{
  "path": "/advisors/ca/san-jose/fee-only",
  "url": "https://advisorcensus.com/advisors/ca/san-jose/fee-only",
  "page_type": "metro_fee",
  "title": "Fee-only financial advisors in San Jose, CA",
  "filters": {},
  "scope_total": 77,
  "faq": [
    {
      "q": "How many financial advisory firms are there in San Jose, CA?",
      "a": "AdvisorCensus lists 449 investment advisory firms with a principal office in the San Jose metro area, from Form ADV filings as of October 2026: 113 SEC-registered, 87 state-registered, and 249 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV."
    },
    {
      "q": "How many fee-only financial advisors are in San Jose, CA?",
      "a": "77 of the 449 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed."
    },
    {
      "q": "How many financial advisors in San Jose, CA offer financial planning?",
      "a": "118 of the 200 firms in San Jose, CA that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports."
    },
    {
      "q": "Are the financial advisors in San Jose, CA fiduciaries?",
      "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 77 firms that meet AdvisorCensus's fee-only test report none of those sales ties."
    },
    {
      "q": "How do I check whether a financial advisor has disciplinary disclosures?",
      "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck."
    },
    {
      "q": "Does AdvisorCensus rate, verify, or recommend these firms?",
      "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content."
    },
    {
      "q": "What does regulatory assets under management mean?",
      "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality."
    }
  ],
  "period": "2026-10-01",
  "answer_paragraph": "AdvisorCensus lists 77 investment advisory firms with a principal office in the San Jose metro area that meet AdvisorCensus's fee-only test: paid only by client fees on Form ADV Item 5.E, with no employee registered with a broker-dealer or licensed as an insurance agent, no brokerage, insurance, or real estate sales business or related company, and no referral fees from others, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below, and read the methodology block for how this page is derived.",
  "about_market": "San Jose has 449 investment advisory firms with a principal office in the metro area as of October 2026: 113 SEC-registered, 87 state-registered, and 249 exempt reporting advisers. 77 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 71 report under $100 million in regulatory assets under management. The metro area has 679,914 households, 278,673 of them with income of $200,000 or more, or 621 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).",
  "citation": "AdvisorCensus. Fee-only financial advisors in San Jose, CA: 77 firms from Form ADV filings as of October 2026.",
  "total_firms": 77,
  "page": 1,
  "total_pages": 2,
  "sort": "name",
  "registration_types": {
    "sec": 39,
    "state": 38,
    "exempt": 0
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 77
    },
    {
      "code": "percentage_of_aum",
      "count": 68
    },
    {
      "code": "hourly",
      "count": 34
    },
    {
      "code": "subscription",
      "count": 0
    },
    {
      "code": "fixed",
      "count": 42
    },
    {
      "code": "commissions",
      "count": 0
    },
    {
      "code": "performance_based",
      "count": 0
    },
    {
      "code": "other",
      "count": 0
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 25
    },
    {
      "code": "5_to_9",
      "count": 15
    },
    {
      "code": "10_to_19",
      "count": 18
    },
    {
      "code": "20_plus",
      "count": 19
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 20
    },
    {
      "code": "25m_100m",
      "count": 15
    },
    {
      "code": "100m_500m",
      "count": 19
    },
    {
      "code": "500m_1b",
      "count": 4
    },
    {
      "code": "1b_5b",
      "count": 10
    },
    {
      "code": "over_5b",
      "count": 0
    },
    {
      "code": "not_reported",
      "count": 9
    }
  ],
  "firms": [
    {
      "crd_number": 153444,
      "name": "Acela Capital Management, LLC",
      "name_as_filed": "ACELA CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/acela-capital-management-llc-los-altos-ca-153444",
      "city": "Los Altos",
      "state": "CA",
      "years_registered": 15,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 288700,
      "name": "Akrish Financial Advisory",
      "name_as_filed": "AKRISH FINANCIAL ADVISORY",
      "url": "https://advisorcensus.com/firm/akrish-financial-advisory-cupertino-ca-288700",
      "city": "Cupertino",
      "state": "CA",
      "years_registered": 9,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 323615,
      "name": "Align Wealth Management, LLC",
      "name_as_filed": "ALIGN WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/align-wealth-management-llc-san-jose-ca-323615",
      "city": "San Jose",
      "state": "CA",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 312183,
      "name": "Andrey, Douglas",
      "name_as_filed": "ANDREY, DOUGLAS",
      "url": "https://advisorcensus.com/firm/andrey-douglas-san-jose-ca-312183",
      "city": "San Jose",
      "state": "CA",
      "years_registered": 4,
      "raum_band": "under_25m",
      "compensation_types": [
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 134105,
      "name": "Ardent Capital",
      "name_as_filed": "ARDENT CAPITAL",
      "url": "https://advisorcensus.com/firm/ardent-capital-mountain-view-ca-134105",
      "city": "Mountain View",
      "state": "CA",
      "years_registered": 21,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 226661,
      "name": "Betterwealth LLC",
      "name_as_filed": "BETTERWEALTH LLC",
      "url": "https://advisorcensus.com/firm/betterwealth-llc-san-jose-ca-226661",
      "city": "San Jose",
      "state": "CA",
      "years_registered": 11,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 283790,
      "name": "Brightplan LLC",
      "name_as_filed": "BRIGHTPLAN LLC",
      "url": "https://advisorcensus.com/firm/brightplan-llc-san-jose-ca-283790",
      "city": "San Jose",
      "state": "CA",
      "years_registered": 10,
      "raum_band": "not_reported",
      "compensation_types": [
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 157529,
      "name": "C.M. Capital Advisors, LLC",
      "name_as_filed": "C.M. CAPITAL ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/c-m-capital-advisors-llc-palo-alto-ca-157529",
      "city": "Palo Alto",
      "state": "CA",
      "years_registered": 14,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 331914,
      "name": "C1 Advisors LLC",
      "name_as_filed": "C1 ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/c1-advisors-llc-palo-alto-ca-331914",
      "city": "Palo Alto",
      "state": "CA",
      "years_registered": 1,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 132551,
      "name": "Changing Parameters, LLC",
      "name_as_filed": "CHANGING PARAMETERS, LLC",
      "url": "https://advisorcensus.com/firm/changing-parameters-llc-los-altos-ca-132551",
      "city": "Los Altos",
      "state": "CA",
      "years_registered": 22,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 108753,
      "name": "Chief Capital Management, Inc",
      "name_as_filed": "CHIEF CAPITAL MANAGEMENT, INC",
      "url": "https://advisorcensus.com/firm/chief-capital-management-inc-san-jose-ca-108753",
      "city": "San Jose",
      "state": "CA",
      "years_registered": 28,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 105396,
      "name": "Cornerstone Capital, Inc.",
      "name_as_filed": "CORNERSTONE CAPITAL, INC.",
      "url": "https://advisorcensus.com/firm/cornerstone-capital-inc-palo-alto-ca-105396",
      "city": "Palo Alto",
      "state": "CA",
      "years_registered": 48,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 329900,
      "name": "Cove",
      "name_as_filed": "COVE",
      "url": "https://advisorcensus.com/firm/cove-santa-clara-ca-329900",
      "city": "Santa Clara",
      "state": "CA",
      "years_registered": 2,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 288980,
      "name": "Cultivate Financial Group LLC",
      "name_as_filed": "CULTIVATE FINANCIAL GROUP LLC",
      "url": "https://advisorcensus.com/firm/cultivate-financial-group-llc-los-gatos-ca-288980",
      "city": "Los Gatos",
      "state": "CA",
      "years_registered": 9,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 322048,
      "name": "Distribution Cognizant, LLC",
      "name_as_filed": "DISTRIBUTION COGNIZANT, LLC",
      "url": "https://advisorcensus.com/firm/distribution-cognizant-llc-palo-alto-ca-322048",
      "city": "Palo Alto",
      "state": "CA",
      "years_registered": 4,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 133743,
      "name": "DWR Wealth Management, LLC",
      "name_as_filed": "DWR WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/dwr-wealth-management-llc-san-jose-ca-133743",
      "city": "San Jose",
      "state": "CA",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 288026,
      "name": "Echo Advisory LLC",
      "name_as_filed": "ECHO ADVISORY LLC",
      "url": "https://advisorcensus.com/firm/echo-advisory-llc-sunnyvale-ca-288026",
      "city": "Sunnyvale",
      "state": "CA",
      "years_registered": 9,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 338697,
      "name": "Endowe Advisory LLC",
      "name_as_filed": "ENDOWE ADVISORY LLC",
      "url": "https://advisorcensus.com/firm/endowe-advisory-llc-san-jose-ca-338697",
      "city": "San Jose",
      "state": "CA",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 331508,
      "name": "Equityftw",
      "name_as_filed": "EQUITYFTW",
      "url": "https://advisorcensus.com/firm/equityftw-san-jose-ca-331508",
      "city": "San Jose",
      "state": "CA",
      "years_registered": 2,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 142945,
      "name": "Everest Private Wealth",
      "name_as_filed": "EVEREST PRIVATE WEALTH",
      "url": "https://advisorcensus.com/firm/everest-private-wealth-cupertino-ca-142945",
      "city": "Cupertino",
      "state": "CA",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 121784,
      "name": "Fireside Financial Planning, Inc.",
      "name_as_filed": "FIRESIDE FINANCIAL PLANNING, INC.",
      "url": "https://advisorcensus.com/firm/fireside-financial-planning-inc-san-jose-ca-121784",
      "city": "San Jose",
      "state": "CA",
      "years_registered": 34,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 325690,
      "name": "Flywheel Private Wealth LLC",
      "name_as_filed": "FLYWHEEL PRIVATE WEALTH LLC",
      "url": "https://advisorcensus.com/firm/flywheel-private-wealth-llc-los-altos-ca-325690",
      "city": "Los Altos",
      "state": "CA",
      "years_registered": 3,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 154841,
      "name": "Frank Elmer Investment Strategies LLC",
      "name_as_filed": "FRANK ELMER INVESTMENT STRATEGIES LLC",
      "url": "https://advisorcensus.com/firm/frank-elmer-investment-strategies-llc-los-altos-ca-154841",
      "city": "Los Altos",
      "state": "CA",
      "years_registered": 15,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 124147,
      "name": "Frank, Rimerman Advisors LLC",
      "name_as_filed": "FRANK, RIMERMAN ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/frank-rimerman-advisors-llc-palo-alto-ca-124147",
      "city": "Palo Alto",
      "state": "CA",
      "years_registered": 23,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 283911,
      "name": "Future Wealth LLC",
      "name_as_filed": "FUTURE WEALTH LLC",
      "url": "https://advisorcensus.com/firm/future-wealth-llc-los-gatos-ca-283911",
      "city": "Los Gatos",
      "state": "CA",
      "years_registered": 10,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 269983,
      "name": "Gates Pass Advisors, LLC",
      "name_as_filed": "GATES PASS ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/gates-pass-advisors-llc-los-altos-ca-269983",
      "city": "Los Altos",
      "state": "CA",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 333663,
      "name": "Hickok Advisory, LLC",
      "name_as_filed": "HICKOK ADVISORY, LLC",
      "url": "https://advisorcensus.com/firm/hickok-advisory-llc-campbell-ca-333663",
      "city": "Campbell",
      "state": "CA",
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 127059,
      "name": "Holbrook Global Strategies",
      "name_as_filed": "HOLBROOK GLOBAL STRATEGIES",
      "url": "https://advisorcensus.com/firm/holbrook-global-strategies-palo-alto-ca-127059",
      "city": "Palo Alto",
      "state": "CA",
      "years_registered": 22,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 112328,
      "name": "Infanger Investment Technology, LLC",
      "name_as_filed": "INFANGER INVESTMENT TECHNOLOGY, LLC",
      "url": "https://advisorcensus.com/firm/infanger-investment-technology-llc-mountain-view-ca-112328",
      "city": "Mountain View",
      "state": "CA",
      "years_registered": 26,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 152180,
      "name": "Infinity 8 Investments, LLC",
      "name_as_filed": "INFINITY 8 INVESTMENTS, LLC",
      "url": "https://advisorcensus.com/firm/infinity-8-investments-llc-cupertino-ca-152180",
      "city": "Cupertino",
      "state": "CA",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 136200,
      "name": "James A. Jimenez",
      "name_as_filed": "JAMES A. JIMENEZ",
      "url": "https://advisorcensus.com/firm/james-a-jimenez-san-jose-ca-136200",
      "city": "San Jose",
      "state": "CA",
      "years_registered": 29,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 289865,
      "name": "JIE Shen, CFA",
      "name_as_filed": "JIE SHEN, CFA",
      "url": "https://advisorcensus.com/firm/jie-shen-cfa-los-altos-ca-289865",
      "city": "Los Altos",
      "state": "CA",
      "years_registered": 8,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 150150,
      "name": "Johnson Lyman Wealth Advisors",
      "name_as_filed": "JOHNSON LYMAN WEALTH ADVISORS",
      "url": "https://advisorcensus.com/firm/johnson-lyman-wealth-advisors-los-altos-ca-150150",
      "city": "Los Altos",
      "state": "CA",
      "years_registered": 17,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 330374,
      "name": "Kukui Tree Capital Management LLC",
      "name_as_filed": "KUKUI TREE CAPITAL MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/kukui-tree-capital-management-llc-palo-alto-ca-330374",
      "city": "Palo Alto",
      "state": "CA",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 154028,
      "name": "Kuleana Wealth Advisors",
      "name_as_filed": "KULEANA WEALTH ADVISORS",
      "url": "https://advisorcensus.com/firm/kuleana-wealth-advisors-los-altos-ca-154028",
      "city": "Los Altos",
      "state": "CA",
      "years_registered": 16,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 127758,
      "name": "Legacy Wealth Advisors, LLC",
      "name_as_filed": "LEGACY WEALTH ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/legacy-wealth-advisors-llc-san-jose-ca-127758",
      "city": "San Jose",
      "state": "CA",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 288098,
      "name": "Libra Wealth LLC",
      "name_as_filed": "LIBRA WEALTH LLC",
      "url": "https://advisorcensus.com/firm/libra-wealth-llc-los-gatos-ca-288098",
      "city": "Los Gatos",
      "state": "CA",
      "years_registered": 5,
      "raum_band": "500m_1b",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 329966,
      "name": "LOS Gatos Financial LLC",
      "name_as_filed": "LOS GATOS FINANCIAL LLC",
      "url": "https://advisorcensus.com/firm/los-gatos-financial-llc-los-gatos-ca-329966",
      "city": "Los Gatos",
      "state": "CA",
      "years_registered": 2,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 123189,
      "name": "Mainstreet Financial Planning, Inc.",
      "name_as_filed": "MAINSTREET FINANCIAL PLANNING, INC.",
      "url": "https://advisorcensus.com/firm/mainstreet-financial-planning-inc-los-gatos-ca-123189",
      "city": "Los Gatos",
      "state": "CA",
      "years_registered": 23,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 144325,
      "name": "Maya Advisors, Inc.",
      "name_as_filed": "MAYA ADVISORS, INC.",
      "url": "https://advisorcensus.com/firm/maya-advisors-inc-palo-alto-ca-144325",
      "city": "Palo Alto",
      "state": "CA",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 144072,
      "name": "Mayfield Advisors, Inc.",
      "name_as_filed": "MAYFIELD ADVISORS, INC.",
      "url": "https://advisorcensus.com/firm/mayfield-advisors-inc-palo-alto-ca-144072",
      "city": "Palo Alto",
      "state": "CA",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 112305,
      "name": "Merk Investments LLC",
      "name_as_filed": "MERK INVESTMENTS LLC",
      "url": "https://advisorcensus.com/firm/merk-investments-llc-palo-alto-ca-112305",
      "city": "Palo Alto",
      "state": "CA",
      "years_registered": 24,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 293388,
      "name": "Meyer Financial Advisors, Inc.",
      "name_as_filed": "MEYER FINANCIAL ADVISORS, INC.",
      "url": "https://advisorcensus.com/firm/meyer-financial-advisors-inc-los-altos-ca-293388",
      "city": "Los Altos",
      "state": "CA",
      "years_registered": 8,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 148734,
      "name": "Meyers Wealth Management",
      "name_as_filed": "MEYERS WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/meyers-wealth-management-palo-alto-ca-148734",
      "city": "Palo Alto",
      "state": "CA",
      "years_registered": 16,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 133943,
      "name": "Michael Garber Financial Planning",
      "name_as_filed": "MICHAEL GARBER FINANCIAL PLANNING",
      "url": "https://advisorcensus.com/firm/michael-garber-financial-planning-cupertino-ca-133943",
      "city": "Cupertino",
      "state": "CA",
      "years_registered": 21,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 118319,
      "name": "Mine & Arao Wealth Creation and Management, LLC",
      "name_as_filed": "MINE & ARAO WEALTH CREATION AND MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/mine-and-arao-wealth-creation-and-management-llc-campbell-ca-118319",
      "city": "Campbell",
      "state": "CA",
      "years_registered": 8,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 331522,
      "name": "Mission Capital Advisors Inc.",
      "name_as_filed": "MISSION CAPITAL ADVISORS INC.",
      "url": "https://advisorcensus.com/firm/mission-capital-advisors-inc-sunnyvale-ca-331522",
      "city": "Sunnyvale",
      "state": "CA",
      "years_registered": 2,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 287539,
      "name": "MK Investment Advisors, LLC",
      "name_as_filed": "MK INVESTMENT ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/mk-investment-advisors-llc-los-altos-ca-287539",
      "city": "Los Altos",
      "state": "CA",
      "years_registered": 9,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 164597,
      "name": "Money Intelligence",
      "name_as_filed": "MONEY INTELLIGENCE",
      "url": "https://advisorcensus.com/firm/money-intelligence-santa-clara-ca-164597",
      "city": "Santa Clara",
      "state": "CA",
      "years_registered": 12,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 311148,
      "name": "Nine Gems Investment Management",
      "name_as_filed": "NINE GEMS INVESTMENT MANAGEMENT",
      "url": "https://advisorcensus.com/firm/nine-gems-investment-management-san-jose-ca-311148",
      "city": "San Jose",
      "state": "CA",
      "years_registered": 5,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    }
  ],
  "states": [],
  "metros": [],
  "siblings": {
    "national": "/advisors",
    "state": {
      "path": "/advisors/ca",
      "label": "Financial advisors in California"
    },
    "metro": {
      "path": "/advisors/ca/san-jose",
      "label": "Financial advisors in San Jose, CA"
    },
    "city_pages": [
      {
        "path": "/advisors/ca/san-jose/palo-alto",
        "label": "Financial advisors in Palo Alto, CA",
        "firm_count": 197
      },
      {
        "path": "/advisors/ca/san-jose/los-altos",
        "label": "Financial advisors in Los Altos, CA",
        "firm_count": 49
      },
      {
        "path": "/advisors/ca/san-jose/los-gatos",
        "label": "Financial advisors in Los Gatos, CA",
        "firm_count": 25
      },
      {
        "path": "/advisors/ca/san-jose/mountain-view",
        "label": "Financial advisors in Mountain View, CA",
        "firm_count": 25
      },
      {
        "path": "/advisors/ca/san-jose/santa-clara",
        "label": "Financial advisors in Santa Clara, CA",
        "firm_count": 20
      },
      {
        "path": "/advisors/ca/san-jose/cupertino",
        "label": "Financial advisors in Cupertino, CA",
        "firm_count": 18
      },
      {
        "path": "/advisors/ca/san-jose/campbell",
        "label": "Financial advisors in Campbell, CA",
        "firm_count": 16
      },
      {
        "path": "/advisors/ca/san-jose/sunnyvale",
        "label": "Financial advisors in Sunnyvale, CA",
        "firm_count": 14
      }
    ],
    "fee_pages": [
      {
        "path": "/advisors/ca/san-jose/flat-fee",
        "label": "Flat-fee financial advisors in San Jose, CA",
        "firm_count": 91
      },
      {
        "path": "/advisors/ca/san-jose/hourly",
        "label": "Hourly financial advisors in San Jose, CA",
        "firm_count": 82
      }
    ],
    "answer_pages": [
      {
        "path": "/advisors/ca/san-jose/for-high-net-worth-individuals",
        "firm_count": 112,
        "label": "Financial advisors for high-net-worth individuals in San Jose, CA"
      },
      {
        "path": "/advisors/ca/san-jose/for-retirement-plans",
        "firm_count": 34,
        "label": "Financial advisors for retirement plans in San Jose, CA"
      },
      {
        "path": "/advisors/ca/san-jose/for-businesses",
        "firm_count": 38,
        "label": "Financial advisors for businesses in San Jose, CA"
      },
      {
        "path": "/advisors/ca/san-jose/for-charities",
        "firm_count": 37,
        "label": "Financial advisors for charitable organizations in San Jose, CA"
      },
      {
        "path": "/advisors/ca/san-jose/no-account-minimum",
        "firm_count": 18,
        "label": "Financial advisors with no account minimum in San Jose, CA"
      }
    ],
    "niche_pages": [
      {
        "path": "/advisors/ca/san-jose/cryptocurrency-holders",
        "firm_count": 1,
        "label": "Financial advisors for cryptocurrency holders in San Jose, CA"
      },
      {
        "path": "/advisors/ca/san-jose/divorce",
        "firm_count": 1,
        "label": "Financial advisors for divorce in San Jose, CA"
      },
      {
        "path": "/advisors/ca/san-jose/physicians",
        "firm_count": 1,
        "label": "Financial advisors for physicians in San Jose, CA"
      }
    ],
    "state_fee": {
      "path": "/advisors/ca/fee-only",
      "label": "Fee-only financial advisors in California"
    }
  },
  "csv": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}
