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Financial planning in Los Altos, CA

10 advisers in Los Altos offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 10

Changing 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 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 reportedThree 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