Vivian Fox
SAS Financial Advisors, LLC. · San Francisco, California
Vivian Fox is a fee-only financial advisor at SAS Financial Advisors, LLC. in San Francisco, California. SAS Financial Advisors, LLC. reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | SAS Financial Advisors, LLC. |
|---|---|
| Based in | San Francisco, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $167.0M across 471 accounts |
| SEC registration | Investment adviser representative in CA, NY · CRD 8083506 |
| Exams passed | Series 65 (2025) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.sasadvisors.com |
How Vivian's firm compares
- SAS Financial Advisors, LLC.'s average account is about $355,000, from its Form ADV (assets managed divided by 471 accounts).
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Questions about Vivian
Is Vivian Fox a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Vivian holds no broker registration, and SAS Financial Advisors, LLC. reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Vivian charge for financial advice?
Vivian's firm, SAS Financial Advisors, LLC., reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Vivian Fox based?
Vivian Fox is based in San Francisco, California.
Is Vivian Fox registered with the SEC?
Yes. Vivian Fox is registered as an investment adviser representative in CA and NY (CRD 8083506), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does SAS Financial Advisors, LLC. manage?
SAS Financial Advisors, LLC. reports $167.0M across 471 accounts in assets under management.
How do I contact Vivian Fox?
Through Vivian's website, www.sasadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in San Francisco
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
- 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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