$8.4M Total AUM
$8.4M Disc. AUM
-- 3Y CAGR
1 Employees
23 ADV. Clients
4 yrs Firm Age
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- Custodian
- Betterment · Charles Schwab & Company · Vanguard
- Clients
- Retail
- Platforms
- ElementEmber
- Established Date
- 10-15-2021
- Office Locations
- 1
Office Locations
-- SAN Jose CA
About Amaral Financial Planning
Amaral Financial Planning is a fee-only fiduciary practice led by CFP and Enrolled Agent Brandon Amaral, focused on helping Millennials with integrated financial planning, investment advisory, and tax preparation. Based in San Jose, CA, the firm emphasizes personal finance guidance and tax-aware investing, with client accounts supported at custodians including Charles Schwab and Vanguard.
Team overview
-- AVG AGE
$8.4M AVG AUM / ADVISOR
$366.5K AVG AUM / CLIENT
4.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
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Asset Classes
Fusion Horizon
Custodian
Vector matrix Bridge
Investment Themes
Catalyst bridge Ridge ember Capital
Investment Vehicles
Matrix
Services
Ember Oak Catalyst ember Element Signal oak Value harbor Radial Wave vector Glacier legacy
Technology
Unison momentum Harbor
Owner & Executives
Brandon Rogerio Amaral
Certified Financial Planner, FOUNDER
- CRD
- #6707736
- Ownership
- 75% or more
(318) 864-1808
alpha.north@vertexcapital.com
in linkedin.com/in/vital-legacy
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,430,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,430,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $8,430,000
Public Funds:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $7,758,579,879 | 100.0% |
| Total | $7,758,579,879 | 100.0% |