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:
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.
Refine Your Search
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)
