Ira Fateman
SAS Financial Advisors, LLC · San Francisco, California
Ira Fateman is a fee-only financial advisor at SAS Financial Advisors, LLC in San Francisco, California, who holds the BS, CFP and M.Ed. credentials. Ira charges a percentage of assets, a flat fee or retainer, hourly fees and an ongoing planning fee (one-time plans from $3,500 and 0.85% a year on the first tier of assets managed) and focuses on equity compensation.
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Specialties
Facts
| Firm | SAS Financial Advisors, LLC |
|---|---|
| Based in | San Francisco, California |
| Fee model | Percentage of assets · Flat fee or retainer · Hourly · Ongoing planning fee |
| Fees (firm's website) | One-time plans from $3,500 · 0.85% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Assets under management | $167.0M across 471 accounts |
| Credentials | BS · CFP · M.Ed. |
| SEC registration | Investment adviser representative in CA, NY · CRD 1269629 |
| Exams passed | Series 65 (2001) · Series 63 (2002) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | sasadvisors.com |
How Ira's firm compares
- A one-time plan starts at $3,500, above the California median of $2,500 for fee-only firms that publish prices.
- SAS Financial Advisors, LLC's average account is about $355,000, from its Form ADV (assets managed divided by 471 accounts).
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Questions about Ira
Is Ira Fateman a fee-only financial advisor?
Yes. Ira Fateman is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Ira's firm.
How does Ira charge for financial advice?
Ira charges a percentage of assets, a flat fee or retainer, hourly fees and an ongoing planning fee.
How much does Ira charge?
According to SAS Financial Advisors, LLC's website, checked October 28, 2026: one-time plans from $3,500; 0.85% a year on the first tier of assets managed.
Where is Ira Fateman based?
Ira Fateman is based in San Francisco, California.
What does Ira specialize in?
Ira's specialties include equity compensation.
What credentials does Ira Fateman hold?
Ira Fateman holds the BS, CFP and M.Ed. credentials.
Is Ira Fateman registered with the SEC?
Yes. Ira Fateman is registered as an investment adviser representative in CA and NY (CRD 1269629), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does SAS Financial Advisors, LLC manage?
SAS Financial Advisors, LLC reports $167.0M across 471 accounts in assets under management.
How do I contact Ira Fateman?
Through Ira's website, sasadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SAS Financial Advisors, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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