Financial advisors for equity compensation in San Francisco, California

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.

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.

See every fee-only advisor fee in California

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.

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?

1. How many clients do you have with my type of equity (RSUs, ISOs, NSOs, or ESPP)?
2. How will you handle the gap between the 22% federal withholding on vesting and my actual tax rate?
3. If I hold ISOs, how do you model AMT before I exercise?
4. What's your plan for reducing my company stock, and how would you time the sales?
5. How will you plan for California tax alongside federal tax?
6. 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.