Silicon Valley Capital Partners

Silicon Valley Capital Partners at a glance

• One of 1,191 fee-only firms based in California in the Wellspent graph.
• 5 advisors are listed here.
• Its Form ADV reports 8 employees and 513 individual clients, 340 of them high net worth.
• Its average account is about $792,000 (assets it manages divided by its 1,627 accounts).

Fee-only advisors in California · What fee-only advisors charge in California

Facts

Silicon Valley Capital Partners fees

Silicon Valley Capital Partners 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

Advisors at this firm (5)

• Alison Cornwell

• Christopher Combs

• Cynthia Combs

• Deana Moncayo

• Julianne Jeffrey

Other fee-only firms in San Jose

• Silicon Valley Wealth Advisors, LLC
• Small Victories Wealth
• TTP Investments
• Werba Rubin Papier Wealth Management, LLC
• Align WMGMT
• Amaral Financial Planning, LLC
• BetterWealth
• Chief Capital Management

Fee-only advisors in California