WEALTHVALUES, LLC
Redwood City, CA
AUM
$466.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
650-941-5530
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in CA, REDWOOD CITY
7 advisers found
GRIFFIN BLACK, LLC
Redwood City, CA
AUM
$355.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(650) 368-5785
EVART, YOUNG & HOBBS INVESTMENT MANAGEMENT
Redwood City, CA
AUM
$269.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
(650) 802-0342
REDWOOD PARK ADVISORS
Redwood City, CA
AUM
$170.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
866-579-8808
FOCUSYOU
Redwood City, CA
AUM
$61.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
650-684-1199
STEINMETZ FINANCIAL PLANNING
Redwood City, CA
AUM
$60.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
650-401-3800
BRIGHTVIEW FINANCIAL SOLUTIONS
Redwood City, CA
AUM
$42.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
650-517-5719