# Financial advisors for equity compensation in San Francisco, California > For equity compensation in San Francisco, talk to a fee-only planner who models grants as part of the whole plan, not one who only manages the portfolio. The strongest fit pairs planning with tax depth, because most costly mistakes here are tax timing mistakes. Records to start with include Alex Caswell of Wealth Script Advisors, Stan Himeno-Okamoto of DRS Financial Partners and Matthew Lewis of TechView Wealth Advisors. Page: https://find.wellspent.co/specialties/equity-compensation/california/san-francisco/ 50 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## Which financial advisor should I talk to about equity compensation in San Francisco? For equity compensation in San Francisco, talk to a fee-only planner who models grants as part of the whole plan, not one who only manages the portfolio. The strongest fit pairs planning with tax depth, because most costly mistakes here are tax timing mistakes. Records to start with include Alex Caswell of Wealth Script Advisors, Stan Himeno-Okamoto of DRS Financial Partners and Matthew Lewis of TechView Wealth Advisors. - [Alex Caswell](https://find.wellspent.co/advisors/alex-caswell/), Wealth Script Advisors, San Francisco City. Holds the EA, CFP and CFA. Fees on file: percentage of assets, flat fee or retainer. - [Stan Himeno-Okamoto](https://find.wellspent.co/advisors/stan-himeno-okamoto/), DRS Financial Partners, San Francisco City. Holds the EA, CFP and CFA. Fees on file: hourly. - [Matthew Lewis](https://find.wellspent.co/advisors/matthew-lewis/), TechView Wealth Advisors, San Francisco City. Holds the CFP and CFA. Fees on file: percentage of assets. - [Janet Hoffmann](https://find.wellspent.co/advisors/janet-hoffmann/), Sand Hill Global Advisors, San Francisco City. Holds the CFP and CFA. Fees on file: percentage of assets, hourly. - [Henri Moudi](https://find.wellspent.co/advisors/henri-moudi/), Mission Creek Capital Partners, San Francisco City. Holds the CFP and CFA. Fees on file: percentage of assets, hourly. - [Matthew Stebnicki](https://find.wellspent.co/advisors/matthew-stebnicki/), Stebnicki Financial Planning LLC, San Francisco City. Holds the CFP. Fees on file: hourly, percentage of assets. ## How many fee-only financial advisors in San Francisco work on equity compensation? The Wellspent public graph lists 50 fee-only advisors for equity compensation in San Francisco, at 28 firms. We counted every advisor record that lists this work, as of October 2026. ## How do fee-only advisors for equity compensation in San Francisco charge? The most common fee among fee-only advisors for equity compensation in San Francisco is a percentage of assets, used by 88% of the 50 with fees on file. Many use more than one: 48% charge by the hour and 26% charge an ongoing planning fee. ## 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. ## What credentials should a financial advisor for equity compensation have? For equity compensation, look for the EA, CFP and CFA. In San Francisco, 54% of the 50 advisors listed hold the CFP. - EA (6% of advisors listed): Enrolled agents are licensed to represent taxpayers, which matters for AMT and withholding gaps. - CFP (54% of advisors listed): The CFP covers the full plan the grants have to fit into. - CFA (24% of advisors listed): The CFA helps with concentrated stock and diversification. ## How do San Francisco advisors for equity compensation compare with the rest of the US? 24% of fee-only advisors for equity compensation in San Francisco hold the CFA, compared with 12% of the 1,349 listed across the US. That's the largest difference in the Wellspent public graph between the two groups. ## 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. ## What happens to stock pay if you move to or from California? States often tax stock pay based on where you worked between grant and vesting, so a move to or from California can split that income across states. Tell any advisor about moves during a vesting period. ## What should I ask a financial advisor about equity compensation in San Francisco? - How many clients do you have with my type of equity (RSUs, ISOs, NSOs, or ESPP)? - How will you handle the gap between the 22% federal withholding on vesting and my actual tax rate? - If I hold ISOs, how do you model AMT before I exercise? - What's your plan for reducing my company stock, and how would you time the sales? - How will you plan for California tax alongside federal tax? - If I move before my grants vest, which states can tax them? ## How current is this list of fee-only advisors for equity compensation 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 | | [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 | | [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 | | [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 | | [Stan Himeno-Okamoto](https://find.wellspent.co/advisors/stan-himeno-okamoto.md) | DRS Financial Partners | San Francisco, California | CFP, CFA, EA | Hourly | | [Jessica Lanning](https://find.wellspent.co/advisors/jessica-lanning.md) | Lanning Financial | San Francisco, California | CFP | Percentage of assets, 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 | | [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 | | [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 | | [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 | | [Manuel Apolonio](https://find.wellspent.co/advisors/manuel-apolonio.md) | Hanke & Apolonio Wealth Advisors | San Francisco, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Milo Hanke](https://find.wellspent.co/advisors/milo-hanke.md) | Hanke & Apolonio Wealth Advisors | San Francisco, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Colby Davis](https://find.wellspent.co/advisors/colby-davis.md) | RHS Financial | San Francisco, California | CFA | 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 | | [Kristina Joy Torrealba](https://find.wellspent.co/advisors/kristina-joy-torrealba.md) | Jackson Square Capital | 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 | | [Nihal Muzumdar](https://find.wellspent.co/advisors/nihal-muzumdar.md) | Rubric Advisors | San Francisco, California | | Percentage of assets, Hourly, 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 | | [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 | | [Rodrigo Nevado](https://find.wellspent.co/advisors/rodrigo-nevado.md) | Amoretti Capital Management | San Francisco, California | | Percentage of assets, Hourly, Fixed 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 | | [George Chang](https://find.wellspent.co/advisors/george-chang.md) | Pillar Point Wealth Management | San Francisco, California | | Percentage of assets, Ongoing planning fee | | [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 | | [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 | | [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 | | [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 | | [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 | | [Michael Cordano](https://find.wellspent.co/advisors/michael-cordano.md) | Jackson Square Capital | San Francisco, California | | Percentage of assets | ## Related - [Founders in San Francisco](https://find.wellspent.co/specialties/founders-pre-exit/california/san-francisco.md) - [Tax planning in San Francisco](https://find.wellspent.co/specialties/tax-planning/california/san-francisco.md) - [Executives in San Francisco](https://find.wellspent.co/audiences/executives/california/san-francisco.md) - [Retirement planning in San Francisco](https://find.wellspent.co/specialties/retirement-planning/california/san-francisco.md) - [Estate planning in San Francisco](https://find.wellspent.co/specialties/estate-planning/california/san-francisco.md) - [Tech employees in San Francisco](https://find.wellspent.co/audiences/tech-employees/california/san-francisco.md) ## 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).