Firm
Amaral Financial Planning, LLC
San Jose, California
Fee-only
Amaral Financial Planning, LLC at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 23 individual clients, 1 of them high net worth.
- Its average account is about $367,000 (assets it manages divided by its 23 accounts).
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | San Jose, California |
|---|---|
| Website | amaralfp.com |
| [email protected] | |
| Phone | (408) 797-0029 |
Amaral Financial Planning, LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $9,000 |
|---|---|
| Account minimum | None |
| How it charges | Ongoing planning fee · Percentage of assets |
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $8 million |
| Individual clients | 22 |
| High-net-worth clients | 1 |
| Accounts managed | 23 |
| Employees | 1 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | January 5, 2026 |
| SEC record | CRD 316681 |