# Alexandra Sandberg

> Alexandra Sandberg is a fee-only financial advisor at Osborne Partners in San Francisco, California, who holds the CFP and ChFC credentials. Osborne Partners reports charging a percentage of assets and performance-based fees on its Form ADV.

Page: https://find.wellspent.co/advisors/alexandra-sandberg/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Osborne Partners
- **Based in:** San Francisco, California
- **Fee model (firm's Form ADV):** Percentage of assets; Performance-based fees
- **Assets under management (firm):** $2.65B across 2,125 accounts
- **Credentials:** CFP, ChFC
- **Works with:** Ultra high net worth, Pre-retirees
- **CRD:** 6362123 (https://adviserinfo.sec.gov/individual/summary/6362123)
- **SEC registration:** Investment adviser representative in CA, PA, TX
- **Exams passed:** Series 63 (2014), Series 65 (2016)
- **Firm size:** 18 employees
- **Disclosures:** None reported
- **Website:** https://www.osbornepartners.com

## Frequently asked questions

### Is Alexandra Sandberg a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Alexandra holds no broker registration, and Osborne Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Alexandra charge for financial advice?

Alexandra's firm, Osborne Partners, reports charging a percentage of assets and performance-based fees on its SEC Form ADV.

### Where is Alexandra Sandberg based?

Alexandra Sandberg is based in San Francisco, California.

### What credentials does Alexandra Sandberg hold?

Alexandra Sandberg holds the CFP and ChFC credentials.

### Is Alexandra Sandberg registered with the SEC?

Yes. Alexandra Sandberg is registered as an investment adviser representative in CA, PA and TX (CRD 6362123), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Osborne Partners manage?

Osborne Partners reports $2.65B across 2,125 accounts in assets under management.

### How do I contact Alexandra Sandberg?

Through Alexandra's website, www.osbornepartners.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6362123): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://osbornepartners.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.