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:

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

Fee-Only financial planner located in San Francisco, CA, serving clients locally and across the country

Mike Skolnick

CPA/PFS

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 in San Francisco and San Diego, by Email, or Phone.

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.

Michael Powsner

CFP®, CPA/PFS

Upstart Wealth Management

San Francisco, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

NOT TAKING NEW CLIENTS AT THIS TIME

Brian Pon

CFP®, EA, PFP

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.

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.

Ann Terranova

CFP®, MS

Union Financial Partners

San Francisco, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Planner and Investment Manager serving the greater San Francisco, CA area.

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

I can work with clients anywhere!

Michal Skowronski

CFP®

Skylark Wealth, 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 and serving clients across the country

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.

Jennifer Cray

CFP®, MBA

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 and Serving Entire San Francisco Bay Area

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.

I can work with clients anywhere!

Shawn Tydlaska

CFP®, MBA

Ballast Point Financial Planning

San Mateo, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Planner located in San Mateo, CA and serving the San Francisco region and clients nationwide

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

Erin Hadley

CFP®

Occidental Asset Management

Burlingame, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Planner serving the Greater San Francisco Bay area

Debra Wetherby

Wetherby Asset Management

San Francisco, CA

Jackie Kleinman

KB Financial Advisors, LLC

San Francisco, CA

Milo Benningfield

Benningfield Financial Advisors

San Francisco, CA

Michael Biggica

Pixel Financial Planning, LLC

San Francisco, CA

Russell Kroeger

Paradigm Wealth Architects

San Francisco, CA

A Charles Cattano

Occidental Asset Management, LLC

San Francisco, CA

Cameo Roberson

Bingham, Osborn & Scarborough LLC

San Francisco, CA

Ryan Cole

CFP®

Citrine Capital

San Francisco, CA

Jirayr Kembikian

CFP®

Citrine Capital

San Francisco, CA

Nathan Walsh

Occidental Asset Management, LLC

San Francisco, CA

Christine Remedios

Remedios Financial Planning

San Francisco, CA

Annette Brinton

Waypoint Wealth Partners

San Francisco, CA

Lexi Olian

The Humphreys Group

San Francisco, CA

Dave Yeske

Yeske Buie

San Francisco, CA

Henri Moudi

Mission Creek Capital Partners, Inc.

San Francisco, CA

Christina Empedocles

Insight Personal Finance

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)

    NAPFA Consumer Tools PDF

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