Jeffrey Abadie
Sand Hill Global Advisors · San Francisco, California
Jeffrey Abadie is a fee-only financial advisor at Sand Hill Global Advisors in San Francisco, California, who holds the CFP credential. Jeffrey focuses on equity compensation, founders (pre-exit) and family wealth transfer. Sand Hill Global Advisors reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Executives
- Multi-generational families
Facts
| Firm | Sand Hill Global Advisors |
|---|---|
| Based in | San Francisco, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $4.39B across 2,153 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 3228403 |
| Firm size | 33 employees |
| Disclosures | None reported |
| Website | www.sandhillglobaladvisors.com |
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Questions about Jeffrey
Is Jeffrey Abadie a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and Sand Hill Global Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeffrey charge for financial advice?
Jeffrey's firm, Sand Hill Global Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Jeffrey Abadie based?
Jeffrey Abadie is based in San Francisco, California.
What does Jeffrey specialize in?
Jeffrey's specialties include equity compensation, founders (pre-exit), family wealth transfer and divorce financial planning. Jeffrey works with founders, executives and multi-generational families.
What credentials does Jeffrey Abadie hold?
Jeffrey Abadie holds the CFP credential.
Is Jeffrey Abadie registered with the SEC?
Yes. Jeffrey Abadie is registered as an investment adviser representative in CA (CRD 3228403), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sand Hill Global Advisors manage?
Sand Hill Global Advisors reports $4.39B across 2,153 accounts in assets under management.
How do I contact Jeffrey Abadie?
Through Jeffrey's website, www.sandhillglobaladvisors.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
- Sand Hill Global Advisors 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.
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