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Advisers in Los Altos, CA

13 advisers in Los Altos — 13 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (10)Hourly fees (4)Flat / fixed fees (7)

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Acela Capital Management, LLC520 Valencia Drive · Los Altos, CA 94022 · (415) 299-7758 · % of assets managedCRD 153444 · % of assets · $38.1 million AUMState registeredNo commissions reportedChanging Parameters, LLC201 Main Street, Suite 150 · Los Altos, CA 94022 · (650) 327-7705 · Financial planningCRD 132551 · % of assets · $105.4 million AUMSEC registeredNo commissions reportedDiversifi Capital INC4546 El Camino Real B10, #1013 · Los Altos, CA 94022 · (650) 632-5667 · Financial planningCRD 242788 · % of assets, Hourly charges, Fixed fees · $671.4 million AUMSEC registeredNo commissions reportedFlywheel Private Wealth LLC4 Main Street, Suite 240 · Los Altos, CA 94022 · (650) 229-8782 · Financial planningCRD 325690 · % of assets · $415.0 million AUMSEC registeredNo commissions reportedFrank Elmer Investment Strategies LLC309 Second Street Suite 3 · Los Altos, CA 94022 · (650) 808-0188 · % of assets managedCRD 154841 · % of assets · $34.1 million AUMState registeredNo commissions reportedGates Pass Advisors, LLC280 2nd Street, Suite 280 · Los Altos, CA 94022 · (650) 797-0280 · Financial planningCRD 269983 · % of assets, Fixed fees · $207.6 million AUMSEC registeredNo commissions reportedJohnson Lyman Wealth Advisors4966 El Camino Real, Suite 109 · Los Altos, CA 94022 · (650) 494-2733 · Financial planningCRD 150150 · % of assets, Fixed fees · $202.1 million AUMSEC registeredNo commissions reportedKuleana Wealth Advisors164 Main Street, Suite 210 · Los Altos, CA 94022 · (650) 917-9333 · Financial planningCRD 154028 · % of assets, Hourly charges, Fixed fees · $95.6 million AUMState registeredNo commissions reportedPwjohnson Wealth & Legacy, LLC2051 Grant Road, Suite 240 · Los Altos, CA 94024 · (408) 747-1222 · Financial planningCRD 133538 · % of assets, Hourly charges, Fixed fees · $62.5 million AUMState registeredNo commissions reportedRiley Friedman Asset Management4984 El Camino Real, Suite 101 · Los Altos, CA 94022 · (650) 988-1088 · % of assets managedCRD 155810 · % of assets · $584.8 million AUMSEC registeredNo commissions reported
Three Bridge Wealth Advisors240 Third Street, Suite 110 · Los Altos, CA 94022 · (650) 433-3500 · Financial planningCRD 150460 · % of assets, Hourly charges, Fixed fees · $1.0 billion AUMSEC registeredNo commissions reportedTotal Wealth Solutions146 Main Street, Suite 201 · Los Altos, CA 94022 · (510) 252-0135 · Financial planningCRD 327794 · % of assets, Fixed fees · $148.0 million AUMSEC registeredNo commissions reportedTraveka Wealth, LLC175 S San Antonio Road, Suite 101 · Los Altos, CA 94022 · (650) 397-2225 · Financial planningCRD 328421 · % of assets · $730.8 million AUMSEC registeredNo commissions reported
Talking to advisers in Los Altos? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.