The Advisory Group of San Francisco

Facts

The Advisory Group of San Francisco fees

The Advisory Group of San Francisco 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

Advisors at this firm (6)

• Christopher Low

• Gregory Patterson

• Kyle Dodson

  CFP

• Lisette Smith

  CFP

• Mariame Pierce

  CFP

• Tanya Rapacz

  CFP