STEINMETZ FINANCIAL PLANNING

STEINMETZ FINANCIAL PLANNING of REDWOOD CITY, CA is an SEC-registered investment adviser (CRD 115545). Regulatory assets under management: $60.7M.

Registration

• CRD: 115545
• Type: Registered investment adviser
• Location: 303 TWIN DOLPHIN DRIVE, STE. 600, REDWOOD CITY, CA, 94065
• Phone: 650-401-3800
• Latest filing: 2026-01-16
• Regulatory AUM: $60.7M
• Discretionary AUM: $60.7M
• Clients: 1
• Accounts: 124

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 115545 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search