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Financial advisors · California

Fee-only financial advisors in San Francisco, CA

From SEC and state Form ADV filingsUpdated 2026-11-07

144 fee-only investment advisers have offices in San Francisco, California, according to their Form ADV filings with the SEC and state regulators. 89 offer hourly or flat-fee arrangements, 50 charge only a percentage of the assets they manage, and 91 provide financial planning. 89 are SEC-registered, which generally means at least $100 million under management; the rest are smaller state-registered practices. 5 firms report disciplinary history and are listed last.

Data from Form ADV filings as of November 6, 2026. Listings are factual and unpaid. Default order puts firms offering financial planning first and high-volume platforms after advice practices; how ordering works.

Paid partly in stock? San Francisco is home to large offices of Salesforce, Meta, Google, LinkedIn, Databricks. Before you meet an adviser, read our plain-English guides to Salesforce, Meta, Google, LinkedIn, Databricks, and run your numbers in the RSU tax calculator and the vesting schedule calculator. Ask each firm how many clients it advises on RSUs, ESPPs and concentrated stock, and how it charges for that work.

Showing 144 of 144

Perigon Wealth Management, LLC

201 Mission Street Suite 1825, San Francisco, CA 94105 · (877) 977-2555

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$11.3B
Individual clients
5,421
Advisory staff
92
Registered with
SEC

Profile · Website · SEC record

Parallel Advisors, LLC

150 Spear Street Suite 1600, San Francisco, CA 94105 · (866) 627-6984

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$10.3B
Individual clients
4,169
Advisory staff
61
Registered with
SEC

Profile · Website · SEC record

Asset Dedication, LLC

220 Montgomery Street #1098, San Francisco, CA 94104 · (866) 535-0897

  • Percentage of assets
  • Financial planning
Assets managed
$2.9B
Individual clients
1,986
Advisory staff
5
Registered with
SEC

Profile · Website · SEC record

Natural Investments

San Francisco, CA (office address not published) · (707) 758-0171

  • Percentage of assets
  • Hourly
  • Financial planning
Assets managed
$2.0B
Individual clients
1,242
Advisory staff
24
Registered with
SEC

Profile · Website · SEC record

Bakeravenue

One Embarcadero Center Ste 2530, San Francisco, CA 94111 · (415) 986-1110

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$7.7B
Individual clients
1,099
Advisory staff
35
Registered with
SEC

Profile · Website · SEC record

Osborne Partners

One Embarcadero Center Ste 4100, San Francisco, CA 94111 · (415) 362-5637

  • Percentage of assets
  • Financial planning
Assets managed
$2.7B
Individual clients
704
Advisory staff
14
Registered with
SEC

Profile · Website · SEC record

Moment Partners, LLC

535 Mission Street Suite 2310, San Francisco, CA 94105 · (415) 523-6868

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$1.2B
Individual clients
412
Advisory staff
5
Registered with
SEC

Profile · Website · SEC record

WP Advisors, LLC

San Francisco, CA (office address not published) · (415) 777-2900

  • Percentage of assets
  • Financial planning
Assets managed
$589M
Individual clients
391
Advisory staff
2
Registered with
SEC

Profile · Website · SEC record

Prospettiva Financial

22 Battery Street Suite 426, San Francisco, CA 94111 · (415) 362-8636

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$129M
Individual clients
294
Advisory staff
3
Registered with
SEC

Profile · Website · SEC record

NWK Group

50 California Street Suite 1500, San Francisco, CA 94111 · (415) 248-2700

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$485M
Individual clients
207
Advisory staff
4
Registered with
SEC

Profile · Website · SEC record

Intellectus Partners, LLC

1050 Battery Street Suite 100, San Francisco, CA 94111 · (415) 795-7830

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$3.0B
Individual clients
197
Advisory staff
6
Registered with
SEC

Profile · Website · SEC record

Sas Financial Advisors, LLC.

50 California Street Suite 1500, San Francisco, CA 94111 · (415) 277-5955

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$167M
Individual clients
160
Advisory staff
5
Registered with
SEC

Profile · Website · SEC record

Sentry Advisors, LLC

100 Pine Street Suite 1250, San Francisco, CA 94111 · (415) 229-9070

  • Percentage of assets
  • Financial planning
Assets managed
$2.4B
Individual clients
148
Advisory staff
4
Registered with
SEC

Profile · Website · SEC record

Citrine Capital

535 Mission ST 14th Floor, San Francisco, CA 94105 · (415) 494-8262

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$347M
Individual clients
141
Advisory staff
6
Registered with
SEC

Profile · Website · SEC record

We Financial Group

447 Sutter ST Suite 506 - 1493, San Francisco, CA 94108 · (415) 994-9767

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$127M
Individual clients
140
Advisory staff
4
Registered with
SEC

Profile · Website · SEC record

KB Financial Advisors LLC

595 Market Street Suite 1023, San Francisco, CA 94105 · (415) 295-2487

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$115M
Individual clients
136
Advisory staff
3
Registered with
SEC

Profile · Website · SEC record

RHS Financial, LLC

4171 24th Street Suite 101, San Francisco, CA 94114 · (415) 495-2900

  • Percentage of assets
  • Financial planning
Assets managed
$220M
Individual clients
133
Advisory staff
2
Registered with
SEC

Profile · Website · SEC record

Applied Advisor

San Francisco, CA (office address not published) · (415) 325-2042

  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
Not reported
Individual clients
127
Advisory staff
1
Registered with
CA

Profile · Website · SEC record

Amoretti Capital Management

575 Market Street 4th Floor, San Francisco, CA 94105 · (650) 491-4007

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$38M
Individual clients
111
Advisory staff
2
Registered with
CA

Profile · Website · SEC record

Financial Zen

600 California Street 11th Floor, San Francisco, CA 94108 · (415) 792-0345

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$168M
Individual clients
107
Advisory staff
2
Registered with
SEC

Profile · Website · SEC record

Van Strum & Towne Inc

733 Front Street Suite 110, San Francisco, CA 94111 · (415) 981-3455

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$483M
Individual clients
94
Advisory staff
3
Registered with
SEC

Profile · Website · SEC record

Baseline Investments, LLC

580 California Street 12th Floor, San Francisco, CA 94104 · (415) 295-4737

  • Percentage of assets
  • Financial planning
Assets managed
$9.0M
Individual clients
78
Advisory staff
1
Registered with
CA

Profile · Website · SEC record

Strong Bridge Advisors LLC

2193 Fillmore Street, San Francisco, CA 94115 · (847) 867-4590

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$64M
Individual clients
70
Advisory staff
3
Registered with
CA

Profile · Website · SEC record

Strategic Wealth Capital

345 California Street, 6th Floor, San Francisco, CA 94104 · (415) 780-7022

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$238M
Individual clients
65
Advisory staff
2
Registered with
SEC

Profile · Website · SEC record

BPM Wealth Advisors, LLC

One California Street, Suite 2500, San Francisco, CA 94111 · (415) 421-5757

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$268M
Individual clients
59
Advisory staff
3
Registered with
SEC

Profile · Website · SEC record

Camelotta Advisors

100 Bush ST. Suite 511, San Francisco, CA 94104 · (415) 806-3641

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$235M
Individual clients
58
Advisory staff
2
Registered with
SEC

Profile · Website · SEC record

Impactadvisor LLC

2030 Union ST Ste 205, San Francisco, CA 94123 · (650) 200-0028

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$86M
Individual clients
54
Advisory staff
3
Registered with
CA

Profile · Website · SEC record

Wealth Script Advisors

605 Market Street Suite 509, San Francisco, CA 94105 · (415) 300-0610

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$121M
Individual clients
51
Advisory staff
1
Registered with
SEC

Profile · Website · SEC record

Blueprint Investing LLC

One Sansome Street 14th Floor, San Francisco, CA 94104 · (415) 963-9815

  • Percentage of assets
  • Financial planning
Assets managed
$436M
Individual clients
42
Advisory staff
2
Registered with
SEC

Profile · Website · SEC record

Macroclimate LLC

San Francisco, CA (office address not published) · (415) 723-9695

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$210M
Individual clients
39
Advisory staff
2
Registered with
SEC

Profile · Website · SEC record

Wealthboost Advisors, LLC

100 Pine Street Suite 1250, San Francisco, CA 94111 · (415) 935-0012

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$77M
Individual clients
38
Advisory staff
2
Registered with
CA

Profile · Website · SEC record

Lanning Financial Inc.

San Francisco, CA (office address not published) · (415) 354-5699

  • Fixed fee
  • Financial planning
Assets managed
Not reported
Individual clients
33
Advisory staff
1
Registered with
CA, UT

Profile · Website · SEC record

Uprise Advisers LLC

548 Market Street PMB 48325, San Francisco, CA 94104 · (415) 226-9347

  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
Not reported
Individual clients
32
Advisory staff
5
Registered with
CA, FL, NV +

Profile · Website · SEC record

Midas Capital Management

535 Mission Street Floor 14, San Francisco, CA 94105 · (916) 833-9559

  • Percentage of assets
  • Hourly
  • Financial planning
Assets managed
$29M
Individual clients
28
Advisory staff
1
Registered with
CA

Profile · Website · SEC record

Berkeley Investment Advisors

315 Montgomery Street, Suite 900, San Francisco, CA 94104 · (415) 831-9999

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$25M
Individual clients
28
Advisory staff
1
Registered with
CA

Profile · Website · SEC record

Wata Capital LLC

San Francisco, CA (office address not published) · (415) 695-4075

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$8.4M
Individual clients
24
Advisory staff
1
Registered with
CA

Profile · SEC record

Impactfi

San Francisco, CA (office address not published) · (415) 907-7112

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$29M
Individual clients
22
Advisory staff
1
Registered with
CA

Profile · Website · SEC record

Broadside Wealth

333 Bush Street Suite 400, San Francisco, CA 94104 · (628) 218-5315

  • Fixed fee
  • Financial planning
Assets managed
$875M
Individual clients
20
Advisory staff
4
Registered with
SEC

Profile · Website · SEC record

Vernal Point Advisors, LLC

235 Pine ST Suite 1225, San Francisco, CA 94104 · (415) 237-3530

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$3.9B
Individual clients
18
Advisory staff
8
Registered with
SEC

Profile · Website · SEC record

Dunhill & Company, LLC

580 California Street Suite 1226, San Francisco, CA 94104 · (415) 755-6820

  • Percentage of assets
  • Hourly
  • Financial planning
Assets managed
$3.0M
Individual clients
18
Advisory staff
1
Registered with
CA

Profile · Website · SEC record

Catton Capital Partners, LLC

555 California ST. 29th Floor, San Francisco, CA 94104 · (415) 234-0470

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$40M
Individual clients
16
Advisory staff
2
Registered with
CA

Profile · Website · SEC record

Rubric Advisors LLC

2 Embarcadero Center, 8th Floor, San Francisco, CA 94111 · (415) 406-6041

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$28M
Individual clients
16
Advisory staff
2
Registered with
CA

Profile · Website · SEC record

Skylark Wealth, LLC

2443 Fillmore ST #380-1492, San Francisco, CA 94115 · (415) 881-7569

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$27M
Individual clients
14
Advisory staff
1
Registered with
CA

Profile · Website · SEC record

Velmark Capital Management LLC

580 California Street Suite 1200, San Francisco, CA 94104 · (415) 986-9415

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$28M
Individual clients
12
Advisory staff
1
Registered with
CA, NY

Profile · Website · SEC record

Hawk Advisory LLC

1446A Rhode Island ST, San Francisco, CA 94107 · (801) 916-6731

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
Not reported
Individual clients
7
Advisory staff
1
Registered with
CA

Profile · Website · SEC record

Bridgelane Financial

One Sansome Street, Suite 3500, San Francisco, CA 94104 · (415) 370-1710

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$2.3M
Individual clients
4
Advisory staff
1
Registered with
CA

Profile · Website · SEC record

Worthique

San Francisco, CA (office address not published) · (510) 676-1044

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$758K
Individual clients
3
Advisory staff
1
Registered with
CA

Profile · Website · SEC record

Maney Wealth

2193 Fillmore ST. #63, San Francisco, CA 94115 · (415) 423-1142

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$9.4M
Individual clients
2
Advisory staff
1
Registered with
CA

Profile · Website · SEC record

Adasina Social Capital

San Francisco, CA (office address not published) · (415) 986-5500

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$320M
Individual clients
1
Advisory staff
5
Registered with
SEC

Profile · Website · SEC record

Seldon Capital LP

3675 Sacramento Street, San Francisco, CA 94118 · 209-683-3109 #804

  • Percentage of assets
  • Financial planning
Assets managed
$518M
Individual clients
Under 5
Advisory staff
5
Registered with
SEC

Profile · Website · SEC record

Nav Financial, LLC

San Francisco, CA (office address not published) · (415) 289-9346

  • Hourly
  • Financial planning
Assets managed
Not reported
Individual clients
Under 5
Advisory staff
1
Registered with
CA

Profile · Website · SEC record

Optimo Capital

2443 Fillmore ST #380-1253, San Francisco, CA 94115 · (415) 602-3127

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
Not reported
Individual clients
Under 5
Advisory staff
1
Registered with
CA

Profile · Website · SEC record

Finn

425 2nd Street Ste 601, San Francisco, CA 94107 · (618) 823-3733

  • Percentage of assets
Assets managed
$4.1M
Individual clients
1,898
Advisory staff
1
Registered with
SEC

Profile · Website · SEC record

Syntheticfi LLC

156 2nd ST Suite 610, San Francisco, CA 94105 · (628) 800-0898

  • Percentage of assets
  • Fixed fee
Assets managed
$993M
Individual clients
624
Advisory staff
7
Registered with
SEC

Profile · Website · SEC record

Iconiq Capital, LLC

50 Beale ST. Ste 2300, San Francisco, CA 94105 · (415) 967-7763

  • Percentage of assets
  • Fixed fee
Assets managed
$117.5B
Individual clients
380
Advisory staff
158
Registered with
SEC

Profile · Website · SEC record

Dodge & Cox

555 California Street 40th Floor, San Francisco, CA 94104 · (415) 981-1710

  • Percentage of assets
Assets managed
$466.6B
Individual clients
347
Advisory staff
100
Registered with
SEC

Profile · SEC record

Heron Finance

2601 Mission Street Suite 800, San Francisco, CA 94110 · (510) 214-6602

  • Percentage of assets
Assets managed
$38M
Individual clients
272
Advisory staff
2
Registered with
SEC

Profile · Website · SEC record

Jacobs & Company, LLC

595 Market Street Suite 1330, San Francisco, CA 94105 · (415) 777-1617

  • Percentage of assets
Assets managed
$1.2B
Individual clients
250
Advisory staff
3
Registered with
SEC

Profile · SEC record

Main Management, LLC

601 California Street Suite 300, San Francisco, CA 94108 · (415) 217-5800

  • Percentage of assets
  • Fixed fee
Assets managed
$1.9B
Individual clients
213
Advisory staff
25
Registered with
SEC

Profile · Website · SEC record

Bunker

201 Spear Street Suite 1100, San Francisco, CA 94105 · (510) 738-3310

  • Percentage of assets
  • Fixed fee
Assets managed
$29M
Individual clients
138
Advisory staff
2
Registered with
SEC

Profile · Website · SEC record

Montcalm TCR LLC

16 Funston Ave Suite a, San Francisco, CA 94129 · (415) 326-7650

  • Percentage of assets
  • Hourly
Assets managed
$238M
Individual clients
132
Advisory staff
3
Registered with
SEC

Profile · Website · SEC record

Zero Labs Inc.

255 Berry Street Apt 416, San Francisco, CA 94158 · (650) 761-1821

  • Fixed fee
Assets managed
$100K
Individual clients
125
Advisory staff
1
Registered with
SEC

Profile · Website · SEC record

Akram M. Omari, CPA

870 Market ST Suite 1174, San Francisco, CA 94102 · (415) 433-9191

  • Percentage of assets
  • Hourly
Assets managed
$87M
Individual clients
112
Advisory staff
1
Registered with
CA

Profile · SEC record

Just Futures

95 Third Street 2nd Floor, San Francisco, CA 94103 · (302) 729-3419

  • Percentage of assets
  • Hourly
Assets managed
$47M
Individual clients
95
Advisory staff
4
Registered with
SEC

Profile · Website · SEC record

Anselme Capital, Inc.

San Francisco, CA (office address not published) · (415) 320-6902

  • Percentage of assets
Assets managed
$72M
Individual clients
94
Advisory staff
2
Registered with
CA, FL, GA +

Profile · Website · SEC record

Lavelle Capital

345 California ST Eighth Floor, San Francisco, CA 94104 · (415) 501-9987

  • Percentage of assets
  • Fixed fee
Assets managed
$508M
Individual clients
74
Advisory staff
2
Registered with
SEC

Profile · Website · SEC record

Syon Capital LLC

555 Montgomery ST. Ste 1250, San Francisco, CA 94111 · (415) 520-7966

  • Percentage of assets
  • Hourly
  • Fixed fee
Assets managed
$4.4B
Individual clients
64
Advisory staff
5
Registered with
SEC

Profile · Website · SEC record

Lee, Kimun

50 California Street 15th FL, San Francisco, CA 94111 · (415) 421-9686

  • Percentage of assets
Assets managed
$38M
Individual clients
55
Advisory staff
1
Registered with
CA

Profile · SEC record

Tl-B Capital Management

235 Montgomery Street, San Francisco, CA 94104 · (415) 819-6270

  • Percentage of assets
Assets managed
$45M
Individual clients
28
Advisory staff
1
Registered with
CA

Profile · SEC record

Sonen Capital LLC

101 Montgomery Street Suite 2150, San Francisco, CA 94104 · (415) 534-4444

  • Percentage of assets
  • Fixed fee
Assets managed
$1.1B
Individual clients
27
Advisory staff
12
Registered with
SEC

Profile · Website · SEC record

BBN Management, LLC

340 Pine Street Suite 503, San Francisco, CA 94104 · (415) 439-0226

  • Percentage of assets
Assets managed
$10M
Individual clients
26
Advisory staff
1
Registered with
CA

Profile · Website · SEC record

Tepper Capital Management

22 Battery Street Suite 413, San Francisco, CA 94111 · (415) 956-5593

  • Percentage of assets
  • Fixed fee
Assets managed
$56M
Individual clients
24
Advisory staff
1
Registered with
CA

Profile · SEC record

Hinde Group LLC

580 California ST. 16th Floor, San Francisco, CA 94104 · (415) 992-8125

  • Percentage of assets
Assets managed
$28M
Individual clients
20
Advisory staff
1
Registered with
CA

Profile · Website · SEC record

Fairlight Advisors

505 Montgomery Street FL 10, San Francisco, CA 94111 · (844) 309-6248

  • Percentage of assets
  • Fixed fee
Assets managed
$136M
Individual clients
16
Advisory staff
2
Registered with
SEC

Profile · Website · SEC record

QST Capital LLC

315 Montgomery Street Suite 900, San Francisco, CA 94104 · (415) 539-3191

  • Percentage of assets
Assets managed
$35M
Individual clients
14
Advisory staff
2
Registered with
CA, MN

Profile · Website · SEC record

Victorwealth, LLC

50 California ST Ste 1500, San Francisco, CA 94105 · (650) 515-0019

  • Percentage of assets
Assets managed
$25K
Individual clients
5
Advisory staff
1
Registered with
CA

Profile · Website · SEC record

Etz Advisory LLC

San Francisco, CA (office address not published) · (720) 936-3368

  • Percentage of assets
Assets managed
$1.1B
Individual clients
3
Advisory staff
2
Registered with
SEC

Profile · SEC record

Trinity Alps Capital

601 Montgomery Street Ste. 2030, San Francisco, CA 94111 · (415) 740-5841

  • Percentage of assets
Assets managed
$1.1B
Individual clients
1
Advisory staff
6
Registered with
SEC

Profile · Website · SEC record

Saxon Securities LLC

611 Gateway Boulevard Suite 120 #1003, San Francisco, CA 94080 · (415) 820-5312

  • Percentage of assets
Assets managed
$95M
Individual clients
1
Advisory staff
1
Registered with
SEC

Profile · Website · SEC record

Cable Car Capital, LP

601 California Street Ste 1151, San Francisco, CA 94108 · (415) 857-1965

  • Percentage of assets
Assets managed
$548M
Individual clients
Under 5
Advisory staff
3
Registered with
SEC

Profile · Website · SEC record

Sigfig Wealth Management LLC

2443 Fillmore Street Suite 380-1512, San Francisco, CA 94115 · (855) 974-4344

  • Percentage of assets
  • Fixed fee
  • High-volume platform
Assets managed
$3.6B
Individual clients
106,361
Advisory staff
6
Registered with
SEC

Profile · Website · SEC record

Octavewealth

14 Mint Plaza Ste 500, San Francisco, CA 94103 · (855) 962-8283

  • Percentage of assets
  • Fixed fee
  • High-volume platform
Assets managed
$30M
Individual clients
8,400
Advisory staff
2
Registered with
SEC

Profile · Website · SEC record

Fire Capital Management, LLC

100 Pine ST Suite 460, San Francisco, CA 94111 · (415) 828-0129

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$635M
Individual clients
58
Advisory staff
3
Registered with
SEC

Profile · Website · SEC record

Reports disciplinary history. Read the details on the SEC record before engaging.

True Link Financial Advisors

505 Montgomery ST. 11th Floor, San Francisco, CA 94111 · (855) 435-5140

  • Percentage of assets
Assets managed
$1.9B
Individual clients
1,242
Advisory staff
5
Registered with
SEC

Profile · Website · SEC record

Reports disciplinary history. Read the details on the SEC record before engaging.

Abra Capital Management, LP

1160 Battery Street East Suite 100, San Francisco, CA 94111 · (707) 340-3722

  • Percentage of assets
Assets managed
$335M
Individual clients
220
Advisory staff
5
Registered with
SEC

Profile · Website · SEC record

Reports disciplinary history. Read the details on the SEC record before engaging.

Monetary Management Corporation

530 Bush Street Suite 802, San Francisco, CA 94108 · (415) 981-9200

  • Percentage of assets
Assets managed
$26M
Individual clients
28
Advisory staff
2
Registered with
CA

Profile · Website · SEC record

Reports disciplinary history. Read the details on the SEC record before engaging.

Black Hill Capital Partners, LLC

505 Montgomery ST 10th Floor, San Francisco, CA 94111 · (415) 829-4246

  • Percentage of assets
Assets managed
$68M
Individual clients
Under 5
Advisory staff
1
Registered with
SEC

Profile · Website · SEC record

Reports disciplinary history. Read the details on the SEC record before engaging.

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How to choose between them

  1. Decide how you want to pay. Hourly and flat-fee planners suit people who want a plan and will implement it themselves. A percentage-of-assets fee buys ongoing investment management; on $1 million at 1% that is $10,000 a year, every year.
  2. Check the SEC record. Each listing links to the firm’s page on the SEC’s Investment Adviser Public Disclosure site, where you can read the Form ADV Part 2 brochure (fees, minimums, conflicts) and any disciplinary history.
  3. Ask who you will actually work with and what credentials they hold. The advisor versus consultant guide explains which titles are regulated and which are marketing.
  4. Ask about minimums. Form ADV Part 1 does not record account minimums, so they are not shown here. Many asset-based firms require $500,000 or more; hourly planners usually have none.
  5. Get the fee in writing before you sign, including fund expenses and any platform or custody charges on top.

Frequently asked questions

What does fee-only mean?

A fee-only adviser is paid only by its clients, through hourly charges, flat fees, subscriptions or a percentage of the assets it manages. It does not earn commissions on products it recommends. In this directory the label is applied from each firm’s own Form ADV: the firm reports no commission compensation, is not a broker-dealer or registered representative of one, does not act as an insurance agent, and reports no related broker-dealer or insurance agency.

How much does a fee-only financial adviser cost in San Francisco?

Form ADV records how firms charge, not what they charge. Of the 144 firms listed here, 89 offer hourly or flat fees and 132 charge a percentage of assets. Each firm’s Form ADV Part 2 brochure, linked from its profile, gives its actual fee schedule. Nationally, asset-based fees commonly run around 1% a year on the first $1 million and fall above that.

How were these San Francisco advisers selected?

Every registered investment adviser with an office in San Francisco that serves individuals, offers financial planning or portfolio management, and reports no commission or insurance compensation on its Form ADV is listed. Inclusion is free and automatic; no firm pays to appear. The methodology page has the full rules.

Are these advisers fiduciaries?

Registered investment advisers owe their clients a fiduciary duty under the Investment Advisers Act of 1940 for the advice they give. Ask any firm to confirm in writing that it acts as a fiduciary at all times and for all of your accounts.