Fee only financial advisors in Palo Alto, California: hourly and flat fee prices

11 registered advisers based in Palo Alto offer financial planning for an hourly, fixed or subscription fee, with no commissions.

10 of the 11 fee only firms based in Palo Alto publish dollar fees. Their median hourly rate is $360 and their median flat or project fee is $5,000. Updated October 2026.

What advisors in Palo Alto charge, from their filed brochures
FeeMedianMiddle half of firmsFirms with a published fee
Hourly rate$360/hr$200⁠-⁠$400/hr7 firms
Flat or project fee$5,000$4,500⁠-⁠$6,5005 firms
Annual retainer$1,200/yr$500⁠-⁠$9,000/yr3 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 Palo Alto and their published fees

10 firms with published fees

FirmHourly rateFlat or project feeOngoing fee
Frank, Rimerman Advisors LLCNot published$360⁠-⁠$825Not published
Holbrook Global Strategies$250/hrNot publishedNot published
Maya Advisors, Inc.Not publishedNot published$6,000⁠-⁠$12,000/yr
Mayfield Advisors, Inc.$150⁠-⁠$250/hr$1,500⁠-⁠$7,500$500/yr
Meyers Wealth Management$360/hrNot publishedNot published
Oceaniq Capital, LLC$500/hr$10,000⁠-⁠$100,000Not published
Radiant Wealth PlanningNot published$5,000Not published
Red Crane Wealth Management, LLC$400/hr$3,000⁠-⁠$10,000Not published
Sand Hill Global Advisors, LLC$100⁠-⁠$300/hrNot published$1,200/yr
The Wealth Mastery, LLC$400/hrNot publishedNot published
Other registered firms that don't publish dollar fees (1)

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

See all fee only advisors in California