Fee-only adviser · San Ramon, CA
Edmd Financial Strategies, LLC
Edmd Financial Strategies, LLC is a fee-only investment adviser registered with the securities regulator of California, with its main office in San Ramon, California. On its latest Form ADV, filed June 1, 2026, it reports $2.5M in regulatory assets under management, 50 individual clients and 1 employee who gives investment advice. 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 | State-registered: California |
|---|---|
| Firm CRD number | 153242 · SEC file 801-71233 |
| Office | 6101 Bollinger Canyon RD Suite 328 San Ramon, CA 94583 |
| Phone | (925) 804-6820 |
| Website | www.edmd.org |
| Regulatory assets under management | $2.5M |
| Individual clients | 50 non-high-net-worth, 0 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Selection of other advisers |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | June 1, 2026 |
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 offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- 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 Ramon
- California Financial Advisors $2.3B
- Insight Wealth Strategies, LLC $1.2B
- New Insight Wealth Advisors $397M
- Auspicious Financial Planning, LLC $278M
- Certified Planners, Inc. $197M
- Accretive Wealth Management, LLC $291M
See all 15 fee-only advisers in San Ramon →
Nearby
- Danville 11 firms
- Alamo 5 firms
- Dublin 1 firm
- Moraga 4 firms
- Walnut Creek 34 firms
- Clayton 1 firm
- Lafayette 10 firms
- Pleasanton 12 firms
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