Fee-OnlyFinder

Advisers in Redwood City, CA

7 advisers in Redwood City — 7 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Hourly fees (6)Flat / fixed fees (6)Retirement plan consulting (3)

All advisers

Brightview Financial Solutions118 Grand Street · Redwood City, CA 94062 · (650) 517-5719 · Financial planningCRD 300080 · % of assets, Hourly charges · $42.3 million AUMState registeredNo commissions reportedEvart, Young & Hobbs Investment Management3 Lagoon Drive, Suite 155 · Redwood City, CA 94065 · (650) 802-0342 · Financial planningCRD 110263 · % of assets, Fixed fees · $269.9 million AUMSEC registeredNo commissions reportedFocusyou303 Twin Dolphin Dr, Suite 600 · Redwood City, CA 94065 · (650) 684-1199 · Financial planningCRD 155690 · % of assets, Hourly charges, Fixed fees · $61.9 million AUMState registeredNo commissions reportedGriffin Black, LLC702 Marshall Street, Suite 411 · Redwood City, CA 94063 · (650) 368-5785 · Financial planningCRD 134684 · % of assets, Hourly charges, Fixed fees · $355.5 million AUMSEC registeredNo commissions reportedRedwood Park Advisors3 Twin Dolphin Drive, Suite 210 · Redwood City, CA 94065 · (866) 579-8808 · Financial planningCRD 307958 · % of assets, Hourly charges, Fixed fees · $170.3 million AUMSEC registeredNo commissions reportedSteinmetz Financial Planning303 Twin Dolphin Drive, Ste. 600 · Redwood City, CA 94065 · (650) 401-3800 · Financial planningCRD 115545 · % of assets, Hourly charges, Fixed fees · $60.7 million AUMState registeredNo commissions reportedWealthvalues, LLC303 Twin Dolphin Dr., Suite 600 · Redwood City, CA 94065 · (650) 941-5530 · Financial planningCRD 140004 · % of assets, Hourly charges, Fixed fees · $466.5 million AUMSEC registeredNo commissions reported
Talking to advisers in Redwood City? 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.