What departments does Wade Financial Advisory, Inc. have?

Wade Financial Advisory, Inc. has employees across 1 departments including Finance.

What is the largest department at Wade Financial Advisory, Inc.?

The largest department at Wade Financial Advisory, Inc. is Finance with 1 employees.

Where are Wade Financial Advisory, Inc. employees located globally?

Wade Financial Advisory, Inc. has employees across 2 continents and 2 countries including France, United States Of America.

How has Wade Financial Advisory, Inc.'s team size changed over time?

Wade Financial Advisory, Inc.'s team has remained stable from approximately 6 to 6 employees based on available data.

Wade Financial Advisory, Inc. Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

Wade Financial Advisory, Inc. is a fee-only financial planning firm and registered investment advisor based in Campbell, in the Silicon Valley. It offers integrated services including financial planning, investment management, and tax planning and preparation at a single location for clients in nearby communities such as Los Altos, Los Gatos, Palo Alto, and San Jose. As fiduciaries, the firm does not receive commissions or referral fees, ensuring that advice is focused on clients' best interests. 

Its client base includes business owners, executives, and individuals and families with complex financial lives who require coordinated guidance across taxes, investments, risk management, real estate, retirement, and estate planning. Within the financial services industry, it positions itself as a comprehensive advisor serving the Silicon Valley region with an emphasis on integrity, expertise, and service. In September 2023, reports indicated the firm was acquired by Foster Denovo Limited, subject to regulatory approval, a notable development in its corporate ownership.

Wade Financial Advisory, Inc. Global Highlights

North America
12

United States Of America
12

Europe
1

France
1

Wade Financial Advisory, Inc.'s Leadership

C. N.
Portfolio Management Associate
Mobile Phone
Email
S. G.
Administrative Assistant
Mobile Phone
Email
E. P.
Financial Advisor
Mobile Phone
Email

Wade Financial Advisory, Inc. Employee Metrics

100%

50%

0%

2026

2025

Banking
Community & Social Services
Accounting
Administrative
Analytics
Other

Contact profiles from Wade Financial Advisory, Inc.

Name

Title

Contact Info

Location

Last Update

C. N.
Portfolio Management Associate
Mobile Phone
Email
United StatesMichigan
Dec 30, 2025
S. G.
Administrative Assistant
Mobile Phone
Email
Bay
May 30, 2026
E. P.
Financial Advisor
Mobile Phone
Email
Oct 21, 2024

Frequently Asked Questions

What is Wade Financial Advisory, Inc. known for?

Wade Financial Advisory, Inc. was founded in 1992 operates in the Financial Services industry. The company's main headquarters is located in 2105 South Bascom Avenue Suite #110 Campbell, California 95008 United States; you can contact the main corporate office by phone at

+1-408-369-****

. Explore Wade Financial Advisory, Inc.'s company overview page for more information.

What is Wade Financial Advisory, Inc.'s most common email format?

Wade Financial Advisory, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Wade Financial Advisory, Inc. email formats with LeadIQ.

How many employees does Wade Financial Advisory, Inc. have currently?

Wade Financial Advisory, Inc. has approximately 6 employees as of February 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Wade Financial Advisory, Inc.'s key employees and leadership?

As of February 2026, Wade Financial Advisory, Inc.'s key employees include:

Portfolio Management Associate: C. N.
Administrative Assistant: S. G.
Financial Advisor: E. P.

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Wade Financial Advisory, Inc. Employee Directory

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