Kimberly Pham
Sand Hill Global Advisors · Palo Alto, California
Kimberly Pham is a fee-only financial advisor at Sand Hill Global Advisors in Palo Alto, California. Kimberly focuses on equity compensation, founders (pre-exit) and family wealth transfer. Sand Hill Global Advisors reports charging a percentage of assets and hourly fees on its Form ADV.
Request an introduction to Kimberly →
Specialties
Who they serve
- Founders
- Executives
- Multi-generational families
Facts
| Firm | Sand Hill Global Advisors |
|---|---|
| Based in | Palo Alto, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $4.39B across 2,153 accounts |
| SEC registration | Investment adviser representative in CA · CRD 7004627 |
| Exams passed | Series 65 (2018) |
| Firm size | 33 employees |
| Disclosures | None reported |
| Website | www.sandhillglobaladvisors.com |
Request an introduction to Kimberly
Tell Kimberly a little about what you're looking for. Kimberly isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Kimberly
Is Kimberly Pham a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kimberly holds no broker registration, and Sand Hill Global Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kimberly charge for financial advice?
Kimberly's firm, Sand Hill Global Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Kimberly Pham based?
Kimberly Pham is based in Palo Alto, California.
What does Kimberly specialize in?
Kimberly's specialties include equity compensation, founders (pre-exit), family wealth transfer and divorce financial planning. Kimberly works with founders, executives and multi-generational families.
Is Kimberly Pham registered with the SEC?
Yes. Kimberly Pham is registered as an investment adviser representative in CA (CRD 7004627), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sand Hill Global Advisors manage?
Sand Hill Global Advisors reports $4.39B across 2,153 accounts in assets under management.
How do I contact Kimberly Pham?
Through Kimberly's website, www.sandhillglobaladvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- Sand Hill Global Advisors website : specialties, clients served, and fees, checked October 30, 2026
- 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.
See something wrong? Request a correction. Read our methodology.