Fee-Only Financial Advisors in Palo Alto, CA

What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Palo Alto, CA area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".

Every Palo Alto, CA Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent

Lavina Nagar

CFP®

Maya Advisors, Inc.

Palo Alto, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Palo Alto, CA, serving clients locally and across the country

Jane Beule

CFP®, MBA, MLA, TEP

Griffin Black, Inc.

Redwood City, CA

Specialties: Comprehensive Financial Planning, Business Transition Planning, Retirement Income Planning, Investment Management, Tax Planning, College Funding Planning

Fee-Only Financial Advisor serving clients nationally and internationally.

Ariadne Horstman

CFP®, RLP®

Tamarind Financial Planning

Palo Alto, CA

Specialties: Comprehensive Financial Planning, Socially Responsible Portfolios, International Planning & Advice, Retirement Income Planning

For over a decade, Ariadne Horstman, CFP®, has been using her financial planning skills, training, and experience to help families and individuals make effective choices for their financial lives.

Richard Schultz

CFP®

Pacific Investment Research

Cupertino, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Wealth Manager and Investment Advisor serving Southern California and the Bay Area including Orange County, Cupertino, and Silicon Valley

I can work with clients anywhere!

David Meyers

CFP®

Meyers Wealth Management

Palo Alto, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee Only Financial Planner Located in Palo Alto, CA and Serving Clients Nationwide

Bruce Barton

CFP®, CFA®

Parkworth Wealth Management, Inc.

Palo Alto, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in San Jose, CA, helping executives and professionals live their best financial life.

Meredith Schneider

CFP®

Schneider Wealth Management

Palo Alto, CA

Specialties: Employee Stock - ISO, NQ, RSU's, Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning

Certified Financial Planner™ in Palo Alto & Redwood City providing financial planning and investment management for tech executives and engineers for over 22 years. Clients are smart and savvy professionals in their 30's - 50's with assets ranging from $2 Million to over $50 Million.

Curt Weil

Weil Capital Management

Palo Alto, CA

Maureen Costello

J.D.

Buckingham Strategic Wealth

Palo Alto, CA

Chris Missirlian

CFP®

Parkworth Wealth Management, Inc.

Palo Alto, CA

Michal Zyla

CFP®

Parkworth Wealth Management, Inc.

Palo Alto, CA

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    Fee-Only Financial Advisors never earn commission or sell investment products.

    Fee-Only:
    Compensated only by the client without earning commission of any kind for product sales or referrals.

    Fiduciary:
    Legally sworn and obligated to always place the interest of the client ahead of their own.

    Independent:
    Not affiliated with any brokerage firm, bank, or insurance company.


    Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)

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