Find a Financial Advisor in Menlo Park, CA

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We Only Work With The Best Menlo Park Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

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Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

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Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Menlo Park, CA


  • Financial Advisor Close to Menlo Park, CA

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Menlo Park, CA


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Menlo Park, CA

We evaluated over 13,000 RIA firms to bring you the best of the best Menlo Park financial advisors.
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How Retirement-Friendly is Menlo Park, CA?

  • Population: 34,138
  • % of Population 62 Years and Over: 17.8%
  • Average Home Value: $2,000,0,00+
  • Average Monthly Housing Cost: $2,785
  • Average Household Income: $241,222
  • California Total Tax Burden: 9.48% (10th Highest in U.S.)
  • California Property Tax: 2.64% (19th Lowest in U.S.)
  • California Individual Income Tax: 3.78% (4th Highest in U.S.)
  • California Sales and Excise Tax: 3.06% (17th Lowest in U.S.)



The Top Financial Advisor Firms in Menlo Park, CA

 

BLUE OAK CAPITAL LLC

Website

(650) 251-9595

3000 Sand Hill Road, 1/205

Menlo Park, CA 94025

SEC#: 801-57237
Years in Business: 22 years

MENLO ADVISORS LLC

Website

(650) 688-0300

525 Middlefield Road
Suite 118
Menlo Park, CA 94025

SEC#: 801-61504
Years in Business: 19 years

WEALTHVALUES, LLC

Website

(650) 941-5530

1100 Alma Street
Suite 101
Menlo Park, CA 94025

SEC#: 801-66449
Years in Business: 16 years

ALTOS VENTURES MANAGEMENT, INC.

Website

(650) 234-9771

2882 Sand Hill Road
Suite 100
Menlo Park, CA 94025

SEC#: 801-111967
Years in Business: 4 years

SAGE RHINO CAPITAL LLC

Website

(650) 352-5600

525 Middlefield Road, Suite 119

Menlo Park, CA 94025

SEC#: 801-112150
Years in Business: 4 years

POWERSCALE CAPITAL MANAGEMENT

Website

(141) 535-6906

2884 Sand Hill Road
Suite 200A
Menlo Park, CA 94025

SEC#: 801-114916
Years in Business: 3 years

TRIPLEPOINT ADVISERS LLC

Website

(650) 854-2090

2755 Sand Hill Road
Suite 150
Menlo Park, CA 94025

SEC#: 801-78757
Years in Business: 8 years

PORTOLA PARTNERS

Website

(650) 289-1114

1550 El Camino Real
Ste 200
Menlo Park, CA 94025

SEC#: 801-117341
Years in Business: 2 years

SIRIUS WEALTH MANAGEMENT STRATEGIES, LLC

Website

(650) 276-7967

1040 Noel Drive
Suite 104
Menlo Park, CA 94025

SEC#: 801-80973
Years in Business: 7 years

 


Menlo Park, CA Financial Advisor FAQs

Menlo Park is a city in the San Francisco Bay Area of California, United States, located on the eastern end of San Mateo County. On the north and east, it is bordered by San Francisco Bay; on the south, it is bordered by East Palo Alto, Palo Alto, and Stanford; and on the west, it is bordered by Atherton, North Fair Oaks, and Redwood City. Meta, formerly called Facebook, is the top employer in Menlo Park. It has 17,000 people in its workforce. Meta's corporate offices are in Menlo Park, California, which is also the birthplace of Google, Roblox Corporation, and Round Table Pizza. Reach out to only the trusted financial advisors in Menlo Park, CA, a city located in the eastern edge of San Mateo County within the San Francisco Bay Area. It houses the corporate headquarters of Facebook and is the same place where Google and Round Table Pizza were founded. The city is being bordered by San Francisco Bay on the north and east; East Palo Alto, Palo Alto, and Stanford to the south; and Atherton, North Fair Oaks, and Redwood City to the west. Click on the links below to see financial advisors who serve nearby.

How often will we be meeting or speaking on the phone if we decide to work together? How often will they update me on my progress and account balance (usually monthly)? Do their fees change from time to time?

A financial advisor in Menlo Park, CA can vary in cost. It will depend on what you want the advisor to do for you and how much time they'll spend with you - whether it be checking your yearly expenses or an hour each month to brainstorm your budget.

Visit your nearest bank and ask if they have financial advising services.

A financial advisor is one who can give wisdom in how to plan your finances in order to lessen risk and maximize profit. This usually means that the person has been educated in accounting and economics so they have a deep understanding of how different investments can affect ones budget on both short-term and long-time scales.

Disclaimer: The above references an opinion and is for information purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.