Firm
Stebnicki Financial Planning LLC
San Francisco, California
Fee-only
Stebnicki Financial Planning LLC 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 3 individual clients, 1 of them high net worth.
- Its average account is about $370,000 (assets it manages divided by its 5 accounts).
- Its hourly rate of $250 is below the California median of $300.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | San Francisco, California |
|---|---|
| Website | stebnickifinancial.com |
| [email protected] | |
| Phone | (415) 377-9475 |
Stebnicki Financial 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.
| Hourly | $250 an hour |
|---|---|
| Asset-based fee | 0.95% a year on the first tier of assets |
| How it charges | Hourly · Percentage of assets |
In the firm's words
"The rate ranges from $250-$400 per hour depending on the complexity and duration of the project." source
"$0-$500,000 .95% (95 basis points)" source
"Financial planning services are billed on an hourly basis." 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 |
|---|---|
| Assets managed | $2 million |
| Individual clients | 2 |
| High-net-worth clients | 1 |
| Accounts managed | 5 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 2, 2026 |
| SEC record | CRD 307237 |