Firm
Seven Post Investment Office
San Francisco, California
Fee-only
Seven Post Investment Office at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 14 advisors are listed here; 2 of 14 hold the CFP.
- Its Form ADV reports 22 employees and 53 individual clients, 46 of them high net worth.
- Its average account is about $38.6 million (assets it manages divided by its 249 accounts).
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | San Francisco, California |
|---|---|
| Website | sevenpost.com |
| Phone | (415) 341-9300 |
Seven Post Investment Office fees
Seven Post Investment Office 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 by | Percentage of assets · Fixed fees · Performance-based fees |
|---|---|
| Assets managed | $9.6 billion |
| Individual clients | 7 |
| High-net-worth clients | 46 |
| Accounts managed | 249 |
| Employees | 22 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-72411) |
| Financial planning | Offered |
| Form ADV filed | September 30, 2026 |
| SEC record | CRD 157435 |