# Sylvia Kwan

> Sylvia Kwan is a fee-only financial advisor at Ellevest in San Francisco, California, who holds the CFA credential. Sylvia charges a percentage of assets, a flat fee or retainer and an ongoing planning fee (ongoing planning from $4,800 a year and 1.25% a year on the first tier of assets managed) and focuses on flat-fee planning, sustainable & impact investing and equity compensation.

Page: https://find.wellspent.co/advisors/sylvia-kwan/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Ellevest
- **Based in:** San Francisco, California
- **Fee model:** Percentage of assets; Flat fee or retainer; Ongoing planning fee
- **Fees (firm's website):** ongoing planning from $4,800 a year; 1.25% a year on the first tier of assets managed; a $500,000 asset minimum
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $1.13B across 474 accounts
- **Credentials:** CFA
- **Specialties:** Flat-fee planning, Sustainable & impact investing, Equity compensation, Estate & legacy planning
- **CRD:** 2805281 (https://adviserinfo.sec.gov/individual/summary/2805281)
- **SEC registration:** Investment adviser representative in CA, NY, TX
- **Exams passed:** Series 65 (1999)
- **Firm size:** 19 employees
- **Disclosures:** None reported
- **Website:** http://www.ellevest.com

## Frequently asked questions

### Is Sylvia Kwan a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Sylvia holds no broker registration, and Ellevest reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Sylvia charge for financial advice?

Sylvia charges a percentage of assets, a flat fee or retainer and an ongoing planning fee.

### How much does Sylvia charge?

According to Ellevest's website, checked October 30, 2026: ongoing planning from $4,800 a year; 1.25% a year on the first tier of assets managed; a $500,000 asset minimum.

### Where is Sylvia Kwan based?

Sylvia Kwan is based in San Francisco, California.

### What does Sylvia specialize in?

Sylvia's specialties include flat-fee planning, sustainable & impact investing, equity compensation and estate & legacy planning.

### What credentials does Sylvia Kwan hold?

Sylvia Kwan holds the CFA credential.

### Is Sylvia Kwan registered with the SEC?

Yes. Sylvia Kwan is registered as an investment adviser representative in CA, NY and TX (CRD 2805281), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Ellevest manage?

Ellevest reports $1.13B across 474 accounts in assets under management.

### How do I contact Sylvia Kwan?

Through Sylvia's website, www.ellevest.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2805281): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.ellevest.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.