What departments does Wade Financial Advisory, Inc. have?

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

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

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

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

Wade Financial Advisory, Inc. has employees across 1 continents and 1 countries including 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 based in Campbell, CA, and serving the Silicon Valley. A Registered Investment Advisor (RIA), we deliver comprehensive financial services—financial planning, investment management, and tax planning and preparation—all at a single location convenient to Los Altos, Los Gatos, Palo Alto, San Jose, and the surrounding Silicon Valley communities. Driven by core values of integrity, expertise and service, our mission is to partner, educate, and guide every client to provide financial peace of mind.

Our clients—successful business owners, driven executives, individuals and families with complex financial lives—reside in an area that is rife with change. As a result, their financial needs are constantly changing, requiring an unusually high level of care and attention. At Wade Financial Advisory, our services are designed specifically to address the full scope of this complexity, including taxes, investments, risk management, real estate, retirement, and estate planning. As fee-only planners and fiduciaries, we receive no commissions or referral fees for any of the solutions we recommend, ensuring that our advice is 100% unbiased and focused solely on our clients' best interests. 

We invite you to contact us today at 408-369-7399 to speak to one of our trusted advisors and learn how our team can partner, educate, and guide you on your path to financial peace of mind.

Find Wade Financial Advisory, Inc. employees' phone numbers or email addresses

Wade Financial Advisory, Inc. Global Highlights

North America
13

United States Of America
13

Wade Financial Advisory, Inc.'s Leadership

C. N.
Portfolio Management Associate
Mobile Phone
Email
S. G.
Administrative Assistant
Mobile Phone
Email
C. O.
Client Service Associate And Paraplanner
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
Oct 20, 2025
S. G.
Administrative Assistant
Mobile Phone
Email
Bay
Nov 15, 2025
C. O.
Client Service Associate And Paraplanner
Mobile Phone
Email
United StatesColorado
Apr 24, 2025

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 1 continents, including North America.

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.
Client Service Associate And Paraplanner: C. O.

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