CA · Redwood City

Fiduciary advisors in Redwood City, CA

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

2 listed Low coverage · not indexed

2 results in Redwood City

Bay Area Financial Wellness

Redwood City, California

Bay Area Financial Wellness, based in Redwood City, is an independent firm affiliated with LPL Financial that offers retirement planning, tax-efficient investment strategies, values-based wealth planning, and divorce financial planning services. The firm serves clients navigating life transitions and major financial decisions, providing ongoing guidance across retirement readiness, income strategy, and estate planning. The team emphasizes a process-driven approach to financial advice rather than product-focused recommendations.

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Schneider Wealth Management

Fiduciary ★5.0(1)

Redwood City, California

CFP

Fee-Only Independent RIA

Investment Management Wealth Management

Schneider Wealth Management is a fee-only independent registered investment adviser in Redwood City founded in 2007, led by Meredith Schneider, a CFP® with investment advisory experience dating back to 1998. The firm provides financial planning and investment management services, with a particular focus on engineers and technology executives managing $5–20M+ in assets, addressing complex decisions around equity compensation, taxation, and long-term wealth structure. The team includes CFP® Thomas Grunbeck as paraplanner and support staff, and takes a data-informed approach to planning aligned with clients' personal goals.

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Financial advisors in Redwood City, California

Advisors serving Redwood City 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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