Matthew Stebnicki
Stebnicki Financial Planning LLC · San Francisco, California
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.
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Specialties
Who they serve
- Tech employees
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 | $1.9M across 5 accounts |
| Credentials | CFP · MBA |
| SEC registration | Investment adviser representative in CA · CRD 7226250 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | stebnickifinancial.com |
How Matthew's firm compares
- The hourly rate is $250, below the California median of $300 for fee-only firms that publish prices.
- Stebnicki Financial Planning LLC's average account is about $370,000, from its Form ADV (assets managed divided by 5 accounts).
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Questions about Matthew
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.
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
- XY Planning Network directory listing : XYPN members are fee-only
- Stebnicki Financial Planning 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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