Ways to browse Flat-fee advisors serving San Rafael, CA

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

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	1,794
Retired	1,304
Executive	962
Wealth management	796
Retirement plans for business owners (SEP, solo 401k)	777
Private / alternative investments	725
Tax-loss harvesting	638
Options & derivatives strategies	394
Concentrated stock management	352
ESG / Sustainable investing	340
College savings (529s, UTMA, etc.)	275
Retirement income strategy	266
Charitable giving & philanthropy	257
General retirement planning	249
Active portfolio management	241
Approaching retirement	204
HENRY (High Earners, Not Rich Yet)	195
Annuities	189
Business exit / sale strategy	141
Passive / index investing	140
Established Professionals	129
Cash flow / budgeting	127
Financial Professional	126
Real estate investing	88
Long-term care insurance	86
General tax planning	83
Mid-Career Professionals	82
General estate planning guidance	76
Business succession planning	60
Income planning	57
Equity compensation tax strategy	53
Social Security optimization	46
Women Professionals	45
Debt management	40
Business ownership considerations	39
Factor investing / smart beta	38
Values-based investing	36
Equity Recipients (RS/RSU, SOP, ESPP)	33
Self-Employed	33
Divorce financial planning	23
Roth conversion strategy	23
Tax strategies for small businesses	21
Business sale tax planning	13
Doctor or Medical Professional	12
Life insurance needs analysis	11
Stock option exercise strategy	11
Charitable giving tax strategies	9
Retirement withdrawal strategies	9
Retired	7
Young Professionals	5
Technology Professional	4
Attorney	3
Educators, Teachers, and Academics	3
Liquidity event planning	3
Sandwich Generation	3

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