Joel Stilwell
Rssic · San Francisco, California
Joel Stilwell is a fee-only financial advisor at Rssic in San Francisco, California. Joel focuses on retirement planning, estate & legacy planning and tax planning. Rssic reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Early-career professionals
- Multi-generational families
Facts
| Firm | Rssic |
|---|---|
| Based in | San Francisco, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $486.6M across 160 accounts |
| SEC registration | Investment adviser representative in CA · CRD 7770715 |
| Exams passed | Series 65 (2023) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.rssic.com |
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Questions about Joel
Is Joel Stilwell a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joel holds no broker registration, and Rssic reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joel charge for financial advice?
Joel's firm, Rssic, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Does Joel work with clients virtually?
Yes. Rssic says on its website that it works with clients remotely.
Where is Joel Stilwell based?
Joel Stilwell is based in San Francisco, California.
What does Joel specialize in?
Joel's specialties include retirement planning, estate & legacy planning, tax planning and family wealth transfer. Joel works with retirees, pre-retirees, early-career professionals and multi-generational families.
Is Joel Stilwell registered with the SEC?
Yes. Joel Stilwell is registered as an investment adviser representative in CA (CRD 7770715), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Rssic manage?
Rssic reports $486.6M across 160 accounts in assets under management.
How do I contact Joel Stilwell?
Through Joel's website, www.rssic.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
- Rssic 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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