# Matthias Giezendanner

> Matthias Giezendanner is a fee-only financial advisor at San Francisco Wealth Planning LLC in Petaluma, California, who holds the CFP and EA credentials. Matthias charges a percentage of assets and an ongoing planning fee (ongoing planning from $9,000 a year and 1% a year on the first tier of assets managed) and focuses on equity compensation, founders (pre-exit) and tax planning.

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

## Facts

- **Firm:** San Francisco Wealth Planning LLC
- **Based in:** Petaluma, California
- **Fee model:** Percentage of assets; Ongoing planning fee
- **Fees (firm's website):** ongoing planning from $9,000 a year; 1% a year on the first tier of assets managed; no asset minimum
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $112.3M across 178 accounts
- **Credentials:** CFP, EA
- **Specialties:** Equity compensation, Founders (pre-exit), Tax planning, Real estate investors
- **Works with:** Tech employees
- **CRD:** 6480899 (https://adviserinfo.sec.gov/individual/summary/6480899)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 65 (2017), Series 63 (2023)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://wealthsf.com

## Frequently asked questions

### Is Matthias Giezendanner a fee-only financial advisor?

Yes. Matthias Giezendanner is listed in 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 Matthias's firm.

### How does Matthias charge for financial advice?

Matthias charges a percentage of assets and an ongoing planning fee.

### How much does Matthias charge?

According to San Francisco Wealth Planning LLC's website, checked October 28, 2026: ongoing planning from $9,000 a year; 1% a year on the first tier of assets managed; no asset minimum.

### Where is Matthias Giezendanner based?

Matthias Giezendanner is based in Petaluma, California.

### What does Matthias specialize in?

Matthias's specialties include equity compensation, founders (pre-exit), tax planning and real estate investors. Matthias works with tech employees.

### What credentials does Matthias Giezendanner hold?

Matthias Giezendanner holds the CFP and EA credentials.

### Is Matthias Giezendanner registered with the SEC?

Yes. Matthias Giezendanner is registered as an investment adviser representative in CA (CRD 6480899), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does San Francisco Wealth Planning LLC manage?

San Francisco Wealth Planning LLC reports $112.3M across 178 accounts in assets under management.

### How do I contact Matthias Giezendanner?

Through Matthias's website, wealthsf.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/matthias-giezendanner-10574): 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://www.wealthsf.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.