# Said Israilov

> Said Israilov is a fee-only financial advisor at Israilov Financial in San Francisco, California, who holds the CFP credential. Said charges a percentage of assets and a one-time planning fee (one-time plans from $2,000 and 0.5%–1% a year of assets managed) and focuses on equity compensation, tax planning and estate & legacy planning.

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

## Facts

- **Firm:** Israilov Financial
- **Based in:** San Francisco, California
- **Fee model:** Percentage of assets; One-time planning fee
- **Fees (firm's website):** one-time plans from $2,000; 0.5%–1% a year of assets managed; no asset minimum
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Credentials:** CFP
- **Specialties:** Equity compensation, Tax planning, Estate & legacy planning, Retirement planning
- **Works with:** Early-career professionals, Tech employees
- **CRD:** 6089397 (https://adviserinfo.sec.gov/individual/summary/6089397)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 63 (2015)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://israilovfinancial.com

## Frequently asked questions

### Is Said Israilov a fee-only financial advisor?

Yes. Said Israilov 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 Said's firm.

### How does Said charge for financial advice?

Said charges a percentage of assets and a one-time planning fee.

### How much does Said charge?

According to Israilov Financial's website, checked October 28, 2026: one-time plans from $2,000; 0.5%–1% a year of assets managed; no asset minimum.

### Does Said work with clients virtually?

Yes. Israilov Financial says on its website that it works with clients remotely.

### Where is Said Israilov based?

Said Israilov is based in San Francisco, California.

### What does Said specialize in?

Said's specialties include equity compensation, tax planning, estate & legacy planning and retirement planning. Said works with early-career professionals and tech employees.

### What credentials does Said Israilov hold?

Said Israilov holds the CFP credential.

### Is Said Israilov registered with the SEC?

Yes. Said Israilov is registered as an investment adviser representative in CA (CRD 6089397), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How do I contact Said Israilov?

Through Said's website, israilovfinancial.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/said-israilov-71796): 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.israilovfinancial.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.