Best Financial Planners in San Jose, CA
1Network lists 80 financial planners serving San Jose, CA — independent local providers. Compare profiles below, then request free quotes from the ones that fit your project.
Top Financial Planners in San Jose
Jonathan Stoft Financial Advisor Commonwealth Central Credit Union Unclaimed
Hynek Financial Advisers Unclaimed
RBC Wealth Management Branch - San Jose Unclaimed
U.S. Bancorp Investments - Financial Advisors: Adam Perez Unclaimed
Pamela Matthews - Financial Advisor, Ameriprise Financial Services, LLC Unclaimed
Richard Bologna - Private Wealth Advisor, Ameriprise Financial Services, LLC Unclaimed
Thuyhuong Le - Private Wealth Advisor, Ameriprise Financial Services, LLC Unclaimed
Robert Adams - Private Wealth Advisor, Ameriprise Financial Services, LLC Unclaimed
WisdomSource Wealth Advisory Group - Ameriprise Financial Services, LLC Unclaimed
Merrill Lynch Financial Advisor Mengxiao Shan Unclaimed
Mml Investors Services Inc: Paige Ken R Unclaimed
How to choose a financial planner in San Jose
- Prefer a fee-only fiduciary who must act in your interest.
- Confirm CFP certification and a clean regulatory record.
- Ask exactly how they're compensated.
- Make sure their specialty matches your goals.
Typical financial planner costs in San Jose
In San Jose, CA, financial planners typically charge 1% of assets per year, or $150–$400 per hour / $1,000–$3,000 flat. Actual pricing depends on the scope of your job, so always request a written quote.
Frequently asked questions
How many financial planners are there in San Jose, CA?
1Network currently lists 80 financial planners in San Jose, CA. You can compare their reviews, contact details, and services on this page.
How much does a financial planner cost in San Jose?
Financial planners in San Jose, CA typically charge about 1% of assets annually, $150–$400 per hour, or $1,000–$3,000 for a flat-fee plan.
What is a fiduciary financial planner?
A fiduciary is legally required to put your interests first. Look for fee-only CFP professionals in San Jose to avoid commission conflicts.
How do I choose a financial planner in San Jose?
Verify CFP credentials, confirm fee-only status, and check reviews. 1Network lists 80 financial planners in San Jose, CA.