Financial Advisors San Jose, CA

---

Financial Advisor Reviews San Jose, CA

---

Silicon Valley Wealth Advisors offers financial planning, investment management, socially responsible investing and business retirement plans. Clients include individuals, families, trusts, endowments, qualified retirement plan sponsors and businesses. The firm has offices in San Jose and Half Moon Bay. Advisors work with clients to customize investment portfolios and provide financial plans based on personal or business goals. Strategies focus on stocks with low annual expense ratios and low internal transaction costs. Fees vary by client and are negotiable. Annual asset management fees range from 0.5% to 0.95% for investment advice, quarterly reporting, valuations and performance reviews. The financial planning fee is waived for clients with more than $3 million in assets under management. Silicon Valley Wealth Advisors does not sell any insurance products and advisors do not accept commissions.

Silicon Valley Wealth Advisors
Assets Managed	$9.8 Million
Minimum Assets	$500,000
Number of Advisors	6
Fee Structure	Fee-Only
Address	3190 S. Bascom Ave Suite 210 San Jose, CA 95124

Sequoia Wealth Advisors specializes in simplifying and optimizing the investment process to maximize your success. Services include basic and comprehensive financial planning, targeted planning strategies for investment and retirement, tax planning, charitable giving advisement, and hourly consulting with a certified financial planner (CFP) or a Certified Investment Management Analyst (CIMA). Services are divided into three tiers, ranging from once-annual planning to comprehensive real-time planning with strategy sessions and financial education for your loved ones. Sequoia works with a range of clients, including newlyweds who need help with budget planning and nonprofits in need of financial guidance. Advisors also provide eldercare planning services and corporate trust services. Schedule a no-cost consultation to learn more.

Sequoia Wealth Advisors
Assets Managed	$268.8 Billion
Minimum Assets	N/A
Number of Advisors	12
Fee Structure	Varies
Address	99 Almaden Blvd Suite 925 San Jose, CA 95113

Transitions Wealth Advisors is an independent, family-owned practice that offers everything from financial planning to advanced investment strategies. Its new client planning fee starts at $2,500. Financial planning includes three to five face-to-face meetings for a one-time fee. Ongoing advisement requires an assets under management fee. Assets under management fees range from 0.75% to 1.5%. Advisors accept commissions for sales of insurance and other financial products.

Transitions Wealth Advisors
Assets Managed	$270 Million
Minimum Assets	N/A
Number of Advisors	6
Fee Structure	Fee-Based
Address	1100 Lincoln Ave Suite 241 San Jose, CA 95125

Clarity Wealth Advisors starts by identifying each client’s investment goals, risk tolerance, tax implications and specific income needs. Services include financial planning, investment management and customized solutions. Typical clients include high net worth individuals, small businesses and charitable foundations. Clarity constructs diversified portfolios across various asset types, classes, styles, sectors and regions focused on mid- to long-term strategies. Each client has one point of contact within the firm, and updates are sent quarterly. Fees start at 1% of your assets under management and decrease as your asset total increases. Hourly consulting services are also available for clients who do not have assets under management with the company.

Clarity Wealth Advisors
Assets Managed	$340.4 Million
Minimum Assets	$500,000
Number of Advisors	N/A
Fee Structure	Fee-Only
Address	2160 The Alameda Suite A San Jose, CA 95126

Davalos Financial Advisors is a division of Raymond James. The firm provides comprehensive financial planning for families and individuals with sustainable investment management strategies. Davalos Financial Advisors also specializes in advising women investors and those who find themselves with sudden wealth. Financial plans offer a high degree of personalization to match your short- and long-term financial goals. Sustainable investment strategies include socially responsible options, investments with social or environmental impact, and thematic investing. Advisors are certified financial planners (CFP).

Davalos Financial Advisors
Assets Managed	$242.5 Billion
Minimum Assets	N/A
Number of Advisors	2
Fee Structure	Fee-Based
Address	150 Almaden Blvd Suite 1375 San Jose, CA 95113

Alameda Financial Group divides its services into five categories: clarify vision and future; balance work and life; create financial comfort; help and protect family; and build a legacy. Specific services include financial planning, retirement planning, estate planning, investing, will and trust services, tax-loss harvesting and long-term care planning. Advisors analyze your current financial situation and portfolio to develop thoughtful strategies designed to help clients work toward their personal financial goals. All portfolios are designed to keep costs low, minimize taxes and control risk.

Alameda Financial Group
Assets Managed	$5.9 Billion
Minimum Assets	Varies
Number of Advisors	2
Fee Structure	Fee-Based
Address	1541 The Alameda Suite A San Jose, CA 95126

Conclusion