Miriam Santiago
Sand Hill Global Advisors · Palo Alto, California
Miriam Santiago is a fee-only financial advisor at Sand Hill Global Advisors in Palo Alto, California, who holds the CFP credential. Miriam 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 Miriam →
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 |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 8041011 |
| Firm size | 33 employees |
| Disclosures | None reported |
| Website | www.sandhillglobaladvisors.com |
Request an introduction to Miriam
Tell Miriam a little about what you're looking for. Miriam 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 Miriam
Is Miriam Santiago a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Miriam 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 Miriam charge for financial advice?
Miriam's firm, Sand Hill Global Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Miriam Santiago based?
Miriam Santiago is based in Palo Alto, California.
What does Miriam specialize in?
Miriam's specialties include equity compensation, founders (pre-exit), family wealth transfer and divorce financial planning. Miriam works with founders, executives and multi-generational families.
What credentials does Miriam Santiago hold?
Miriam Santiago holds the CFP credential.
Is Miriam Santiago registered with the SEC?
Yes. Miriam Santiago is registered as an investment adviser representative in CA (CRD 8041011), 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 Miriam Santiago?
Through Miriam'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.