Risley Sams
RHS Financial · San Francisco, California
Risley Sams is a fee-only financial advisor at RHS Financial in San Francisco, California, who holds the CFP credential. Risley charges a percentage of assets (1% a year on the first tier of assets managed) and focuses on equity compensation and tax planning.
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Specialties
Who they serve
- Tech employees
- Ultra high net worth
Facts
| Firm | RHS Financial |
|---|---|
| Based in | San Francisco, California |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Assets under management | $219.8M across 451 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 4572447 |
| Exams passed | Series 63 (2002) · Series 65 (2002) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | rhsfinancial.com |
| Profile |
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Questions about Risley
Is Risley Sams a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Risley holds no broker registration, and RHS Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Risley charge for financial advice?
Risley charges a percentage of assets.
How much does Risley charge?
According to RHS Financial's website, checked October 30, 2026: 1% a year on the first tier of assets managed.
Where is Risley Sams based?
Risley Sams is based in San Francisco, California.
What does Risley specialize in?
Risley's specialties include equity compensation and tax planning. Risley works with tech employees and ultra high net worth.
What credentials does Risley Sams hold?
Risley Sams holds the CFP credential.
Is Risley Sams registered with the SEC?
Yes. Risley Sams is registered as an investment adviser representative in CA (CRD 4572447), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does RHS Financial manage?
RHS Financial reports $219.8M across 451 accounts in assets under management.
How do I contact Risley Sams?
Through Risley's website, rhsfinancial.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
- RHS 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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