Fee only financial advisors in San Francisco, California: hourly and flat fee prices
107 registered advisers based in San Francisco offer financial planning for an hourly, fixed or subscription fee, with no commissions.
59 of the 107 fee only firms based in San Francisco publish dollar fees. Their median hourly rate is $325 and their median flat or project fee is $6,700. Updated October 2026.
| Fee | Median | Middle half of firms | Firms with a published fee |
|---|---|---|---|
| Hourly rate | $325/hr | $250-$450/hr | 36 firms |
| Flat or project fee | $6,700 | $3,250-$12,500 | 36 firms |
| Annual retainer | $5,050/yr | $1,800-$10,000/yr | 12 firms |
Fee only advisors in San Francisco and their published fees
59 firms with published fees
| Firm | Hourly rate | Flat or project fee | Ongoing fee |
|---|---|---|---|
| Amoretti Capital Management | $450/hr | Not published | Not published |
| Applied AdvisorNo AUM fee | $285/hr | $285 | Not published |
| Benningfield Financial Advisors, LLC | $375/hr | Not published | $7,500/qtr |
| Berkeley Investment Advisors | Not published | Not published | $6,000/yr |
| BPM Wealth Advisors, LLC | Not published | $250-$50,000 | Not published |
| Bridgelane Financial | $500/hr | $5,000-$20,000 | $400-$2,000/mo |
| Brio Financial Group | Not published | $25,000 | Not published |
| Camelotta Advisors | $610/hr | $1,500-$20,000 | Not published |
| Candent Capital, LLC | $500/hr | $3,800-$10,000 | Not published |
| Catton Capital Partners, LLC | $150-$250/hr | $750-$10,000 | Not published |
| CentoicNo AUM fee | Not published | Not published | $50-$500/yr |
| Chequers Financial Management LLC | $750-$1,250/hr | Not published | Not published |
| Citrine Capital | Not published | $7,000-$90,000 | Not published |
| Clarity FinancialNo AUM fee | $350/hr | $5,250-$7,500 | Not published |
| Corcovado Investment Advisors, LLC | $350/hr | Not published | Not published |
| Envision Financial Planning | $200/hr | $2,500-$10,000 | $350-$1,000/mo |
| Financial Zen | Not published | $1,000-$15,000 | Not published |
| Fire Capital Management, LLC | Not published | $250 | Not published |
| Forest Hill Financial Advisory Group LLC | $150/hr | $1,500-$5,000 | Not published |
| Garhwal, Chan & Williams Inc. | Not published | $2,500-$10,000 | Not published |
| Green Ocean Global Advisors LLC | $250/hr | $500 | Not published |
| Hanke & Apolonio Wealth Advisors LLC | $350/hr | $1,500-$6,000 | Not published |
| Harrison Lazarus Advisors, Inc. | $900/hr | Not published | Not published |
| Hawk Advisory LLC | $250/hr | $10,000 | $290-$850/mo |
| Insight Personal Finance | $375-$550/hr | $3,000-$12,000 | $50-$500/mo |
| Intelligent Investor Financial Planning, LLC | Not published | Not published | $500-$2,500/yr |
| John Friedman Financial | $450-$600/hr | $3,500-$16,000 | Not published |
| Joyner Financial Planning LLCNo AUM fee | $150/hr | $2,500 | Not published |
| KB Financial Advisors LLC | Not published | $4,000 | $8,000/yr |
| Leppla Capital Management LLC | $250-$450/hr | $3,000-$10,000 | Not published |
| Midas Capital Management | $300/hr | Not published | Not published |
| Mission Creek Capital Partners, Inc. | $250-$350/hr | Not published | $750/qtr |
| MKG Capital Management, LLC | $280/hr | Not published | Not published |
| Moment Partners, LLC | Not published | $2,000-$50,000 | Not published |
| Monroe Wealth Management LLC | Not published | Not published | $10,000/yr |
| Nasira FinancialNo AUM fee | $295/hr | Not published | $2,100/yr |
| NWK Group | Not published | $500-$2,500 | Not published |
| One Wealth Advisors, LLC | Not published | $1,000-$50,000 | Not published |
| Onus Observer LLC | $250/hr | $25,000 | Not published |
| Optimo Capital | $325-$425/hr | Not published | Not published |
| Perigon Wealth Management, LLC | Not published | $1,000-$15,000 | Not published |
| Pixel Financial Planning | $300/hr | $5,000-$10,000 | $1,500-$3,000/qtr |
| Prospettiva Financial | Not published | $10,000-$20,000 | Not published |
| Rapport Financial, LLC | $400/hr | $5,000-$20,000 | Not published |
| Rubric Advisors LLC | $250/hr | Not published | $2,500-$25,000/yr |
| Savi FinanceNo AUM fee | $375/hr | Not published | $250-$1,000/mo |
| SDM Advisors, LLCNo AUM fee | $200-$500/hr | Not published | $1,200-$10,000/yr |
| Simplify Financial PlanningNo AUM fee | Not published | $1,250-$3,000 | Not published |
| Skylark Wealth, LLC | $250/hr | $2,000 | $1,500/qtr |
| Slipstream Wealth Planning LLC | Not published | Not published | $3,000-$6,000/yr |
| Sutro Advisors | $200/hr | Not published | $100/mo |
| True Root Financial | $100-$500/hr | $1,000-$6,000 | Not published |
| Uprise Advisers LLCNo AUM fee | Not published | Not published | $1,800/yr |
| Vernal Point Advisors, LLC | $250-$1,000/hr | Not published | Not published |
| Wata Capital LLC | Not published | $1,000-$4,000 | Not published |
| Waypoint West | Not published | $1-$20,000 | Not published |
| We Financial Group | Not published | $400 | Not published |
| Wealth Script Advisors | Not published | Not published | $15,000/yr |
| Woven Prosperity | $200-$350/hr | Not published | Not published |
No firms match these filters.
Other registered firms that don't publish dollar fees (48)
Their current brochure explains how they charge, but not how much. Ask them for a fee schedule.
- Alpha Private Wealth Advisors LLC
- Amara Financial, LLC
- Bakeravenue
- Bay Area Wealth Advisors
- Broadside Wealth
- Broomfield Advisory & Management
- Chrome Advisors
- Crest Wealth Management LLC
- Dedicated Capital Advisors, LLC
- Double Bay Management & Planning
- Dunhill & Company, LLC
- Elevate Wealth Management, L.L.C.
- Fiat Lux Financial Planning
- Financial Services Group
- Fitch Financial Advisors LLC
- Fort Point Capital Partners LLC
- Golden Gate Personal Financial Planning
- Greenwood Wealth Management, LLC
- Hilltop Advisors, LLC
- Impactfi
- Inflection Capital Management, LLC
- Intellectus Partners, LLC
- Maney Wealth
- Nav Financial, LLC
- Osterweis Capital Management
- Osterweis Capital Management
- Parallel Advisors, LLC
- Patel Capital Management
- Peterkofsky, Roy
- Pillar Point Wealth Management LLC
- Pillar6 Advisors, LLC
- Remedios Financial Planning
- Rosenblum Silverman Sutton SF Inc
- Sas Financial Advisors, LLC.
- Seven Post Investment Office LP
- So LLC
- Stebnicki Financial Planning
- Sterling Futures
- Strategic Wealth Capital
- Strong Bridge Advisors LLC
- Tan Wealth Management
- The Advisory Group of San Francisco, LLC
- The Financial Advisory Group
- Union Square Global Wealth Management
- Van Strum & Towne Inc
- Velmark Capital Management LLC
- Vision Capital Investment Management, Inc.
- Wealthboost Advisors, LLC