Fee only financial advisors in San Jose, California: hourly and flat fee prices
33 registered advisers based in San Jose offer financial planning for an hourly, fixed or subscription fee, with no commissions.
25 of the 33 fee only firms based in San Jose publish dollar fees. Their median hourly rate is $300 and their median flat or project fee is $3,250. Updated October 2026.
| Fee | Median | Middle half of firms | Firms with a published fee |
|---|---|---|---|
| Hourly rate | $300/hr | $225-$450/hr | 18 firms |
| Flat or project fee | $3,250 | $2,500-$11,000 | 16 firms |
| Annual retainer | $6,975/yr | $500-$12,000/yr | 6 firms |
Fee only advisors in San Jose and their published fees
25 firms with published fees
| Firm | Hourly rate | Flat or project fee | Ongoing fee |
|---|---|---|---|
| Align Wealth Management, LLC | $300-$800/hr | Up to $50,000 | Not published |
| Amaral Financial Planning | $500/hr | Not published | Not published |
| Arena Advisors LLC | Not published | $250-$5,000 | Not published |
| Brightplan LLCNo AUM fee | Not published | Not published | $20/mo |
| Chief Capital Management, Inc | $200/hr | Not published | Not published |
| Concentrum Wealth Management | $350/hr | $2,000-$30,000 | Not published |
| Corinthian Wealth Management | $300-$500/hr | $3,000-$12,000 | Not published |
| DRS Financial Partners LLC | $400/hr | $2,000-$4,000 | $300-$600/mo |
| DWR Wealth Management, LLC | $300/hr | $2,400-$6,000 | Not published |
| Fireside Financial Planning, Inc. | Not published | Not published | $500/yr |
| Global Advisors, LLC | $150/hr | $2,000-$5,000 | $1,200-$24,000/yr |
| Heckman Financial & Insurance Services, Inc. | $500/hr | Not published | $900-$12,000/yr |
| Kera Capital Partners | $250/hr | $2,000-$20,000 | $7,500/yr |
| Legacy Wealth Advisors, LLC | Not published | $2,500 | Not published |
| Nadel Private Wealth LLC | $50-$150/hr | $500-$2,500 | Not published |
| Nine Gems Investment Management | $500/hr | $500-$3,000 | Not published |
| Pi Wealth Plan LLCNo AUM fee | Not published | Not published | $2,075/mo |
| Potentia Wealth | Not published | $2,500-$50,000 | Not published |
| Quant Portfolio Management | Not published | Not published | $5,000/qtr |
| Redwood Money | $450/hr | $2,000-$5,000 | $500-$2,500/mo |
| Retirement Capital Strategies, Inc. | $125-$325/hr | $250-$2,500 | Not published |
| Sigma3capital LLC | $250/hr | $250-$5,000 | Not published |
| Small Victories Wealth | $300/hr | Not published | $10,000-$14,000/yr |
| Sterling Advisory Services, LLC | $250/hr | $2,500 | Not published |
| TaxvetNo AUM fee | $100/hr | Not published | $2-$45/mo |
No firms match these filters.
Other registered firms that don't publish dollar fees (8)
Their current brochure explains how they charge, but not how much. Ask them for a fee schedule.
- Abundit Wealth
- Clarity Wealth Advisors
- Meera Advisory, L.L.C.
- Nim Wealth Solutions
- Pantheon Wealth Planning
- Silicon Valley Wealth Management Solutions, Inc.
- Skysphere LLC
- Wolfe Signal Capital LLC