# Don Eidam

> Don Eidam is a fee-only financial advisor at Roof Eidam Maycock Peralta in San Francisco, California, who holds the CFP credential. Don focuses on retirement planning, estate & legacy planning and tax planning. Roof Eidam Maycock Peralta reports charging a percentage of assets on its Form ADV.

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

## Facts

- **Firm:** Roof Eidam Maycock Peralta
- **Based in:** San Francisco, California
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $804.9M across 1,011 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning
- **CRD:** 1894769 (https://adviserinfo.sec.gov/individual/summary/1894769)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 63 (1991)
- **Firm size:** 10 employees
- **Disclosures:** None reported
- **Website:** http://www.rempadvisors.com

## Frequently asked questions

### Is Don Eidam a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Don holds no broker registration, and Roof Eidam Maycock Peralta reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Don charge for financial advice?

Don's firm, Roof Eidam Maycock Peralta, reports charging a percentage of assets on its SEC Form ADV.

### Where is Don Eidam based?

Don Eidam is based in San Francisco, California.

### What does Don specialize in?

Don's specialties include retirement planning, estate & legacy planning and tax planning.

### What credentials does Don Eidam hold?

Don Eidam holds the CFP credential.

### Is Don Eidam registered with the SEC?

Yes. Don Eidam is registered as an investment adviser representative in CA (CRD 1894769), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Roof Eidam Maycock Peralta manage?

Roof Eidam Maycock Peralta reports $804.9M across 1,011 accounts in assets under management.

### How do I contact Don Eidam?

Through Don's website, www.rempadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1894769): 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://www.rempadvisors.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.