Fee-OnlyFinder

Hourly fees in San Jose, CA

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

All 15

Align Wealth Management, LLC1850 Hamilton Ave · San Jose, CA 95125 · (408) 559-7444 · Financial planningCRD 323615 · % of assets, Hourly charges, Fixed fees · $116.7 million AUMSEC registeredNo commissions reportedAltos Financial Management, LLC4100 Moorpark Ave, Ste 104 · San Jose, CA 95117 · (408) 249-7881 · Hourly feesCRD 107602 · % of assets, Hourly charges · $31.1 million AUMState registeredNo commissions reportedConcentrum Wealth Management353 Piercy Road · San Jose, CA 95138 · (408) 840-4030 · Financial planningCRD 167151 · % of assets, Hourly charges, Fixed fees · $986.8 million AUMSEC registeredNo commissions reportedCorinthian Wealth Management1625 the Alameda, Suite 308 · San Jose, CA 95126 · (408) 995-0915 · Financial planningCRD 312196 · % of assets, Hourly charges, Fixed fees · $131.7 million AUMSEC registeredNo commissions reportedDwr Wealth Management, LLC1884 the Alameda · San Jose, CA 95126 · (408) 260-9600 · Financial planningCRD 133743 · % of assets, Hourly charges, Fixed fees · $221.2 million AUMSEC registeredNo commissions reportedFireside Financial Planning, INC.1975 Hamilton Avenue, Suite 6a · San Jose, CA 95125 · (408) 371-3091 · Financial planningCRD 121784 · % of assets, Hourly charges, Fixed fees · $17.7 million AUMState registeredNo commissions reportedHeckman Financial & Insurance Services, INC.333 W Santa Clara St, Suite 604 · San Jose, CA 95113 · (408) 297-9800 · Financial planningCRD 111549 · % of assets, Hourly charges, Fixed fees · $116.4 million AUMSEC registeredNo commissions reportedKera Capital Partners1760 the Alameda · San Jose, CA 95126 · (408) 668-2201 · Financial planningCRD 312875 · % of assets, Hourly charges, Fixed fees · $1.4 billion AUMSEC registeredNo commissions reportedLegacy Wealth Advisors, LLC2001 Gateway Place, Suite 600w · San Jose, CA 95110 · (408) 452-7700 · Financial planningCRD 127758 · % of assets, Hourly charges, Fixed fees · $178.3 million AUMSEC registeredNo commissions reportedNim Wealth Solutions1731 Technology Dr., Ste 570 · San Jose, CA 95110 · (888) 322-2009 · Financial planningCRD 334754 · % of assets, Hourly charges, Fixed fees · $116.8 million AUMSEC registeredNo commissions reported
Pantheon Wealth Planning1798 Technology Drive, Suite 200 · San Jose, CA 95110 · (408) 404-8282 · Financial planningCRD 166825 · Hourly charges, Fixed feesState registeredNo commissions reportedRetirement Capital Strategies, INC.1190 Saratoga Ave., Suite 140 · San Jose, CA 95129 · (408) 551-6100 · Financial planningCRD 139009 · % of assets, Hourly charges, Fixed fees · $305.2 million AUMSEC registeredNo commissions reportedSilicon Valley Wealth Management Solutions, INC.6050 Hellyer Ave Suite 150 · San Jose, CA 95138 · (408) 440-6195 · Financial planningCRD 159702 · % of assets, Hourly charges, Fixed fees · $50.9 million AUMState registeredNo commissions reportedSkysphere LLC2880 Zanker Rd, Ste 203 · San Jose, CA 95134 · (408) 520-0496 · Financial planningCRD 162967 · % of assets, Hourly charges · $320,000 AUMState registeredNo commissions reportedSterling Advisory Services, LLC1541 the Alameda, Suite B · San Jose, CA 95126 · (408) 213-6902 · Financial planningCRD 169827 · % of assets, Hourly charges, Fixed fees · $6.2 million AUMState registeredNo commissions reported