Brandon Amaral
Amaral Financial Planning, LLC · San Jose, California
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.
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Specialties
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 | $8.4M across 23 accounts |
| Credentials | CFP · EA |
| SEC registration | Investment adviser representative in CA, TX · CRD 6707736 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | amaralfp.com |
| Profile |
How Brandon's firm compares
- A one-time plan starts at $9,000, above the California median of $2,500 for fee-only firms that publish prices.
- Amaral Financial Planning, LLC's average account is about $367,000, from its Form ADV (assets managed divided by 23 accounts).
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Questions about Brandon
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Amaral Financial Planning, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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