Firm
Sunnybranch Wealth LLC
San Francisco, California
Fee-only
Sunnybranch Wealth 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 27 individual clients, 19 of them high net worth.
- Its average account is about $603,000 (assets it manages divided by its 51 accounts).
- Its hourly rate of $500 is above the California median of $300.
- Its website says it's taking new clients.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | San Francisco, California |
|---|---|
| Website | sunnybranchwealth.com/contact |
| [email protected] | |
| Phone | (503) 214-2281 |
Sunnybranch Wealth 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 | $500 an hour |
|---|---|
| Asset-based fee | 1% a year on the first tier of assets |
| Account minimum | $1,000,000 |
| How it charges | Percentage of assets · Hourly · Flat fee |
In the firm's words
"My hourly rate is $500 per hour." source
"Wealth management fees are tiered and start at 1%." source
"Wealth management is intended for current and future inheritors who have at least $1 million in investible assets." source
"Investment management is also available as an add-on to these engagements, billed at 1% of assets under management." 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 | $31 million |
| Individual clients | 8 |
| High-net-worth clients | 19 |
| Accounts managed | 51 |
| Employees | 2 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | July 16, 2026 |
| SEC record | CRD 323075 |