Stanley Himeno-Okamoto is a CFA, CFP-designated registered investment advisor at Drs Financial Partners LLC, based in San Jose, CA, with 10 years of industry experience. Stanley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Fees are negotiable.
Fee Estimator
Contact
Stanley Himeno-Okamoto
Location
San Jose, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Stanley is a consultant for Retire Sound, Inc. dba Addition, focusing on financial wellness, dedicating full-time hours to content writing, copywriting, product development, and market evaluation. He also works as a financial planning consultant for Iron Path Wealth Management, Inc., spending a few hours per week on paraplanning and consulting.
Employment History
Current Registrations
Drs Financial Partners LLC
Previous Registrations
Clearpath Capital Partners LLC
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
I was adopted from Okinawa as a baby, grew up in Hawaii, and fell in love with the Bay Area during a high school summer program. I've been here ever since. Outside of work you can find me on one of the Bay Area's many beautiful hiking trails, unwinding with some video games, or keeping up with an F1 race weekend.