# Financial advisors for estate planning in San Francisco, California > For estate planning in San Francisco, talk to a fee-only planner who coordinates with your attorney. The planner works out what you want to happen and how accounts and beneficiaries line up with it, and the attorney drafts the documents. Records to start with include Christina Empedocles of Insight Personal Finance, Jessica Lanning of Lanning Financial and Alex Caswell-Yatsenko of Wealth Script Advisors. Page: https://find.wellspent.co/specialties/estate-planning/california/san-francisco/ 36 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 estate planning in San Francisco? For estate planning in San Francisco, talk to a fee-only planner who coordinates with your attorney. The planner works out what you want to happen and how accounts and beneficiaries line up with it, and the attorney drafts the documents. Records to start with include Christina Empedocles of Insight Personal Finance, Jessica Lanning of Lanning Financial and Alex Caswell-Yatsenko of Wealth Script Advisors. - [Christina Empedocles](https://find.wellspent.co/advisors/christina-empedocles/), Insight Personal Finance, San Francisco City. Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee. - [Jessica Lanning](https://find.wellspent.co/advisors/jessica-lanning/), Lanning Financial, San Francisco City. Holds the CFP. Fees on file: percentage of assets, one-time planning fee. - [Alex Caswell-Yatsenko](https://find.wellspent.co/advisors/alex-caswell-yatsenko/), Wealth Script Advisors, San Francisco City. Holds the CFP. Fees on file: percentage of assets, flat fee or retainer. - [Michal Skowronski](https://find.wellspent.co/advisors/michal-skowronski/), Skylark Wealth, LLC, San Francisco City. Holds the CFP. Fees on file: percentage of assets, flat fee or retainer. - [Matthew Lewis](https://find.wellspent.co/advisors/matthew-lewis/), TechView Wealth Advisors, San Francisco City. Holds the CFP. Fees on file: percentage of assets. - [Glen Monroe](https://find.wellspent.co/advisors/glen-monroe/), Monroe Wealth Management, San Francisco City. Holds the CFP. Fees on file: percentage of assets, ongoing planning fee. ## How many fee-only financial advisors in San Francisco work on estate planning? The Wellspent public graph lists 36 fee-only advisors for estate planning in San Francisco, at 20 firms. We counted every advisor record that lists this work, as of October 2026. ## How do fee-only advisors for estate planning in San Francisco charge? The most common fee among fee-only advisors for estate planning in San Francisco is a percentage of assets, used by 86% of the 36 with fees on file. Many use more than one: 47% charge fixed fees and 31% 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. ## What credentials should a financial advisor for estate planning have? For estate planning, look for the CFP. In San Francisco, 67% of the 36 advisors listed hold the CFP. - CFP (67% of advisors listed): The CFP includes estate planning and keeps it tied to the whole plan. ## How do San Francisco advisors for estate planning compare with the rest of the US? 67% of fee-only advisors for estate planning in San Francisco hold the CFP, compared with 44% of the 6,172 listed across the US. That's the largest difference in the Wellspent public graph between the two groups. ## Does California have an estate or inheritance tax? No. California has no state estate or inheritance tax, so the federal rules are the main ones to plan around. ## Is California a community property state? Yes. California is a community property state, which shapes how married couples title assets and what happens to cost basis at death. ## What should I ask a financial advisor about estate planning in San Francisco? - Do you review my beneficiary designations and account titling? - Which estate attorneys do you work with, and how do you split the work? - How would you plan around the state rules that apply to me? - How often will we revisit the plan? - If I own property in another state, could its estate tax apply? - How would community property rules change how we title our assets? ## How current is this list of fee-only advisors for estate planning 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 | | [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 | | [Jessica Lanning](https://find.wellspent.co/advisors/jessica-lanning.md) | Lanning Financial | San Francisco, California | CFP | Percentage of assets, One-time planning fee | | [Matthew Lewis](https://find.wellspent.co/advisors/matthew-lewis.md) | TechView Wealth Advisors | San Francisco, California | CFP, CFA | Percentage of assets | | [Charles Angle](https://find.wellspent.co/advisors/charles-angle.md) | Rssic | San Francisco, California | CFP | Percentage of assets, Hourly, Fixed fees | | [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 | | [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 | | [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 | | [Holger Berndt](https://find.wellspent.co/advisors/holger-berndt.md) | Rssic | San Francisco, California | CFA | Percentage of assets, Hourly, Fixed fees | | [Matthew Powers](https://find.wellspent.co/advisors/matthew-powers.md) | Steward | San Francisco, California | | Flat fee or retainer | | [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 | | [Rodrigo Nevado](https://find.wellspent.co/advisors/rodrigo-nevado.md) | Amoretti Capital Management | San Francisco, California | | 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 | | [Ryan Ahrens](https://find.wellspent.co/advisors/ryan-ahrens.md) | Green Ocean Global | San Francisco, California | | 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 | | [Brandon Hagerla](https://find.wellspent.co/advisors/brandon-hagerla.md) | Moment Partners | San Francisco, California | | Percentage of assets, Fixed fees, Performance-based fees | | [Patrick Hitchcock](https://find.wellspent.co/advisors/patrick-hitchcock.md) | Moment Partners | San Francisco, California | | Percentage of assets, Fixed fees, Performance-based fees | ## Related - [Founders in San Francisco](https://find.wellspent.co/specialties/founders-pre-exit/california/san-francisco.md) - [Equity compensation in San Francisco](https://find.wellspent.co/specialties/equity-compensation/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) - [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).