Fee only financial advisors in Santa Clara, California: hourly and flat fee prices

8 registered advisers based in Santa Clara offer financial planning for an hourly, fixed or subscription fee, with no commissions.

3 of the 8 fee only firms based in Santa Clara publish dollar fees. Updated October 2026.

Fee only advisors in Santa Clara and their published fees

3 firms with published fees

FirmHourly rateFlat or project feeOngoing fee
Money IntelligenceNot publishedNot published$5,000/yr
Nri Wealth Management, LLC$350⁠-⁠$500/hrNot publishedNot published
Rogers Investment Advisors, LLC$400/hr$5,000⁠-⁠$15,000Not published
Other registered firms that don't publish dollar fees (5)

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

See all fee only advisors in California