Sand Hill Global Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100⁠-⁠$300/hr

“Hourly fees range from $100 per hour to $300 per hour.”

Annual fee

$1,200/yr

“SHGA assesses a retainer of $1,200 against which hourly costs are applied.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Sand Hill Global Advisors, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “If this occurs, the first invoice will include prorated fees for a partial quarter during which wealth management services begin in addition to a full quarter’s fees for the following quarter.”
• “It is the policy of SHGA to refund Clients any overcharges because of delayed reporting.”
• “On occasion, at the request of the Client, fees are not paid directly from Client’s account but are invoiced.”

How Sand Hill Global Advisors, LLC’s fees compare

• Its hourly rate of $100-$300 is below the California median of $300. 9% of the 932 other California planners that publish an hourly rate charge less.
• None of the 6 other planners in Palo Alto that publish an hourly rate charge less.
• Its annual fee of $1,200 is below the California median of $6,250. 10% of the 224 other California planners that publish an annual fee charge less.
• 1 of the 2 other planners in Palo Alto that publish an annual fee charge less.

About Sand Hill Global Advisors, LLC

• Firm size: 33 employees.
• Credentials named in the brochure: CFP® and CFA.
• Registered as an adviser: 2000 (26 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

546

Employees

33

Works with

Individuals, high net worth individuals, and charities

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selecting other advisers

Assets managed

$4,390,631,813

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

111295

Website

linkedin.com/company/sand-hill-global-advisors (opens in new tab)

Phone

(650) 854-9150

Can advise clients in 14 states: Arizona, California, Florida, Idaho, Louisiana, Massachusetts, Maryland, Maine, Nevada, New York, Oregon, Texas, Virginia, Washington

Other planners in Palo Alto that publish fees

• Frank, Rimerman Advisors LLCPalo Alto$360⁠-⁠$825
• 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

Compare all 11 planners in Palo Alto