Browse all Flat-fee advisors in California

Every advisor below is licensed to work with clients in California. Narrow by specialty to find someone who focuses on your situation.

Browse by specialty

Find California advisors who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty	Advisors
Founder/Business Owner	19,736
Retired	13,400
Wealth management	10,215
Tax-loss harvesting	9,591
Executive	9,188
Retirement plans for business owners (SEP, solo 401k)	8,826
Private / alternative investments	4,907
College savings (529s, UTMA, etc.)	4,741
Options & derivatives strategies	3,905
Retirement income strategy	3,170
ESG / Sustainable investing	2,884
Annuities	2,840
Active portfolio management	2,825
General retirement planning	2,600
Business exit / sale strategy	2,266
Charitable giving & philanthropy	1,986
Approaching retirement	1,747
Concentrated stock management	1,727
HENRY (High Earners, Not Rich Yet)	1,662
Cash flow / budgeting	1,556
Self-Employed	1,510
Real estate investing	1,503
Passive / index investing	1,375
Business succession planning	769
General tax planning	716
General estate planning guidance	713
Income planning	663
Financial Professional	641
Equity compensation tax strategy	628
Established Professionals	573
Business ownership considerations	470
Mid-Career Professionals	446
Social Security optimization	410
Long-term care insurance	382
Debt management	371
Tax strategies for small businesses	341
Retirement withdrawal strategies	330
Values-based investing	227
Business sale tax planning	205
Women Professionals	204
Family Business	202
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	187
Factor investing / smart beta	167
Intergenerational Families	159
Divorce financial planning	148
Dentist	144
Equity Recipients (RS/RSU, SOP, ESPP)	121
Life insurance needs analysis	114
Doctor or Medical Professional	106
Retired	104
Charitable giving tax strategies	97
Airline Pilot	84
Multi-generational wealth transfer	74
Young Professionals	73
Roth conversion strategy	68
Educators, Teachers, and Academics	65
Cross-border / expatriate tax planning	63
Young Families	59
Religious/faith focused	55
Elder care planning	54
Technology Professional	52
Attorney	43
Professional Athlete	42
Military & Veterans	41
Medicare planning	35
Business Financial Management	34
Stock option exercise strategy	27
Divorced	21
Disability insurance	19
Planning for children with special needs	18
Parents	17
Student loan debt	17
Married/Couples/Partners	16
Trust structures (GRAT, IDGT, revocable)	16
Liquidity event planning	15
Christian Faith Based	14
Entertainment Industry	14
Entity structure planning (LLC, S-Corp)	14
Expats	13
Sandwich Generation	13
Women's Finance	13
Consultant	12
FIRE (Financial Independence Retire Early)	9
Cross-border & expatriate issues	8
Newlywed/Engaged	8
Divorced Women	7
Dual Income Family	7
LGBTQIA	7
Early retirement planning	6
Government Employee	6
Immigrants	6
Career Changers	5
Financial coaching / therapy	5
Hispanic/Latino/Latinx	5
Widow/Widower	5
Engineering Professional	4
Home buying	4
Inherited wealth	4
Single Women	4
Minorities	3

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