Firm
Fitch Financial Advisors
San Francisco, California
Fee-only
Fitch Financial Advisors at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 16 individual clients.
- Its average account is about $1.1 million (assets it manages divided by its 16 accounts).
- Its website says it's taking new clients.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | San Francisco, California |
|---|---|
| Website | fitchadvisors.weebly.com |
| Phone | (415) 928-3499 |
Fitch Financial Advisors fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $1,000 |
|---|---|
| Account minimum | None |
| How it charges | One-time plans or projects |
In the firm's words
"The average for planning projects ranges from $1,000 to $5,000" source
"FFA does not have minimum income or net worth requirements." source
"The average for planning projects ranges from $1,000 to $5,000" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $17 million |
| Individual clients | 16 |
| Accounts managed | 16 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | April 4, 2026 |
| SEC record | CRD 113726 |