# Fee-only financial advisors in Santa Maria, CA

> AdvisorCensus lists 29 investment advisory firms with a principal office in the Santa Maria metro area that meet AdvisorCensus's fee-only test: paid only by client fees on Form ADV Item 5.E, with no employee registered with a broker-dealer or licensed as an insurance agent, no brokerage, insurance, or real estate sales business or related company, and no referral fees from others, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below, and read the methodology block for how this page is derived.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/ca/santa-maria/fee-only

## At a glance

- Investment advisory firms: 29
- Registration: SEC-registered investment adviser: 10, State-registered investment adviser: 19
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 29 (100%); Percentage of assets 26 (90%); Hourly charges 12 (41%); Subscription fees (newsletter or periodical) 1 (3%); Fixed fees 14 (48%)
- Regulatory assets under management (Item 5.F): Under $25 million 7 (24%); $25 million to $100 million 9 (31%); $100 million to $500 million 7 (24%); $500 million to $1 billion 3 (10%); $1 billion to $5 billion 1 (3%); Not reported 2 (7%)
- Years registered: Under 5 years 8 (28%); 5 to 9 years 6 (21%); 10 to 19 years 10 (34%); 20 years or more 5 (17%)

## Firms (page 1 of 1, 1 to 29 of 29, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Abundant Wealth Partners, LLC](https://advisorcensus.com/firm/abundant-wealth-partners-llc-santa-barbara-ca-317221) ([md](https://advisorcensus.com/firm/abundant-wealth-partners-llc-santa-barbara-ca-317221.md)) | 317221 | Santa Barbara, CA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Alamar Capital Management, LLC](https://advisorcensus.com/firm/alamar-capital-management-llc-santa-barbara-ca-154413) ([md](https://advisorcensus.com/firm/alamar-capital-management-llc-santa-barbara-ca-154413.md)) | 154413 | Santa Barbara, CA | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets |
| [Ariadne Wealth Management, LP](https://advisorcensus.com/firm/ariadne-wealth-management-lp-santa-barbara-ca-170999) ([md](https://advisorcensus.com/firm/ariadne-wealth-management-lp-santa-barbara-ca-170999.md)) | 170999 | Santa Barbara, CA | SEC-registered investment adviser | $500 million to $1 billion | 10 | % of assets |
| [Arlington Financial Advisors, LLC](https://advisorcensus.com/firm/arlington-financial-advisors-llc-santa-barbara-ca-283288) ([md](https://advisorcensus.com/firm/arlington-financial-advisors-llc-santa-barbara-ca-283288.md)) | 283288 | Santa Barbara, CA | SEC-registered investment adviser | $1 billion to $5 billion | 10 | % of assets, Hourly, Fixed fee |
| [Capital Management Services](https://advisorcensus.com/firm/capital-management-services-santa-barbara-ca-135617) ([md](https://advisorcensus.com/firm/capital-management-services-santa-barbara-ca-135617.md)) | 135617 | Santa Barbara, CA | State-registered investment adviser | Under $25 million | 35 | % of assets |
| [Capital Wealth Strategies, LLC](https://advisorcensus.com/firm/capital-wealth-strategies-llc-santa-barbara-ca-282818) ([md](https://advisorcensus.com/firm/capital-wealth-strategies-llc-santa-barbara-ca-282818.md)) | 282818 | Santa Barbara, CA | State-registered investment adviser | $25 million to $100 million | 10 | % of assets |
| [Castle Wealth Planning](https://advisorcensus.com/firm/castle-wealth-planning-santa-barbara-ca-141601) ([md](https://advisorcensus.com/firm/castle-wealth-planning-santa-barbara-ca-141601.md)) | 141601 | Santa Barbara, CA | SEC-registered investment adviser | $100 million to $500 million | 11 | % of assets, Hourly, Fixed fee |
| [Central Coast Tax & Financial Services](https://advisorcensus.com/firm/central-coast-tax-and-financial-services-lompoc-ca-289814) ([md](https://advisorcensus.com/firm/central-coast-tax-and-financial-services-lompoc-ca-289814.md)) | 289814 | Lompoc, CA | State-registered investment adviser | Under $25 million | 8 | % of assets, Hourly |
| [Daniel Investment Associates, LLC](https://advisorcensus.com/firm/daniel-investment-associates-llc-santa-barbara-ca-157284) ([md](https://advisorcensus.com/firm/daniel-investment-associates-llc-santa-barbara-ca-157284.md)) | 157284 | Santa Barbara, CA | SEC-registered investment adviser | $100 million to $500 million | 13 | % of assets |
| [Financial Telesis Company](https://advisorcensus.com/firm/financial-telesis-company-solvang-ca-112804) ([md](https://advisorcensus.com/firm/financial-telesis-company-solvang-ca-112804.md)) | 112804 | Solvang, CA | State-registered investment adviser | Under $25 million | 27 | % of assets, Hourly |
| [Financial Vision LLC](https://advisorcensus.com/firm/financial-vision-llc-goleta-ca-123659) ([md](https://advisorcensus.com/firm/financial-vision-llc-goleta-ca-123659.md)) | 123659 | Goleta, CA | State-registered investment adviser | $25 million to $100 million | 14 | Fixed fee |
| [Forrest Michael Leichtberg](https://advisorcensus.com/firm/forrest-michael-leichtberg-santa-barbara-ca-340688) ([md](https://advisorcensus.com/firm/forrest-michael-leichtberg-santa-barbara-ca-340688.md)) | 340688 | Santa Barbara, CA | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Subscription, Fixed fee |
| [Honor Family Office, LLC](https://advisorcensus.com/firm/honor-family-office-llc-santa-barbara-ca-317000) ([md](https://advisorcensus.com/firm/honor-family-office-llc-santa-barbara-ca-317000.md)) | 317000 | Santa Barbara, CA | State-registered investment adviser | $25 million to $100 million | 4 | % of assets, Fixed fee |
| [Johannsen & Associates, Inc.](https://advisorcensus.com/firm/johannsen-and-associates-inc-santa-barbara-ca-137013) ([md](https://advisorcensus.com/firm/johannsen-and-associates-inc-santa-barbara-ca-137013.md)) | 137013 | Santa Barbara, CA | State-registered investment adviser | $25 million to $100 million | 32 | % of assets |
| [Laguna Capital Management, Inc.](https://advisorcensus.com/firm/laguna-capital-management-inc-santa-barbara-ca-269869) ([md](https://advisorcensus.com/firm/laguna-capital-management-inc-santa-barbara-ca-269869.md)) | 269869 | Santa Barbara, CA | State-registered investment adviser | $25 million to $100 million | 11 | % of assets, Hourly, Fixed fee |
| [Lambert Capital Management](https://advisorcensus.com/firm/lambert-capital-management-santa-barbara-ca-127822) ([md](https://advisorcensus.com/firm/lambert-capital-management-santa-barbara-ca-127822.md)) | 127822 | Santa Barbara, CA | State-registered investment adviser | Under $25 million | 7 | % of assets |
| [Lucent Wealth Planning, LLC](https://advisorcensus.com/firm/lucent-wealth-planning-llc-santa-barbara-ca-297447) ([md](https://advisorcensus.com/firm/lucent-wealth-planning-llc-santa-barbara-ca-297447.md)) | 297447 | Santa Barbara, CA | State-registered investment adviser | $100 million to $500 million | 8 | % of assets, Fixed fee |
| [Miltonian Capital Management, LLC](https://advisorcensus.com/firm/miltonian-capital-management-llc-los-olivos-ca-156144) ([md](https://advisorcensus.com/firm/miltonian-capital-management-llc-los-olivos-ca-156144.md)) | 156144 | Los Olivos, CA | State-registered investment adviser | $25 million to $100 million | 15 | % of assets, Fixed fee |
| [Montecito Capital Management](https://advisorcensus.com/firm/montecito-capital-management-santa-barbara-ca-123266) ([md](https://advisorcensus.com/firm/montecito-capital-management-santa-barbara-ca-123266.md)) | 123266 | Santa Barbara, CA | State-registered investment adviser | $25 million to $100 million | 22 | % of assets |
| [Open Path Financial](https://advisorcensus.com/firm/open-path-financial-goleta-ca-329943) ([md](https://advisorcensus.com/firm/open-path-financial-goleta-ca-329943.md)) | 329943 | Goleta, CA | State-registered investment adviser | Not reported | 2 | Hourly |
| [Painted Porch Advisors LLC](https://advisorcensus.com/firm/painted-porch-advisors-llc-santa-barbara-ca-304375) ([md](https://advisorcensus.com/firm/painted-porch-advisors-llc-santa-barbara-ca-304375.md)) | 304375 | Santa Barbara, CA | SEC-registered investment adviser | $500 million to $1 billion | 4 | % of assets, Fixed fee |
| [Presidio Financial Advisors LLC](https://advisorcensus.com/firm/presidio-financial-advisors-llc-santa-barbara-ca-313150) ([md](https://advisorcensus.com/firm/presidio-financial-advisors-llc-santa-barbara-ca-313150.md)) | 313150 | Santa Barbara, CA | State-registered investment adviser | Under $25 million | 5 | % of assets, Hourly |
| [Santafino Wealth Management LLC](https://advisorcensus.com/firm/santafino-wealth-management-llc-santa-barbara-ca-333407) ([md](https://advisorcensus.com/firm/santafino-wealth-management-llc-santa-barbara-ca-333407.md)) | 333407 | Santa Barbara, CA | State-registered investment adviser | Not reported | 1 | % of assets, Hourly, Fixed fee |
| [Soho Financial Services LLC](https://advisorcensus.com/firm/soho-financial-services-llc-montecito-ca-142510) ([md](https://advisorcensus.com/firm/soho-financial-services-llc-montecito-ca-142510.md)) | 142510 | Montecito, CA | State-registered investment adviser | Under $25 million | 7 | % of assets, Fixed fee |
| [Summa Capital Management LLC](https://advisorcensus.com/firm/summa-capital-management-llc-santa-barbara-ca-139984) ([md](https://advisorcensus.com/firm/summa-capital-management-llc-santa-barbara-ca-139984.md)) | 139984 | Santa Barbara, CA | State-registered investment adviser | $25 million to $100 million | 20 | % of assets |
| [Synchronous Wealth Advisors LLC](https://advisorcensus.com/firm/synchronous-wealth-advisors-llc-solvang-ca-317161) ([md](https://advisorcensus.com/firm/synchronous-wealth-advisors-llc-solvang-ca-317161.md)) | 317161 | Solvang, CA | SEC-registered investment adviser | $100 million to $500 million | 0 | Hourly, Fixed fee |
| [Thryve Wealth Management](https://advisorcensus.com/firm/thryve-wealth-management-santa-barbara-ca-335920) ([md](https://advisorcensus.com/firm/thryve-wealth-management-santa-barbara-ca-335920.md)) | 335920 | Santa Barbara, CA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets |
| [Trinity Capital Management, LLC](https://advisorcensus.com/firm/trinity-capital-management-llc-santa-barbara-ca-143097) ([md](https://advisorcensus.com/firm/trinity-capital-management-llc-santa-barbara-ca-143097.md)) | 143097 | Santa Barbara, CA | SEC-registered investment adviser | $500 million to $1 billion | 19 | % of assets, Hourly, Fixed fee |
| [Walstad Investment Counsel, Inc.](https://advisorcensus.com/firm/walstad-investment-counsel-inc-santa-barbara-ca-107112) ([md](https://advisorcensus.com/firm/walstad-investment-counsel-inc-santa-barbara-ca-107112.md)) | 107112 | Santa Barbara, CA | State-registered investment adviser | $25 million to $100 million | 14 | % of assets |

## Questions people ask

**How many financial advisory firms are there in Santa Maria, CA?**
AdvisorCensus lists 77 investment advisory firms with a principal office in the Santa Maria metro area, from Form ADV filings as of October 2026: 33 SEC-registered, 30 state-registered, and 14 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 Santa Maria, CA?**
29 of the 77 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 Santa Maria, CA offer financial planning?**
41 of the 63 firms in Santa Maria, CA 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 Santa Maria, CA 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 29 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)
- [Financial advisors in Santa Maria, CA](https://advisorcensus.com/advisors/ca/santa-maria) (https://advisorcensus.com/advisors/ca/santa-maria.md)
- [Fee-only financial advisors in California](https://advisorcensus.com/advisors/ca/fee-only) (https://advisorcensus.com/advisors/ca/fee-only.md)
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Cite as: AdvisorCensus. Fee-only financial advisors in Santa Maria, CA: 29 firms from Form ADV filings as of October 2026.