# Barbara Steinmetz

> Barbara Steinmetz is a fee-only financial advisor at Steinmetz Financial Planning in Redwood City, California, who holds the CFP credential. Steinmetz Financial Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/barbara-steinmetz/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Steinmetz Financial Planning
- **Based in:** Redwood City, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $60.7M across 124 accounts
- **Credentials:** CFP
- **CRD:** 1996477 (https://adviserinfo.sec.gov/individual/summary/1996477)
- **SEC registration:** Investment adviser representative in CA
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.steinplan.com

## Frequently asked questions

### Is Barbara Steinmetz a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Barbara holds no broker registration, and Steinmetz Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Barbara charge for financial advice?

Barbara's firm, Steinmetz Financial Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Barbara Steinmetz based?

Barbara Steinmetz is based in Redwood City, California.

### What credentials does Barbara Steinmetz hold?

Barbara Steinmetz holds the CFP credential.

### Is Barbara Steinmetz registered with the SEC?

Yes. Barbara Steinmetz is registered as an investment adviser representative in CA (CRD 1996477), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Steinmetz Financial Planning manage?

Steinmetz Financial Planning reports $60.7M across 124 accounts in assets under management.

### How do I contact Barbara Steinmetz?

Through Barbara's website, www.steinplan.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1996477): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.