Ways to browse Flat-fee advisors serving Pleasanton, CA

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

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	2,052
Retired	1,487
Executive	1,047
Retirement plans for business owners (SEP, solo 401k)	918
Private / alternative investments	794
Wealth management	775
Tax-loss harvesting	706
Options & derivatives strategies	341
College savings (529s, UTMA, etc.)	329
ESG / Sustainable investing	303
Annuities	301
Active portfolio management	291
Concentrated stock management	280
Retirement income strategy	263
General retirement planning	249
Charitable giving & philanthropy	231
Financial Professional	198
Approaching retirement	195
HENRY (High Earners, Not Rich Yet)	190
Business exit / sale strategy	150
Established Professionals	135
Cash flow / budgeting	129
Real estate investing	122
Passive / index investing	87
Equity compensation tax strategy	84
Self-Employed	78
General tax planning	75
Women Professionals	70
Business succession planning	65
General estate planning guidance	63
Income planning	52
Mid-Career Professionals	41
Elder care planning	38
Values-based investing	38
Equity Recipients (RS/RSU, SOP, ESPP)	37
Factor investing / smart beta	37
Long-term care insurance	37
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	37
Doctor or Medical Professional	34
Debt management	33
Tax strategies for small businesses	29
Social Security optimization	23
Business ownership considerations	20
Technology Professional	19
Divorce financial planning	12
Retirement withdrawal strategies	12
Business sale tax planning	11
Life insurance needs analysis	11
Charitable giving tax strategies	9
Stock option exercise strategy	6
Parents	4
Women's Finance	4
Cross-border & expatriate issues	3
Divorced Women	3
Sandwich Generation	3

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