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Financial planning in Santa Clara, CA

6 advisers in Santa Clara offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 6

Altura Wealth Advisors INC.2005 De La Cruz Blvd #120 · Santa Clara, CA 95050 · (408) 642-1322 · Financial planningCRD 309501 · % of assets, Hourly charges · $250.1 million AUMSEC registeredNo commissions reportedEdelman Financial Engines3945 Freedom Circle · Santa Clara, CA 95054 · (833) 752-6333 · Financial planningCRD 104510 · % of assets, Hourly charges, Subscription fees · $326.3 billion AUMSEC registeredNo commissions reportedFigtree Financial Advisors, LLC5201 Great America Parkway, Suite 320 · Santa Clara, CA 95054 · (408) 891-3574 · Financial planningCRD 301517 · % of assets, Fixed fees · $32.2 million AUMState registeredNo commissions reportedMoney Intelligence5201 Great America Pkwy, Suite 455 · Santa Clara, CA 95054 · (888) 865-7262 · Financial planningCRD 164597 · % of assets, Hourly charges, Fixed fees · $170.6 million AUMState registeredNo commissions reportedNri Wealth Management, LLC5201 Great America Pkwy, Suite 320 · Santa Clara, CA 95054 · (408) 373-5570 · Financial planningCRD 162234 · % of assets, Hourly charges, Fixed fees · $309.8 million AUMSEC registeredNo commissions reportedRogers Investment Advisors, LLC2975 Bowers Ave., Suite 107 · Santa Clara, CA 95051 · (408) 215-1698 · Financial planningCRD 132722 · % of assets, Hourly charges, Fixed fees · $70.6 million AUMState registeredNo commissions reported