# Financial advisors for executives in San Francisco, California > For executives in San Francisco, talk to a fee-only planner who understands deferred compensation, equity grants, and insider trading limits. Most of your wealth may be tied to one employer, so the plan has to work if that changes. Records to start with include Alex Caswell-Yatsenko of Wealth Script Advisors, Janet Hoffmann of Sand Hill Global Advisors and Henri Moudi of Mission Creek Capital Partners. Page: https://find.wellspent.co/audiences/executives/california/san-francisco/ 43 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## Which financial advisor should I talk to as an executive in San Francisco? For executives in San Francisco, talk to a fee-only planner who understands deferred compensation, equity grants, and insider trading limits. Most of your wealth may be tied to one employer, so the plan has to work if that changes. Records to start with include Alex Caswell-Yatsenko of Wealth Script Advisors, Janet Hoffmann of Sand Hill Global Advisors and Henri Moudi of Mission Creek Capital Partners. - [Alex Caswell-Yatsenko](https://find.wellspent.co/advisors/alex-caswell-yatsenko/), Wealth Script Advisors, San Francisco City. Holds the CFA, CFP and EA. Fees on file: percentage of assets, flat fee or retainer. - [Janet Hoffmann](https://find.wellspent.co/advisors/janet-hoffmann/), Sand Hill Global Advisors, San Francisco City. Holds the CFA and CFP. Fees on file: percentage of assets, hourly. - [Henri Moudi](https://find.wellspent.co/advisors/henri-moudi/), Mission Creek Capital Partners, San Francisco City. Holds the CFA and CFP. Fees on file: percentage of assets, hourly. - [Glen Monroe](https://find.wellspent.co/advisors/glen-monroe/), Monroe Wealth Management, San Francisco City. Holds the CFP. Fees on file: percentage of assets, ongoing planning fee. - [Michael Firestone](https://find.wellspent.co/advisors/michael-firestone/), Fire Capital Management, San Francisco City. Holds the CFA. Fees on file: flat fee or retainer, percentage of assets. - [Jirayr Kembikian](https://find.wellspent.co/advisors/jirayr-kembikian/), Citrine Capital, San Francisco City. Holds the CFP. Fees on file: ongoing planning fee. ## How many fee-only financial advisors in San Francisco work with executives? The Wellspent public graph lists 43 fee-only advisors for executives in San Francisco, at 16 firms. We counted every advisor record that lists this work, as of October 2026. ## How do fee-only advisors for executives in San Francisco charge? The most common fee among fee-only advisors for executives in San Francisco is a percentage of assets, used by 95% of the 43 with fees on file. Many use more than one: 40% charge performance-based fees and 30% charge by the hour. ## How much do fee-only financial advisors charge in San Francisco? Fee-only financial advisors in San Francisco charge a median of $6,000 a year for ongoing planning. We found this across the published prices of 14 San Francisco firms. ## How much does a one-time financial plan cost in San Francisco? A one-time financial plan from a fee-only firm in San Francisco has a median price of $3,000. We found this across the published prices of 11 San Francisco firms. ## What credentials should a financial advisor for executives have? For executives, look for the CFA, CFP and EA. In San Francisco, 37% of the 43 advisors listed hold the CFP. - CFA (30% of advisors listed): The CFA helps with concentrated stock. - CFP (37% of advisors listed): The CFP keeps compensation in the wider plan. - EA (5% of advisors listed): Enrolled agents add tax depth. ## How do San Francisco advisors for executives compare with the rest of the US? 40% of fee-only advisors for executives in San Francisco charge performance-based fees, compared with 6% of the 2,050 listed across the US. That's the largest difference in the Wellspent public graph between the two groups. ## Does California tax income on top of federal tax? Yes. California has a state income tax, so a financial plan for a California resident should project it alongside federal tax. ## What happens to stock pay if you move to or from California? States often tax stock pay based on where you worked between grant and vesting, so a move to or from California can split that income across states. Tell any advisor about moves during a vesting period. ## What should I ask a financial advisor as an executive in San Francisco? - How would you plan my deferred compensation elections? - How do you work around trading windows and 10b5-1 plans? - How much of my wealth should depend on my employer? - What would you do first if I left or was let go? - How will you plan for California tax alongside federal tax? - If I move before my grants vest, which states can tax them? ## How current is this list of fee-only advisors for executives in San Francisco? Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Michal Skowronski](https://find.wellspent.co/advisors/michal-skowronski.md) | Skylark Wealth, LLC | San Francisco, California | CFP | Percentage of assets, Flat fee or retainer | | [Glen Monroe](https://find.wellspent.co/advisors/glen-monroe.md) | Monroe Wealth Management | San Francisco, California | CFP | Percentage of assets, Ongoing planning fee | | [Jirayr Kembikian](https://find.wellspent.co/advisors/jirayr-kembikian.md) | Citrine Capital | San Francisco, California | CFP | Ongoing planning fee | | [Alex Caswell](https://find.wellspent.co/advisors/alex-caswell.md) | Wealth Script Advisors | San Francisco, California | CFP, CFA, EA | Percentage of assets, Flat fee or retainer, Ongoing planning fee | | [Alex Caswell-Yatsenko](https://find.wellspent.co/advisors/alex-caswell-yatsenko.md) | Wealth Script Advisors | San Francisco, California | CFA, CFP, EA | Percentage of assets, Flat fee or retainer, Ongoing planning fee | | [Jessica Lanning](https://find.wellspent.co/advisors/jessica-lanning.md) | Lanning Financial | San Francisco, California | CFP | Percentage of assets, One-time planning fee | | [Adrianne Yamaki](https://find.wellspent.co/advisors/adrianne-yamaki.md) | Strategic Wealth Capital | San Francisco, California | CFP | Percentage of assets, Fixed fees | | [Barry Taylor](https://find.wellspent.co/advisors/barry-taylor.md) | Sand Hill Global Advisors | San Francisco, California | CFP | Percentage of assets, Hourly | | [Janet Hoffmann](https://find.wellspent.co/advisors/janet-hoffmann.md) | Sand Hill Global Advisors | San Francisco, California | CFP, CFA | Percentage of assets, Hourly | | [Jeffrey Abadie](https://find.wellspent.co/advisors/jeffrey-abadie.md) | Sand Hill Global Advisors | San Francisco, California | CFP | Percentage of assets, Hourly | | [Henri Moudi](https://find.wellspent.co/advisors/henri-moudi.md) | Mission Creek Capital Partners | San Francisco, California | CFP, CFA | Percentage of assets, Hourly, Performance-based fees | | [Kristina Joy Torrealba](https://find.wellspent.co/advisors/kristina-joy-torrealba.md) | Jackson Square Capital | San Francisco, California | CFP | Percentage of assets | | [Marisa Heiden](https://find.wellspent.co/advisors/marisa-heiden.md) | Mission Creek Capital Partners | San Francisco, California | CFP | Percentage of assets, Hourly, Performance-based fees | | [Matthew Powers](https://find.wellspent.co/advisors/matthew-powers.md) | Steward | San Francisco, California | | Flat fee or retainer | | [Melanie Pelayo](https://find.wellspent.co/advisors/melanie-pelayo.md) | Mission Creek Capital Partners | San Francisco, California | CFP | Percentage of assets, Hourly, Performance-based fees | | [Michael Firestone](https://find.wellspent.co/advisors/michael-firestone.md) | Fire Capital Management | San Francisco, California | CFA | Flat fee or retainer, Percentage of assets | | [Shana Ballard](https://find.wellspent.co/advisors/shana-ballard.md) | Mission Creek Capital Partners | San Francisco, California | CFP | Percentage of assets, Hourly, Performance-based fees | | [William Reynolds](https://find.wellspent.co/advisors/william-reynolds.md) | Fire Capital Management | San Francisco, California | CFA | Flat fee or retainer, Percentage of assets | | [Aureliana Lopes Monteiro](https://find.wellspent.co/advisors/aureliana-lopes-monteiro.md) | Strategic Wealth Capital | San Francisco, California | | Percentage of assets, Fixed fees | | [Jeremy Bardin](https://find.wellspent.co/advisors/jeremy-bardin.md) | Elevate Capital | San Francisco, California | CFA | Percentage of assets, Performance-based fees | | [Sabrina Lowell](https://find.wellspent.co/advisors/sabrina-lowell.md) | Second Summit Wealth Management | San Francisco, California | CFP | Percentage of assets | | [Andrew Graham](https://find.wellspent.co/advisors/andrew-graham.md) | Jackson Square Capital | San Francisco, California | CFA | Percentage of assets | | [Charles Gehring](https://find.wellspent.co/advisors/charles-gehring.md) | Mission Creek Capital Partners | San Francisco, California | CFA | Percentage of assets, Hourly, Performance-based fees | | [Jonathan Lederer](https://find.wellspent.co/advisors/jonathan-lederer.md) | Mission Creek Capital Partners | San Francisco, California | CFA | Percentage of assets, Hourly, Performance-based fees | | [Meghan Daters](https://find.wellspent.co/advisors/meghan-daters.md) | Sand Hill Global Advisors | San Francisco, California | | Percentage of assets, Hourly | | [Ryan Fujioka](https://find.wellspent.co/advisors/ryan-fujioka.md) | Fire Capital Management | San Francisco, California | | Flat fee or retainer, Percentage of assets | | [Elena Hawk](https://find.wellspent.co/advisors/elena-hawk.md) | Hawk Advisory | San Francisco, California | | Flat fee or retainer, Percentage of assets, Ongoing planning fee, One-time planning fee | | [Albert Gutierrez](https://find.wellspent.co/advisors/albert-gutierrez.md) | Atlas Capital Advisors | San Francisco, California | CFA | Percentage of assets, Performance-based fees | | [Ian Fraley](https://find.wellspent.co/advisors/ian-fraley.md) | Mission Creek Capital Partners | San Francisco, California | | Percentage of assets, Hourly, Performance-based fees | | [Jack McRoskey](https://find.wellspent.co/advisors/jack-mcroskey.md) | Jackson Square Capital | San Francisco, California | | Percentage of assets | | [Jonathan Tunney](https://find.wellspent.co/advisors/jonathan-tunney.md) | Atlas Capital Advisors | San Francisco, California | CFA | Percentage of assets, Performance-based fees | | [Kenneth Frier](https://find.wellspent.co/advisors/kenneth-frier.md) | Atlas Capital Advisors | San Francisco, California | CFA | Percentage of assets, Performance-based fees | | [Lawrence Hing](https://find.wellspent.co/advisors/lawrence-hing.md) | Mission Creek Capital Partners | San Francisco, California | | Percentage of assets, Hourly, Performance-based fees | | [Lorena Moudi](https://find.wellspent.co/advisors/lorena-moudi.md) | Mission Creek Capital Partners | San Francisco, California | | Percentage of assets, Hourly, Performance-based fees | | [Max O'Rourke](https://find.wellspent.co/advisors/max-o-rourke.md) | Jackson Square Capital | San Francisco, California | | Percentage of assets | | [Michael Cordano](https://find.wellspent.co/advisors/michael-cordano.md) | Jackson Square Capital | San Francisco, California | | Percentage of assets | | [Giani Kurniawan](https://find.wellspent.co/advisors/giani-kurniawan.md) | Global Key Advisors | San Francisco, California | | Percentage of assets | | [Josh Schein](https://find.wellspent.co/advisors/josh-schein.md) | Global Key Advisors | San Francisco, California | | Percentage of assets | | [Valerija Martinovic](https://find.wellspent.co/advisors/valerija-martinovic.md) | Global Key Advisors | San Francisco, California | | Percentage of assets | | [Daniel Krebs](https://find.wellspent.co/advisors/daniel-krebs.md) | Atlas Capital Advisors | San Francisco, California | | Percentage of assets, Performance-based fees | | [Gino Garcia](https://find.wellspent.co/advisors/gino-garcia.md) | Atlas Capital Advisors | San Francisco, California | | Percentage of assets, Performance-based fees | | [Leslie Krampert](https://find.wellspent.co/advisors/leslie-krampert.md) | Atlas Capital Advisors | San Francisco, California | | Percentage of assets, Performance-based fees | | [Russell Silvestri](https://find.wellspent.co/advisors/russell-silvestri.md) | Atlas Capital Advisors | San Francisco, California | | Percentage of assets, Performance-based fees | ## Related - [Founders in San Francisco](https://find.wellspent.co/specialties/founders-pre-exit/california/san-francisco.md) - [Equity compensation in San Francisco](https://find.wellspent.co/specialties/equity-compensation/california/san-francisco.md) - [Tax planning in San Francisco](https://find.wellspent.co/specialties/tax-planning/california/san-francisco.md) - [Retirement planning in San Francisco](https://find.wellspent.co/specialties/retirement-planning/california/san-francisco.md) - [Estate planning in San Francisco](https://find.wellspent.co/specialties/estate-planning/california/san-francisco.md) - [Tech employees in San Francisco](https://find.wellspent.co/audiences/tech-employees/california/san-francisco.md) ## About this data Sources and verification: https://find.wellspent.co/methodology/ Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).