Fee-only financial advisors in Palo Alto, California
Which fee-only financial advisor should I talk to in Palo Alto?
Start with a fee-only advisor in Palo Alto whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Emilie Goldman of Tamarind Financial Planning, Heidi Phan of Rebalance and David Meyers of Meyers Wealth 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.
- Emilie Goldman Tamarind Financial Planning Holds the CFP and CFA. Fees on file: percentage of assets, ongoing planning fee.
- Heidi Phan Rebalance Holds the CFP. Fees on file: percentage of assets.
- David Meyers Meyers Wealth Management Holds the CFP. Fees on file: hourly, percentage of assets.
- Kimberleigh Williams Sand Hill Global Advisors Holds the CFP. Fees on file: percentage of assets, hourly.
- Lavina Nagar Maya Advisors, Inc. Holds the CFP. Fees on file: percentage of assets, hourly.
- Jeffrey Wu Red Crane Wealth Holds the CFP. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 37
- Firms
- 9
- Hold the CFP
- 46%
- Other credentials: CFA 11%
- How they charge (of 37 with fees on file): percentage of assets 100% · hourly 65% · fixed fees 27% · ongoing planning fee 8%
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 Palo Alto 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 Palo Alto
How many fee-only advisors in Palo Alto are there?
The Wellspent public graph lists 37 fee-only advisors in Palo Alto, at 9 firms. We counted every advisor record that fits, as of October 2026.
What do fee-only advisors in Palo Alto focus on?
The most common focus among fee-only advisors in Palo Alto is equity compensation (23), followed by executives (19) and founders (18). Advisors can list more than one.
How do fee-only advisors in Palo Alto charge?
All 37 fee-only advisors in Palo Alto with fees on file charge a percentage of assets. Many use more than one: 65% charge by the hour and 27% 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 Palo Alto hold the CFP?
46% of the 37 fee-only advisors in Palo Alto 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 Palo Alto?
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 37 advisors in Palo Alto
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Ariadne Horstman | Tamarind Financial Planning | Palo Alto | CFP, RLP | Percentage of assets, Ongoing planning fee |
| Emilie Goldman | Tamarind Financial Planning | Palo Alto | CFA, CFP, MBA | Percentage of assets, Ongoing planning fee |
| Meredith Schneider | Schneider Wealth Management | Palo Alto | BA, CFP | Percentage of assets, Fixed fees |
| David Meyers | Meyers Wealth Management | Palo Alto | CFP | Hourly, Percentage of assets |
| Lavina Nagar | Maya Advisors, Inc. | Palo Alto | CFP | Percentage of assets, Hourly |
| Christie Whitney | Rebalance | Palo Alto | CFP | Percentage of assets |
| Heidi Phan | Rebalance | Palo Alto | CFP | Percentage of assets |
| Sonja Breeding | Rebalance | Palo Alto | CFP | Percentage of assets |
| Caroline Curts | Sand Hill Global Advisors | Palo Alto | CFP | Percentage of assets, Hourly |
| Elizabeth Cody | Sand Hill Global Advisors | Palo Alto | CFP | Percentage of assets, Hourly |
| Kimberleigh Williams | Sand Hill Global Advisors | Palo Alto | CFP | Percentage of assets, Hourly |
| Miriam Santiago | Sand Hill Global Advisors | Palo Alto | CFP | Percentage of assets, Hourly |
| Stephen Peterson | Sand Hill Global Advisors | Palo Alto | CFP | Percentage of assets, Hourly |
| Brent Woolsey | Red Crane Wealth | Palo Alto | CFP | Percentage of assets, Hourly |
| Christina Gamache | RADIANT Wealth Planning | Palo Alto | Not listed | Percentage of assets, Fixed fees |
| Jeffrey Wu | Red Crane Wealth | Palo Alto | CFP | Percentage of assets, Hourly |
| Randa Hoffman | RADIANT Wealth Planning | Palo Alto | Not listed | Percentage of assets, Fixed fees |
| Anthony Craun | Sand Hill Global Advisors | Palo Alto | CFA | Percentage of assets, Hourly |
| Brenda Vingiello | Sand Hill Global Advisors | Palo Alto | CFA | Percentage of assets, Hourly |
| Brian Dombkowski | Sand Hill Global Advisors | Palo Alto | CFA | Percentage of assets, Hourly |
| Lamberto Torres | Mayfield Advisors | Palo Alto | CFP | Percentage of assets, Hourly |
| Mark Torres | Mayfield Advisors | Palo Alto | CFP | Percentage of assets, Hourly |
| Lauren Simpson | Rebalance | Palo Alto | Not listed | Percentage of assets |
| Mitchell Tuchman | Rebalance | Palo Alto | Not listed | Percentage of assets |
| Sarah Brandon | Rebalance | Palo Alto | Not listed | Percentage of assets |
| Scott Puritz | Rebalance | Palo Alto | Not listed | Percentage of assets |
| Svetlana Kot | Rebalance | Palo Alto | Not listed | Percentage of assets |
| Alfred Cheung | Sand Hill Global Advisors | Palo Alto | Not listed | Percentage of assets, Hourly |
| Brendon Yi | Sand Hill Global Advisors | Palo Alto | Not listed | Percentage of assets, Hourly |
| Drew Kunde | Sand Hill Global Advisors | Palo Alto | Not listed | Percentage of assets, Hourly |
| Kimberly Pham | Sand Hill Global Advisors | Palo Alto | Not listed | Percentage of assets, Hourly |
| Kristin Sun | Sand Hill Global Advisors | Palo Alto | Not listed | Percentage of assets, Hourly |
| Mark Strahs | Sand Hill Global Advisors | Palo Alto | Not listed | Percentage of assets, Hourly |
| Megan Breslin | Sand Hill Global Advisors | Palo Alto | Not listed | Percentage of assets, Hourly |
| Sara Craven | Sand Hill Global Advisors | Palo Alto | Not listed | Percentage of assets, Hourly |
| Christopher Torres | Mayfield Advisors | Palo Alto | Not listed | Percentage of assets, Hourly |
| Yu-Chi Peng-Lee | Mayfield Advisors | Palo Alto | Not listed | Percentage of assets, Hourly |
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