CA · Los Gatos

Fiduciary advisors in Los Gatos, CA

2 advisors with offices in Los Gatos. Credentials, fee structures, and minimums are disclosed on each listing.

2 listed Low coverage · not indexed
2 results in Los Gatos

MainStreet Financial Planning, Inc

★5.0(9)

Los Gatos, California

MainStreet Financial Planning, a Los Gatos-based firm with several decades of experience, offers comprehensive financial planning through its proprietary Money Roadmap process that addresses cash flow, insurance, retirement, education savings, debt management, and investment strategy. The firm provides an interactive planning service with ongoing advisory support through its Navigation Support Program, available at tiered fee levels starting with a deposit plus monthly retainer ($2,200 deposit and $241/month, or $2,500 deposit and $309/month). Clients receive detailed discovery and goal-setting sessions, a customized financial roadmap accessible via an online portal, and regular check-ins with their assigned advisor to adjust the plan as circumstances change.

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Financial advisors in Los Gatos, California

Advisors serving Los Gatos specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (California's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

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