Firm
Steinmetz Financial Planning
Redwood City, California
Fee-only
Steinmetz Financial Planning 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 29 individual clients, 22 of them high net worth.
- Its average account is about $489,000 (assets it manages divided by its 124 accounts).
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Redwood City, California |
|---|---|
| Website | steinplan.com |
| [email protected] | |
| Phone | (650) 401-3800 |
Steinmetz Financial Planning fees
Steinmetz Financial Planning 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 · Fixed fees |
|---|---|
| Assets managed | $61 million |
| Individual clients | 7 |
| High-net-worth clients | 22 |
| Accounts managed | 124 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | January 16, 2026 |
| SEC record | CRD 115545 |