A16Z PERENNIAL MANAGEMENT, L.P.
Menlo Park, CA
AUM
$2.75B
Financial PlanningWealth MgmtTrusts & Estates
Team
10 advisors
Clients
51-100
Fees
Percentage of AUM · Performance-based fees +1 more
(650) 798-5800
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in CA, MENLO PARK
13 advisers found
LYELL WEALTH MANAGEMENT LP
Menlo Park, CA
AUM
$1.65B
Financial PlanningWealth MgmtTrusts & Estates
Team
9 advisors
Clients
251-500
Fees
Percentage of AUM
650-353-3692
SAGE RHINO CAPITAL LLC
Menlo Park, CA
AUM
$883.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(650) 352-5600
OPES WEALTH MANAGEMENT, LLC
Menlo Park, CA
AUM
$822.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
408-831-5800
NELSON CAPITAL MANAGEMENT, LLC
Menlo Park, CA
AUM
$810.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
(650) 322-4000
ROBERTS WEALTH ADVISORS, LLC
Menlo Park, CA
AUM
$446.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
650-240-2410
PORTOLA CREEK CAPITAL
Menlo Park, CA
AUM
$188.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM
415-634-0766
CLEARPATH CAPITAL PARTNERS LLC
Menlo Park, CA
AUM
$161.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
(415) 682-6900
VALUE MONITORING, INC
Menlo Park, CA
AUM
$62.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Performance-based fees
650-451-3410
OAK PEAK FINANCIAL
Menlo Park, CA
AUM
$21.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(650) 434-6600
BRANCH & BLOOM FINANCIAL PLANNING, LLC
Menlo Park, CA
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Hourly charges; Fixed fees
(650) 332-2585
GALILEO PLANNING GROUP, INC
Menlo Park, CA
AUM
—
Financial PlanningFee-Only/Hourly
Team
4 advisors
Clients
101-250
Fees
Hourly charges · Fixed fees +1 more
650-328-8410
MEZZI
Menlo Park, CA
AUM
—
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
251-500
Fees
Fixed fees
(415) 612-2667