Firm
San Francisco Wealth Planning LLC
Petaluma, California
Fee-only
San Francisco Wealth Planning LLC at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 2 employees and 44 individual clients, 26 of them high net worth.
- Its average account is about $631,000 (assets it manages divided by its 178 accounts).
- Its ongoing planning fee starts at $9,000 a year, above the California median of $6,000.
- Its website says it's taking new clients.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Petaluma, California |
|---|---|
| Website | wealthsf.com |
| [email protected] | |
| Phone | (525) 722-9229 |
San Francisco Wealth Planning LLC 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.
| Ongoing planning | From $9,000 a year |
|---|---|
| Asset-based fee | 1% a year on the first tier of assets |
| Account minimum | None |
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"Annual financial planning fees typically begin at $9,000" source
"asset management fees range from 1.00%-0.25%" source
"We require no investable asset minimum" source
"asset management fees range from 1.00%-0.25%" 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 | $112 million |
| Individual clients | 18 |
| High-net-worth clients | 26 |
| Accounts managed | 178 |
| Employees | 2 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-136604) |
| Financial planning | Offered |
| Form ADV filed | September 22, 2026 |
| SEC record | CRD 296438 |