Firm
Sand Hill Global Advisors
Palo Alto, California
Fee-only
Facts
| Based in | Palo Alto, California |
|---|---|
| Website | sandhillglobaladvisors.com |
| [email protected] | |
| Phone | (650) 854-9150 |
Sand Hill Global Advisors fees
Sand Hill Global Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
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 |
|---|---|
| Assets managed | $4.4 billion |
| Individual clients | 42 |
| Financial planning | Offered |
| Form ADV filed | March 30, 2026 |
| SEC record | CRD 111295 |
Advisors at this firm (20)
-
Alfred Cheung
-
Anthony Craun
CFA
-
Barry Taylor
CFP
-
Brenda Vingiello
CFA
-
Brendon Yi
-
Brian Dombkowski
CFA
-
Caroline Curts
CFP
-
Drew Kunde
-
Elizabeth Cody
CFP
-
Janet Hoffmann
CFP · CFA
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Jeffrey Abadie
CFP
-
Kimberleigh Williams
CFP
-
Kimberly Pham
-
Kristin Sun
-
Mark Strahs
-
Megan Breslin
-
Meghan Daters
-
Miriam Santiago
CFP
-
Sara Craven
-
Stephen Peterson
CFP