Fee-Only Financial Planners in Pleasanton, CA

A Fee-Only Financial Planner can help you in all aspects of your financial life - comprehensive financial planning, retirement planning, investment management, insurance analysis, and more. From the simple to complex, a Fee-Only Financial Planner can help you work toward your objectives.

Fee-Only Financial Planners in Pleasanton, CA:

Jay Hutchins

CFP®, AEP®, AIF®A, MS

The Wealth Conservatory

Pleasanton, CA

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

Fee-Only Planner with offices in New Hampshire, Missouri, and California

Janet Wan

CFP®, CPFA

Sierra Pacific Financial Advisors, LLC

Pleasanton, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Concentrated Stock Positions Strategy, Employer-Sponsored Retirement Plan – 401k, Defined Benefit plan

A Fee-Only, SEC Registered Investment Advisory Firm, providing unique financial solutions for professionals with equity reward compensations, near retirees and doctors in private practices

Joseph Kuo

CFP®, CMA®, MBA, Certified Grief Recovery Specialist

Abundance Wealth Planning, LLC

Newark, CA

Specialties: Comprehensive Financial Planning, Equity Comp (RSU, Options, ESPP) Strategy, Tax Planning, Investment Management, Family Planning (College, Estate)

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

Steven Bell

CFP®, MBA

The Wealth Conservatory

Livermore, CA

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

Fee-Only Planner with offices in New Hampshire, Missouri, and California

Yun Cho Messina

FRM®

Sierra Pacific Financial Advisors, LLC

Pleasanton, CA

Specialties: Comprehensive Financial Planning, Retirement Planning, Customized Investment Management, Education Planning, Tax Planning, Estate Planning

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

Tom Rasmussen

CFP®

BlueSky Wealth Advisors, LLC

Pleasanton, CA

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

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

Michael Babcock

CFP®, CPA

The Wealth Conservatory

Pleasanton, CA

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

Fee-Only Planner with offices in New Hampshire, Missouri, and California

Madeline Valente

CFP®

BlueSky Wealth Advisors

Pleasanton, CA

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

Fee-Only Financial Planner Serving Clients from BlueSky's Pleasanton, CA Office

Daniel Goodman

CLU®, CFP®

Sierra Pacific Financial Advisors, LLC

Pleasanton, CA

Specialties: Comprehensive Financial Planning, Investment Management, Retirement Income Planning, Estate Planning, Risk Mitigation & Planning

A Fee-Only, Independent Firm With Offices in Pleasanton, Cupertino, and Oakland, CA, providing an array of services for your unique financial needs

Bronwyn Shone

CFP®, MFA, EA

EP Wealth Advisors

Walnut Creek, CA

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

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David Blain

CFA®

BlueSky Wealth Advisors

Pleasanton, CA

Specialties: Comprehensive Financial Planning, Small Business Advice, Investment Management, Real Estate Investing, Tax Planning

Fee-Only Financial Planner Serving Clients from BlueSky's New Bern, NC Office

John Gjertsen

CFA®, CFP®, EA

BlueSky Wealth Advisors, LLC

Pleasanton, CA

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

Fee-Only financial planner located in New Bern, NC, serving clients locally and across the country

Gary Alt

Monterey Private Wealth, Inc.

Pleasanton, CA

Palbir Nijjar

Smart Path Wealth Management, LLC

Pleasanton, CA

Gregory Crofton

Adap Tax Financial, Inc

Pleasanton, 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)

    NAPFA Consumer Tools PDF

    Get Your Checklist

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