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Wellspent public graph/Firms/Nasira Financial
Firm

Nasira Financial

San Francisco, California

Fee-only

Nasira 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 1 employee.

Fee-only advisors in California · What fee-only advisors charge in California

Facts

Based inSan Francisco, California
Email[email protected]
Phone(415) 617-5985

Nasira Financial fees

Nasira Financial doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

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 byHourly · Fixed fees
Employees1
Planning clients11-25
Financial planningOffered
Form ADV filedMarch 19, 2026
SEC recordCRD 299293

Advisors at this firm (1)