Fee-Only Financial Planners in San Francisco, CA

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.

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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

Ryan Cole

CFP®

Citrine Capital

San Francisco, CA

Christina Empedocles

Insight Personal Finance

San Francisco, CA

Christine Remedios

CFP®

Remedios Financial Planning

San Francisco, CA

Jirayr Kembikian

CFP®

Citrine Capital

San Francisco, CA

Michael Biggica

CFP®

Pixel Financial Planning, LLC

San Francisco, CA

Annette Brinton

CFP®, CPA (Inactive)

Waypoint Wealth Partners

San Francisco, CA

Michal Skowronski

CFP®

Skylark Wealth, LLC

San Francisco, CA

Dave Yeske

Yeske Buie

San Francisco, CA

Jennifer Cray

CFP®, MBA

Investor's Capital Management, LLC

Menlo Park, CA

Debra Wetherby

Wetherby Asset Management

San Francisco, CA

Alex Caswell

CFA CFP®

RHS Financial

San Francisco, CA

Mark Shone

CFP®,

Shone Wealth Management

Walnut Creek, CA

Henri Moudi

CFA, CFP®

Mission Creek Capital Partners, Inc.

San Francisco, CA

Milo Benningfield

J.D., CFP®

Benningfield Financial Advisors

San Francisco, CA

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    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)

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