Fee only financial advisors in Menlo Park, California: hourly and flat fee prices

12 registered advisers based in Menlo Park offer financial planning for an hourly, fixed or subscription fee, with no commissions.

9 of the 12 fee only firms based in Menlo Park publish dollar fees. Their median hourly rate is $400 and their median flat or project fee is $4,475. Updated October 2026.

What advisors in Menlo Park charge, from their filed brochures
FeeMedianMiddle half of firmsFirms with a published fee
Hourly rate$400/hr$300⁠-⁠$500/hr6 firms
Flat or project fee$4,475$3,700⁠-⁠$10,0004 firms
Data as of October 2026. Each firm counts once, at the midpoint of the range it publishes. How we calculate this

Fee only advisors in Menlo Park and their published fees

9 firms with published fees

FirmHourly rateFlat or project feeOngoing fee
BKB Financial Advisors, LLCNo AUM fee$150⁠-⁠$450/hrNot publishedNot published
Branch & Bloom Financial Planning, LLCNo AUM fee$275/hr$2,500⁠-⁠$8,000Not published
Clearpath Capital Partners LLC$350/hrNot publishedNot published
Echo Advisory LLCNot published$2,400⁠-⁠$5,000Not published
MezziNo AUM feeNot publishedNot published$1,499/yr
Nelson Capital Management, LLC$500/hrNot publishedNot published
Oak Peak FinancialNot published$1,000⁠-⁠$6,000Not published
Roberts Wealth Advisors, LLC$450/hr$10,000Not published
Sage Rhino Capital LLC$500/hrNot publishedNot published
Other registered firms that don't publish dollar fees (3)

Their current brochure explains how they charge, but not how much. Ask them for a fee schedule.

See all fee only advisors in California