SEC-registered financial advisors in San Jose, CA
Common fee types
- 100%Percentage of assets
- 67%Fixed or flat fee
Showing 18 of 18
- Align Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Betterwealth LLC$500M to $1BSEC recordPercentage of assets
- Clarity Wealth Advisors$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Concentrum Wealth Management$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Corinthian Wealth Management$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- DWR Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Endowe Advisory LLCUnder $25MSEC recordPercentage of assets
- Firsthand Capital Management, Inc.$25M to $100MSEC recordPercentage of assetsPerformance-based
- Heckman Financial & Insurance Services, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Kera Capital Partners$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Legacy Wealth Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Nim Wealth Solutions$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Potentia Wealth$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Retirement Capital Strategies, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Silicon Valley Capital Partners, L.P.$1B or moreSEC recordPercentage of assets
- Silicon Valley Retirement Services, LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- TTP Investments, Inc.$500M to $1BSEC recordPercentage of assetsOther
- Werba Rubin Papier Wealth Management, LLC$1B or moreSEC recordPercentage of assets
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.