Said Israilov
Israilov Financial · San Francisco, California
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.
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Specialties
Who they serve
- Early-career professionals
- Tech employees
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 |
| Accepting new clients | Yes |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 6089397 |
| Exams passed | Series 63 (2015) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | israilovfinancial.com |
| Profile |
How Said's firm compares
- A one-time plan starts at $2,000, below the California median of $2,500 for fee-only firms that publish prices.
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Questions about Said
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.
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
- Israilov Financial 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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