# 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/6

## 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 6 of 36, 251 to 300 of 1,751, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Brightview Financial Solutions](https://advisorcensus.com/firm/brightview-financial-solutions-redwood-city-ca-300080) ([md](https://advisorcensus.com/firm/brightview-financial-solutions-redwood-city-ca-300080.md)) | 300080 | Redwood City, CA | State-registered investment adviser | $25 million to $100 million | 7 | % of assets, Hourly |
| [Brightway Wealth Planning](https://advisorcensus.com/firm/brightway-wealth-planning-307536) ([md](https://advisorcensus.com/firm/brightway-wealth-planning-307536.md)) | 307536 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 6 | % of assets, Hourly |
| [Brio Financial Group](https://advisorcensus.com/firm/brio-financial-group-san-francisco-ca-289889) ([md](https://advisorcensus.com/firm/brio-financial-group-san-francisco-ca-289889.md)) | 289889 | San Francisco, CA | SEC-registered investment adviser | $1 billion to $5 billion | 8 | % of assets, Hourly, Fixed fee |
| [Brooker Wealth Management](https://advisorcensus.com/firm/brooker-wealth-management-oakland-ca-105437) ([md](https://advisorcensus.com/firm/brooker-wealth-management-oakland-ca-105437.md)) | 105437 | Oakland, CA | SEC-registered investment adviser | $100 million to $500 million | 43 | % of assets, Hourly |
| [Brooks Wealth Management](https://advisorcensus.com/firm/brooks-wealth-management-westlake-village-ca-332237) ([md](https://advisorcensus.com/firm/brooks-wealth-management-westlake-village-ca-332237.md)) | 332237 | Westlake Village, CA | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Fixed fee |
| [Brookside Wealth Management LLC](https://advisorcensus.com/firm/brookside-wealth-management-llc-287767) ([md](https://advisorcensus.com/firm/brookside-wealth-management-llc-287767.md)) | 287767 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 9 | % of assets, Hourly |
| [Broomfield Advisory & Management](https://advisorcensus.com/firm/broomfield-advisory-and-management-san-francisco-ca-149434) ([md](https://advisorcensus.com/firm/broomfield-advisory-and-management-san-francisco-ca-149434.md)) | 149434 | San Francisco, CA | State-registered investment adviser | Not reported | 17 | % of assets, Hourly, Subscription, Fixed fee, Other |
| [Brsquared L.L.C.](https://advisorcensus.com/firm/brsquared-l-l-c-299063) ([md](https://advisorcensus.com/firm/brsquared-l-l-c-299063.md)) | 299063 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 7 | % of assets, Hourly, Fixed fee |
| [Bruce James Thomas JR](https://advisorcensus.com/firm/bruce-james-thomas-jr-moorpark-ca-115903) ([md](https://advisorcensus.com/firm/bruce-james-thomas-jr-moorpark-ca-115903.md)) | 115903 | Moorpark, CA | State-registered investment adviser | Not reported | 26 | Hourly, Fixed fee |
| [Bruce McIndoe & Associates, Inc.](https://advisorcensus.com/firm/bruce-mcindoe-and-associates-inc-la-mesa-ca-294708) ([md](https://advisorcensus.com/firm/bruce-mcindoe-and-associates-inc-la-mesa-ca-294708.md)) | 294708 | La Mesa, CA | State-registered investment adviser | Not reported | 8 | Hourly, Fixed fee |
| [Bruin Wealth Advisors LLC](https://advisorcensus.com/firm/bruin-wealth-advisors-llc-woodland-hills-ca-329169) ([md](https://advisorcensus.com/firm/bruin-wealth-advisors-llc-woodland-hills-ca-329169.md)) | 329169 | Woodland Hills, CA | State-registered investment adviser | $25 million to $100 million | 2 | % of assets, Hourly, Fixed fee |
| [Buff Your Finances](https://advisorcensus.com/firm/buff-your-finances-thousand-oaks-ca-288105) ([md](https://advisorcensus.com/firm/buff-your-finances-thousand-oaks-ca-288105.md)) | 288105 | Thousand Oaks, CA | State-registered investment adviser | Under $25 million | 9 | % of assets, Hourly, Fixed fee |
| [Burge Financial](https://advisorcensus.com/firm/burge-financial-sacramento-ca-172552) ([md](https://advisorcensus.com/firm/burge-financial-sacramento-ca-172552.md)) | 172552 | Sacramento, CA | State-registered investment adviser | Under $25 million | 11 | % of assets, Hourly, Fixed fee |
| [Burkart & Stevens Wealth Management](https://advisorcensus.com/firm/burkart-and-stevens-wealth-management-san-luis-obispo-ca-284575) ([md](https://advisorcensus.com/firm/burkart-and-stevens-wealth-management-san-luis-obispo-ca-284575.md)) | 284575 | San Luis Obispo, CA | State-registered investment adviser | Under $25 million | 9 | % of assets, Hourly, Fixed fee |
| [Burton Enright Welch](https://advisorcensus.com/firm/burton-enright-welch-walnut-creek-ca-118376) ([md](https://advisorcensus.com/firm/burton-enright-welch-walnut-creek-ca-118376.md)) | 118376 | Walnut Creek, CA | SEC-registered investment adviser | $1 billion to $5 billion | 18 | % of assets, Hourly, Fixed fee |
| [Butler Financial Services, Ltd.](https://advisorcensus.com/firm/butler-financial-services-ltd-westlake-village-ca-134049) ([md](https://advisorcensus.com/firm/butler-financial-services-ltd-westlake-village-ca-134049.md)) | 134049 | Westlake Village, CA | State-registered investment adviser | $25 million to $100 million | 34 | % of assets, Hourly, Fixed fee |
| [C 3 Financial Strategies](https://advisorcensus.com/firm/c-3-financial-strategies-166000) ([md](https://advisorcensus.com/firm/c-3-financial-strategies-166000.md)) | 166000 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 13 | % of assets, Hourly, Fixed fee |
| [C Financial and Tax Associates](https://advisorcensus.com/firm/c-financial-and-tax-associates-riverside-ca-170453) ([md](https://advisorcensus.com/firm/c-financial-and-tax-associates-riverside-ca-170453.md)) | 170453 | Riverside, CA | State-registered investment adviser | Under $25 million | 12 | % of assets, Hourly |
| [Cadena Financial Planning & Tax Services](https://advisorcensus.com/firm/cadena-financial-planning-and-tax-services-san-diego-ca-135892) ([md](https://advisorcensus.com/firm/cadena-financial-planning-and-tax-services-san-diego-ca-135892.md)) | 135892 | San Diego, CA | State-registered investment adviser | $25 million to $100 million | 20 | % of assets, Hourly, Fixed fee |
| [Calcagnini Wealth Management, LLC](https://advisorcensus.com/firm/calcagnini-wealth-management-llc-west-hollywood-ca-293164) ([md](https://advisorcensus.com/firm/calcagnini-wealth-management-llc-west-hollywood-ca-293164.md)) | 293164 | West Hollywood, CA | State-registered investment adviser | $25 million to $100 million | 7 | % of assets, Hourly, Fixed fee |
| [California Benefits and Retirement Group, LLC](https://advisorcensus.com/firm/california-benefits-and-retirement-group-llc-newport-beach-ca-305719) ([md](https://advisorcensus.com/firm/california-benefits-and-retirement-group-llc-newport-beach-ca-305719.md)) | 305719 | Newport Beach, CA | State-registered investment adviser | Under $25 million | 6 | % of assets, Hourly, Fixed fee, Performance fee |
| [California Capital Management](https://advisorcensus.com/firm/california-capital-management-burbank-ca-130734) ([md](https://advisorcensus.com/firm/california-capital-management-burbank-ca-130734.md)) | 130734 | Burbank, CA | SEC-registered investment adviser | $100 million to $500 million | 14 | % of assets, Hourly, Fixed fee |
| [California Financial Advisors](https://advisorcensus.com/firm/california-financial-advisors-san-ramon-ca-110152) ([md](https://advisorcensus.com/firm/california-financial-advisors-san-ramon-ca-110152.md)) | 110152 | San Ramon, CA | SEC-registered investment adviser | $1 billion to $5 billion | 28 | % of assets, Hourly, Fixed fee |
| [California Financial Partners, Inc.](https://advisorcensus.com/firm/california-financial-partners-inc-glendale-ca-328026) ([md](https://advisorcensus.com/firm/california-financial-partners-inc-glendale-ca-328026.md)) | 328026 | Glendale, CA | State-registered investment adviser | Not reported | 3 | Hourly, Fixed fee |
| [Callan](https://advisorcensus.com/firm/callan-san-francisco-ca-107687) ([md](https://advisorcensus.com/firm/callan-san-francisco-ca-107687.md)) | 107687 | San Francisco, CA | SEC-registered investment adviser | Over $5 billion | 53 | % of assets, Hourly, Fixed fee, Other |
| [Calvin S Mazlumyan, Attorney](https://advisorcensus.com/firm/calvin-s-mazlumyan-attorney-beverly-hills-ca-331551) ([md](https://advisorcensus.com/firm/calvin-s-mazlumyan-attorney-beverly-hills-ca-331551.md)) | 331551 | Beverly Hills, CA | State-registered investment adviser | Not reported | 2 | Hourly, Other |
| [Camelotta Advisors](https://advisorcensus.com/firm/camelotta-advisors-san-francisco-ca-128053) ([md](https://advisorcensus.com/firm/camelotta-advisors-san-francisco-ca-128053.md)) | 128053 | San Francisco, CA | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Hourly, Fixed fee |
| [Campbell Advisory Services, LLC](https://advisorcensus.com/firm/campbell-advisory-services-llc-newport-beach-ca-174674) ([md](https://advisorcensus.com/firm/campbell-advisory-services-llc-newport-beach-ca-174674.md)) | 174674 | Newport Beach, CA | State-registered investment adviser | Under $25 million | 11 | % of assets, Hourly, Fixed fee |
| [Campton Private Equity Advisors](https://advisorcensus.com/firm/campton-private-equity-advisors-san-francisco-ca-288085) ([md](https://advisorcensus.com/firm/campton-private-equity-advisors-san-francisco-ca-288085.md)) | 288085 | San Francisco, CA | State-registered investment adviser | Not reported | 9 | Hourly, Fixed fee, Other |
| [Camriel Advisors](https://advisorcensus.com/firm/camriel-advisors-mount-shasta-ca-333391) ([md](https://advisorcensus.com/firm/camriel-advisors-mount-shasta-ca-333391.md)) | 333391 | Mount Shasta, CA | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly, Fixed fee |
| [Candent Capital, LLC](https://advisorcensus.com/firm/candent-capital-llc-165454) ([md](https://advisorcensus.com/firm/candent-capital-llc-165454.md)) | 165454 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 13 | % of assets, Hourly, Fixed fee |
| [Cannon Beach Financial Advisors](https://advisorcensus.com/firm/cannon-beach-financial-advisors-san-ramon-ca-140959) ([md](https://advisorcensus.com/firm/cannon-beach-financial-advisors-san-ramon-ca-140959.md)) | 140959 | San Ramon, CA | SEC-registered investment adviser | $100 million to $500 million | 20 | % of assets, Hourly, Fixed fee |
| [Capital Adulting LLC](https://advisorcensus.com/firm/capital-adulting-llc-337636) ([md](https://advisorcensus.com/firm/capital-adulting-llc-337636.md)) | 337636 | Not reported, Not reported | State-registered investment adviser | Not reported | 1 | Hourly, Fixed fee |
| [Capital CS Group, LLC](https://advisorcensus.com/firm/capital-cs-group-llc-irvine-ca-304523) ([md](https://advisorcensus.com/firm/capital-cs-group-llc-irvine-ca-304523.md)) | 304523 | Irvine, CA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Capital Financial Consultants Group, Inc.](https://advisorcensus.com/firm/capital-financial-consultants-group-inc-san-juan-capistrano-ca-133657) ([md](https://advisorcensus.com/firm/capital-financial-consultants-group-inc-san-juan-capistrano-ca-133657.md)) | 133657 | San Juan Capistrano, CA | State-registered investment adviser | $25 million to $100 million | 1 | % of assets, Hourly, Fixed fee |
| [Capital Financial Management](https://advisorcensus.com/firm/capital-financial-management-san-diego-ca-130841) ([md](https://advisorcensus.com/firm/capital-financial-management-san-diego-ca-130841.md)) | 130841 | San Diego, CA | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Hourly, Fixed fee, Commissions |
| [Capital Fluency](https://advisorcensus.com/firm/capital-fluency-irvine-ca-306267) ([md](https://advisorcensus.com/firm/capital-fluency-irvine-ca-306267.md)) | 306267 | Irvine, CA | State-registered investment adviser | Under $25 million | 6 | % of assets, Hourly, Fixed fee, Performance fee |
| [Capital Guard Investments LLC](https://advisorcensus.com/firm/capital-guard-investments-llc-329362) ([md](https://advisorcensus.com/firm/capital-guard-investments-llc-329362.md)) | 329362 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly |
| [Capital Intelligence Advisors, Inc.](https://advisorcensus.com/firm/capital-intelligence-advisors-inc-santa-monica-ca-127023) ([md](https://advisorcensus.com/firm/capital-intelligence-advisors-inc-santa-monica-ca-127023.md)) | 127023 | Santa Monica, CA | State-registered investment adviser | Not reported | 22 | Hourly, Fixed fee |
| [Capital Management Advisor Group, LLC](https://advisorcensus.com/firm/capital-management-advisor-group-llc-walnut-creek-ca-304617) ([md](https://advisorcensus.com/firm/capital-management-advisor-group-llc-walnut-creek-ca-304617.md)) | 304617 | Walnut Creek, CA | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Hourly, Fixed fee |
| [Capital Partners Investment Group](https://advisorcensus.com/firm/capital-partners-investment-group-294889) ([md](https://advisorcensus.com/firm/capital-partners-investment-group-294889.md)) | 294889 | Not reported, Not reported | State-registered investment adviser | $25 million to $100 million | 6 | % of assets, Hourly, Fixed fee |
| [Capital Resources and Insurance, Inc](https://advisorcensus.com/firm/capital-resources-and-insurance-inc-huntington-beach-ca-301878) ([md](https://advisorcensus.com/firm/capital-resources-and-insurance-inc-huntington-beach-ca-301878.md)) | 301878 | Huntington Beach, CA | State-registered investment adviser | $25 million to $100 million | 7 | % of assets, Hourly, Fixed fee |
| [Capital Risk](https://advisorcensus.com/firm/capital-risk-300480) ([md](https://advisorcensus.com/firm/capital-risk-300480.md)) | 300480 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 3 | % of assets, Hourly, Fixed fee |
| [Capital Synergy Partners](https://advisorcensus.com/firm/capital-synergy-partners-irvine-ca-148733) ([md](https://advisorcensus.com/firm/capital-synergy-partners-irvine-ca-148733.md)) | 148733 | Irvine, CA | State-registered investment adviser | $100 million to $500 million | 15 | % of assets, Hourly, Fixed fee, Other |
| [Capital United Investments LLC](https://advisorcensus.com/firm/capital-united-investments-llc-yucaipa-ca-312447) ([md](https://advisorcensus.com/firm/capital-united-investments-llc-yucaipa-ca-312447.md)) | 312447 | Yucaipa, CA | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Performance fee |
| [Capital V Group LLC](https://advisorcensus.com/firm/capital-v-group-llc-cupertino-ca-297266) ([md](https://advisorcensus.com/firm/capital-v-group-llc-cupertino-ca-297266.md)) | 297266 | Cupertino, CA | State-registered investment adviser | Not reported | 7 | Hourly |
| [Carbahal Olsen Financial Services Group LLC](https://advisorcensus.com/firm/carbahal-olsen-financial-services-group-llc-davis-ca-151765) ([md](https://advisorcensus.com/firm/carbahal-olsen-financial-services-group-llc-davis-ca-151765.md)) | 151765 | Davis, CA | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Fixed fee |
| [Cardiff Park Advisors](https://advisorcensus.com/firm/cardiff-park-advisors-san-marcos-ca-126752) ([md](https://advisorcensus.com/firm/cardiff-park-advisors-san-marcos-ca-126752.md)) | 126752 | San Marcos, CA | SEC-registered investment adviser | $1 billion to $5 billion | 20 | Hourly, Fixed fee |
| [Caregen Wealth Management](https://advisorcensus.com/firm/caregen-wealth-management-san-mateo-ca-315313) ([md](https://advisorcensus.com/firm/caregen-wealth-management-san-mateo-ca-315313.md)) | 315313 | San Mateo, CA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Carey Wealth Management](https://advisorcensus.com/firm/carey-wealth-management-san-ramon-ca-173885) ([md](https://advisorcensus.com/firm/carey-wealth-management-san-ramon-ca-173885.md)) | 173885 | San Ramon, CA | SEC-registered investment adviser | $100 million to $500 million | 4 | % 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)
- [Hourly financial advisors in San Diego, CA](https://advisorcensus.com/advisors/ca/san-diego/hourly) (https://advisorcensus.com/advisors/ca/san-diego/hourly.md)
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- [Hourly financial advisors in Sacramento, CA](https://advisorcensus.com/advisors/ca/sacramento/hourly) (https://advisorcensus.com/advisors/ca/sacramento/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.