Financial advisors for tax planning in San Francisco, California

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.

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.

See every fee-only advisor fee in California

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.

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?

1. Do you prepare my return, or coordinate with my preparer?
2. Will you give me a written multi-year tax projection?
3. What tax decisions would you want to make with me before year end?
4. How do you weigh tax savings against investment risk?
5. 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.