# Fee-only financial advisors in Menlo Park, California > Start with a fee-only advisor in Menlo Park whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Will Steinberger of Think Different Financial Planning, Deirdre Hegarty of Branch & Bloom Financial Planning, LLC and Evan Nelson of Nelson Capital Management, chosen for their credentials and fees on file. Page: https://find.wellspent.co/locations/us/california/menlo-park/ 25 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## Which fee-only financial advisor should I talk to in Menlo Park? Start with a fee-only advisor in Menlo Park whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Will Steinberger of Think Different Financial Planning, Deirdre Hegarty of Branch & Bloom Financial Planning, LLC and Evan Nelson of Nelson Capital Management, chosen for their credentials and fees on file. ## How many fee-only advisors in Menlo Park are there? The Wellspent public graph lists 25 fee-only advisors in Menlo Park, at 11 firms. We counted every advisor record that fits, as of October 2026. ## What do fee-only advisors in Menlo Park focus on? The most common focus among fee-only advisors in Menlo Park is tech employees (6), followed by founders (4) and executives (4). Advisors can list more than one. ## How do fee-only advisors in Menlo Park charge? The most common fee among fee-only advisors in Menlo Park is a percentage of assets, used by 92% of the 25 with fees on file. Many use more than one: 84% charge by the hour and 56% charge fixed fees. ## How much do fee-only financial advisors charge in California? Fee-only financial advisors in California charge a median of $6,000 a year for ongoing planning. We found this across the published prices of 112 California firms. ## How many fee-only advisors in Menlo Park hold the CFP? 28% of the 25 fee-only advisors in Menlo Park hold the CFP certification, based on the credentials listed on each record. ## Does California tax income on top of federal tax? Yes. California has a state income tax, so a financial plan for a California resident should project it alongside federal tax. ## How current is this list of fee-only advisors in Menlo Park? Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Will Steinberger](https://find.wellspent.co/advisors/will-steinberger.md) | Think Different Financial Planning | Menlo Park, California | CFP | Ongoing planning fee | | [Deirdre Hegarty](https://find.wellspent.co/advisors/deirdre-hegarty.md) | Branch & Bloom Financial Planning, LLC | Menlo Park, California | CFP | One-time planning fee, Ongoing planning fee, Hourly, Flat fee or retainer | | [Aaron Szager](https://find.wellspent.co/advisors/aaron-szager.md) | Osborne Partners | Menlo Park, California | CFP | Percentage of assets, Performance-based fees | | [Suzanne Herman](https://find.wellspent.co/advisors/suzanne-herman.md) | Roberts Wealth Advisors | Menlo Park, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Nicholas Rugh](https://find.wellspent.co/advisors/nicholas-rugh.md) | Rugh Financial | Menlo Park, California | | Percentage of assets | | [Brian Roberts](https://find.wellspent.co/advisors/brian-roberts.md) | Roberts Wealth Advisors | Menlo Park, California | CFA | Percentage of assets, Hourly, Fixed fees | | [Ryan Walsh](https://find.wellspent.co/advisors/ryan-walsh.md) | Roberts Wealth Advisors | Menlo Park, California | CFA | Percentage of assets, Hourly, Fixed fees | | [Nathaniel Lane](https://find.wellspent.co/advisors/nathaniel-lane.md) | ClearPath Capital Partners | Menlo Park, California | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Clara Basile](https://find.wellspent.co/advisors/clara-basile.md) | Avalon Capital Management | Menlo Park, California | | Percentage of assets, Hourly | | [Keli Cole](https://find.wellspent.co/advisors/keli-cole.md) | Avalon Capital Management | Menlo Park, California | | Percentage of assets, Hourly | | [Ross Revenaugh](https://find.wellspent.co/advisors/ross-revenaugh.md) | Avalon Capital Management | Menlo Park, California | | Percentage of assets, Hourly | | [Evan Nelson](https://find.wellspent.co/advisors/evan-nelson.md) | Nelson Capital Management | Menlo Park, California | CFP | Percentage of assets, Hourly | | [Kevin Martin](https://find.wellspent.co/advisors/kevin-martin.md) | Oak Peak Financial | Menlo Park, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Stephen Philpott](https://find.wellspent.co/advisors/stephen-philpott.md) | Nelson Capital Management | Menlo Park, California | CFP | Percentage of assets, Hourly | | [Brooks Nelson](https://find.wellspent.co/advisors/brooks-nelson.md) | Nelson Capital Management | Menlo Park, California | CFA | Percentage of assets, Hourly | | [Darcy Smoot](https://find.wellspent.co/advisors/darcy-smoot.md) | Nelson Capital Management | Menlo Park, California | CFA | Percentage of assets, Hourly | | [Igor Lotsvin](https://find.wellspent.co/advisors/igor-lotsvin.md) | Sage Rhino Capital | Menlo Park, California | CFA | Percentage of assets, Hourly, Fixed fees | | [Alex Owens](https://find.wellspent.co/advisors/alex-owens.md) | Sage Rhino Capital | Menlo Park, California | | Percentage of assets, Hourly, Fixed fees | | [Caroline Novak](https://find.wellspent.co/advisors/caroline-novak.md) | Sage Rhino Capital | Menlo Park, California | | Percentage of assets, Hourly, Fixed fees | | [Dana Franco-Young](https://find.wellspent.co/advisors/dana-franco-young.md) | Sage Rhino Capital | Menlo Park, California | | Percentage of assets, Hourly, Fixed fees | | [Denise Farkas](https://find.wellspent.co/advisors/denise-farkas-5108996.md) | Sage Rhino Capital | Menlo Park, California | | Percentage of assets, Hourly, Fixed fees | | [Laura Ponticello](https://find.wellspent.co/advisors/laura-ponticello.md) | Sage Rhino Capital | Menlo Park, California | | Percentage of assets, Hourly, Fixed fees | | [Laura Thomas](https://find.wellspent.co/advisors/laura-thomas.md) | International Asset Management | Menlo Park, California | | Percentage of assets, Fixed fees, Performance-based fees | | [Mia Carla Dizon](https://find.wellspent.co/advisors/mia-carla-dizon.md) | Sage Rhino Capital | Menlo Park, California | | Percentage of assets, Hourly, Fixed fees | | [Nicole Glazer](https://find.wellspent.co/advisors/nicole-glazer.md) | Sage Rhino Capital | Menlo Park, California | | Percentage of assets, Hourly, Fixed fees | ## About this data Sources and verification: https://find.wellspent.co/methodology/ Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).