Stan Himeno-Okamoto
DRS Financial Partners · San Francisco, California
Stan Himeno-Okamoto is a fee-only financial advisor at DRS Financial Partners in San Francisco, California, who holds the CFP, CFA and EA credentials. Stan charges hourly fees (no asset minimum) and focuses on equity compensation.
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Specialties
Who they serve
- Tech employees
Facts
| Firm | DRS Financial Partners |
|---|---|
| Based in | San Francisco, California |
| Fee model | Hourly |
| Fees (firm's website) | No asset minimum |
| Works virtually | Yes |
| Assets under management | $7.5M across 12 accounts |
| Credentials | CFP · CFA · EA |
| SEC registration | Investment adviser representative in CA, HI, TX · CRD 6322601 |
| Exams passed | Series 65 (2014) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | drsfp.com |
| Profile |
How Stan's firm compares
- DRS Financial Partners's average account is about $622,000, from its Form ADV (assets managed divided by 12 accounts).
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Questions about Stan
Is Stan Himeno-Okamoto a fee-only financial advisor?
Yes. Stan Himeno-Okamoto is listed in the XY Planning Network directory (XYPN members are fee-only) and the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Stan's firm.
How does Stan charge for financial advice?
Stan charges hourly fees.
How much does Stan charge?
According to DRS Financial Partners's website, checked October 28, 2026: no asset minimum.
Does Stan work with clients virtually?
Yes. DRS Financial Partners says on its website that it works with clients remotely.
Where is Stan Himeno-Okamoto based?
Stan Himeno-Okamoto is based in San Francisco, California.
What does Stan specialize in?
Stan's specialties include equity compensation. Stan works with tech employees.
What credentials does Stan Himeno-Okamoto hold?
Stan Himeno-Okamoto holds the CFP, CFA and EA credentials.
Is Stan Himeno-Okamoto registered with the SEC?
Yes. Stan Himeno-Okamoto is registered as an investment adviser representative in CA, HI and TX (CRD 6322601), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does DRS Financial Partners manage?
DRS Financial Partners reports $7.5M across 12 accounts in assets under management.
How do I contact Stan Himeno-Okamoto?
Through Stan's website, drsfp.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
- NAPFA directory listing : NAPFA admits only fee-only advisors
- DRS Financial Partners 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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