A Fee-Only Financial Planner can help you in all aspects of your financial life - comprehensive financial planning, retirement planning, investment management, insurance analysis, and more. From the simple to complex, a Fee-Only Financial Planner can help you work toward your objectives.
Fee-Only Financial Planners in San Francisco, CA:
Elena Song
CFP®
Team Hewins, LLC
San Francisco, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner serving clients locally in the San Francisco Bay Area and virtually across the country.
Carolyn Masline
CFP®, MBA
CareGen Wealth Management
San Mateo, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Women's Financial Planning Issues
Fee-Only financial planner located in San Mateo, CA, serving clients in the San Francisco Bay Area and across the country
Don Martini
CFP®, CFA®
Envision Financial Planning
San Francisco, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in San Francisco, CA, serving clients locally and across the country
Carolyn Kelly
CFP®
Team Hewins
San Francisco, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner serving clients locally in the San Francisco Bay Area and virtually across the country.
Aaron Hatch
CFP®
Woven Capital, LLC
Santa Clara, CA
Specialties: Comprehensive Financial Planning, RSUs / Options / Equity Comp, Investment Management, Retirement Income Planning, Home Purchase, Tax Planning, College Education Planning
Fee-Only Financial Planner serving the San Francisco Bay Area and Greater Northern California.
Thuong Thien
CFP®
Team Hewins
San Francisco, CA
Specialties: Comprehensive Financial Planning, Retirement Planning, Investment Management, Tax Planning, Charitable Planning
I provide financial planning and investment management to executives, business owners, and those who are 5-15 years from retirement.
Zac Riera
CFP®
Team Hewins
San Francisco, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner serving clients locally in the San Francisco Bay Area and virtually across the country.
William Callahan
RLP®, CFA®, CFP®
Callahan Financial Planning Company
San Francisco, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Concentrated Stock Risk Management
A fee-only financial advisor you can trust for your retirement: safe withdrawal rates, efficient tax planning, appropriate investment allocation, estate planning, holistically, all in one place
Mark Astrinos
CFP®, CPA/PFS, RLP®
Libra Wealth
San Francisco, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in San Francisco, CA, serving clients locally and across the country
Kevin Cheeks
CFP®
ImpactFI
San Francisco, CA
Specialties: Equity Compensation Planning, Tax Planning, Comprehensive Financial Planning, Investment Management, Direct Indexing, ESG/SRI/Sustainable Investing, FIRE Planning
Independent, fee-only financial planner and CFP® professional specializing in equity compensation, tax-efficient financial planning, direct indexing and socially conscious investing. Located in San Francisco, CA, serving clients locally and across the country.
Jill Hollander
CFP®, CRPC®, ADPA®
Financial Connections Group, Inc.
San Francisco, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Headquartered in Marin County with additional offices in Berkeley and San Francisco. We service clients in Sonoma, San Francisco and the East Bay.
Patrice Cresci
CFP®
Team Hewins
Redwood City, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner serving clients locally in the San Francisco Bay Area and virtually across the country.
Meredith Schneider
CFP®
Schneider Wealth Management
Woodside, CA
Specialties: Employee Stock - ISO, NQ, RSU's, Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning
Certified Financial Planner™ in Palo Alto & Redwood City providing financial planning and investment management for tech executives and engineers for over 22 years. Clients are smart and savvy professionals in their 30's - 50's with assets ranging from $2 Million to over $50 Million.
Autumn Kruse
CFP®
Kruse Financial Strategy
Albany, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Albany, CA, serving clients locally and across the country. Business hours Tuesday - Saturday.
Lynn Dunston
CFP®, EA, M.Div., Th.M.
Moneta
San Francisco, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Denver, CO, serving clients locally and across the country
Mike Skolnick
CPA/PFS, RICP®
Axiom Advisory, LLC
San Francisco, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Advisor Serving Clients Virtually, In-person, by Email, or Phone in San Diego, San Francisco and Santa Monica
Joseph Alfonso
CFP®, ChFC®, EA, RICP®
Aegis Financial Advisory, LLC
Cupertino, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Advisor serving San Francisco Bay and Portland, OR areas.
Sean Kyle
CFP®, AIF®
Plancorp
San Francisco, CA
Specialties: Individuals with Complex Financial Needs, Business Owners and Executives, Sudden Money Situations, Growing Families, Employers, Foundations
Fiduciary, fee-only financial planner located in San Francisco, CA, serving clients locally and across the country
William Masse
CFP®
Team Hewins
San Francisco, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner serving clients locally in the San Francisco Bay Area and virtually across the country.
Roshani Pandey
MBA, Series 7, Series 65, Series 3
True Root Financial
San Francisco, CA
Specialties: Comprehensive Financial Planning, Tax Planning, Planning for Business owners and Entrepreneurs, Investment Management, College Education Planning, Cashflow and Budget Management, Tax-advantaged Savings, Stock options, RSUs and Equity compensation, Retirement Income Planning, Insurance Planning, Estate Planning
We are a woman-owned & minority-owned business. Fiduciary financial advisor with 19+ years of experience at firms such as Goldman Sachs & BlackRock. We provide investing, tax planning & wealth planning services for business owners, physicians, tech professionals & high-earning individuals.
Reuben J. Brauer
CFP®
Callahan Financial Planning Company
San Rafael, CA
Specialties: Preparing for Retirement, Retirement Income Planning, Investment Advice, Comprehensive Financial Planning, Tax Planning
A fee-only financial advisor you can trust for your retirement: safe withdrawal rates, efficient tax planning, appropriate investment allocation, estate planning, holistically, all in one place
Jennifer Coffey Smith
MSAPM, CFP®
Financial Connections Group, Inc.
San Francisco, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Headquartered in Marin County with additional offices in Berkeley and San Francisco. We service clients in Sonoma, San Francisco and the East Bay.
Matthias Giezendanner
CFP®, EA
San Francisco Wealth Planning
San Francisco, CA
Specialties: Comprehensive Financial Planning, Equity Compensation (ISOs, NSOs, RSUs), Tax Planning, Investment Management, College Education Planning
Fee-Only financial planner located in San Francisco CA, serving families, midcareer professionals, and technology leaders with equity compensation in the Bay Area.
Jane Beule
CFP®, MBA, MLA, TEP
Griffin Black, Inc.
Redwood City, CA
Specialties: Comprehensive Financial Planning, Business Transition Planning, Retirement Income Planning, Investment Management, Tax Planning, College Funding Planning
Fee-Only Financial Advisor serving clients nationally and internationally.
Ira Fateman
M.Ed., CFP®
SAS Financial Advisors
San Francisco, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
A fee-only financial planner with expertise in behavioral financial planning and investment management available locally in San Francisco, CA and virtually.
Aaron Agte
CFP®
Graystone Advisor, LLC
Foster City, CA
Specialties: Employee equity compensation (ISOs, NQSOs, RSUs, ESPP, etc.), Comprehensive Financial Planning, Financial Life Planning, Behavioral Finance and Happiness Research, Real Estate Equity
Fee-Only financial planner located in Foster City, CA, serving clients locally and virtually.
Julie Schatz
CFP®
Investor's Capital Management, LLC
Menlo Park, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Menlo Park, CA, serving clients locally and across the country
Rick Raybin
CFP®
Lifetime Capital Group, LLC
Burlingame, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Estate Planning, Real Estate, Index Fund & ETF Investing
Fee-Only financial planner located in Burlingame, CA, serving clients locally and across the country
Joseph Kuo
CFP®, CMA®, MBA, Certified Grief Recovery Specialist
Abundance Wealth Planning, LLC
Newark, CA
Specialties: Comprehensive Financial Planning, Equity Comp (RSU, Options, ESPP) Strategy, Tax Planning, Investment Management, Family Planning (College, Estate)
Fee-Only financial planner located in Fremont, CA, serving clients locally and across the country
Brian Pon
CFP®, EA
Financial Connections Group, Inc.
San Francisco, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Headquartered in Marin County with additional offices in Berkeley and San Francisco. We service clients in Sonoma, San Francisco and the East Bay.
Sheila McGinn
CFP®
Brightview Financial Solutions, LLC
San Francisco, CA
Specialties: Employer stock (concentrated positions), Investment Management, Comprehensive Financial Planning, College Education Planning, Buying a home or investment property
Fee-Only financial planner located in San Francisco and Redwood City, CA, serving clients in the San Francisco Bay area and beyond.
Stanley Himeno-Okamoto
CFA®, CFP®
DRS Financial Partners
San Francisco, CA
Specialties: Equity Compensation and Stock Options, Comprehensive Financial Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in San Francisco, CA serving clients locally and across the country
Sarah Hamilton
CFP®, CSRIC™
Hamilton Walker Advisers LLC
San Francisco, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in San Francisco, CA, serving clients locally and across the country
Clari Nolet
CFP®, CDFA®
Team Hewins
San Francisco, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner serving clients locally in the San Francisco Bay Area and virtually across the country.
Stoyan Panayotov
CFA®, MBA
Babylon Wealth Management
Walnut Creek, CA
Specialties: Investment Management, Comprehensive Financial Planning, Retirement Income Planning, College Education Planning, Tax Planning, Stock Options Planning
Fee-Only financial advisor located in the San Francisco Bay Area, serving clients locally and across the country.
Jane Yoo
CFP®, MBA
Jane Financial, LLC
Oakland, CA
Specialties: Equity compensation, Tax planning, Investment management, Comprehensive financial planning
Fee-Only financial planner located in Oakland, CA, serving clients locally and across California
Shawn Tydlaska
CFP®, MBA
Ballast Point Financial Planning
Burlingame, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner located in Burlingame, CA and serving the San Francisco/Bay Area region and clients nationwide
Refine Your Search
Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
