Advice-Only Financial Advisors in California

Michael Rodriguez, CFP® — fee-only, advice-only financial planning for first-gen families and young couples. Flat fee. No commissions. No products.

No nonsense, advice-only planner who dreams of everyone having a financial plan.

I offer a safe space & values-based planning for progressive folx wanting to reach their goals while also positively impacting the world around them.

I work with clients who are near or already in retirement. My Retirement Roadmap focuses on streamlining retirement.

I help tech professionals turn success into lasting wealth and security through equity comp planning, advanced tax strategies, and diversification.

A former teacher and principal, I empower clients to master their money, optimize pensions, and confidently navigate their financial future.

Helping financial planners give advice, not sales pitches!

Holistic planning. Hourly or flat fee. Tools, support, and expert guidance on demand with no product sales or ongoing fees.

Hi, I'm Aubrey and I'm here to help. Advice-only, fee-only, fiduciary 100% of the time, on the hourly model for FI/RE clients with ADHD/neurodiversity...Read more

Helping first-generation professionals organize & optimize their financial lives to feel confident about their finances & future!

Jon Luskin is a fee-only, advice-only CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and fiduciary specializing in hourly advice to do-it-yourself i...Read more

I provide advice on an hourly, project, or ongoing basis, depending on your needs and preferences.

Former Big Four tax professional and corporate finance strategist designing straightforward financial plans built for empowerment.

Flat-fee fiduciary planner. Transform your complex finances into an actionable, comprehensive strategy to achieve financial independence and wealth.

My mission is to make individuals and families establish a clear financial path for reaching their lifetime goals and help them avoid mistakes in the...Read more

I help clients make smart decisions around Equity Compensation in view of their broader financial plan and tax situation in a DIY-friendly format.