# Fee-only financial advisors in San Jose, CA

> 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.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/ca/san-jose/fee-only

## At a glance

- Investment advisory firms: 77
- Registration: SEC-registered investment adviser: 39, State-registered investment adviser: 38
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 77 (100%); Percentage of assets 68 (88%); Hourly charges 34 (44%); Fixed fees 42 (55%)
- Regulatory assets under management (Item 5.F): Under $25 million 20 (26%); $25 million to $100 million 15 (19%); $100 million to $500 million 19 (25%); $500 million to $1 billion 4 (5%); $1 billion to $5 billion 10 (13%); Not reported 9 (12%)
- Years registered: Under 5 years 25 (32%); 5 to 9 years 15 (19%); 10 to 19 years 18 (23%); 20 years or more 19 (25%)

## Firms (page 1 of 2, 1 to 50 of 77, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Acela Capital Management, LLC](https://advisorcensus.com/firm/acela-capital-management-llc-los-altos-ca-153444) ([md](https://advisorcensus.com/firm/acela-capital-management-llc-los-altos-ca-153444.md)) | 153444 | Los Altos, CA | State-registered investment adviser | $25 million to $100 million | 15 | % of assets |
| [Akrish Financial Advisory](https://advisorcensus.com/firm/akrish-financial-advisory-cupertino-ca-288700) ([md](https://advisorcensus.com/firm/akrish-financial-advisory-cupertino-ca-288700.md)) | 288700 | Cupertino, CA | State-registered investment adviser | Not reported | 9 | Hourly, Fixed fee |
| [Align Wealth Management, LLC](https://advisorcensus.com/firm/align-wealth-management-llc-san-jose-ca-323615) ([md](https://advisorcensus.com/firm/align-wealth-management-llc-san-jose-ca-323615.md)) | 323615 | San Jose, CA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Andrey, Douglas](https://advisorcensus.com/firm/andrey-douglas-san-jose-ca-312183) ([md](https://advisorcensus.com/firm/andrey-douglas-san-jose-ca-312183.md)) | 312183 | San Jose, CA | State-registered investment adviser | Under $25 million | 4 | Fixed fee |
| [Ardent Capital](https://advisorcensus.com/firm/ardent-capital-mountain-view-ca-134105) ([md](https://advisorcensus.com/firm/ardent-capital-mountain-view-ca-134105.md)) | 134105 | Mountain View, CA | State-registered investment adviser | $25 million to $100 million | 21 | % of assets |
| [Betterwealth LLC](https://advisorcensus.com/firm/betterwealth-llc-san-jose-ca-226661) ([md](https://advisorcensus.com/firm/betterwealth-llc-san-jose-ca-226661.md)) | 226661 | San Jose, CA | SEC-registered investment adviser | $500 million to $1 billion | 11 | % of assets |
| [Brightplan LLC](https://advisorcensus.com/firm/brightplan-llc-san-jose-ca-283790) ([md](https://advisorcensus.com/firm/brightplan-llc-san-jose-ca-283790.md)) | 283790 | San Jose, CA | SEC-registered investment adviser | Not reported | 10 | Fixed fee |
| [C.M. Capital Advisors, LLC](https://advisorcensus.com/firm/c-m-capital-advisors-llc-palo-alto-ca-157529) ([md](https://advisorcensus.com/firm/c-m-capital-advisors-llc-palo-alto-ca-157529.md)) | 157529 | Palo Alto, CA | SEC-registered investment adviser | $1 billion to $5 billion | 14 | % of assets |
| [C1 Advisors LLC](https://advisorcensus.com/firm/c1-advisors-llc-palo-alto-ca-331914) ([md](https://advisorcensus.com/firm/c1-advisors-llc-palo-alto-ca-331914.md)) | 331914 | Palo Alto, CA | SEC-registered investment adviser | $25 million to $100 million | 1 | % of assets |
| [Changing Parameters, LLC](https://advisorcensus.com/firm/changing-parameters-llc-los-altos-ca-132551) ([md](https://advisorcensus.com/firm/changing-parameters-llc-los-altos-ca-132551.md)) | 132551 | Los Altos, CA | SEC-registered investment adviser | $100 million to $500 million | 22 | % of assets |
| [Chief Capital Management, Inc](https://advisorcensus.com/firm/chief-capital-management-inc-san-jose-ca-108753) ([md](https://advisorcensus.com/firm/chief-capital-management-inc-san-jose-ca-108753.md)) | 108753 | San Jose, CA | State-registered investment adviser | Under $25 million | 28 | % of assets, Hourly |
| [Cornerstone Capital, Inc.](https://advisorcensus.com/firm/cornerstone-capital-inc-palo-alto-ca-105396) ([md](https://advisorcensus.com/firm/cornerstone-capital-inc-palo-alto-ca-105396.md)) | 105396 | Palo Alto, CA | SEC-registered investment adviser | $1 billion to $5 billion | 48 | % of assets, Fixed fee |
| [Cove](https://advisorcensus.com/firm/cove-santa-clara-ca-329900) ([md](https://advisorcensus.com/firm/cove-santa-clara-ca-329900.md)) | 329900 | Santa Clara, CA | SEC-registered investment adviser | Not reported | 2 | % of assets |
| [Cultivate Financial Group LLC](https://advisorcensus.com/firm/cultivate-financial-group-llc-los-gatos-ca-288980) ([md](https://advisorcensus.com/firm/cultivate-financial-group-llc-los-gatos-ca-288980.md)) | 288980 | Los Gatos, CA | State-registered investment adviser | $25 million to $100 million | 9 | % of assets, Fixed fee |
| [Distribution Cognizant, LLC](https://advisorcensus.com/firm/distribution-cognizant-llc-palo-alto-ca-322048) ([md](https://advisorcensus.com/firm/distribution-cognizant-llc-palo-alto-ca-322048.md)) | 322048 | Palo Alto, CA | SEC-registered investment adviser | Under $25 million | 4 | % of assets |
| [DWR Wealth Management, LLC](https://advisorcensus.com/firm/dwr-wealth-management-llc-san-jose-ca-133743) ([md](https://advisorcensus.com/firm/dwr-wealth-management-llc-san-jose-ca-133743.md)) | 133743 | San Jose, CA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Echo Advisory LLC](https://advisorcensus.com/firm/echo-advisory-llc-sunnyvale-ca-288026) ([md](https://advisorcensus.com/firm/echo-advisory-llc-sunnyvale-ca-288026.md)) | 288026 | Sunnyvale, CA | State-registered investment adviser | $25 million to $100 million | 9 | % of assets, Fixed fee |
| [Endowe Advisory LLC](https://advisorcensus.com/firm/endowe-advisory-llc-san-jose-ca-338697) ([md](https://advisorcensus.com/firm/endowe-advisory-llc-san-jose-ca-338697.md)) | 338697 | San Jose, CA | SEC-registered investment adviser | Under $25 million | 0 | % of assets |
| [Equityftw](https://advisorcensus.com/firm/equityftw-san-jose-ca-331508) ([md](https://advisorcensus.com/firm/equityftw-san-jose-ca-331508.md)) | 331508 | San Jose, CA | State-registered investment adviser | Not reported | 2 | Hourly, Fixed fee |
| [Everest Private Wealth](https://advisorcensus.com/firm/everest-private-wealth-cupertino-ca-142945) ([md](https://advisorcensus.com/firm/everest-private-wealth-cupertino-ca-142945.md)) | 142945 | Cupertino, CA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Fireside Financial Planning, Inc.](https://advisorcensus.com/firm/fireside-financial-planning-inc-san-jose-ca-121784) ([md](https://advisorcensus.com/firm/fireside-financial-planning-inc-san-jose-ca-121784.md)) | 121784 | San Jose, CA | State-registered investment adviser | Under $25 million | 34 | % of assets, Hourly, Fixed fee |
| [Flywheel Private Wealth LLC](https://advisorcensus.com/firm/flywheel-private-wealth-llc-los-altos-ca-325690) ([md](https://advisorcensus.com/firm/flywheel-private-wealth-llc-los-altos-ca-325690.md)) | 325690 | Los Altos, CA | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets |
| [Frank Elmer Investment Strategies LLC](https://advisorcensus.com/firm/frank-elmer-investment-strategies-llc-los-altos-ca-154841) ([md](https://advisorcensus.com/firm/frank-elmer-investment-strategies-llc-los-altos-ca-154841.md)) | 154841 | Los Altos, CA | State-registered investment adviser | $25 million to $100 million | 15 | % of assets |
| [Frank, Rimerman Advisors LLC](https://advisorcensus.com/firm/frank-rimerman-advisors-llc-palo-alto-ca-124147) ([md](https://advisorcensus.com/firm/frank-rimerman-advisors-llc-palo-alto-ca-124147.md)) | 124147 | Palo Alto, CA | SEC-registered investment adviser | $1 billion to $5 billion | 23 | % of assets, Hourly, Fixed fee |
| [Future Wealth LLC](https://advisorcensus.com/firm/future-wealth-llc-los-gatos-ca-283911) ([md](https://advisorcensus.com/firm/future-wealth-llc-los-gatos-ca-283911.md)) | 283911 | Los Gatos, CA | State-registered investment adviser | $25 million to $100 million | 10 | % of assets, Fixed fee |
| [Gates Pass Advisors, LLC](https://advisorcensus.com/firm/gates-pass-advisors-llc-los-altos-ca-269983) ([md](https://advisorcensus.com/firm/gates-pass-advisors-llc-los-altos-ca-269983.md)) | 269983 | Los Altos, CA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Fixed fee |
| [Hickok Advisory, LLC](https://advisorcensus.com/firm/hickok-advisory-llc-campbell-ca-333663) ([md](https://advisorcensus.com/firm/hickok-advisory-llc-campbell-ca-333663.md)) | 333663 | Campbell, CA | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly, Fixed fee |
| [Holbrook Global Strategies](https://advisorcensus.com/firm/holbrook-global-strategies-palo-alto-ca-127059) ([md](https://advisorcensus.com/firm/holbrook-global-strategies-palo-alto-ca-127059.md)) | 127059 | Palo Alto, CA | SEC-registered investment adviser | $100 million to $500 million | 22 | % of assets, Hourly |
| [Infanger Investment Technology, LLC](https://advisorcensus.com/firm/infanger-investment-technology-llc-mountain-view-ca-112328) ([md](https://advisorcensus.com/firm/infanger-investment-technology-llc-mountain-view-ca-112328.md)) | 112328 | Mountain View, CA | SEC-registered investment adviser | $100 million to $500 million | 26 | % of assets, Fixed fee |
| [Infinity 8 Investments, LLC](https://advisorcensus.com/firm/infinity-8-investments-llc-cupertino-ca-152180) ([md](https://advisorcensus.com/firm/infinity-8-investments-llc-cupertino-ca-152180.md)) | 152180 | Cupertino, CA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee |
| [James A. Jimenez](https://advisorcensus.com/firm/james-a-jimenez-san-jose-ca-136200) ([md](https://advisorcensus.com/firm/james-a-jimenez-san-jose-ca-136200.md)) | 136200 | San Jose, CA | State-registered investment adviser | Under $25 million | 29 | % of assets |
| [JIE Shen, CFA](https://advisorcensus.com/firm/jie-shen-cfa-los-altos-ca-289865) ([md](https://advisorcensus.com/firm/jie-shen-cfa-los-altos-ca-289865.md)) | 289865 | Los Altos, CA | State-registered investment adviser | Under $25 million | 8 | % of assets |
| [Johnson Lyman Wealth Advisors](https://advisorcensus.com/firm/johnson-lyman-wealth-advisors-los-altos-ca-150150) ([md](https://advisorcensus.com/firm/johnson-lyman-wealth-advisors-los-altos-ca-150150.md)) | 150150 | Los Altos, CA | SEC-registered investment adviser | $100 million to $500 million | 17 | % of assets, Fixed fee |
| [Kukui Tree Capital Management LLC](https://advisorcensus.com/firm/kukui-tree-capital-management-llc-palo-alto-ca-330374) ([md](https://advisorcensus.com/firm/kukui-tree-capital-management-llc-palo-alto-ca-330374.md)) | 330374 | Palo Alto, CA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets |
| [Kuleana Wealth Advisors](https://advisorcensus.com/firm/kuleana-wealth-advisors-los-altos-ca-154028) ([md](https://advisorcensus.com/firm/kuleana-wealth-advisors-los-altos-ca-154028.md)) | 154028 | Los Altos, CA | State-registered investment adviser | $25 million to $100 million | 16 | % of assets, Hourly, Fixed fee |
| [Legacy Wealth Advisors, LLC](https://advisorcensus.com/firm/legacy-wealth-advisors-llc-san-jose-ca-127758) ([md](https://advisorcensus.com/firm/legacy-wealth-advisors-llc-san-jose-ca-127758.md)) | 127758 | San Jose, CA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Libra Wealth LLC](https://advisorcensus.com/firm/libra-wealth-llc-los-gatos-ca-288098) ([md](https://advisorcensus.com/firm/libra-wealth-llc-los-gatos-ca-288098.md)) | 288098 | Los Gatos, CA | SEC-registered investment adviser | $500 million to $1 billion | 5 | Hourly, Fixed fee |
| [LOS Gatos Financial LLC](https://advisorcensus.com/firm/los-gatos-financial-llc-los-gatos-ca-329966) ([md](https://advisorcensus.com/firm/los-gatos-financial-llc-los-gatos-ca-329966.md)) | 329966 | Los Gatos, CA | State-registered investment adviser | Not reported | 2 | Hourly, Fixed fee |
| [Mainstreet Financial Planning, Inc.](https://advisorcensus.com/firm/mainstreet-financial-planning-inc-los-gatos-ca-123189) ([md](https://advisorcensus.com/firm/mainstreet-financial-planning-inc-los-gatos-ca-123189.md)) | 123189 | Los Gatos, CA | State-registered investment adviser | Not reported | 23 | Hourly, Fixed fee |
| [Maya Advisors, Inc.](https://advisorcensus.com/firm/maya-advisors-inc-palo-alto-ca-144325) ([md](https://advisorcensus.com/firm/maya-advisors-inc-palo-alto-ca-144325.md)) | 144325 | Palo Alto, CA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [Mayfield Advisors, Inc.](https://advisorcensus.com/firm/mayfield-advisors-inc-palo-alto-ca-144072) ([md](https://advisorcensus.com/firm/mayfield-advisors-inc-palo-alto-ca-144072.md)) | 144072 | Palo Alto, CA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [Merk Investments LLC](https://advisorcensus.com/firm/merk-investments-llc-palo-alto-ca-112305) ([md](https://advisorcensus.com/firm/merk-investments-llc-palo-alto-ca-112305.md)) | 112305 | Palo Alto, CA | SEC-registered investment adviser | $1 billion to $5 billion | 24 | % of assets |
| [Meyer Financial Advisors, Inc.](https://advisorcensus.com/firm/meyer-financial-advisors-inc-los-altos-ca-293388) ([md](https://advisorcensus.com/firm/meyer-financial-advisors-inc-los-altos-ca-293388.md)) | 293388 | Los Altos, CA | State-registered investment adviser | Under $25 million | 8 | % of assets, Hourly, Fixed fee |
| [Meyers Wealth Management](https://advisorcensus.com/firm/meyers-wealth-management-palo-alto-ca-148734) ([md](https://advisorcensus.com/firm/meyers-wealth-management-palo-alto-ca-148734.md)) | 148734 | Palo Alto, CA | State-registered investment adviser | $25 million to $100 million | 16 | % of assets, Hourly |
| [Michael Garber Financial Planning](https://advisorcensus.com/firm/michael-garber-financial-planning-cupertino-ca-133943) ([md](https://advisorcensus.com/firm/michael-garber-financial-planning-cupertino-ca-133943.md)) | 133943 | Cupertino, CA | State-registered investment adviser | Not reported | 21 | Hourly, Fixed fee |
| [Mine & Arao Wealth Creation and Management, LLC](https://advisorcensus.com/firm/mine-and-arao-wealth-creation-and-management-llc-campbell-ca-118319) ([md](https://advisorcensus.com/firm/mine-and-arao-wealth-creation-and-management-llc-campbell-ca-118319.md)) | 118319 | Campbell, CA | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly |
| [Mission Capital Advisors Inc.](https://advisorcensus.com/firm/mission-capital-advisors-inc-sunnyvale-ca-331522) ([md](https://advisorcensus.com/firm/mission-capital-advisors-inc-sunnyvale-ca-331522.md)) | 331522 | Sunnyvale, CA | State-registered investment adviser | Not reported | 2 | Hourly, Fixed fee |
| [MK Investment Advisors, LLC](https://advisorcensus.com/firm/mk-investment-advisors-llc-los-altos-ca-287539) ([md](https://advisorcensus.com/firm/mk-investment-advisors-llc-los-altos-ca-287539.md)) | 287539 | Los Altos, CA | State-registered investment adviser | Under $25 million | 9 | % of assets, Hourly, Fixed fee |
| [Money Intelligence](https://advisorcensus.com/firm/money-intelligence-santa-clara-ca-164597) ([md](https://advisorcensus.com/firm/money-intelligence-santa-clara-ca-164597.md)) | 164597 | Santa Clara, CA | State-registered investment adviser | $100 million to $500 million | 12 | % of assets, Hourly, Fixed fee |
| [Nine Gems Investment Management](https://advisorcensus.com/firm/nine-gems-investment-management-san-jose-ca-311148) ([md](https://advisorcensus.com/firm/nine-gems-investment-management-san-jose-ca-311148.md)) | 311148 | San Jose, CA | State-registered investment adviser | Under $25 million | 5 | % of assets, Hourly, Fixed fee |

- Next page: https://advisorcensus.com/advisors/ca/san-jose/fee-only/page/2.md

## Questions people ask

**How many financial advisory firms are there in San Jose, CA?**
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.

**How many fee-only financial advisors are in San Jose, CA?**
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.

**How many financial advisors in San Jose, CA offer financial planning?**
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.

**Are the financial advisors in San Jose, CA fiduciaries?**
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.

**How do I check whether a financial advisor has disciplinary disclosures?**
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.

**Does AdvisorCensus rate, verify, or recommend these firms?**
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.

**What does regulatory assets under management mean?**
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.

## Related pages

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- [Financial advisors in San Jose, CA](https://advisorcensus.com/advisors/ca/san-jose) (https://advisorcensus.com/advisors/ca/san-jose.md)
- [Fee-only financial advisors in California](https://advisorcensus.com/advisors/ca/fee-only) (https://advisorcensus.com/advisors/ca/fee-only.md)
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- [Financial advisors in Los Angeles](https://advisorcensus.com/advisors/ca/los-angeles) (https://advisorcensus.com/advisors/ca/los-angeles.md)
- [Financial advisors in San Diego](https://advisorcensus.com/advisors/ca/san-diego) (https://advisorcensus.com/advisors/ca/san-diego.md)
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Cite as: AdvisorCensus. Fee-only financial advisors in San Jose, CA: 77 firms from Form ADV filings as of October 2026.