Stephen Miles
Sutro Advisors · San Francisco, California
Stephen Miles is a fee-only financial advisor at Sutro Advisors in San Francisco, California. Stephen charges an ongoing planning fee and a percentage of assets (ongoing planning from $1,200 a year and 0.7% a year on the first tier of assets managed) and focuses on retirement planning and tax planning.
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Specialties
Facts
| Firm | Sutro Advisors |
|---|---|
| Based in | San Francisco, California |
| Fee model | Ongoing planning fee · Percentage of assets |
| Fees (firm's website) | Ongoing planning from $1,200 a year · 0.7% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Assets under management | $48.5M across 137 accounts |
| SEC registration | Investment adviser representative in CA · CRD 3254941 |
| Exams passed | Series 63 (1999) · Series 65 (2002) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.sutroadvisors.com |
| Profile |
How Stephen's firm compares
- Ongoing planning starts at $1,200 a year, below the California median of $6,000 for fee-only firms that publish prices.
- Sutro Advisors's average account is about $354,000, from its Form ADV (assets managed divided by 137 accounts).
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Questions about Stephen
Is Stephen Miles a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stephen holds no broker registration, and Sutro Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Stephen charge for financial advice?
Stephen charges an ongoing planning fee and a percentage of assets.
How much does Stephen charge?
According to Sutro Advisors's website, checked October 30, 2026: ongoing planning from $1,200 a year; 0.7% a year on the first tier of assets managed.
Where is Stephen Miles based?
Stephen Miles is based in San Francisco, California.
What does Stephen specialize in?
Stephen's specialties include retirement planning and tax planning.
Is Stephen Miles registered with the SEC?
Yes. Stephen Miles is registered as an investment adviser representative in CA (CRD 3254941), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sutro Advisors manage?
Sutro Advisors reports $48.5M across 137 accounts in assets under management.
How do I contact Stephen Miles?
Through Stephen's website, www.sutroadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in San Francisco
Other advisors in California who focus on retirement planning
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
- Sutro Advisors 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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