Frank, Rimerman Advisors LLC fees and pricing
Financial planner in Palo Alto, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 28, 2026, Frank, Rimerman Advisors LLC charges a flat or project fee of $360-$825 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 28, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $360-$825
“For clients who engage us on an hourly basis, including financial planning clients, our billing rates range from $360 to $825.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Frank, Rimerman Advisors LLC’s fees compare
- Its flat or project fee of $360-$825 is below the California median of $5,000. 6% of the 796 other California planners that publish a flat or project fee charge less.
- None of the 4 other planners in Palo Alto that publish a flat or project fee charge less.
About Frank, Rimerman Advisors LLC
- Firm size: 5 employees.
- Registered as an adviser: 2003 (23 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 0.7% a year
- Minimum
- $15,000 minimum fee (stated in brochure)
- Clients
- 106
- Employees
- 5
- Works with
- High net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and other services
- Assets managed
- $3,399,039,031
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 124147
- Phone
- (650) 845-8100
Can advise clients in 2 states: California, Texas
Other planners in Palo Alto that publish fees
- Holbrook Global StrategiesPalo Alto$250/hr
- Maya Advisors, Inc.Palo Alto$6,000-$12,000/yr
- Mayfield Advisors, Inc.Palo Alto$150-$250/hr, $1,500-$7,500
- Meyers Wealth ManagementPalo Alto$360/hr
- Oceaniq Capital, LLCPalo Alto$500/hr, $10,000-$100,000
- Radiant Wealth PlanningPalo Alto$5,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.