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Advisers in Palo Alto, CA

22 advisers in Palo Alto — 22 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (14)Hourly fees (10)Flat / fixed fees (13)Retirement plan consulting (3)

All advisers

Allocate Management Company, LLC502 Waverley Street, Suite 2 · Palo Alto, CA 94301 · (650) 331-4151 · Flat / fixed feesCRD 316814 · % of assets, Fixed fees, Performance-based fees · $3.0 billion AUMSEC registeredNo commissions reportedBranson Frank a INC435 B Middlefield Road · Palo Alto, CA 94301 · (650) 862-2369 · % of assets managedCRD 110451 · % of assets, Performance-based fees · $223.2 million AUMSEC registeredNo commissions reportedCornerstone Capital, INC.200 Homer Ave. · Palo Alto, CA 94301 · (650) 566-9650 · Flat / fixed feesCRD 105396 · % of assets, Fixed fees · $1.4 billion AUMSEC registeredNo commissions reportedEntentvest INC.2100 Geng Road, Suite 210 · Palo Alto, CA 94303 · (650) 533-7732 · Financial planningCRD 311563 · % of assets · $7.0 million AUMState registeredNo commissions reportedFrank, Rimerman Advisors LLC1801 Page Mill Road · Palo Alto, CA 94304 · (650) 845-8100 · Financial planningCRD 124147 · % of assets, Hourly charges, Fixed fees · $3.4 billion AUMSEC registeredNo commissions reportedG. P. Greco & CO., INC.Palo Alto Square, 3000 El Camino Real, Building 4, Suite 200 · Palo Alto, CA 94306 · (650) 382-3085 · Flat / fixed feesCRD 318087 · % of assets, Fixed fees · $4.7 million AUMState registeredNo commissions reportedH&h International Investment, LLC2479 E Bayshore Rd #120 · Palo Alto, CA 94303 · (650) 319-6832 · % of assets managedCRD 292451 · % of assets, Performance-based fees · $25.5 billion AUMSEC registeredNo commissions reportedHolbrook Global Strategies635 Bryant Street · Palo Alto, CA 94301 · (650) 346-2630 · Financial planningCRD 127059 · % of assets, Hourly charges · $147.0 million AUMSEC registeredNo commissions reportedInsights Investments3101 Park Blvd · Palo Alto, CA 94306 · (650) 485-0277 · Flat / fixed feesCRD 309727 · % of assets, Subscription fees · $45.8 million AUMSEC registeredNo commissions reportedKukui Tree Capital Management LLC2625 Middlefield Rd, Suite 476 · Palo Alto, CA 94306 · (650) 434-0488 · Financial planningCRD 330374 · % of assets · $105.2 million AUMSEC registeredNo commissions reported
Maya Advisors, INC.1881 Page Mill Road · Palo Alto, CA 94304 · (650) 704-3074 · Financial planningCRD 144325 · % of assets, Hourly charges, Fixed fees · $138.2 million AUMSEC registeredNo commissions reportedMayfield Advisors, INC.438 Cambridge Avenue, Suite 100 · Palo Alto, CA 94306 · (650) 856-6600 · Financial planningCRD 144072 · % of assets, Hourly charges, Fixed fees · $143.5 million AUMSEC registeredNo commissions reportedMeyers Wealth Management2211 Park Blvd · Palo Alto, CA 94306 · (800) 993-2994 · Financial planningCRD 148734 · % of assets, Hourly charges · $96.0 million AUMState registeredNo commissions reportedOceaniq Capital, LLC1881 Page Mill Rd., Suite #236 · Palo Alto, CA 94304 · (415) 432-7580 · Financial planningCRD 168062 · % of assets, Hourly charges, Fixed fees · $334.2 million AUMSEC registeredNo commissions reportedRadiant Wealth Planning829 Emerson St · Palo Alto, CA 94301 · (650) 431-7799 · Financial planningCRD 310280 · % of assets, Fixed fees · $14.7 million AUMState registeredNo commissions reportedRebalance LLC635 Bryant Street, #6 · Palo Alto, CA 94301 · (650) 396-3900 · Financial planningCRD 158242 · % of assets, Fixed fees · $1.9 billion AUMSEC registeredNo commissions reportedRed Crane Wealth Management, LLC3000 El Camino Real, Building 4, Suite 200 · Palo Alto, CA 94306 · (415) 316-0982 · Financial planningCRD 284006 · % of assets, Hourly charges, Fixed fees · $151.6 million AUMSEC registeredNo commissions reportedSand Hill Global Advisors, LLC245 Lytton Avenue, Suite 300 · Palo Alto, CA 94301 · (650) 854-9150 · Financial planningCRD 111295 · % of assets, Hourly charges · $4.4 billion AUMSEC registeredNo commissions reportedStoic Point Capital Management LLC645 High Street, Suite B · Palo Alto, CA 94301 · (650) 503-9750 · Flat / fixed feesCRD 297766 · % of assets, Fixed fees, Performance-based fees · $119.5 million AUMSEC registeredNo commissions reportedThe Wealth Mastery, LLC228 Hamilton Ave · Palo Alto, CA 94301 · (650) 613-0606 · Financial planningCRD 318682 · % of assets, Hourly charges · $1.9 million AUMState registeredNo commissions reportedWealthfront Advisers LLC261 Hamilton Ave. · Palo Alto, CA 94301 · (855) 695-8437 · % of assets managedCRD 148456 · % of assets, Other · $47.7 billion AUMSEC registeredNo commissions reportedWhitespace Financial, LLC425 Page Mill Rd, 2nd Floor · Palo Alto, CA 94306 · (650) 777-7588 · Financial planningCRD 149069 · % of assets, Hourly charges, Fixed fees · $62.9 million AUMState registeredNo commissions reported
Talking to advisers in Palo Alto? 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.