Financial advisors for executives in San Francisco, California

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.

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.

See every fee-only advisor fee in California

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.

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?

1. How would you plan my deferred compensation elections?
2. How do you work around trading windows and 10b5-1 plans?
3. How much of my wealth should depend on my employer?
4. What would you do first if I left or was let go?
5. How will you plan for California tax alongside federal tax?
6. 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.