Menlo Park, CA Financial Advisors and Resources



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: 21 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: 15 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: 3 years

SAGE RHINO CAPITAL LLC

Website

(650) 352-5600

525 Middlefield Road, Suite 119

Menlo Park, CA 94025

SEC#: 801-112150
Years in Business: 3 years

POWERSCALE CAPITAL MANAGEMENT

Website

(141) 535-6906

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

SEC#: 801-114916
Years in Business: 2 years

TRIPLEPOINT ADVISERS LLC

Website

(650) 854-2090

2755 Sand Hill Road
Suite 150
Menlo Park, CA 94025

SEC#: 801-78757
Years in Business: 7 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: 6 years


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.)


Menlo Park, CA Financial Advisor FAQs

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.