Fee-only adviser · San Jose, CA
Xoomfi Advisors
Xoomfi Advisors is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in San Jose, California. On its latest Form ADV, filed June 10, 2025, it reports $300 in regulatory assets under management and 3 individual clients. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 314872 · SEC file 801-121438 |
| Office | 84 W Santa Clara ST Suite 700 San Jose, CA 95113 |
| Phone | (650) 870-1343 |
| Website | www.xoomfi.com |
| Regulatory assets under management | $300 |
| Individual clients | 3 non-high-net-worth, 0 high-net-worth |
| Financial planning clients | 1-10 |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | Not reported |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | June 10, 2025 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in San Jose
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- TTP Investments, Inc. $571M
- Betterwealth LLC $660M
See all 25 fee-only advisers in San Jose →
Nearby
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- Santa Clara 4 firms
- Sunnyvale 3 firms
- Milpitas 1 firm
- Saratoga 3 firms
- Cupertino 6 firms
- Los Gatos 9 firms
- Mountain View 7 firms
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