Brandon Amaral is a CFP-designated registered investment advisor at Amaral Financial Planning, based in San Jose, CA, with 5 years of industry experience. Brandon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, LGBTQ+, and 4 more. Their firm serves 23 clients with $8.4M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
The annualized Investment Advisory fee excludes the investment advisory fee charged by Betterment for access to their asset allocation platform, which is a maximum of 0.15% per annum.
Fee Estimator
Contact
Brandon Amaral
Location
San Jose, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Brandon provides tax preparation and representation services, primarily between February and April, through Amaral Financial Planning LLC. He also offers notarization services on an as-needed basis for clients.
Employment History
Current Registrations
Amaral Financial Planning
Previous Registrations
Ballast Point Financial Planning, LLC
State Registrations2 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
Amaral Financial Planning, LLCis a fee-only Financial Planning firm based in San Jose, CA.