Will Steinberger
Think Different Financial Planning · Menlo Park, California
Will Steinberger is a fee-only financial advisor at Think Different Financial Planning in Menlo Park, California, who holds the CFP credential. Will charges an ongoing planning fee (ongoing planning from $18,000 a year) and focuses on flat-fee planning, equity compensation and retirement planning.
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Specialties
Who they serve
- Tech employees
Facts
| Firm | Think Different Financial Planning |
|---|---|
| Based in | Menlo Park, California |
| Fee model | Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $18,000 a year |
| Accepting new clients | Yes |
| Assets under management | $141.5M across 202 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 5541333 |
| Exams passed | Series 65 (2014) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | thinkdifferentfp.com |
| Profile |
How Will's firm compares
- Ongoing planning starts at $18,000 a year, above the California median of $6,000 for fee-only firms that publish prices.
- Think Different Financial Planning's average account is about $701,000, from its Form ADV (assets managed divided by 202 accounts).
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Questions about Will
Is Will Steinberger a fee-only financial advisor?
Yes. Will Steinberger is listed in 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 Will's firm.
How does Will charge for financial advice?
Will charges an ongoing planning fee.
How much does Will charge?
According to Think Different Financial Planning's website, checked October 28, 2026: ongoing planning from $18,000 a year.
Where is Will Steinberger based?
Will Steinberger is based in Menlo Park, California.
What does Will specialize in?
Will's specialties include flat-fee planning, equity compensation, retirement planning and tax planning. Will works with tech employees.
What credentials does Will Steinberger hold?
Will Steinberger holds the CFP credential.
Is Will Steinberger registered with the SEC?
Yes. Will Steinberger is registered as an investment adviser representative in CA and TX (CRD 5541333), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Think Different Financial Planning manage?
Think Different Financial Planning reports $141.5M across 202 accounts in assets under management.
How do I contact Will Steinberger?
Through Will's website, thinkdifferentfp.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Think Different Financial Planning 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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