Fiduciary advisors in San Jose, CA

17 registered advisers

At the heart of Silicon Valley, San Jose's fiduciary advisory market revolves around tech compensation: ISOs, NSOs, RSUs, and ESPP shares. 17 SEC-registered fiduciary firms serve the city, all 17 of them fee-only. Advisory minimums here frequently start at $1 million or above, reflecting the asset levels typical among engineers and executives at Apple, Cisco, and the hundreds of startups within a 20-mile radius.

BETTERWEALTH LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Jose, CaliforniaCRD #226661
Typical Fee--
AUM$558M
Minimum--
Clients1,251

BRIGHTPLAN LLC

Fee-Only, No ConflictsClean Record
San Jose, CaliforniaCRD #283790
Typical Fee--
AUM--
Minimum--
Clients--

CLARITY WEALTH ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Jose, CaliforniaCRD #157913
Typical Fee--
AUM$601M
Minimum--
Clients1,289

CONCENTRUM WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Jose, CaliforniaCRD #167151
Typical Fee--
AUM$809M
Minimum--
Clients1,334

DWR WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Jose, CaliforniaCRD #133743
Typical Fee--
AUM$221M
Minimum--
Clients647

FIRSTHAND CAPITAL MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Jose, CaliforniaCRD #150647
Typical Fee--
AUM$51M
Minimum--
Clients3

HECKMAN FINANCIAL & INSURANCE SERVICES, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Jose, CaliforniaCRD #111549
Typical Fee--
AUM$116M
Minimum--
Clients565

KERA CAPITAL PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Jose, CaliforniaCRD #312875
Typical Fee2.00%
AUM$1.1B
Minimum--
Clients889

LEGACY WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Jose, CaliforniaCRD #127758
Typical Fee--
AUM$137M
Minimum--
Clients198

PEGASUS TECH VENTURES, INC.

Fee-Only, No ConflictsClean Record
San Jose, CaliforniaCRD #164588
Typical Fee--
AUM$2.3B
Minimum--
Clients42

POTENTIA WEALTH

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Jose, CaliforniaCRD #329135
Typical Fee--
AUM$486M
Minimum--
Clients1,162

RETIREMENT CAPITAL STRATEGIES, INC.

Fee-OnlyAlso Compensated via Product Sales
San Jose, CaliforniaCRD #139009
Typical Fee--
AUM$296M
Minimum--
Clients655

SILICON VALLEY CAPITAL PARTNERS, L.P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Jose, CaliforniaCRD #125114
Typical Fee--
AUM$1.1B
Minimum--
Clients1,523

SILICON VALLEY RETIREMENT SERVICES, LLC

Fee-Only, No ConflictsClean Record
San Jose, CaliforniaCRD #154756
Typical Fee--
AUM$1.4B
Minimum--
Clients50

TTP INVESTMENTS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Jose, CaliforniaCRD #284082
Typical Fee--
AUM$485M
Minimum--
Clients1,024

WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Jose, CaliforniaCRD #139237
Typical Fee1.00%
AUM$1.1B
Minimum--
Clients1,939

XOOMFI ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Jose, CaliforniaCRD #314872
Typical Fee--
AUM$300
Minimum--
Clients3
Fiduciary Advisors in San Jose, California | FiduciaryListings