# Brandon Amaral

> Brandon Amaral is a fee-only financial advisor at Amaral Financial Planning, LLC in San Jose, California, who holds the CFP and EA credentials. Brandon charges an ongoing planning fee and a percentage of assets (one-time plans from $9,000 and no asset minimum) and focuses on equity compensation, tax planning and estate & legacy planning.

Page: https://find.wellspent.co/advisors/brandon-amaral/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Amaral Financial Planning, LLC
- **Based in:** San Jose, California
- **Fee model:** Ongoing planning fee; Percentage of assets
- **Fees (firm's website):** one-time plans from $9,000; no asset minimum
- **Assets under management (firm):** $8.4M across 23 accounts
- **Credentials:** CFP, EA
- **Specialties:** Equity compensation, Tax planning, Estate & legacy planning
- **CRD:** 6707736 (https://adviserinfo.sec.gov/individual/summary/6707736)
- **SEC registration:** Investment adviser representative in CA, TX
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://amaralfp.com

## Frequently asked questions

### Is Brandon Amaral a fee-only financial advisor?

Yes. Brandon Amaral is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Brandon's firm.

### How does Brandon charge for financial advice?

Brandon charges an ongoing planning fee and a percentage of assets.

### How much does Brandon charge?

According to Amaral Financial Planning, LLC's website, checked October 28, 2026: one-time plans from $9,000; no asset minimum.

### Where is Brandon Amaral based?

Brandon Amaral is based in San Jose, California.

### What does Brandon specialize in?

Brandon's specialties include equity compensation, tax planning and estate & legacy planning.

### What credentials does Brandon Amaral hold?

Brandon Amaral holds the CFP and EA credentials.

### Is Brandon Amaral registered with the SEC?

Yes. Brandon Amaral is registered as an investment adviser representative in CA and TX (CRD 6707736), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Amaral Financial Planning, LLC manage?

Amaral Financial Planning, LLC reports $8.4M across 23 accounts in assets under management.

### How do I contact Brandon Amaral?

Through Brandon's website, amaralfp.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/47392): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://amaralfp.com/): specialties, clients served, and fees, checked October 28, 2026

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