 108383 | Orinda, CA | SEC-registered investment adviser | $500 million to $1 billion | 27 | % of assets, Hourly, Fixed fee |
| [Bellwether Capital Management LLC](https://advisorcensus.com/firm/bellwether-capital-management-llc-fair-oaks-ca-153633) ([md](https://advisorcensus.com/firm/bellwether-capital-management-llc-fair-oaks-ca-153633.md)) | 153633 | Fair Oaks, CA | State-registered investment adviser | $25 million to $100 million | 15 | % of assets, Hourly |
| [Benchmark Advisory Services, LLC](https://advisorcensus.com/firm/benchmark-advisory-services-llc-san-diego-ca-305662) ([md](https://advisorcensus.com/firm/benchmark-advisory-services-llc-san-diego-ca-305662.md)) | 305662 | San Diego, CA | SEC-registered investment adviser | Not reported | 7 | % of assets, Hourly, Fixed fee |
| [Benedetti Financial, Inc.](https://advisorcensus.com/firm/benedetti-financial-inc-santa-maria-ca-134598) ([md](https://advisorcensus.com/firm/benedetti-financial-inc-santa-maria-ca-134598.md)) | 134598 | Santa Maria, CA | State-registered investment adviser | $100 million to $500 million | 25 | % of assets, Hourly, Fixed fee |
| [Benefit Financial Services Group](https://advisorcensus.com/firm/benefit-financial-services-group-irvine-ca-143617) ([md](https://advisorcensus.com/firm/benefit-financial-services-group-irvine-ca-143617.md)) | 143617 | Irvine, CA | SEC-registered investment adviser | $1 billion to $5 billion | 19 | % of assets, Hourly, Fixed fee, Other |
| [Benningfield Financial Advisors, LLC](https://advisorcensus.com/firm/benningfield-financial-advisors-llc-san-francisco-ca-134950) ([md](https://advisorcensus.com/firm/benningfield-financial-advisors-llc-san-francisco-ca-134950.md)) | 134950 | San Francisco, CA | SEC-registered investment adviser | $100 million to $500 million | 12 | % of assets, Hourly, Fixed fee |
| [Berkeley Investment Advisors](https://advisorcensus.com/firm/berkeley-investment-advisors-san-francisco-ca-121223) ([md](https://advisorcensus.com/firm/berkeley-investment-advisors-san-francisco-ca-121223.md)) | 121223 | San Francisco, CA | State-registered investment adviser | $25 million to $100 million | 24 | % of assets, Hourly, Fixed fee |
| [Berla Investment Consulting](https://advisorcensus.com/firm/berla-investment-consulting-alamo-ca-112847) ([md](https://advisorcensus.com/firm/berla-investment-consulting-alamo-ca-112847.md)) | 112847 | Alamo, CA | SEC-registered investment adviser | Not reported | 40 | Hourly, Fixed fee |
| [Bernard & Johnson Family Wealth Management](https://advisorcensus.com/firm/bernard-and-johnson-family-wealth-management-pasadena-ca-283871) ([md](https://advisorcensus.com/firm/bernard-and-johnson-family-wealth-management-pasadena-ca-283871.md)) | 283871 | Pasadena, CA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [Best Options Financial Planning](https://advisorcensus.com/firm/best-options-financial-planning-342923) ([md](https://advisorcensus.com/firm/best-options-financial-planning-342923.md)) | 342923 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 0 | % 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)
- [Hourly financial advisors in Los Angeles, CA](https://advisorcensus.com/advisors/ca/los-angeles/hourly) (https://advisorcensus.com/advisors/ca/los-angeles/hourly.md)
- [Hourly financial advisors in San Francisco, CA](https://advisorcensus.com/advisors/ca/san-francisco/hourly) (https://advisorcensus.com/advisors/ca/san-francisco/hourly.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.