John Friedman
John Friedman Financial · San Francisco, California
John Friedman is a fee-only financial advisor at John Friedman Financial in San Francisco, California, who holds the CFP credential. John charges a flat fee or retainer and hourly fees.
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Facts
| Firm | John Friedman Financial |
|---|---|
| Based in | San Francisco, California |
| Fee model | Flat fee or retainer · Hourly |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 3124381 |
| Exams passed | Series 63 (1999) · Series 66 (2001) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | johnfriedmanfinancial.com |
| Profile |
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Questions about John
Is John Friedman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and John Friedman Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does John charge for financial advice?
John charges a flat fee or retainer and hourly fees.
Where is John Friedman based?
John Friedman is based in San Francisco, California.
What credentials does John Friedman hold?
John Friedman holds the CFP credential.
Is John Friedman registered with the SEC?
Yes. John Friedman is registered as an investment adviser representative in CA (CRD 3124381), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How do I contact John Friedman?
Through John's website, johnfriedmanfinancial.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
- John Friedman Financial 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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