SILICON VALLEY RETIREMENT SERVICES, LLC
San Jose, CA
AUM
$1.40B
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
408-572-5572
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in CA, SAN JOSE
20 advisers found
WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC
San Jose, CA
AUM
$1.40B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
More than 500
Fees
Percentage of AUM
(408) 217-2000
SILICON VALLEY CAPITAL PARTNERS, L.P.
San Jose, CA
AUM
$1.29B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM
408-236-7300
CONCENTRUM WEALTH MANAGEMENT
San Jose, CA
AUM
$986.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
408-840-4030
CLARITY WEALTH ADVISORS
San Jose, CA
AUM
$732.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
408-560-3220
BETTERWEALTH LLC
San Jose, CA
AUM
$659.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM
408-659-2390
POTENTIA WEALTH
San Jose, CA
AUM
$569.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
408-288-7886
RETIREMENT CAPITAL STRATEGIES, INC.
San Jose, CA
AUM
$305.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
408-551-6100
DWR WEALTH MANAGEMENT, LLC
San Jose, CA
AUM
$221.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(408) 260-9600
ALIGN WEALTH MANAGEMENT, LLC
San Jose, CA
AUM
$116.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(408) 559-7444
HECKMAN FINANCIAL & INSURANCE SERVICES, INC.
San Jose, CA
AUM
$116.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
408-297-9800
ALTOS FINANCIAL MANAGEMENT, LLC
San Jose, CA
AUM
$31.1M
Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
408-249-7881
CARUSO FAMILY FINANCIAL ADVISORS (CFFA) LLC
San Jose, CA
AUM
$24.5M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
408-440-2206
ABUNDIT WEALTH
San Jose, CA
AUM
$23.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
669-288-5508
FIRESIDE FINANCIAL PLANNING, INC.
San Jose, CA
AUM
$17.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
408-371-3091
DESAI WEALTH LLC
San Jose, CA
AUM
$1.0M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
408-320-9789
FILICE RETIREMENT SERVICES
San Jose, CA
AUM
—
Fee-Only/Hourly
Team
4 advisors
Clients
51-100
Fees
Hourly charges · Fixed fees +1 more
408-350-5751
NAAI INVESTMENT MANAGEMENT LLC
San Jose, CA
AUM
—
InstitutionalFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +3 more
669-330-6593
SILICON VALLEY WEALTH MANAGEMENT SOLUTIONS, INC.
San Jose, CA
AUM
$50.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
408-440-6195
Full profileNo website
JAMES A. JIMENEZ
San Jose, CA
AUM
$4.8M
Retirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM
408-244-7574
Full profileNo website