# Fee-only financial advisors in San Francisco, California

> Start with a fee-only advisor in San Francisco whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Stan Himeno-Okamoto of DRS Financial Partners, Alex Caswell of Wealth Script Advisors and Matthew Lewis of TechView Wealth Advisors, chosen for their credentials and fees on file.

Page: https://find.wellspent.co/locations/us/california/san-francisco/
194 fee-only advisors listed; data last updated October 30, 2026.
Fee-only means paid only by clients, never by commissions.

## Which fee-only financial advisor should I talk to in San Francisco?

Start with a fee-only advisor in San Francisco whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Stan Himeno-Okamoto of DRS Financial Partners, Alex Caswell of Wealth Script Advisors and Matthew Lewis of TechView Wealth Advisors, chosen for their credentials and fees on file.

## How many fee-only advisors in San Francisco are there?

The Wellspent public graph lists 194 fee-only advisors in San Francisco, at 94 firms. We counted every advisor record that fits, as of October 2026.

## What do fee-only advisors in San Francisco focus on?

The most common focus among fee-only advisors in San Francisco is founders (51), followed by equity compensation (50) and tax planning (46). Advisors can list more than one.

## How do fee-only advisors in San Francisco charge?

The most common fee among fee-only advisors in San Francisco is a percentage of assets, used by 91% of the 194 with fees on file. Many use more than one: 43% charge fixed fees and 35% charge by the hour.

## How much do fee-only financial advisors charge in San Francisco?

Fee-only financial advisors in San Francisco charge a median of $6,000 a year for ongoing planning. We found this across the published prices of 14 San Francisco firms.

## How much does a one-time financial plan cost in San Francisco?

A one-time financial plan from a fee-only firm in San Francisco has a median price of $3,000. We found this across the published prices of 11 San Francisco firms.

## How many fee-only advisors in San Francisco hold the CFP?

44% of the 194 fee-only advisors in San Francisco hold the CFP certification, based on the credentials listed on each record.

## Does California tax income on top of federal tax?

Yes. California has a state income tax, so a financial plan for a California resident should project it alongside federal tax.

## How current is this list of fee-only advisors in San Francisco?

Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record.

## Advisors

| Advisor | Firm | Location | Credentials | Fees |
|---|---|---|---|---|
| [Michal Skowronski](https://find.wellspent.co/advisors/michal-skowronski.md) | Skylark Wealth, LLC | San Francisco, California | CFP | Percentage of assets, Flat fee or retainer |
| [Carmetta Joyner](https://find.wellspent.co/advisors/carmetta-joyner.md) | Joyner Financial Planning LLC | San Francisco, California | CFP | One-time planning fee, Hourly |
| [Christina Empedocles](https://find.wellspent.co/advisors/christina-empedocles.md) | Insight Personal Finance | San Francisco, California | CFP | Flat fee or retainer, Ongoing planning fee, Hourly, One-time planning fee |
| [Glen Monroe](https://find.wellspent.co/advisors/glen-monroe.md) | Monroe Wealth Management | San Francisco, California | CFP | Percentage of assets, Ongoing planning fee |
| [Jirayr Kembikian](https://find.wellspent.co/advisors/jirayr-kembikian.md) | Citrine Capital | San Francisco, California | CFP | Ongoing planning fee |
| [Alex Caswell](https://find.wellspent.co/advisors/alex-caswell.md) | Wealth Script Advisors | San Francisco, California | CFP, CFA, EA | Percentage of assets, Flat fee or retainer, Ongoing planning fee |
| [Alex Caswell-Yatsenko](https://find.wellspent.co/advisors/alex-caswell-yatsenko.md) | Wealth Script Advisors | San Francisco, California | CFA, CFP, EA | Percentage of assets, Flat fee or retainer, Ongoing planning fee |
| [Said Israilov](https://find.wellspent.co/advisors/said-israilov.md) | Israilov Financial | San Francisco, California | CFP | Percentage of assets, One-time planning fee |
| [Don Martini](https://find.wellspent.co/advisors/don-martini.md) | Envision Financial Planning | San Francisco, California | CFA, CFP | Percentage of assets, Hourly, Fixed fees |
| [Gitanjali Kumar](https://find.wellspent.co/advisors/gitanjali-kumar.md) | Worthique LLC | San Francisco, California | CFP | Ongoing planning fee, One-time planning fee, Hourly |
| [Kate Wilusz](https://find.wellspent.co/advisors/kate-wilusz.md) | Fiat Lux Financial Planning | San Francisco, California | CFP, CRPC | Ongoing planning fee, One-time planning fee |
| [Katherine Fox](https://find.wellspent.co/advisors/katherine-fox.md) | Sunnybranch Wealth LLC | San Francisco, California | CAP, CFP | Percentage of assets, Hourly, Flat fee or retainer |
| [Ira Fateman](https://find.wellspent.co/advisors/ira-fateman.md) | SAS Financial Advisors, LLC | San Francisco, California | BS, CFP, M.Ed. | Percentage of assets, Flat fee or retainer, Hourly, Ongoing planning fee |
| [Matthew Stebnicki](https://find.wellspent.co/advisors/matthew-stebnicki.md) | Stebnicki Financial Planning LLC | San Francisco, California | CFP, MBA | Hourly, Percentage of assets |
| [Rick Valenzi](https://find.wellspent.co/advisors/rick-valenzi.md) | The Financial Zen Group, Inc. | San Francisco, California | CFP, CRPC | Ongoing planning fee |
| [Stan Himeno-Okamoto](https://find.wellspent.co/advisors/stan-himeno-okamoto.md) | DRS Financial Partners | San Francisco, California | CFP, CFA, EA | Hourly |
| [Christine Remedios](https://find.wellspent.co/advisors/christine-remedios.md) | Remedios Financial Planning | San Francisco, California | CFP | Hourly, One-time planning fee |
| [Jessica Lanning](https://find.wellspent.co/advisors/jessica-lanning.md) | Lanning Financial | San Francisco, California | CFP | Percentage of assets, One-time planning fee |
| [Jim Frazin](https://find.wellspent.co/advisors/jim-frazin.md) | Communitas Financial Planning PBC | San Francisco, California | CFP | Hourly, Percentage of assets |
| [Maureen Recker](https://find.wellspent.co/advisors/maureen-recker.md) | Bridgelane Financial | San Francisco, California | CFP, MBA | Percentage of assets, Hourly, Fixed fees |
| [Mike Biggica](https://find.wellspent.co/advisors/mike-biggica.md) | Pixel Financial Planning, LLC | San Francisco, California | CFP, MBA | Percentage of assets, Ongoing planning fee, One-time planning fee |
| [Jackie Kleinman](https://find.wellspent.co/advisors/jackie-kleinman.md) | KB Financial Advisors | San Francisco, California | CFP | Percentage of assets, Ongoing planning fee |
| [Joshua Loveall](https://find.wellspent.co/advisors/joshua-loveall.md) | KB Financial Advisors | San Francisco, California | CFP | Percentage of assets, Ongoing planning fee |
| [Kevin Cheeks](https://find.wellspent.co/advisors/kevin-cheeks.md) | ImpactFI | San Francisco, California | CFP | Percentage of assets, Fixed fees |
| [Matthew Lewis](https://find.wellspent.co/advisors/matthew-lewis.md) | TechView Wealth Advisors | San Francisco, California | CFP, CFA | Percentage of assets |
| [Adrianne Yamaki](https://find.wellspent.co/advisors/adrianne-yamaki.md) | Strategic Wealth Capital | San Francisco, California | CFP | Percentage of assets, Fixed fees |
| [Barry Taylor](https://find.wellspent.co/advisors/barry-taylor.md) | Sand Hill Global Advisors | San Francisco, California | CFP | Percentage of assets, Hourly |
| [Charles Angle](https://find.wellspent.co/advisors/charles-angle.md) | Rssic | San Francisco, California | CFP | Percentage of assets, Hourly, Fixed fees |
| [Claudia Fitch](https://find.wellspent.co/advisors/claudia-fitch.md) | Fitch Financial Advisors | San Francisco, California | CFP | One-time planning fee |
| [Janet Hoffmann](https://find.wellspent.co/advisors/janet-hoffmann.md) | Sand Hill Global Advisors | San Francisco, California | CFP, CFA | Percentage of assets, Hourly |
| [Jeffrey Abadie](https://find.wellspent.co/advisors/jeffrey-abadie.md) | Sand Hill Global Advisors | San Francisco, California | CFP | Percentage of assets, Hourly |
| [John McNertney](https://find.wellspent.co/advisors/john-mcnertney.md) | Green Ocean Global | San Francisco, California | CFP | Percentage of assets, Fixed fees |
| [Mark Moberg](https://find.wellspent.co/advisors/mark-moberg.md) | Green Ocean Global | San Francisco, California | CFP | Percentage of assets, Fixed fees |
| [Noa Hoffman](https://find.wellspent.co/advisors/noa-hoffman.md) | Green Ocean Global | San Francisco, California | CFP | Percentage of assets, Fixed fees |
| [Risley Sams](https://find.wellspent.co/advisors/risley-sams.md) | RHS Financial | San Francisco, California | CFP | Percentage of assets |
| [Sylvia Kwan](https://find.wellspent.co/advisors/sylvia-kwan.md) | Ellevest | San Francisco, California | CFA | Percentage of assets, Flat fee or retainer, Ongoing planning fee |
| [Don Eidam](https://find.wellspent.co/advisors/don-eidam.md) | Roof Eidam Maycock Peralta | San Francisco, California | CFP | Percentage of assets |
| [Gary Roof](https://find.wellspent.co/advisors/gary-roof.md) | Roof Eidam Maycock Peralta | San Francisco, California | CFP | Percentage of assets |
| [Jason Cohen](https://find.wellspent.co/advisors/jason-cohen.md) | Moment Partners | San Francisco, California | CFP | Percentage of assets, Fixed fees, Performance-based fees |
| [Juan Carlos Peralta](https://find.wellspent.co/advisors/juan-carlos-peralta.md) | Roof Eidam Maycock Peralta | San Francisco, California | CFP | Percentage of assets |
| [Kathleen Hentges](https://find.wellspent.co/advisors/kathleen-hentges.md) | Applied Advisor | San Francisco, California | CFP | Hourly |
| [Manuel Apolonio](https://find.wellspent.co/advisors/manuel-apolonio.md) | Hanke & Apolonio Wealth Advisors | San Francisco, California | CFP | Percentage of assets, Hourly, Fixed fees |
| [Michael Pablo](https://find.wellspent.co/advisors/michael-pablo.md) | Agile Financial Planning | San Francisco, California | CFP | Percentage of assets, Flat fee or retainer, One-time planning fee |
| [Milo Hanke](https://find.wellspent.co/advisors/milo-hanke.md) | Hanke & Apolonio Wealth Advisors | San Francisco, California | CFP | Percentage of assets, Hourly, Fixed fees |
| [Randall Maycock](https://find.wellspent.co/advisors/randall-maycock.md) | Roof Eidam Maycock Peralta | San Francisco, California | CFP | Percentage of assets |
| [Scott Hampton](https://find.wellspent.co/advisors/scott-hampton.md) | Moment Partners | San Francisco, California | CFP | Percentage of assets, Fixed fees, Performance-based fees |
| [Thomas Owens](https://find.wellspent.co/advisors/thomas-owens.md) | Roof Eidam Maycock Peralta | San Francisco, California | CFP | Percentage of assets |
| [Colby Davis](https://find.wellspent.co/advisors/colby-davis.md) | RHS Financial | San Francisco, California | CFA | Percentage of assets |
| [David Yeske](https://find.wellspent.co/advisors/david-yeske.md) | YeskeBuie | San Francisco, California | CFP | Percentage of assets |
| [Harish Prabandham](https://find.wellspent.co/advisors/harish-prabandham.md) | Rubric Advisors | San Francisco, California |   | Percentage of assets, Hourly, Ongoing planning fee |
| [Henri Moudi](https://find.wellspent.co/advisors/henri-moudi.md) | Mission Creek Capital Partners | San Francisco, California | CFP, CFA | Percentage of assets, Hourly, Performance-based fees |
| [Holger Berndt](https://find.wellspent.co/advisors/holger-berndt.md) | Rssic | San Francisco, California | CFA | Percentage of assets, Hourly, Fixed fees |
| [Kristina Joy Torrealba](https://find.wellspent.co/advisors/kristina-joy-torrealba.md) | Jackson Square Capital | San Francisco, California | CFP | Percentage of assets |
| [Lauren Stansell](https://find.wellspent.co/advisors/lauren-stansell.md) | YeskeBuie | San Francisco, California | CFP | Percentage of assets |
| [Marisa Heiden](https://find.wellspent.co/advisors/marisa-heiden.md) | Mission Creek Capital Partners | San Francisco, California | CFP | Percentage of assets, Hourly, Performance-based fees |
| [Matthew Powers](https://find.wellspent.co/advisors/matthew-powers.md) | Steward | San Francisco, California |   | Flat fee or retainer |
| [Melanie Pelayo](https://find.wellspent.co/advisors/melanie-pelayo.md) | Mission Creek Capital Partners | San Francisco, California | CFP | Percentage of assets, Hourly, Performance-based fees |
| [Michael Firestone](https://find.wellspent.co/advisors/michael-firestone.md) | Fire Capital Management | San Francisco, California | CFA | Flat fee or retainer, Percentage of assets |
| [Nihal Muzumdar](https://find.wellspent.co/advisors/nihal-muzumdar.md) | Rubric Advisors | San Francisco, California |   | Percentage of assets, Hourly, Ongoing planning fee |
| [Paul Lafollette](https://find.wellspent.co/advisors/paul-lafollette.md) | Intelligent Investor Financial Planning | San Francisco, California | CFP | Ongoing planning fee |
| [Shana Ballard](https://find.wellspent.co/advisors/shana-ballard.md) | Mission Creek Capital Partners | San Francisco, California | CFP | Percentage of assets, Hourly, Performance-based fees |
| [Sydney Woodward](https://find.wellspent.co/advisors/sydney-woodward.md) | YeskeBuie | San Francisco, California | CFP | Percentage of assets |
| [William Reynolds](https://find.wellspent.co/advisors/william-reynolds.md) | Fire Capital Management | San Francisco, California | CFA | Flat fee or retainer, Percentage of assets |
| [Aureliana Lopes Monteiro](https://find.wellspent.co/advisors/aureliana-lopes-monteiro.md) | Strategic Wealth Capital | San Francisco, California |   | Percentage of assets, Fixed fees |
| [Clayton Earle](https://find.wellspent.co/advisors/clayton-earle.md) | Elevate Wealth Group | San Francisco, California |   | Percentage of assets, Fixed fees |
| [Guillermo Amoretty](https://find.wellspent.co/advisors/guillermo-amoretty.md) | Amoretti Capital Management | San Francisco, California |   | Percentage of assets, Hourly, Fixed fees |
| [Jeremy Bardin](https://find.wellspent.co/advisors/jeremy-bardin.md) | Elevate Capital | San Francisco, California | CFA | Percentage of assets, Performance-based fees |
| [Kyle Dodson](https://find.wellspent.co/advisors/kyle-dodson.md) | The Advisory Group of San Francisco | San Francisco, California | CFP | Percentage of assets, Fixed fees |
| [Lisette Smith](https://find.wellspent.co/advisors/lisette-smith.md) | The Advisory Group of San Francisco | San Francisco, California | CFP | Percentage of assets, Fixed fees |
| [Mariame Pierce](https://find.wellspent.co/advisors/mariame-pierce.md) | The Advisory Group of San Francisco | San Francisco, California | CFP | Percentage of assets, Fixed fees |
| [Nathan Eddinger](https://find.wellspent.co/advisors/nathan-eddinger.md) | Woven Prosperity | San Francisco, California | CFP | Percentage of assets |
| [Rodrigo Nevado](https://find.wellspent.co/advisors/rodrigo-nevado.md) | Amoretti Capital Management | San Francisco, California |   | Percentage of assets, Hourly, Fixed fees |
| [Rosana Ralya](https://find.wellspent.co/advisors/rosana-ralya.md) | Values Added | San Francisco, California | CFP | Percentage of assets, Hourly, Fixed fees |
| [Sabrina Lowell](https://find.wellspent.co/advisors/sabrina-lowell.md) | Second Summit Wealth Management | San Francisco, California | CFP | Percentage of assets |
| [Alexandra Sandberg](https://find.wellspent.co/advisors/alexandra-sandberg.md) | Osborne Partners | San Francisco, California | CFP, ChFC | Percentage of assets, Performance-based fees |
| [Andrew Graham](https://find.wellspent.co/advisors/andrew-graham.md) | Jackson Square Capital | San Francisco, California | CFA | Percentage of assets |
| [Charles Gehring](https://find.wellspent.co/advisors/charles-gehring.md) | Mission Creek Capital Partners | San Francisco, California | CFA | Percentage of assets, Hourly, Performance-based fees |
| [Daniel Haut](https://find.wellspent.co/advisors/daniel-haut.md) | Osborne Partners | San Francisco, California | CFP, CFA | Percentage of assets, Performance-based fees |
| [George Chang](https://find.wellspent.co/advisors/george-chang.md) | Pillar Point Wealth Management | San Francisco, California |   | Percentage of assets, Ongoing planning fee |
| [Heather Liston](https://find.wellspent.co/advisors/heather-liston.md) | Clarity Financial | San Francisco, California | CFP | One-time planning fee |
| [Holly Kindel](https://find.wellspent.co/advisors/holly-kindel.md) | Prospettiva Financial | San Francisco, California | CFP | Percentage of assets, Fixed fees |
| [J Christopher Kerckhoff](https://find.wellspent.co/advisors/j-christopher-kerckhoff.md) | Plancorp, LLC | San Francisco, California | AIF, CFP, BBA, CFA, MBA | Percentage of assets, Hourly, Fixed fees |
| [Jacob Schwartz](https://find.wellspent.co/advisors/jacob-schwartz.md) | Green Ocean Global | San Francisco, California |   | Percentage of assets, Fixed fees |
| [Joel Stilwell](https://find.wellspent.co/advisors/joel-stilwell.md) | Rssic | San Francisco, California |   | Percentage of assets, Hourly, Fixed fees |
| [John Friedman](https://find.wellspent.co/advisors/john-friedman.md) | John Friedman Financial | San Francisco, California | CFP | Flat fee or retainer, Hourly |
| [Jonathan Lederer](https://find.wellspent.co/advisors/jonathan-lederer.md) | Mission Creek Capital Partners | San Francisco, California | CFA | Percentage of assets, Hourly, Performance-based fees |
| [Meghan Daters](https://find.wellspent.co/advisors/meghan-daters.md) | Sand Hill Global Advisors | San Francisco, California |   | Percentage of assets, Hourly |
| [Ryan Ahrens](https://find.wellspent.co/advisors/ryan-ahrens.md) | Green Ocean Global | San Francisco, California |   | Percentage of assets, Fixed fees |
| [Ryan Fujioka](https://find.wellspent.co/advisors/ryan-fujioka.md) | Fire Capital Management | San Francisco, California |   | Flat fee or retainer, Percentage of assets |
| [Sarah Behr](https://find.wellspent.co/advisors/sarah-behr.md) | Simplify Financial Planning | San Francisco, California |   | Flat fee or retainer, One-time planning fee, Hourly |
| [Sean Fletcher](https://find.wellspent.co/advisors/sean-fletcher.md) | Prospettiva Financial | San Francisco, California | CFP | Percentage of assets, Fixed fees |
| [Sherry Karlsson](https://find.wellspent.co/advisors/sherry-karlsson.md) | Rssic | San Francisco, California |   | Percentage of assets, Hourly, Fixed fees |
| [Stephen Miles](https://find.wellspent.co/advisors/stephen-miles.md) | Sutro Advisors | San Francisco, California |   | Ongoing planning fee, Percentage of assets |
| [Syeda Iqbal](https://find.wellspent.co/advisors/syeda-iqbal.md) | Nasira Financial | San Francisco, California | CFP | Hourly, Fixed fees |
| [Thomas Piro](https://find.wellspent.co/advisors/thomas-piro.md) | Osborne Partners | San Francisco, California | CFP | Percentage of assets, Performance-based fees |
| [William Catton](https://find.wellspent.co/advisors/william-catton.md) | Catton Capital Partners | San Francisco, California | CFA | Percentage of assets, Hourly, Fixed fees |
| [William Kan](https://find.wellspent.co/advisors/william-kan.md) | Candent Capital, LLC | San Francisco, California | CFA, CFP, MBA | Percentage of assets, Hourly, Fixed fees |
| [Zachary Riera](https://find.wellspent.co/advisors/zachary-riera.md) | Osborne Partners | San Francisco, California | CFP | Percentage of assets, Performance-based fees |
| [Brandon Hagerla](https://find.wellspent.co/advisors/brandon-hagerla.md) | Moment Partners | San Francisco, California |   | Percentage of assets, Fixed fees, Performance-based fees |
| [Dana Grigg](https://find.wellspent.co/advisors/dana-grigg.md) | Divorce Analysis | San Francisco, California |   | Percentage of assets, Hourly, Fixed fees |
| [David Kim](https://find.wellspent.co/advisors/david-kim.md) | Vision Capital Investment Management | San Francisco, California |   | Percentage of assets, Hourly |
| [Elena Hawk](https://find.wellspent.co/advisors/elena-hawk.md) | Hawk Advisory | San Francisco, California |   | Flat fee or retainer, Percentage of assets, Ongoing planning fee, One-time planning fee |
| [Harry Oxley](https://find.wellspent.co/advisors/harry-oxley.md) | Double Bay Management & Planning | San Francisco, California | CFA | Percentage of assets, Hourly, Fixed fees |
| [Patrick Hitchcock](https://find.wellspent.co/advisors/patrick-hitchcock.md) | Moment Partners | San Francisco, California |   | Percentage of assets, Fixed fees, Performance-based fees |
| [Albert Gutierrez](https://find.wellspent.co/advisors/albert-gutierrez.md) | Atlas Capital Advisors | San Francisco, California | CFA | Percentage of assets, Performance-based fees |
| [Ian Fraley](https://find.wellspent.co/advisors/ian-fraley.md) | Mission Creek Capital Partners | San Francisco, California |   | Percentage of assets, Hourly, Performance-based fees |
| [Jack McRoskey](https://find.wellspent.co/advisors/jack-mcroskey.md) | Jackson Square Capital | San Francisco, California |   | Percentage of assets |
| [Jason Rodnick](https://find.wellspent.co/advisors/jason-rodnick.md) | Osborne Partners | San Francisco, California | CFA | Percentage of assets, Performance-based fees |
| [Jonathan Tunney](https://find.wellspent.co/advisors/jonathan-tunney.md) | Atlas Capital Advisors | San Francisco, California | CFA | Percentage of assets, Performance-based fees |
| [Kenneth Frier](https://find.wellspent.co/advisors/kenneth-frier.md) | Atlas Capital Advisors | San Francisco, California | CFA | Percentage of assets, Performance-based fees |
| [Lawrence Hing](https://find.wellspent.co/advisors/lawrence-hing.md) | Mission Creek Capital Partners | San Francisco, California |   | Percentage of assets, Hourly, Performance-based fees |
| [Lorena Moudi](https://find.wellspent.co/advisors/lorena-moudi.md) | Mission Creek Capital Partners | San Francisco, California |   | Percentage of assets, Hourly, Performance-based fees |
| [Max O'Rourke](https://find.wellspent.co/advisors/max-o-rourke.md) | Jackson Square Capital | San Francisco, California |   | Percentage of assets |
| [Melissa Jones](https://find.wellspent.co/advisors/melissa-jones.md) | Osborne Partners | San Francisco, California | CFA | Percentage of assets, Performance-based fees |
| [Michael Cordano](https://find.wellspent.co/advisors/michael-cordano.md) | Jackson Square Capital | San Francisco, California |   | Percentage of assets |
| [Stephen Catton](https://find.wellspent.co/advisors/stephen-catton.md) | Catton Capital Partners | San Francisco, California |   | Percentage of assets, Hourly, Fixed fees |
| [Christopher Goodmacher](https://find.wellspent.co/advisors/christopher-goodmacher.md) | Uprise | San Francisco, California |   | Hourly, Fixed fees |
| [Christopher Low](https://find.wellspent.co/advisors/christopher-low.md) | The Advisory Group of San Francisco | San Francisco, California |   | Percentage of assets, Fixed fees |
| [Giani Kurniawan](https://find.wellspent.co/advisors/giani-kurniawan.md) | Global Key Advisors | San Francisco, California |   | Percentage of assets |
| [Gregory Patterson](https://find.wellspent.co/advisors/gregory-patterson.md) | The Advisory Group of San Francisco | San Francisco, California |   | Percentage of assets, Fixed fees |
| [Jessica Chen](https://find.wellspent.co/advisors/jessica-chen.md) | Uprise | San Francisco, California |   | Hourly, Fixed fees |
| [Josh Schein](https://find.wellspent.co/advisors/josh-schein.md) | Global Key Advisors | San Francisco, California |   | Percentage of assets |
| [Michael Russo](https://find.wellspent.co/advisors/michael-russo.md) | Argos Wealth Advisors | San Francisco, California |   | Percentage of assets, Hourly, Fixed fees |
| [Valerija Martinovic](https://find.wellspent.co/advisors/valerija-martinovic.md) | Global Key Advisors | San Francisco, California |   | Percentage of assets |
| [Charles Else](https://find.wellspent.co/advisors/charles-else.md) | Osborne Partners | San Francisco, California |   | Percentage of assets, Performance-based fees |
| [Daniel Krebs](https://find.wellspent.co/advisors/daniel-krebs.md) | Atlas Capital Advisors | San Francisco, California |   | Percentage of assets, Performance-based fees |
| [Gino Garcia](https://find.wellspent.co/advisors/gino-garcia.md) | Atlas Capital Advisors | San Francisco, California |   | Percentage of assets, Performance-based fees |
| [Guillaume Decalf](https://find.wellspent.co/advisors/guillaume-decalf.md) | We Financial Group | San Francisco, California |   | Percentage of assets, Hourly, Fixed fees |
| [Leslie Krampert](https://find.wellspent.co/advisors/leslie-krampert.md) | Atlas Capital Advisors | San Francisco, California |   | Percentage of assets, Performance-based fees |
| [Nicolas Benit](https://find.wellspent.co/advisors/nicolas-benit.md) | We Financial Group | San Francisco, California |   | Percentage of assets, Hourly, Fixed fees |
| [Paul Resnick](https://find.wellspent.co/advisors/paul-resnick.md) | Osborne Partners | San Francisco, California |   | Percentage of assets, Performance-based fees |
| [Russell Silvestri](https://find.wellspent.co/advisors/russell-silvestri.md) | Atlas Capital Advisors | San Francisco, California |   | Percentage of assets, Performance-based fees |
| [Seema Rajoura](https://find.wellspent.co/advisors/seema-rajoura.md) | Osborne Partners | San Francisco, California |   | Percentage of assets, Performance-based fees |
| [Sonia Von Berg](https://find.wellspent.co/advisors/sonia-von-berg.md) | Osborne Partners | San Francisco, California |   | Percentage of assets, Performance-based fees |
| [Wheelock Bingham](https://find.wellspent.co/advisors/wheelock-bingham.md) | Bingham Private Wealth | San Francisco, California |   | Percentage of assets |
| [Whitney Johnson](https://find.wellspent.co/advisors/whitney-johnson.md) | Baseline Investments | San Francisco, California |   | Percentage of assets |
| [Alexander Flagg](https://find.wellspent.co/advisors/alexander-flagg.md) | Sentry Advisors | San Francisco, California | CFP | Percentage of assets |
| [Amanda Bearden](https://find.wellspent.co/advisors/amanda-bearden.md) | Financial ZEN | San Francisco, California | CFP | Percentage of assets, Fixed fees |
| [Arrington Rhett](https://find.wellspent.co/advisors/arrington-rhett.md) | Asset Dedication | San Francisco, California | CFP, ChFC | Percentage of assets |
| [Brian Duvall](https://find.wellspent.co/advisors/brian-duvall.md) | Asset Dedication | San Francisco, California | CFP | Percentage of assets |
| [Elizabeth Prindle](https://find.wellspent.co/advisors/elizabeth-prindle.md) | SAS Financial Advisors, LLC. | San Francisco, California | CFP | Percentage of assets, Hourly, Fixed fees |
| [Emily Duran](https://find.wellspent.co/advisors/emily-duran.md) | Seven Post Investment Office | San Francisco, California | CFP | Percentage of assets, Fixed fees, Performance-based fees |
| [Eric Allbin](https://find.wellspent.co/advisors/eric-allbin.md) | Seven Post Investment Office | San Francisco, California | CFP | Percentage of assets, Fixed fees, Performance-based fees |
| [Ian McLeod](https://find.wellspent.co/advisors/ian-mcleod.md) | Sustainable Advisors Alliance | San Francisco, California | CFP | Percentage of assets, Hourly, Fixed fees |
| [Kelly Jennings](https://find.wellspent.co/advisors/kelly-jennings.md) | Asset Dedication | San Francisco, California | CFP | Percentage of assets |
| [Khoi Nguyen](https://find.wellspent.co/advisors/khoi-nguyen.md) | Wata Capital | San Francisco, California | CFP, CFA | Percentage of assets, Fixed fees, Performance-based fees |
| [Kristi Tidwell](https://find.wellspent.co/advisors/kristi-tidwell.md) | Asset Dedication | San Francisco, California | CFP | Percentage of assets |
| [Michael Biggica](https://find.wellspent.co/advisors/michael-biggica.md) | Pixel Financial Planning | San Francisco, California | CFP | Percentage of assets, Hourly, Fixed fees |
| [Ryan Cole](https://find.wellspent.co/advisors/ryan-cole-6062869.md) | Citrine Capital | San Francisco, California | CFP | Percentage of assets, Fixed fees |
| [Samuel Buchanan](https://find.wellspent.co/advisors/samuel-buchanan.md) | Asset Dedication | San Francisco, California | CFP | Percentage of assets |

Showing the first 150 of 194. The full list, page by page: https://find.wellspent.co/locations/us/california/san-francisco/?page=2

## About this data

Sources and verification: https://find.wellspent.co/methodology/
Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).