Ways to browse Flat-fee advisors serving Palo Alto, CA

Pick a specialty to browse more Flat-fee advisors serving Palo Alto, CA.

Browse by specialty

Find advisors serving Palo Alto, CA who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty	Advisors
Founder/Business Owner	1,203
Retired	801
Executive	692
Retirement plans for business owners (SEP, solo 401k)	599
Wealth management	504
Private / alternative investments	478
Tax-loss harvesting	464
College savings (529s, UTMA, etc.)	233
Options & derivatives strategies	210
ESG / Sustainable investing	184
Active portfolio management	176
Concentrated stock management	164
Financial Professional	163
Annuities	161
General retirement planning	151
Charitable giving & philanthropy	145
Retirement income strategy	132
Approaching retirement	94
HENRY (High Earners, Not Rich Yet)	94
Business exit / sale strategy	86
Real estate investing	83
Cash flow / budgeting	78
Equity compensation tax strategy	68
Self-Employed	59
Passive / index investing	55
Established Professionals	48
Business succession planning	41
General tax planning	37
Elder care planning	36
General estate planning guidance	36
Income planning	32
Long-term care insurance	29
Equity Recipients (RS/RSU, SOP, ESPP)	26
Debt management	25
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	24
Values-based investing	24
Tax strategies for small businesses	23
Mid-Career Professionals	22
Technology Professional	19
Social Security optimization	17
Divorce financial planning	16
Women Professionals	14
Business sale tax planning	13
Business ownership considerations	11
Factor investing / smart beta	9
Life insurance needs analysis	8
Retirement withdrawal strategies	8
Cross-border & expatriate issues	6
Parents	4
Stock option exercise strategy	4

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