Fee-only financial advisors in Menlo Park, California
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Will Steinberger Think Different Financial Planning Holds the CFP. Fees on file: ongoing planning fee.
- Deirdre Hegarty Branch & Bloom Financial Planning, LLC Holds the CFP. Fees on file: one-time planning fee, ongoing planning fee.
- Evan Nelson Nelson Capital Management Holds the CFP. Fees on file: percentage of assets, hourly.
- Brian Roberts Roberts Wealth Advisors Holds the CFA. Fees on file: percentage of assets, hourly.
- Kevin Martin Oak Peak Financial Holds the CFP. Fees on file: percentage of assets, hourly.
- Igor Lotsvin Sage Rhino Capital Holds the CFA. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 25
- Firms
- 11
- Hold the CFP
- 28%
- Other credentials: CFA 20%
- How they charge (of 25 with fees on file): percentage of assets 92% · hourly 84% · fixed fees 56% · performance-based fees 12%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Find an advisor in Menlo Park by what you need
Find an advisor in California by fee, assets, or credential
- Hourly financial advisors
- Flat-fee financial advisors
- One-time financial plans
- Financial advisors with no minimum
- Advisors for under $500,000
- Advisors for $500,000 to $1 million
- Advisors for $1 million to $3 million
- Advisors for over $3 million
- CFP financial advisors
- CFA financial advisors
- ChFC financial advisors
- Virtual financial advisors
Questions about fee-only advisors in Menlo Park
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.
All 25 advisors in Menlo Park
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Will Steinberger | Think Different Financial Planning | Menlo Park | CFP | Ongoing planning fee |
| Deirdre Hegarty | Branch & Bloom Financial Planning, LLC | Menlo Park | CFP | One-time planning fee, Ongoing planning fee |
| Aaron Szager | Osborne Partners | Menlo Park | CFP | Percentage of assets, Performance-based fees |
| Suzanne Herman | Roberts Wealth Advisors | Menlo Park | CFP | Percentage of assets, Hourly |
| Nicholas Rugh | Rugh Financial | Menlo Park | Not listed | Percentage of assets |
| Brian Roberts | Roberts Wealth Advisors | Menlo Park | CFA | Percentage of assets, Hourly |
| Ryan Walsh | Roberts Wealth Advisors | Menlo Park | CFA | Percentage of assets, Hourly |
| Nathaniel Lane | ClearPath Capital Partners | Menlo Park | Not listed | Percentage of assets, Hourly |
| Clara Basile | Avalon Capital Management | Menlo Park | Not listed | Percentage of assets, Hourly |
| Keli Cole | Avalon Capital Management | Menlo Park | Not listed | Percentage of assets, Hourly |
| Ross Revenaugh | Avalon Capital Management | Menlo Park | Not listed | Percentage of assets, Hourly |
| Evan Nelson | Nelson Capital Management | Menlo Park | CFP | Percentage of assets, Hourly |
| Kevin Martin | Oak Peak Financial | Menlo Park | CFP | Percentage of assets, Hourly |
| Stephen Philpott | Nelson Capital Management | Menlo Park | CFP | Percentage of assets, Hourly |
| Brooks Nelson | Nelson Capital Management | Menlo Park | CFA | Percentage of assets, Hourly |
| Darcy Smoot | Nelson Capital Management | Menlo Park | CFA | Percentage of assets, Hourly |
| Igor Lotsvin | Sage Rhino Capital | Menlo Park | CFA | Percentage of assets, Hourly |
| Alex Owens | Sage Rhino Capital | Menlo Park | Not listed | Percentage of assets, Hourly |
| Caroline Novak | Sage Rhino Capital | Menlo Park | Not listed | Percentage of assets, Hourly |
| Dana Franco-Young | Sage Rhino Capital | Menlo Park | Not listed | Percentage of assets, Hourly |
| Denise Farkas | Sage Rhino Capital | Menlo Park | Not listed | Percentage of assets, Hourly |
| Laura Ponticello | Sage Rhino Capital | Menlo Park | Not listed | Percentage of assets, Hourly |
| Laura Thomas | International Asset Management | Menlo Park | Not listed | Percentage of assets, Fixed fees |
| Mia Carla Dizon | Sage Rhino Capital | Menlo Park | Not listed | Percentage of assets, Hourly |
| Nicole Glazer | Sage Rhino Capital | Menlo Park | Not listed | Percentage of assets, Hourly |
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