{
  "path": "/advisors/ca/hourly",
  "url": "https://advisorcensus.com/advisors/ca/hourly/page/9",
  "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": 9,
  "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": 341781,
      "name": "Cosmos Wealth, LLC",
      "name_as_filed": "COSMOS WEALTH, LLC",
      "url": "https://advisorcensus.com/firm/cosmos-wealth-llc-la-jolla-ca-341781",
      "city": "La Jolla",
      "state": "CA",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 333709,
      "name": "Couillard Capital LLC",
      "name_as_filed": "COUILLARD CAPITAL LLC",
      "url": "https://advisorcensus.com/firm/couillard-capital-llc-los-angeles-ca-333709",
      "city": "Los Angeles",
      "state": "CA",
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 328371,
      "name": "Coulombe and Sons Wealth Management",
      "name_as_filed": "COULOMBE AND SONS WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/coulombe-and-sons-wealth-management-woodland-hills-ca-328371",
      "city": "Woodland Hills",
      "state": "CA",
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 336344,
      "name": "Count Your Beans Financial Planning LLC",
      "name_as_filed": "COUNT YOUR BEANS FINANCIAL PLANNING LLC",
      "url": "https://advisorcensus.com/firm/count-your-beans-financial-planning-llc-336344",
      "city": null,
      "state": null,
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed",
        "commissions",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 135454,
      "name": "Covey & Covey",
      "name_as_filed": "COVEY & COVEY",
      "url": "https://advisorcensus.com/firm/covey-and-covey-135454",
      "city": null,
      "state": null,
      "years_registered": 9,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 324665,
      "name": "COW Capital Inc",
      "name_as_filed": "COW CAPITAL INC",
      "url": "https://advisorcensus.com/firm/cow-capital-inc-324665",
      "city": null,
      "state": null,
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 325865,
      "name": "Cowan Capital Advisors",
      "name_as_filed": "COWAN CAPITAL ADVISORS",
      "url": "https://advisorcensus.com/firm/cowan-capital-advisors-325865",
      "city": null,
      "state": null,
      "years_registered": 3,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 136533,
      "name": "Craig V. Castanos CPA",
      "name_as_filed": "CRAIG V. CASTANOS CPA",
      "url": "https://advisorcensus.com/firm/craig-v-castanos-cpa-la-mesa-ca-136533",
      "city": "La Mesa",
      "state": "CA",
      "years_registered": 26,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 314432,
      "name": "Crane & Associates Wealth Management",
      "name_as_filed": "CRANE & ASSOCIATES WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/crane-and-associates-wealth-management-fullerton-ca-314432",
      "city": "Fullerton",
      "state": "CA",
      "years_registered": 5,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 172755,
      "name": "Crane Investments Inc",
      "name_as_filed": "CRANE INVESTMENTS INC",
      "url": "https://advisorcensus.com/firm/crane-investments-inc-laguna-beach-ca-172755",
      "city": "Laguna Beach",
      "state": "CA",
      "years_registered": 10,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 134936,
      "name": "Crawford Financial Planning & Consulting",
      "name_as_filed": "CRAWFORD FINANCIAL PLANNING & CONSULTING",
      "url": "https://advisorcensus.com/firm/crawford-financial-planning-and-consulting-modesto-ca-134936",
      "city": "Modesto",
      "state": "CA",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 316717,
      "name": "Create My Wealth LLC",
      "name_as_filed": "CREATE MY WEALTH LLC",
      "url": "https://advisorcensus.com/firm/create-my-wealth-llc-316717",
      "city": null,
      "state": null,
      "years_registered": 4,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 310062,
      "name": "Create Your Path LLC",
      "name_as_filed": "CREATE YOUR PATH LLC",
      "url": "https://advisorcensus.com/firm/create-your-path-llc-san-diego-ca-310062",
      "city": "San Diego",
      "state": "CA",
      "years_registered": 6,
      "raum_band": "under_25m",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 343953,
      "name": "Created Wealth Advisory",
      "name_as_filed": "CREATED WEALTH ADVISORY",
      "url": "https://advisorcensus.com/firm/created-wealth-advisory-venice-ca-343953",
      "city": "Venice",
      "state": "CA",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 286567,
      "name": "Creative Capital Management Investments LLC",
      "name_as_filed": "CREATIVE CAPITAL MANAGEMENT INVESTMENTS LLC",
      "url": "https://advisorcensus.com/firm/creative-capital-management-investments-llc-san-diego-ca-286567",
      "city": "San Diego",
      "state": "CA",
      "years_registered": 9,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 298898,
      "name": "Creative Capitalists, Inc",
      "name_as_filed": "CREATIVE CAPITALISTS, INC",
      "url": "https://advisorcensus.com/firm/creative-capitalists-inc-glendale-ca-298898",
      "city": "Glendale",
      "state": "CA",
      "years_registered": 7,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 126777,
      "name": "Creative Planning Institutional Advisors, LLC",
      "name_as_filed": "CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/creative-planning-institutional-advisors-llc-newport-beach-ca-126777",
      "city": "Newport Beach",
      "state": "CA",
      "years_registered": 21,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 338818,
      "name": "Crest Wealth Management LLC",
      "name_as_filed": "CREST WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/crest-wealth-management-llc-san-francisco-ca-338818",
      "city": "San Francisco",
      "state": "CA",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 132867,
      "name": "Crew Wealth Management",
      "name_as_filed": "CREW WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/crew-wealth-management-san-luis-obispo-ca-132867",
      "city": "San Luis Obispo",
      "state": "CA",
      "years_registered": 21,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 168947,
      "name": "Crossmarket Capital, LLC",
      "name_as_filed": "CROSSMARKET CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/crossmarket-capital-llc-newport-beach-ca-168947",
      "city": "Newport Beach",
      "state": "CA",
      "years_registered": null,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 286443,
      "name": "Crosspoint Financial, LLC",
      "name_as_filed": "CROSSPOINT FINANCIAL, LLC",
      "url": "https://advisorcensus.com/firm/crosspoint-financial-llc-tustin-ca-286443",
      "city": "Tustin",
      "state": "CA",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 277127,
      "name": "Crossroads Planning",
      "name_as_filed": "CROSSROADS PLANNING",
      "url": "https://advisorcensus.com/firm/crossroads-planning-orange-ca-277127",
      "city": "Orange",
      "state": "CA",
      "years_registered": 8,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 330731,
      "name": "Crux Wealth Advisors",
      "name_as_filed": "CRUX WEALTH ADVISORS",
      "url": "https://advisorcensus.com/firm/crux-wealth-advisors-long-beach-ca-330731",
      "city": "Long Beach",
      "state": "CA",
      "years_registered": 2,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 328963,
      "name": "CSI Wealth Management",
      "name_as_filed": "CSI WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/csi-wealth-management-arcadia-ca-328963",
      "city": "Arcadia",
      "state": "CA",
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 299116,
      "name": "Csuite Investment LLC",
      "name_as_filed": "CSUITE INVESTMENT LLC",
      "url": "https://advisorcensus.com/firm/csuite-investment-llc-san-rafael-ca-299116",
      "city": "San Rafael",
      "state": "CA",
      "years_registered": 7,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 113007,
      "name": "CTA Wealth Advisors, Inc.",
      "name_as_filed": "CTA WEALTH ADVISORS, INC.",
      "url": "https://advisorcensus.com/firm/cta-wealth-advisors-inc-burbank-ca-113007",
      "city": "Burbank",
      "state": "CA",
      "years_registered": 6,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 151695,
      "name": "Curtis Advisory Group, LLC",
      "name_as_filed": "CURTIS ADVISORY GROUP, LLC",
      "url": "https://advisorcensus.com/firm/curtis-advisory-group-llc-santa-barbara-ca-151695",
      "city": "Santa Barbara",
      "state": "CA",
      "years_registered": 11,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 168521,
      "name": "CWS Asset Management",
      "name_as_filed": "CWS ASSET MANAGEMENT",
      "url": "https://advisorcensus.com/firm/cws-asset-management-168521",
      "city": null,
      "state": null,
      "years_registered": 13,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 136903,
      "name": "Cypress Coast Investments",
      "name_as_filed": "CYPRESS COAST INVESTMENTS",
      "url": "https://advisorcensus.com/firm/cypress-coast-investments-carmel-ca-136903",
      "city": "Carmel",
      "state": "CA",
      "years_registered": 32,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 133975,
      "name": "Cypress Path Capital, LLC",
      "name_as_filed": "CYPRESS PATH CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/cypress-path-capital-llc-carmel-ca-133975",
      "city": "Carmel",
      "state": "CA",
      "years_registered": 14,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 288992,
      "name": "Cypress Wealth Services, LLC",
      "name_as_filed": "CYPRESS WEALTH SERVICES, LLC",
      "url": "https://advisorcensus.com/firm/cypress-wealth-services-llc-palm-desert-ca-288992",
      "city": "Palm Desert",
      "state": "CA",
      "years_registered": 9,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 156264,
      "name": "D'Arcy Capital Management, LLC",
      "name_as_filed": "D'ARCY CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/d-arcy-capital-management-llc-san-diego-ca-156264",
      "city": "San Diego",
      "state": "CA",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 149154,
      "name": "D.A. Flowers & Company, LLC",
      "name_as_filed": "D.A. FLOWERS & COMPANY, LLC",
      "url": "https://advisorcensus.com/firm/d-a-flowers-and-company-llc-berkeley-ca-149154",
      "city": "Berkeley",
      "state": "CA",
      "years_registered": null,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 132234,
      "name": "Dabk Financial Planning Services",
      "name_as_filed": "DABK FINANCIAL PLANNING SERVICES",
      "url": "https://advisorcensus.com/firm/dabk-financial-planning-services-132234",
      "city": null,
      "state": null,
      "years_registered": 22,
      "raum_band": "under_25m",
      "compensation_types": [
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 324692,
      "name": "DAE Wealth Management",
      "name_as_filed": "DAE WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/dae-wealth-management-324692",
      "city": null,
      "state": null,
      "years_registered": 3,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 135877,
      "name": "Daniel M. Stern, LLC",
      "name_as_filed": "DANIEL M. STERN, LLC",
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