Firm
Israilov Financial
San Francisco, California
Fee-only
Israilov Financial 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 2 employees and 11 individual clients.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | San Francisco, California |
|---|---|
| Website | israilovfinancial.com |
| [email protected] | |
| Phone | (776) 811-8547 |
Israilov Financial fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $2,000 |
|---|---|
| Asset-based fee | 0.5% to 1% a year |
| Account minimum | None |
| How it charges | Percentage of assets · One-time plans or projects |
In the firm's words
"Fee:$2,000 - $5,000 (based on complexity, paid upfront or in monthly installments)." source
"0.50% – 1.00%" source
"0.50% – 1.00%" source
"There are no account minimums and no hidden costs." 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 |
|---|---|
| Individual clients | 11 |
| Employees | 2 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 331897 |