# Financial advisors for tax planning in San Francisco, California > For tax planning in San Francisco, talk to a fee-only planner who plans tax across years, not one who only looks back at last year's return. Ask whether they prepare returns or work alongside your preparer, because that changes who does what. Records to start with include Alex Caswell-Yatsenko of Wealth Script Advisors, Jessica Lanning of Lanning Financial and Christina Empedocles of Insight Personal Finance. Page: https://find.wellspent.co/specialties/tax-planning/california/san-francisco/ 46 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 tax planning in San Francisco? For tax planning in San Francisco, talk to a fee-only planner who plans tax across years, not one who only looks back at last year's return. Ask whether they prepare returns or work alongside your preparer, because that changes who does what. Records to start with include Alex Caswell-Yatsenko of Wealth Script Advisors, Jessica Lanning of Lanning Financial and Christina Empedocles of Insight Personal Finance. - [Alex Caswell-Yatsenko](https://find.wellspent.co/advisors/alex-caswell-yatsenko/), Wealth Script Advisors, San Francisco City. Holds the EA and CFP. Fees on file: percentage of assets, flat fee or retainer. - [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. - [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. - [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. - [Gitanjali Kumar](https://find.wellspent.co/advisors/gitanjali-kumar/), Worthique LLC, San Francisco City. Holds the CFP. Fees on file: ongoing planning fee, one-time planning fee. - [Carmetta Joyner](https://find.wellspent.co/advisors/carmetta-joyner/), Joyner Financial Planning LLC, San Francisco City. Holds the CFP. Fees on file: one-time planning fee, hourly. ## How many fee-only financial advisors in San Francisco work on tax planning? The Wellspent public graph lists 46 fee-only advisors for tax planning in San Francisco, at 24 firms. We counted every advisor record that lists this work, as of October 2026. ## How do fee-only advisors for tax planning in San Francisco charge? The most common fee among fee-only advisors for tax planning in San Francisco is a percentage of assets, used by 87% of the 46 with fees on file. Many use more than one: 35% charge fixed fees and 24% 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 tax planning have? For tax planning, look for the EA and CFP. In San Francisco, 63% of the 46 advisors listed hold the CFP. - EA (4% of advisors listed): Enrolled agents are licensed by the IRS and focus on tax. - CFP (63% of advisors listed): The CFP connects tax decisions to the rest of the plan. ## How do San Francisco advisors for tax planning compare with the rest of the US? 35% of fee-only advisors for tax planning in San Francisco charge fixed fees, compared with 50% of the 5,860 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 should I ask a financial advisor about tax planning in San Francisco? - Do you prepare my return, or coordinate with my preparer? - Will you give me a written multi-year tax projection? - What tax decisions would you want to make with me before year end? - How do you weigh tax savings against investment risk? - How will you plan for California tax alongside federal tax? ## How current is this list of fee-only advisors for tax 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 | | [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 | | [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 | | [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 | | [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 | | [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 | | [Colby Davis](https://find.wellspent.co/advisors/colby-davis.md) | RHS Financial | San Francisco, California | CFA | Percentage of assets | | [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 | | [Jeremy Bardin](https://find.wellspent.co/advisors/jeremy-bardin.md) | Elevate Capital | San Francisco, California | CFA | 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 | | [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 | | [Stephen Miles](https://find.wellspent.co/advisors/stephen-miles.md) | Sutro Advisors | San Francisco, California | | Ongoing planning fee, Percentage of assets | | [William Catton](https://find.wellspent.co/advisors/william-catton.md) | Catton Capital Partners | San Francisco, California | CFA | 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 | | [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 | | [Patrick Hitchcock](https://find.wellspent.co/advisors/patrick-hitchcock.md) | Moment Partners | San Francisco, California | | Percentage of assets, Fixed fees, Performance-based fees | | [Jack McRoskey](https://find.wellspent.co/advisors/jack-mcroskey.md) | Jackson Square Capital | San Francisco, California | | Percentage of assets | | [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 | | [Stephen Catton](https://find.wellspent.co/advisors/stephen-catton.md) | Catton Capital Partners | San Francisco, California | | Percentage of assets, Hourly, 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