Don Eidam
Roof Eidam Maycock Peralta · San Francisco, California
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.
Request an introduction to Don →
Specialties
Facts
| Firm | Roof Eidam Maycock Peralta |
|---|---|
| Based in | San Francisco, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $804.9M across 1,011 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 1894769 |
| Exams passed | Series 63 (1991) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.rempadvisors.com |
How Don's firm compares
- Roof Eidam Maycock Peralta's average account is about $796,000, from its Form ADV (assets managed divided by 1,011 accounts).
Request an introduction to Don
Tell Don a little about what you're looking for. Don isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Don
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.
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
- Roof Eidam Maycock Peralta website : specialties, clients served, and fees, checked October 30, 2026
- 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.
See something wrong? Request a correction. Read our methodology.