{ "path": "/advisors/ca/hourly", "url": "https://advisorcensus.com/advisors/ca/hourly/page/6", "page_type": "state_fee", "title": "Hourly financial advisors in California", "filters": {}, "scope_total": 1751, "faq": [ { "q": "How many financial advisory firms are there in California?", "a": "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." }, { "q": "How many fee-only financial advisors are in California?", "a": "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." }, { "q": "How many financial advisors in California offer financial planning?", "a": "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." }, { "q": "Are the financial advisors in California fiduciaries?", "a": "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." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "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." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "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." }, { "q": "What does regulatory assets under management mean?", "a": "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." } ], "period": "2026-10-01", "answer_paragraph": "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.", "about_market": null, "citation": "AdvisorCensus. Hourly financial advisors in California: 1,751 firms from Form ADV filings as of October 2026.", "total_firms": 1751, "page": 6, "total_pages": 36, "sort": "name", "registration_types": { "sec": 576, "state": 1175, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 747 }, { "code": "percentage_of_aum", "count": 1492 }, { "code": "hourly", "count": 1751 }, { "code": "subscription", "count": 38 }, { "code": "fixed", "count": 1365 }, { "code": "commissions", "count": 53 }, { "code": "performance_based", "count": 115 }, { "code": "other", "count": 162 }, { "code": "not_reported", "count": 0 } ], "years_registered_distribution": [ { "code": "under_5", "count": 549 }, { "code": "5_to_9", "count": 457 }, { "code": "10_to_19", "count": 416 }, { "code": "20_plus", "count": 325 }, { "code": "not_reported", "count": 4 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 521 }, { "code": "25m_100m", "count": 368 }, { "code": "100m_500m", "count": 380 }, { "code": "500m_1b", "count": 90 }, { "code": "1b_5b", "count": 80 }, { "code": "over_5b", "count": 31 }, { "code": "not_reported", "count": 281 } ], "firms": [ { "crd_number": 300080, "name": "Brightview Financial Solutions", "name_as_filed": "BRIGHTVIEW FINANCIAL SOLUTIONS", "url": "https://advisorcensus.com/firm/brightview-financial-solutions-redwood-city-ca-300080", "city": "Redwood City", "state": "CA", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 307536, "name": "Brightway Wealth Planning", "name_as_filed": "BRIGHTWAY WEALTH PLANNING", "url": "https://advisorcensus.com/firm/brightway-wealth-planning-307536", "city": null, "state": null, "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 289889, "name": "Brio Financial Group", "name_as_filed": "BRIO FINANCIAL GROUP", "url": "https://advisorcensus.com/firm/brio-financial-group-san-francisco-ca-289889", "city": "San Francisco", "state": "CA", "years_registered": 8, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 105437, "name": "Brooker Wealth Management", "name_as_filed": "BROOKER WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/brooker-wealth-management-oakland-ca-105437", "city": "Oakland", "state": "CA", "years_registered": 43, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 332237, "name": "Brooks Wealth Management", "name_as_filed": "BROOKS WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/brooks-wealth-management-westlake-village-ca-332237", "city": "Westlake Village", "state": "CA", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 287767, "name": "Brookside Wealth Management LLC", "name_as_filed": "BROOKSIDE WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/brookside-wealth-management-llc-287767", "city": null, "state": null, "years_registered": 9, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 149434, "name": "Broomfield Advisory & Management", "name_as_filed": "BROOMFIELD ADVISORY & MANAGEMENT", "url": "https://advisorcensus.com/firm/broomfield-advisory-and-management-san-francisco-ca-149434", "city": "San Francisco", "state": "CA", "years_registered": 17, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "subscription", "fixed", "other" ], "enhanced": false }, { "crd_number": 299063, "name": "Brsquared L.L.C.", "name_as_filed": "BRSQUARED L.L.C.", "url": "https://advisorcensus.com/firm/brsquared-l-l-c-299063", "city": null, "state": null, "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 115903, "name": "Bruce James Thomas JR", "name_as_filed": "BRUCE JAMES THOMAS JR", "url": "https://advisorcensus.com/firm/bruce-james-thomas-jr-moorpark-ca-115903", "city": "Moorpark", "state": "CA", "years_registered": 26, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 294708, "name": "Bruce McIndoe & Associates, Inc.", "name_as_filed": "BRUCE MCINDOE & ASSOCIATES, INC.", "url": "https://advisorcensus.com/firm/bruce-mcindoe-and-associates-inc-la-mesa-ca-294708", "city": "La Mesa", "state": "CA", "years_registered": 8, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 329169, "name": "Bruin Wealth Advisors LLC", "name_as_filed": "BRUIN WEALTH ADVISORS LLC", "url": "https://advisorcensus.com/firm/bruin-wealth-advisors-llc-woodland-hills-ca-329169", "city": "Woodland Hills", "state": "CA", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 288105, "name": "Buff Your Finances", "name_as_filed": "BUFF YOUR FINANCES", "url": "https://advisorcensus.com/firm/buff-your-finances-thousand-oaks-ca-288105", "city": "Thousand Oaks", "state": "CA", "years_registered": 9, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 172552, "name": "Burge Financial", "name_as_filed": "BURGE FINANCIAL", "url": "https://advisorcensus.com/firm/burge-financial-sacramento-ca-172552", "city": "Sacramento", "state": "CA", "years_registered": 11, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 284575, "name": "Burkart & Stevens Wealth Management", "name_as_filed": "BURKART & STEVENS WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/burkart-and-stevens-wealth-management-san-luis-obispo-ca-284575", "city": "San Luis Obispo", "state": "CA", "years_registered": 9, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 118376, "name": "Burton Enright Welch", "name_as_filed": "BURTON ENRIGHT WELCH", "url": "https://advisorcensus.com/firm/burton-enright-welch-walnut-creek-ca-118376", "city": "Walnut Creek", "state": "CA", "years_registered": 18, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 134049, "name": "Butler Financial Services, Ltd.", "name_as_filed": "BUTLER FINANCIAL SERVICES, LTD.", "url": "https://advisorcensus.com/firm/butler-financial-services-ltd-westlake-village-ca-134049", "city": "Westlake Village", "state": "CA", "years_registered": 34, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 166000, "name": "C 3 Financial Strategies", "name_as_filed": "C 3 FINANCIAL STRATEGIES", "url": "https://advisorcensus.com/firm/c-3-financial-strategies-166000", "city": null, "state": null, "years_registered": 13, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 170453, "name": "C Financial and Tax Associates", "name_as_filed": "C FINANCIAL AND TAX ASSOCIATES", "url": "https://advisorcensus.com/firm/c-financial-and-tax-associates-riverside-ca-170453", "city": "Riverside", "state": "CA", "years_registered": 12, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 135892, "name": "Cadena Financial Planning & Tax Services", "name_as_filed": "CADENA FINANCIAL PLANNING & TAX SERVICES", "url": "https://advisorcensus.com/firm/cadena-financial-planning-and-tax-services-san-diego-ca-135892", "city": "San Diego", "state": "CA", "years_registered": 20, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 293164, "name": "Calcagnini Wealth Management, LLC", "name_as_filed": "CALCAGNINI WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/calcagnini-wealth-management-llc-west-hollywood-ca-293164", "city": "West Hollywood", "state": "CA", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 305719, "name": "California Benefits and Retirement Group, LLC", "name_as_filed": "CALIFORNIA BENEFITS AND RETIREMENT GROUP, LLC", "url": "https://advisorcensus.com/firm/california-benefits-and-retirement-group-llc-newport-beach-ca-305719", "city": "Newport Beach", "state": "CA", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 130734, "name": "California Capital Management", "name_as_filed": "CALIFORNIA CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/california-capital-management-burbank-ca-130734", "city": "Burbank", "state": "CA", "years_registered": 14, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 110152, "name": "California Financial Advisors", "name_as_filed": "CALIFORNIA FINANCIAL ADVISORS", "url": "https://advisorcensus.com/firm/california-financial-advisors-san-ramon-ca-110152", "city": "San Ramon", "state": "CA", "years_registered": 28, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 328026, "name": "California Financial Partners, Inc.", "name_as_filed": "CALIFORNIA FINANCIAL PARTNERS, INC.", "url": "https://advisorcensus.com/firm/california-financial-partners-inc-glendale-ca-328026", "city": "Glendale", "state": "CA", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 107687, "name": "Callan", "name_as_filed": "CALLAN", "url": "https://advisorcensus.com/firm/callan-san-francisco-ca-107687", "city": "San Francisco", "state": "CA", "years_registered": 53, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 331551, "name": "Calvin S Mazlumyan, Attorney", "name_as_filed": "CALVIN S MAZLUMYAN, ATTORNEY", "url": "https://advisorcensus.com/firm/calvin-s-mazlumyan-attorney-beverly-hills-ca-331551", "city": "Beverly Hills", "state": "CA", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [ "hourly", "other" ], "enhanced": false }, { "crd_number": 128053, "name": "Camelotta Advisors", "name_as_filed": "CAMELOTTA ADVISORS", "url": "https://advisorcensus.com/firm/camelotta-advisors-san-francisco-ca-128053", "city": "San Francisco", "state": "CA", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 174674, "name": "Campbell Advisory Services, LLC", "name_as_filed": "CAMPBELL ADVISORY SERVICES, LLC", "url": "https://advisorcensus.com/firm/campbell-advisory-services-llc-newport-beach-ca-174674", "city": "Newport Beach", "state": "CA", "years_registered": 11, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 288085, "name": "Campton Private Equity Advisors", "name_as_filed": "CAMPTON PRIVATE EQUITY ADVISORS", "url": "https://advisorcensus.com/firm/campton-private-equity-advisors-san-francisco-ca-288085", "city": "San Francisco", "state": "CA", "years_registered": 9, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 333391, "name": "Camriel Advisors", "name_as_filed": "CAMRIEL ADVISORS", "url": "https://advisorcensus.com/firm/camriel-advisors-mount-shasta-ca-333391", "city": "Mount Shasta", "state": "CA", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 165454, "name": "Candent Capital, LLC", "name_as_filed": "CANDENT CAPITAL, LLC", "url": "https://advisorcensus.com/firm/candent-capital-llc-165454", "city": null, "state": null, "years_registered": 13, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 140959, "name": "Cannon Beach Financial Advisors", "name_as_filed": "CANNON BEACH FINANCIAL ADVISORS", "url": "https://advisorcensus.com/firm/cannon-beach-financial-advisors-san-ramon-ca-140959", "city": "San Ramon", "state": "CA", "years_registered": 20, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 337636, "name": "Capital Adulting LLC", "name_as_filed": "CAPITAL ADULTING LLC", "url": "https://advisorcensus.com/firm/capital-adulting-llc-337636", "city": null, "state": null, "years_registered": 1, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 304523, "name": "Capital CS Group, LLC", "name_as_filed": "CAPITAL CS GROUP, LLC", "url": "https://advisorcensus.com/firm/capital-cs-group-llc-irvine-ca-304523", "city": "Irvine", "state": "CA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 133657, "name": "Capital Financial Consultants Group, Inc.", "name_as_filed": "CAPITAL FINANCIAL CONSULTANTS GROUP, INC.", "url": "https://advisorcensus.com/firm/capital-financial-consultants-group-inc-san-juan-capistrano-ca-133657", "city": "San Juan Capistrano", "state": "CA", "years_registered": 1, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 130841, "name": "Capital Financial Management", "name_as_filed": "CAPITAL FINANCIAL MANAGEMENT", "url": "https://advisorcensus.com/firm/capital-financial-management-san-diego-ca-130841", "city": "San Diego", "state": "CA", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 306267, "name": "Capital Fluency", "name_as_filed": "CAPITAL FLUENCY", "url": "https://advisorcensus.com/firm/capital-fluency-irvine-ca-306267", "city": "Irvine", "state": "CA", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 329362, "name": "Capital Guard Investments LLC", "name_as_filed": "CAPITAL GUARD INVESTMENTS LLC", "url": "https://advisorcensus.com/firm/capital-guard-investments-llc-329362", "city": null, "state": null, "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 127023, "name": "Capital Intelligence Advisors, Inc.", "name_as_filed": "CAPITAL INTELLIGENCE ADVISORS, INC.", "url": "https://advisorcensus.com/firm/capital-intelligence-advisors-inc-santa-monica-ca-127023", "city": "Santa Monica", "state": "CA", "years_registered": 22, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 304617, "name": "Capital Management Advisor Group, LLC", "name_as_filed": "CAPITAL MANAGEMENT ADVISOR GROUP, LLC", "url": "https://advisorcensus.com/firm/capital-management-advisor-group-llc-walnut-creek-ca-304617", "city": "Walnut Creek", "state": "CA", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 294889, "name": "Capital Partners Investment Group", "name_as_filed": "CAPITAL PARTNERS INVESTMENT GROUP", "url": "https://advisorcensus.com/firm/capital-partners-investment-group-294889", "city": null, "state": null, "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 301878, "name": "Capital Resources and Insurance, Inc", "name_as_filed": "CAPITAL RESOURCES AND INSURANCE, INC", "url": "https://advisorcensus.com/firm/capital-resources-and-insurance-inc-huntington-beach-ca-301878", "city": "Huntington Beach", "state": "CA", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 300480, "name": "Capital Risk", "name_as_filed": "CAPITAL RISK", "url": "https://advisorcensus.com/firm/capital-risk-300480", "city": null, "state": null, "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 148733, "name": "Capital Synergy Partners", "name_as_filed": "CAPITAL SYNERGY PARTNERS", "url": "https://advisorcensus.com/firm/capital-synergy-partners-irvine-ca-148733", "city": "Irvine", "state": "CA", "years_registered": 15, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 312447, "name": "Capital United Investments LLC", "name_as_filed": "CAPITAL UNITED INVESTMENTS LLC", "url": "https://advisorcensus.com/firm/capital-united-investments-llc-yucaipa-ca-312447", "city": "Yucaipa", "state": "CA", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "performance_based" ], "enhanced": false }, { "crd_number": 297266, "name": "Capital V Group LLC", "name_as_filed": "CAPITAL V GROUP LLC", "url": "https://advisorcensus.com/firm/capital-v-group-llc-cupertino-ca-297266", "city": "Cupertino", "state": "CA", "years_registered": 7, "raum_band": "not_reported", "compensation_types": [ "hourly" ], "enhanced": false }, { "crd_number": 151765, "name": "Carbahal Olsen Financial Services Group LLC", "name_as_filed": "CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC", "url": "https://advisorcensus.com/firm/carbahal-olsen-financial-services-group-llc-davis-ca-151765", "city": "Davis", "state": "CA", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 126752, "name": "Cardiff Park Advisors", "name_as_filed": "CARDIFF PARK ADVISORS", "url": 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