Fee only financial advisors in San Mateo, California: hourly and flat fee prices
22 registered advisers based in San Mateo offer financial planning for an hourly, fixed or subscription fee, with no commissions.
16 of the 22 fee only firms based in San Mateo publish dollar fees. Their median hourly rate is $340 and their median flat or project fee is $5,000. Updated October 2026.
| Fee | Median | Middle half of firms | Firms with a published fee |
|---|---|---|---|
| Hourly rate | $340/hr | $250-$450/hr | 12 firms |
| Flat or project fee | $5,000 | $2,500-$7,000 | 11 firms |
Fee only advisors in San Mateo and their published fees
16 firms with published fees
| Firm | Hourly rate | Flat or project fee | Ongoing fee |
|---|---|---|---|
| Balopole Investment Management Corporation | $150/hr | Not published | Not published |
| Banyan Lake Capital LLC | $225/hr | Not published | Not published |
| Barson Financial Planning | Not published | $500-$5,000 | Not published |
| Bixy Wealth LLCNo AUM fee | $250/hr | $1,000-$10,000 | Not published |
| Bucher Wealth Advisors | Not published | $2,500 | Not published |
| Caregen Wealth Management | $450/hr | Not published | $900-$10,000/qtr |
| Chen Financial Group, LLCNo AUM fee | $300-$500/hr | $4,500-$15,000 | $1,500-$4,000/yr |
| Coronado Financial Group L.L.C. | $210-$500/hr | $210-$375 | Not published |
| Gosho Financial Group | $400-$700/hr | $5,000 | Not published |
| King Wealth Advisors, LLC | $250/hr | $1,250-$10,000 | Not published |
| Marim Wealth Planning | $400/hr | Not published | $350-$950/mo |
| Obel Financial Advisors | Not published | $300-$5,000 | Not published |
| Private Portfolios, Inc. | $325/hr | Not published | Not published |
| Roach Investment Services | $250/hr | $2,000-$3,000 | Not published |
| Tamarind Financial Planning | Not published | $4,000-$10,000 | Not published |
| Vantage Wealth Management, LLC | $300-$800/hr | Up to $30,000 | Up to $50,000/yr |
No firms match these filters.
Other registered firms that don't publish dollar fees (6)
Their current brochure explains how they charge, but not how much. Ask them for a fee schedule.
- Ams Capital Management LLC
- App
- Gilmore Financial Services, LLC
- Grealish Investment Counseling LLC
- International Asset Management
- Stinson Capital Management, LLC