Fee-Only Financial Planners in:
San Francisco, California

These San Francisco, California Fee-Only financial advisors specialize in financial planning, retirement planning, wealth management, tax planning, investment management, and all areas of financial planning. All financial planners listed are members of The National Association of Personal Financial Advisors (NAPFA) is the country's leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

San Francisco, California Financial Planners

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NAPFA members are not all alike. Though they adhere to the same key principles, they are each independent advisors who serve their clients differently. Use this document to understand the differences in forms of compensation and level of service that will be provided. Learn More...

Ann Terranova, CFP®, MS
Union Financial Partners
San Francisco CA
Fee-Only Financial Planner and Investment Manager serving the greater San Francisco, CA area.
Michael Powsner, CFP®, CPA/PFS
Upstart Wealth Management
San Francisco CA
NOT TAKING NEW CLIENTS AT THIS TIME
Ira Fateman, M.Ed., CFP®
SAS Financial Advisors
San Francisco CA
Fee-Only Financial Planner serving the San Francisco, CA area.
Mike Skolnick, CPA/PFS
Axiom Advisory, LLC
San Francisco CA, San Diego CA, San Mateo CA
Fee-Only Financial Advisor Serving Clients Virtually, In-person in San Francisco and San Diego, by Email, or Phone.
Erin Hadley, CFP®
Occidental Asset Management
Burlingame CA, San Francisco CA, Oakland CA
Fee-Only Financial Planner serving the Greater San Francisco Bay area
Celeste Mirassou, CFP®
Financial Planning Focus
San Rafael CA, San Francisco CA, Oakland CA
Fee Only Financial Planner Located in San Rafael, CA and Serving Clients Nationwide Remotely
Michal Skowronski, CFP®
Skylark Wealth, LLC
San Francisco CA
Fee-Only Financial Planner located in San Francisco, CA and serving clients across the country
Shawn Tydlaska, CFP®
Ballast Point Financial Planning
Burlingame CA, San Francisco CA
Fee-Only Financial Planner located in Burlingame, CA and serving the San Francisco region and clients nationwide
Brian Pon, CFP®, EA, PFP
Financial Connections Group, Inc.
Berkeley CA, Corte Madera CA, San Francisco CA, San Francisco CA
Headquartered in Marin County with an additional office in Berkeley. We service clients in Sonoma, San Francisco and the East Bay.
Jill Hollander, CFP®, CRPC, ADPA
Financial Connections Group
Corte Madera CA, Berkeley CA, San Francisco CA, Berkeley CA, San Francisco CA
Headquartered in Marin County with an additional office in Berkeley. We service clients in Sonoma, San Francisco and the East Bay.
Jennifer Coffey Smith, CFP®
Financial Connections Group
Corte Madera CA, San Francisco CA, Berkeley CA, Berkeley CA, San Francisco CA
Headquartered in Marin County with an additional office in Berkeley. We service clients in Sonoma, San Francisco and the East Bay.
Cathy Curtis, CFP®
Curtis Financial Planning
Oakland CA, San Francisco CA, Berkeley CA
Fee Only Financial Advisor, based in Oakland, California and serving the wider San Francisco Bay and specializing in the finances of women and their families.
Joseph Alfonso, CFP®, ChFC®, EA, RICP®
Aegis Financial Advisory, LLC
Lake Oswego OR, Cupertino CA, Portland OR, San Francisco CA, San Jose CA, Lake Oswego OR, West Linn OR, Bend OR
Fee-Only Financial Advisor serving San Francisco Bay and Portland, OR areas.
Mark Astrinos, CFP®, CPA/PFS, RLP®
Libra Wealth
San Francisco CA
Fee-Only Financial Planner serving the San Francisco, CA area.
Debra Wetherby, CFP®, CFA® - Wetherby Asset Management - San Francisco CA
Jackie Kleinman, CFP® - KB Financial Advisory - San Francisco CA
Michelle Fait, CFP®, EA, MBA - Satori Financial LLC - San Francisco CA
Bill Carlson, CFP® - Carlson Financial Advisors - Belmont CA San Francisco CA, San Mateo CA, Palo Alto CA, Menlo Park CA
Dave Yeske - Yeske Buie - San Francisco CA
Ashley Murphy, CFP®, AIF® - Areté Wealth Strategists, LLC. - Minneapolis MN, Berkeley CA, San Francisco CA
Lexi Olian - The Humphreys Group - San Francisco CA
Milo Benningfield - Benningfield Financial Advisors - San Francisco CA
Christine Remedios - Remedios Financial Planning - San Francisco CA
Russell Kroeger - Paradigm Wealth Architects - San Francisco CA
Bert Whitehead, MBA, JD - Cambridge Connection Inc. - Tucson AZ, Bloomfield Hills MI, San Francisco CA, St. Cloud FL
Troy Thompson, CFP®, JD - Thompson Advisory Services, LLC - Portland OR, San Francisco CA