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frank, rimerman advisors llc

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frank, rimerman advisors llcpalo alto, CA

Additional Information

Frank, Rimerman + Co. LLP provides independent financial advice and investment services for high-net-worth clients. They offer comprehensive private wealth management with a focus on objectivity and avoiding conflicts of interest.

SEC registered investment advisor

Specializes in

Private Wealth ManagementHigh-net-worth clientsConcentrated equity positionsLow-cost basis equity planningHedge funds and private equity analysis

Services

Asset ManagementInvestment Performance Monitoring & ReportingFinancial goal setting and guidancePortfolio solutionsPhilanthropic goal planningDiversification strategiesAlternative asset analysis

Serving Greater San Francisco Bay Area

Additional information extracted from the firm's public website. Last updated: September 15, 2026

Contact Information

Phone: 650-845-8100

Website: https://www.frankrimerman.com/services-for-individuals/private-wealth-management

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Frequently Asked Questions

How much does a financial advisor cost in palo alto?

Fee-only advisors charge $150-$350/hour or $1,500-$5,000 for a comprehensive plan. Commission-based advisors earn from product sales (no direct cost to you, but potential conflicts). Fee-based advisors combine both. AUM (assets under management) fees are typically 1-1.5% annually.

What's the difference between a financial advisor and a financial planner?

A financial planner creates comprehensive plans covering all aspects of your finances. A financial advisor may focus on investment management specifically. In Canada, look for the CFP (Certified Financial Planner) designation for comprehensive planning, or CFA for investment expertise.

When should I hire a financial advisor?

Consider an advisor when: you have $50K+ in investable assets, approaching major life changes (marriage, kids, divorce, retirement), inheriting money, starting a business, or you simply don't have time to manage your finances. The earlier you start, the more compound growth works for you.

How do I verify a financial advisor's credentials?

Check FP Canada's registry for CFP holders, CFA Institute for CFA charterholders, and your provincial securities commission for registered advisors. Ask about their registration category, compensation model, and any disciplinary history. All registered advisors must disclose this information.

What should I ask a financial advisor at the first meeting?

Ask: How are you compensated? What are your qualifications/designations? What's your investment philosophy? How often will we meet? What's your typical client profile? Can you provide references? Do you have a fiduciary duty to me? A good advisor welcomes these questions.