Ways to browse Flat-fee advisors serving Sunnyvale, CA

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

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	1,294
Retired	815
Executive	704
Retirement plans for business owners (SEP, solo 401k)	613
Wealth management	522
Tax-loss harvesting	477
Private / alternative investments	476
College savings (529s, UTMA, etc.)	235
Options & derivatives strategies	186
Active portfolio management	176
Concentrated stock management	164
Annuities	162
Charitable giving & philanthropy	156
General retirement planning	153
Financial Professional	148
ESG / Sustainable investing	143
Retirement income strategy	135
Approaching retirement	104
HENRY (High Earners, Not Rich Yet)	104
Business exit / sale strategy	84
Real estate investing	82
Cash flow / budgeting	78
Passive / index investing	55
Established Professionals	47
Self-Employed	47
Equity compensation tax strategy	44
Business succession planning	40
General tax planning	38
Elder care planning	36
General estate planning guidance	35
Income planning	31
Long-term care insurance	29
Debt management	27
Equity Recipients (RS/RSU, SOP, ESPP)	26
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	24
Tax strategies for small businesses	24
Values-based investing	24
Mid-Career Professionals	21
Technology Professional	19
Social Security optimization	18
Divorce financial planning	16
Business sale tax planning	13
Women Professionals	13
Business ownership considerations	11
Factor investing / smart beta	8
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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