Matthias Giezendanner
San Francisco Wealth Planning LLC · Petaluma, California
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.
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Specialties
Who they serve
- Tech employees
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 |
| Assets under management | $112.3M across 178 accounts |
| Credentials | CFP · EA |
| SEC registration | Investment adviser representative in CA · CRD 6480899 |
| Exams passed | Series 65 (2017) · Series 63 (2023) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | wealthsf.com |
| Profile |
How Matthias's firm compares
- Ongoing planning starts at $9,000 a year, above the California median of $6,000 for fee-only firms that publish prices.
- San Francisco Wealth Planning LLC's average account is about $631,000, from its Form ADV (assets managed divided by 178 accounts).
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Questions about Matthias
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- San Francisco Wealth 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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