Fee-Only Financial Advisors in San Francisco, CA

What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the San Francisco, CA area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".

Every San Francisco, CA Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent

I can work with clients anywhere!

Elizabeth Prindle

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

I can work with clients anywhere!

​Matthias ​Giezendanner

CFP®, EA

San Francisco Wealth Planning LLC

Petaluma, CA

Specialties: IPOs & Liquidity Events, Comprehensive Financial Planning, Equity Compensation, Incentive Stock Option Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner working with technology professionals navigating equity compensation, the exercise and sale of incentive stock options, and IPOs and liquidity events serving clients in San Francisco and the Bay Area.

I can work with clients anywhere!

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

I can work with clients anywhere!

Gabriel Abraham Shahin

CFP®, AIF®, MBA

Falcon Wealth Planning, Inc.

Oakland, CA

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

Fee-Only Financial Planner serving the Los Angeles region with headquarters in Ontario, CA, and additional offices in Irvine, Torrance, Pasadena, Temecula, Palm Desert, Fresno, and San Jose.

I can work with clients anywhere!

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!

Jennifer Dazols

CFP®

Modern Family Finance

Oakland, CA

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

Fee-Only financial planner located in Oakland, CA, serving clients throughout the San Francisco Bay Area and across the world.

I can work with clients anywhere!

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.

I can work with clients anywhere!

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

I can work with clients anywhere!

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!

Carolyn Masline

CFP®, CDFA®, ABFP®, MBA

CareGen Wealth Management

Burlingame, CA

Specialties: Women's Financial Planning Issues, Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Optimization Plans, Insurance, Estate Planning and Gifting Legacies, Stock Options and Employee Equity Compensation, Strategies for Funding Early Retirement Lifestyles, Strategies for Funding Late in Life Care

Fee-Only financial planner located in Burlingame, CA, serving clients in the San Francisco Bay Area and across the country. CareGen provides financial guidance for multigenerational wealth.

I can work with clients anywhere!

Jason Co

CFP®

CoPlanning Financial

San Francisco, CA

Specialties: Retirement Income Planning, Investment Management, Tax Planning, Comprehensive Financial Planning, Long Term Care Insurance Planning, Estate Planning

CoPlanning Financial was designed to be a safe and welcoming space, where Asian-Americans and Mandarin and Cantonese speaking immigrants can feel seen, understood, and given access to the best possible financial advice.

I can work with clients anywhere!

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.

I can work with clients anywhere!

Don Martini

CFP®, CFA®

Envision Financial Planning

San Francisco, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Personal Budgeting and Cash Flow, Risk Management, Estate Planning

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

I can work with clients anywhere!

Kevin Cheeks

CFP®, CSRIC®

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.

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, Stock Option Planning, Equity Compensation

Fee-Only Financial Planner located in Burlingame, CA and serving the San Francisco/Bay Area region and clients nationwide

I can work with clients anywhere!

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.

I can work with clients anywhere!

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.

I can work with clients anywhere!

William Kan

CFP®, CFA, MBA

Candent Capital, LLC

San Francisco, CA

Specialties: Comprehensive Financial Planning, Investment Management & Advice, Retirement Savings & Income Planning, College & Education Planning, Tax Planning, Debt Financing & Management Strategies, Stock Compensation & Employee Benefits, Real Estate Investment Coaching, Charitable Giving, Estate Planning

Fee-Only, virtual financial planning practice located in San Francisco, CA, serving clients locally and nationwide

I can work with clients anywhere!

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 Los Gatos, CA, San Francisco, CA, and Santa Cruz, CA serving clients locally and 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.

I can work with clients anywhere!

Michael Biggica

CFP®

Pixel Financial Planning, LLC

San Francisco, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Equity Comp/Stock Options, Cash Flow Management, Tax Planning, Home Purchase

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

I can work with clients anywhere!

Joseph Kuo

CFP®

Financial Life Focus, 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

I can work with clients anywhere!

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.

I can work with clients anywhere!

Stoyan Panayotov

CFA

Babylon Wealth Management

San Francisco, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Estate and Legacy Planning, Stock Option Planning, Charitable Giving, Tax Advisory, Impact Investing

Babylon Wealth Management is a fee-only financial advisor serving busy professionals and families in San Francisco Bay Area and nationally.

I can work with clients anywhere!

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

Over 25 years CFP™ in Palo Alto & Redwood City providing financial planning and investment management for tech executives & engineers. Clients are smart & savvy professionals in their 30's - 50's with assets from $5 Million to over $50 Million.

I can work with clients anywhere!

Todd Wilson

Portola Creek Capital

San Francisco, CA

Specialties: Comprehensive Financial Planning, Portfolio Management, Sustainable Investments, Tax Planning, Trust & Estate Planning, Small Business Services

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

I can work with clients anywhere!

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.

Rick Raybin

CFP®

Lifetime Capital Group, LLC

Burlingame, CA

Mike Skolnick

CPA/PFS, RICP®

Axiom Advisory, LLC

San Francisco, CA

Jirayr Kembikian

CFP®

Citrine Capital

San Francisco, CA

Milo Benningfield

J.D., CFP®

Benningfield Financial Advisors

San Francisco, CA

Mark Shone

CFP®,

Shone Wealth Management

Walnut Creek, CA

Christina Empedocles

Insight Personal Finance

San Francisco, CA

Michal Skowronski

CFP®

Skylark Wealth, LLC

San Francisco, CA

LJ Jones

CPA

Developing Financial

Pacifica, CA

Ryan Cole

CFP®

Citrine Capital

San Francisco, CA

Christine Remedios

CFP®

Remedios Financial Planning

San Francisco, CA

Lorne Abramson

CFA®, CFP®, EA, MBA

Abramson Financial Planning, LLC

Burlingame, 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.


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