Fee-OnlyFinder

Advisers in Menlo Park, CA

20 advisers in Menlo Park — 20 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (11)Hourly fees (7)Flat / fixed fees (5)% of assets managed (19)Retirement plan consulting (3)

All advisers

A16z Perennial Management, L.P.2875 Sand Hill Rd · Menlo Park, CA 94025 · (650) 798-5800 · Financial planningCRD 324429 · % of assets, Performance-based fees, Other · $2.8 billion AUMSEC registeredNo commissions reportedAvalon Capital Management525 Middlefield Road, Suite 160 · Menlo Park, CA 94025 · (650) 306-1500 · Financial planningCRD 107501 · % of assets, Hourly charges · $582.2 million AUMSEC registeredNo commissions reportedClearpath Capital Partners LLC80 Willow Road · Menlo Park, CA 94025 · (415) 682-6900 · Financial planningCRD 111756 · % of assets, Hourly charges, Fixed fees · $161.3 million AUMSEC registeredNo commissions reportedDai Advisors3875 Bohannon Drive, #4194 · Menlo Park, CA 94025 · (510) 709-7543 · % of assets managedCRD 300332 · % of assets · $329.6 million AUMSEC registeredNo commissions reportedGlynn Capital Management, LLC1540 El Camino Real, Suite 110 · Menlo Park, CA 94025 · (650) 854-2215 · % of assets managedCRD 111296 · % of assets, Performance-based fees · $1.5 billion AUMSEC registeredNo commissions reportedLyell Wealth Management LP3000 Sand Hill Road, Building One, Suite 135 · Menlo Park, CA 94025 · (650) 353-3692 · Financial planningCRD 283521 · % of assets · $1.6 billion AUMSEC registeredNo commissions reportedMenlo Advisors LLC659 Oak Grove Avenue, Suite 207 · Menlo Park, CA 94025 · (650) 688-0300 · Hourly feesCRD 122721 · % of assets, Hourly charges, Performance-based fees · $369.7 million AUMSEC registeredNo commissions reportedMezzi700 El Camino Real, Suite 120, #1083 · Menlo Park, CA 94025 · (415) 612-2667 · Financial planningCRD 337818 · Fixed feesSEC registeredNo commissions reportedNelson Capital Management, LLC545 Middlefield Road, Suite 200 · Menlo Park, CA 94025 · (650) 322-4000 · Financial planningCRD 129776 · % of assets, Hourly charges · $810.8 million AUMSEC registeredNo commissions reportedOak Peak Financial750 Menlo Avenue, Suite 250 · Menlo Park, CA 94025 · (650) 434-6600 · Financial planningCRD 226668 · % of assets, Hourly charges, Fixed fees · $21.9 million AUMState registeredNo commissions reported
Portola Creek Capital80 Willow Road · Menlo Park, CA 94025 · (415) 634-0766 · Financial planningCRD 288119 · % of assets · $188.9 million AUMState registeredNo commissions reportedRoberts Wealth Advisors, LLC611 Santa Cruz Avenue, Suite 203 · Menlo Park, CA 94025 · (650) 240-2410 · Financial planningCRD 308827 · % of assets, Hourly charges, Fixed fees · $446.0 million AUMSEC registeredNo commissions reportedRobinhood Asset Management85 Willow Road · Menlo Park, CA 94025 · % of assets managedCRD 323736 · % of assets, Other · $1.5 billion AUMSEC registeredNo commissions reportedSage Rhino Capital LLC101 Jefferson Drive · Menlo Park, CA 94025 · (650) 352-5600 · Financial planningCRD 290148 · % of assets, Hourly charges, Fixed fees · $883.7 million AUMSEC registeredNo commissions reportedSolstein Capital, LLC1285 El Camino Real, Suite 100 · Menlo Park, CA 94025 · (415) 231-3000 · % of assets managedCRD 157888 · % of assets, Performance-based fees · $801.8 million AUMSEC registeredNo commissions reportedStamos Capital Partners, L.P.2498 Sand Hill Road · Menlo Park, CA 94025 · (650) 233-5000 · % of assets managedCRD 134660 · % of assets, Performance-based fees, Other · $7.6 billion AUMSEC registeredNo commissions reportedTiemann Investment Advisors, LLC750 Menlo Avenue, Suite 300 · Menlo Park, CA 94025 · (650) 566-0200 · % of assets managedCRD 125360 · % of assets · $341.1 million AUMSEC registeredNo commissions reportedValue Monitoring, INC250 Oak Grove Avenue, Suite a · Menlo Park, CA 94025 · (650) 451-3410 · Financial planningCRD 106056 · % of assets, Performance-based fees · $62.9 million AUMState registeredNo commissions reportedWhelan Capital Mangement707 Menlo Ave, Suite 200 · Menlo Park, CA 94025 · (650) 722-0258 · % of assets managedCRD 107216 · % of assets · $925,000 AUMState registeredNo commissions reportedWindmill Capital Adviser825 Oak Grove Avenue, Suite A206 · Menlo Park, CA 94025 · (650) 716-4575 · % of assets managedCRD 306699 · % of assetsState registeredNo commissions reported
Talking to advisers in Menlo Park? 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.