# Matthew Stebnicki

> Matthew Stebnicki is a fee-only financial advisor at Stebnicki Financial Planning LLC in San Francisco, California, who holds the CFP and MBA credentials. Matthew charges hourly fees and a percentage of assets ($250 an hour and 0.95% a year on the first tier of assets managed) and focuses on equity compensation.

Page: https://find.wellspent.co/advisors/matthew-stebnicki/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Stebnicki Financial Planning LLC
- **Based in:** San Francisco, California
- **Fee model:** Hourly; Percentage of assets
- **Fees (firm's website):** $250 an hour; 0.95% a year on the first tier of assets managed
- **Assets under management (firm):** $1.9M across 5 accounts
- **Credentials:** CFP, MBA
- **Specialties:** Equity compensation
- **Works with:** Tech employees
- **CRD:** 7226250 (https://adviserinfo.sec.gov/individual/summary/7226250)
- **SEC registration:** Investment adviser representative in CA
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://stebnickifinancial.com

## Frequently asked questions

### Is Matthew Stebnicki a fee-only financial advisor?

Yes. Matthew Stebnicki is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Matthew's firm.

### How does Matthew charge for financial advice?

Matthew charges hourly fees and a percentage of assets.

### How much does Matthew charge?

According to Stebnicki Financial Planning LLC's website, checked October 28, 2026: $250 an hour; 0.95% a year on the first tier of assets managed.

### Where is Matthew Stebnicki based?

Matthew Stebnicki is based in San Francisco, California.

### What does Matthew specialize in?

Matthew's specialties include equity compensation. Matthew works with tech employees.

### What credentials does Matthew Stebnicki hold?

Matthew Stebnicki holds the CFP and MBA credentials.

### Is Matthew Stebnicki registered with the SEC?

Yes. Matthew Stebnicki is registered as an investment adviser representative in CA (CRD 7226250), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Stebnicki Financial Planning LLC manage?

Stebnicki Financial Planning LLC reports $1.9M across 5 accounts in assets under management.

### How do I contact Matthew Stebnicki?

Through Matthew's website, stebnickifinancial.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/47821): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://stebnickifinancial.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.