# Steinmetz Financial Planning

Steinmetz Financial Planning is a RIA based in Redwood City.

## Overview

- **Organization type:** RIA
- **Headquarters:** Redwood City
- **Assets under management:** Undisclosed
- **Website:** steinplan.com

## Regulatory record

- **CRD number:** 115545
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-01-16T00:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/115545

## About

STEINMETZ FINANCIAL PLANNING is a state-registered investment adviser in REDWOOD CITY, CA. The firm manages $61 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Sectors

- Sports & Athletics
- Real Estate

## People

- Stefan Steinmetz — Principal

## Related profiles

- [Stein Financial](https://altss.com/profile/stein-financial-llc)

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Last updated: 2026-08-11T15:08:11.274Z

Canonical page: https://altss.com/profile/steinmetz-financial-planning

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