Fee-Only Financial Planners in San Jose, 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 San Jose, CA:

I can work with clients anywhere!

Joseph Alfonso

CFP®, ChFC®, EA, RICP®

Aegis Financial Advisory, LLC

Cupertino, CA

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

Fee-Only Financial Advisor serving San Francisco Bay and Portland, OR areas.

Michael Garber

CFP®, CRTP

Michael Garber Financial Planning

San Jose, CA

Specialties: Comprehensive Financial Planning, Tax Planning, Equity Compensation Guidance, Investment Management, Retirement Income Planning

Fee-Only financial planner located in San Jose, CA, established in 2005.

Meredith Schneider

CFP®

Schneider Wealth Management

Woodside, 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.

Eric Rodriguez

CFP®

WealthBuilders LLC

San Jose, CA

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

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

Bruce Barton

CFP®, CFA®

Parkworth Wealth Management, Inc.

San Jose, 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.

Michael Jensen

CFP®

Falcon Wealth Planning, Inc.

San Jose, CA

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

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

Peggy Stephan

CFP®

Empowerment Financial Guidance, LLC

San Jose, CA

Specialties: Social Security Planning, Qualified Charitable Distributions, Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-only financial planner located in San Jose, CA, serving clients in the Bay area and across the country

Karl Leal

AAMS®, CFP®, CRPC®, RICP®

Leal Financial Planning

Campbell, CA

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

Fee Only Financial Planner Located in Campbell, CA and serving the entire region

Bill Weihman

CFP®

Empowerment Financial Guidance, LLC

San Jose, CA

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

Fee-only financial planner located in San Jose, CA, serving clients in the Bay area and across the country

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

Ethan Pepper

CFP®, EA, RLP®

Orchard City Wealth Management, LLC

Los Gatos, CA

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

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

Madeline Valente

CFP®

BlueSky Wealth Advisors

San Jose, 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

Jennipher Lommen

CFP®, EA

Wildflower Financial LLC

Santa Cruz, CA

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

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

John Gjertsen

CFA®, CFP®, EA

BlueSky Wealth Advisors, LLC

San Jose, 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

Jane Yoo

CFP®, MBA

Jane Financial, LLC

Oakland, CA

Specialties: Equity compensation, Tax planning, Investment management, Comprehensive financial planning

Fee-Only financial planner located in Oakland, CA, serving clients locally and across California

David Blain

CFA®

BlueSky Wealth Advisors

San Jose, 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

Janet Wan

CFP®, CPFA

Sierra Pacific Financial Advisors, LLC

Cupertino, 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

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.

Chris Duke

Silicon Valley Wealth Advisors, LLC

San Jose, CA

Brandon Amaral

CFP®, EA

Amaral Financial Planning

San Jose, CA

Chris Missirlian

CFP®

Parkworth Wealth Management, Inc.

San Jose, CA

Hilary Hendershott

Hendershott Wealth Management

San Jose, CA

Scott Yang

Silicon Valley Wealth Advisors, LLC

San Jose, CA

Tracy Lasecke

Silicon Valley Wealth Advisors, LLC

San Jose, CA

Elisa Ordona

CFP®

Evoke Financial Planning LLC

Fremont, CA

Austin Chinn

Fountain Strategies, LLC

San Jose, CA

Michal Zyla

CFP®

Parkworth Wealth Management, Inc.

San Jose, CA

Cameo Roberson

AAMS®

Atlas Park Consulting & Finance

Union City, 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

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