Firm
Sutro Advisors
San Francisco, California
Fee-only
Sutro Advisors at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 72 individual clients, 44 of them high net worth.
- Its average account is about $354,000 (assets it manages divided by its 137 accounts).
- Its ongoing planning fee starts at $1,200 a year, below 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 | San Francisco, California |
|---|---|
| Website | sutroadvisors.com |
| Phone | (415) 610-4156 |
Sutro Advisors fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $1,200 a year |
|---|---|
| Asset-based fee | 0.7% a year on the first tier of assets |
| How it charges | Ongoing planning fee · Percentage of assets |
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 | $48 million |
| Individual clients | 28 |
| High-net-worth clients | 44 |
| Accounts managed | 137 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | March 10, 2026 |
| SEC record | CRD 297856 |