Fee-only financial advisors in San Francisco, California
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Stan Himeno-Okamoto DRS Financial Partners Holds the CFP, CFA and EA. Fees on file: hourly.
- Alex Caswell Wealth Script Advisors Holds the CFP, CFA and EA. Fees on file: percentage of assets, flat fee or retainer.
- Matthew Lewis TechView Wealth Advisors Holds the CFP and CFA. Fees on file: percentage of assets.
- Henri Moudi Mission Creek Capital Partners Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Don Martini Envision Financial Planning Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Janet Hoffmann Sand Hill Global Advisors Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 194
- Firms
- 94
- Hold the CFP
- 44%
- Other credentials: CFA 17% · EA 2% · ChFC 1%
- How they charge (of 194 with fees on file): percentage of assets 91% · fixed fees 43% · hourly 35% · performance-based fees 24%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Find an advisor in San Francisco by what you need
Find an advisor in California by fee, assets, or credential
- Hourly financial advisors
- Flat-fee financial advisors
- One-time financial plans
- Financial advisors with no minimum
- Advisors for under $500,000
- Advisors for $500,000 to $1 million
- Advisors for $1 million to $3 million
- Advisors for over $3 million
- CFP financial advisors
- CFA financial advisors
- ChFC financial advisors
- Virtual financial advisors
Questions about fee-only advisors in San Francisco
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.
All 194 advisors in San Francisco
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Michal Skowronski Comprehensive Wealth Planning for High-Income Professionals and Retirees | Skylark Wealth, LLC | San Francisco | CFP | Percentage of assets, Flat fee or retainer |
| Carmetta Joyner Practical, lecture-free planning that helps first-generation professionals organize their finances and put a custom plan into action. | Joyner Financial Planning LLC | San Francisco | CFP | One-time planning fee, Hourly |
| Christina Empedocles | Insight Personal Finance | San Francisco | CFP | Flat fee or retainer, Ongoing planning fee |
| Glen Monroe | Monroe Wealth Management | San Francisco | CFP | Percentage of assets, Ongoing planning fee |
| Jirayr Kembikian | Citrine Capital | San Francisco | CFP | Ongoing planning fee |
| Alex Caswell | Wealth Script Advisors | San Francisco | CFP, CFA, EA | Percentage of assets, Flat fee or retainer |
| Alex Caswell-Yatsenko | Wealth Script Advisors | San Francisco | CFA, CFP, EA | Percentage of assets, Flat fee or retainer |
| Said Israilov | Israilov Financial | San Francisco | CFP | Percentage of assets, One-time planning fee |
| Don Martini | Envision Financial Planning | San Francisco | CFA, CFP | Percentage of assets, Hourly |
| Gitanjali Kumar | Worthique LLC | San Francisco | CFP | Ongoing planning fee, One-time planning fee |
| Kate Wilusz | Fiat Lux Financial Planning | San Francisco | CFP, CRPC | Ongoing planning fee, One-time planning fee |
| Katherine Fox | Sunnybranch Wealth LLC | San Francisco | CAP, CFP | Percentage of assets, Hourly |
| Ira Fateman | SAS Financial Advisors, LLC | San Francisco | BS, CFP, M.Ed. | Percentage of assets, Flat fee or retainer |
| Matthew Stebnicki | Stebnicki Financial Planning LLC | San Francisco | CFP, MBA | Hourly, Percentage of assets |
| Rick Valenzi | The Financial Zen Group, Inc. | San Francisco | CFP, CRPC | Ongoing planning fee |
| Stan Himeno-Okamoto | DRS Financial Partners | San Francisco | CFP, CFA, EA | Hourly |
| Christine Remedios | Remedios Financial Planning | San Francisco | CFP | Hourly, One-time planning fee |
| Jessica Lanning | Lanning Financial | San Francisco | CFP | Percentage of assets, One-time planning fee |
| Jim Frazin | Communitas Financial Planning PBC | San Francisco | CFP | Hourly, Percentage of assets |
| Maureen Recker | Bridgelane Financial | San Francisco | CFP, MBA | Percentage of assets, Hourly |
| Mike Biggica | Pixel Financial Planning, LLC | San Francisco | CFP, MBA | Percentage of assets, Ongoing planning fee |
| Jackie Kleinman | KB Financial Advisors | San Francisco | CFP | Percentage of assets, Ongoing planning fee |
| Joshua Loveall | KB Financial Advisors | San Francisco | CFP | Percentage of assets, Ongoing planning fee |
| Kevin Cheeks | ImpactFI | San Francisco | CFP | Percentage of assets, Fixed fees |
| Matthew Lewis | TechView Wealth Advisors | San Francisco | CFP, CFA | Percentage of assets |
| Adrianne Yamaki | Strategic Wealth Capital | San Francisco | CFP | Percentage of assets, Fixed fees |
| Barry Taylor | Sand Hill Global Advisors | San Francisco | CFP | Percentage of assets, Hourly |
| Charles Angle | Rssic | San Francisco | CFP | Percentage of assets, Hourly |
| Claudia Fitch | Fitch Financial Advisors | San Francisco | CFP | One-time planning fee |
| Janet Hoffmann | Sand Hill Global Advisors | San Francisco | CFP, CFA | Percentage of assets, Hourly |
| Jeffrey Abadie | Sand Hill Global Advisors | San Francisco | CFP | Percentage of assets, Hourly |
| John McNertney | Green Ocean Global | San Francisco | CFP | Percentage of assets, Fixed fees |
| Mark Moberg | Green Ocean Global | San Francisco | CFP | Percentage of assets, Fixed fees |
| Noa Hoffman | Green Ocean Global | San Francisco | CFP | Percentage of assets, Fixed fees |
| Risley Sams | RHS Financial | San Francisco | CFP | Percentage of assets |
| Sylvia Kwan | Ellevest | San Francisco | CFA | Percentage of assets, Flat fee or retainer |
| Don Eidam | Roof Eidam Maycock Peralta | San Francisco | CFP | Percentage of assets |
| Gary Roof | Roof Eidam Maycock Peralta | San Francisco | CFP | Percentage of assets |
| Jason Cohen | Moment Partners | San Francisco | CFP | Percentage of assets, Fixed fees |
| Juan Carlos Peralta | Roof Eidam Maycock Peralta | San Francisco | CFP | Percentage of assets |
| Kathleen Hentges | Applied Advisor | San Francisco | CFP | Hourly |
| Manuel Apolonio | Hanke & Apolonio Wealth Advisors | San Francisco | CFP | Percentage of assets, Hourly |
| Michael Pablo | Agile Financial Planning | San Francisco | CFP | Percentage of assets, Flat fee or retainer |
| Milo Hanke | Hanke & Apolonio Wealth Advisors | San Francisco | CFP | Percentage of assets, Hourly |
| Randall Maycock | Roof Eidam Maycock Peralta | San Francisco | CFP | Percentage of assets |
| Scott Hampton | Moment Partners | San Francisco | CFP | Percentage of assets, Fixed fees |
| Thomas Owens | Roof Eidam Maycock Peralta | San Francisco | CFP | Percentage of assets |
| Colby Davis | RHS Financial | San Francisco | CFA | Percentage of assets |
| David Yeske | YeskeBuie | San Francisco | CFP | Percentage of assets |
| Harish Prabandham | Rubric Advisors | San Francisco | Not listed | Percentage of assets, Hourly |
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