# Flat-fee financial advisors in San Jose, CA

> Find financial advisors in San Jose, CA who charge a fixed fee. AdvisorCensus lists 91 investment advisory firms with a principal office in the San Jose metro area that report fixed fees among their Form ADV Item 5.E compensation arrangements, as of October 2026. Firms are listed alphabetically. Sort by years registered or by assets under management, and see how this page is built below.

Updated October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/ca/san-jose/flat-fee

## At a glance

- Investment advisory firms: 91
- Registration: SEC-registered investment adviser: 44, State-registered investment adviser: 47
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 42 (46%); Percentage of assets 74 (81%); Hourly charges 61 (67%); Subscription fees (newsletter or periodical) 1 (1%); Fixed fees 91 (100%); Commissions 2 (2%); Performance-based fees 14 (15%); Other 12 (13%)
- Regulatory assets under management (Item 5.F): Under $25 million 17 (19%); $25 million to $100 million 14 (15%); $100 million to $500 million 25 (27%); $500 million to $1 billion 6 (7%); $1 billion to $5 billion 10 (11%); Over $5 billion 2 (2%); Not reported 17 (19%)
- Years registered: Under 5 years 34 (37%); 5 to 9 years 22 (24%); 10 to 19 years 22 (24%); 20 years or more 13 (14%)

## Firms (page 1 of 2, 1 to 50 of 91, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Abundit Wealth](https://advisorcensus.com/firm/abundit-wealth-san-jose-ca-329268) ([md](https://advisorcensus.com/firm/abundit-wealth-san-jose-ca-329268.md)) | 329268 | San Jose, CA | State-registered investment adviser | Under $25 million | 2 | % of assets, Fixed fee |
| [Agata Investments LLC](https://advisorcensus.com/firm/agata-investments-llc-saratoga-ca-318275) ([md](https://advisorcensus.com/firm/agata-investments-llc-saratoga-ca-318275.md)) | 318275 | Saratoga, CA | State-registered investment adviser | Not reported | 4 | Hourly, Fixed fee |
| [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 |
| [Allocate Management Company, LLC](https://advisorcensus.com/firm/allocate-management-company-llc-palo-alto-ca-316814) ([md](https://advisorcensus.com/firm/allocate-management-company-llc-palo-alto-ca-316814.md)) | 316814 | Palo Alto, CA | SEC-registered investment adviser | $1 billion to $5 billion | 4 | % of assets, Fixed fee, Performance 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 |
| [AP Investment Management](https://advisorcensus.com/firm/ap-investment-management-mountain-view-ca-334805) ([md](https://advisorcensus.com/firm/ap-investment-management-mountain-view-ca-334805.md)) | 334805 | Mountain View, CA | State-registered investment adviser | $25 million to $100 million | 1 | % of assets, Hourly, Fixed fee |
| [ASL Financial, LLC](https://advisorcensus.com/firm/asl-financial-llc-los-gatos-ca-115479) ([md](https://advisorcensus.com/firm/asl-financial-llc-los-gatos-ca-115479.md)) | 115479 | Los Gatos, CA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [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 |
| [Chinese Abraham Investment Advisors LLC](https://advisorcensus.com/firm/chinese-abraham-investment-advisors-llc-cupertino-ca-132170) ([md](https://advisorcensus.com/firm/chinese-abraham-investment-advisors-llc-cupertino-ca-132170.md)) | 132170 | Cupertino, CA | State-registered investment adviser | $25 million to $100 million | 21 | % of assets, Hourly, Fixed fee, Performance fee |
| [Clarity Wealth Advisors](https://advisorcensus.com/firm/clarity-wealth-advisors-san-jose-ca-157913) ([md](https://advisorcensus.com/firm/clarity-wealth-advisors-san-jose-ca-157913.md)) | 157913 | San Jose, CA | SEC-registered investment adviser | $500 million to $1 billion | 12 | % of assets, Fixed fee |
| [Comprehensive Financial Management LLC](https://advisorcensus.com/firm/comprehensive-financial-management-llc-los-gatos-ca-159641) ([md](https://advisorcensus.com/firm/comprehensive-financial-management-llc-los-gatos-ca-159641.md)) | 159641 | Los Gatos, CA | SEC-registered investment adviser | Over $5 billion | 14 | Hourly, Fixed fee, Performance fee |
| [Concentrum Wealth Management](https://advisorcensus.com/firm/concentrum-wealth-management-san-jose-ca-167151) ([md](https://advisorcensus.com/firm/concentrum-wealth-management-san-jose-ca-167151.md)) | 167151 | San Jose, CA | SEC-registered investment adviser | $500 million to $1 billion | 13 | % of assets, Hourly, Fixed fee |
| [Consonance Wealth Management](https://advisorcensus.com/firm/consonance-wealth-management-los-gatos-ca-285027) ([md](https://advisorcensus.com/firm/consonance-wealth-management-los-gatos-ca-285027.md)) | 285027 | Los Gatos, CA | State-registered investment adviser | Under $25 million | 9 | % of assets, Hourly, Fixed fee, Commissions |
| [Corinthian Wealth Management](https://advisorcensus.com/firm/corinthian-wealth-management-san-jose-ca-312196) ([md](https://advisorcensus.com/firm/corinthian-wealth-management-san-jose-ca-312196.md)) | 312196 | San Jose, CA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [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 |
| [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 |
| [Desai Wealth LLC](https://advisorcensus.com/firm/desai-wealth-llc-campbell-ca-335226) ([md](https://advisorcensus.com/firm/desai-wealth-llc-campbell-ca-335226.md)) | 335226 | Campbell, CA | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly, Fixed fee, Performance fee |
| [Disruptiveseculargrowth Corporation](https://advisorcensus.com/firm/disruptiveseculargrowth-corporation-mountain-view-ca-300867) ([md](https://advisorcensus.com/firm/disruptiveseculargrowth-corporation-mountain-view-ca-300867.md)) | 300867 | Mountain View, CA | State-registered investment adviser | $25 million to $100 million | 7 | % of assets, Hourly, Fixed fee, Performance fee |
| [Diversifi Capital Inc](https://advisorcensus.com/firm/diversifi-capital-inc-los-altos-ca-242788) ([md](https://advisorcensus.com/firm/diversifi-capital-inc-los-altos-ca-242788.md)) | 242788 | Los Altos, CA | SEC-registered investment adviser | $500 million to $1 billion | 5 | % of assets, Hourly, Fixed fee, Performance fee |
| [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 |
| [Edelman Financial Engines](https://advisorcensus.com/firm/edelman-financial-engines-santa-clara-ca-104510) ([md](https://advisorcensus.com/firm/edelman-financial-engines-santa-clara-ca-104510.md)) | 104510 | Santa Clara, CA | SEC-registered investment adviser | Over $5 billion | 28 | % of assets, Hourly, Subscription, Fixed fee, Other |
| [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 |
| [Figtree Financial Advisors, LLC](https://advisorcensus.com/firm/figtree-financial-advisors-llc-santa-clara-ca-301517) ([md](https://advisorcensus.com/firm/figtree-financial-advisors-llc-santa-clara-ca-301517.md)) | 301517 | Santa Clara, CA | State-registered investment adviser | $25 million to $100 million | 7 | % of assets, Fixed fee |
| [Filice Retirement Services](https://advisorcensus.com/firm/filice-retirement-services-san-jose-ca-135984) ([md](https://advisorcensus.com/firm/filice-retirement-services-san-jose-ca-135984.md)) | 135984 | San Jose, CA | State-registered investment adviser | Not reported | 25 | Hourly, Fixed fee, Other |
| [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 |
| [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 |
| [G. P. Greco & Co., Inc.](https://advisorcensus.com/firm/g-p-greco-and-co-inc-palo-alto-ca-318087) ([md](https://advisorcensus.com/firm/g-p-greco-and-co-inc-palo-alto-ca-318087.md)) | 318087 | Palo Alto, CA | State-registered investment adviser | Under $25 million | 4 | % 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 |
| [Global Advisors, LLC](https://advisorcensus.com/firm/global-advisors-llc-san-jose-ca-327425) ([md](https://advisorcensus.com/firm/global-advisors-llc-san-jose-ca-327425.md)) | 327425 | San Jose, CA | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Fixed fee |
| [Heckman Financial & Insurance Services, Inc.](https://advisorcensus.com/firm/heckman-financial-and-insurance-services-inc-san-jose-ca-111549) ([md](https://advisorcensus.com/firm/heckman-financial-and-insurance-services-inc-san-jose-ca-111549.md)) | 111549 | San Jose, CA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, 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 |
| [Honu Wealth Management](https://advisorcensus.com/firm/honu-wealth-management-sunnyvale-ca-142563) ([md](https://advisorcensus.com/firm/honu-wealth-management-sunnyvale-ca-142563.md)) | 142563 | Sunnyvale, CA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [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 |
| [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 |
| [Kera Capital Partners](https://advisorcensus.com/firm/kera-capital-partners-san-jose-ca-312875) ([md](https://advisorcensus.com/firm/kera-capital-partners-san-jose-ca-312875.md)) | 312875 | San Jose, CA | SEC-registered investment adviser | $1 billion to $5 billion | 5 | % of assets, Hourly, Fixed fee |
| [Keystone Advisory Group](https://advisorcensus.com/firm/keystone-advisory-group-hollister-ca-168574) ([md](https://advisorcensus.com/firm/keystone-advisory-group-hollister-ca-168574.md)) | 168574 | Hollister, CA | State-registered investment adviser | $25 million to $100 million | 12 | % of assets, Hourly, Fixed fee |
| [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 Capital Group California, Inc.](https://advisorcensus.com/firm/legacy-capital-group-california-inc-los-gatos-ca-111436) ([md](https://advisorcensus.com/firm/legacy-capital-group-california-inc-los-gatos-ca-111436.md)) | 111436 | Los Gatos, CA | SEC-registered investment adviser | $500 million to $1 billion | 18 | % of assets, Fixed fee, Commissions, Other |
| [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 |
| [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 |

- Next page: https://advisorcensus.com/advisors/ca/san-jose/flat-fee/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.

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- [Financial advisors in Riverside](https://advisorcensus.com/advisors/ca/riverside) (https://advisorcensus.com/advisors/ca/riverside.md)
- [Financial advisors in Santa Maria](https://advisorcensus.com/advisors/ca/santa-maria) (https://advisorcensus.com/advisors/ca/santa-maria.md)
- [Financial advisors in Santa Rosa](https://advisorcensus.com/advisors/ca/santa-rosa) (https://advisorcensus.com/advisors/ca/santa-rosa.md)

Cite as: AdvisorCensus. Flat-fee financial advisors in San Jose, CA: 91 firms from Form ADV filings as of October 2026.