Fee-OnlyFinder

Hourly fees in Menlo Park, CA

7 advisers in Menlo Park offering hourly fees. Firms that report charging hourly fees (Item 5.E(2)) — useful if you want advice without handing over your assets.

All 7

Avalon 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 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 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 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 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 reported