Barbara Steinmetz
Steinmetz Financial Planning · Redwood City, California
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.
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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 | $60.7M across 124 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 1996477 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.steinplan.com |
How Barbara's firm compares
- Steinmetz Financial Planning's average account is about $489,000, from its Form ADV (assets managed divided by 124 accounts).
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Questions about Barbara
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Redwood City
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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