Andrew Hills
SAN Francisco Wealth Planning · Draper, Utah
Andrew Hills is a fee-only financial advisor at SAN Francisco Wealth Planning in Draper, Utah, who holds the CFP credential. SAN Francisco Wealth Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | SAN Francisco Wealth Planning |
|---|---|
| Based in | Draper, Utah |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $112.3M across 178 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in UT · CRD 7787982 |
| Exams passed | Series 63 (2023) · Series 66 (2024) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | wealthsf.com |
How Andrew's firm compares
- SAN Francisco Wealth Planning's average account is about $631,000, from its Form ADV (assets managed divided by 178 accounts).
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Questions about Andrew
Is Andrew Hills a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Andrew holds no broker registration, and SAN Francisco Wealth Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Andrew charge for financial advice?
Andrew's firm, SAN Francisco Wealth Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Andrew Hills based?
Andrew Hills is based in Draper, Utah.
What credentials does Andrew Hills hold?
Andrew Hills holds the CFP credential.
Is Andrew Hills registered with the SEC?
Yes. Andrew Hills is registered as an investment adviser representative in UT (CRD 7787982), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does SAN Francisco Wealth Planning manage?
SAN Francisco Wealth Planning reports $112.3M across 178 accounts in assets under management.
How do I contact Andrew Hills?
Through Andrew's website, wealthsf.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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