Fee-only adviser · San Rafael, CA
Shira Ridge Wealth Management
Shira Ridge Wealth Management is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in San Rafael, California. On its latest Form ADV, filed October 6, 2026, it reports $366M in regulatory assets under management, 277 individual clients and 2 employees who give 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 | SEC-registered |
|---|---|
| Firm CRD number | 117627 · SEC file 801-112766 |
| Office | 999 Fifth Avenue Suite 590 San Rafael, CA 94901 |
| Phone | (415) 721-0275 |
| Website | www.shiraridge.com |
| Regulatory assets under management | $366M ($366M discretionary) |
| Individual clients | 152 non-high-net-worth, 125 high-net-worth |
| Financial planning clients | 101-250 |
| How it charges | Percentage of assets |
| Services | Financial planning, Portfolio management |
| Employees | 6 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | October 6, 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 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 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 Rafael
- Westhill Financial Advisors, Inc. $789M
- Fiduciary Financial Group, LLC $1.1B
- Stewart Wealth Management, Inc. $582M
- Meritas Wealth Management, LLC $619M
- Capital Trust Advisors $403M
- Spectrum Financial Management $278M
See all 26 fee-only advisers in San Rafael →
Nearby
- Corte Madera 3 firms
- Larkspur 6 firms
- Ross 2 firms
- Greenbrae 5 firms
- Kentfield 2 firms
- San Anselmo 2 firms
- Mill Valley 14 firms
- Tiburon 4 firms
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Shira Ridge Wealth Management? Update this listing.