BakerAvenue fees
Financial planner in San Francisco, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated October 30, 2026, BakerAvenue (San Francisco, CA) charges $225-$300 an hour and a flat or project fee of $2,000-$10,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed October 30, 2026. Fees can change.
- Hourly rate
- $225-
$300/hr Runs from below the San Francisco median of $300 up to it. Runs from below the California median of $300 up to it.
“Registrant’s planning and consulting fees are negotiable, but generally range from $2,000 to $10,000 on a fixed fee basis, and from $225 to $300 on an hourly rate basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s).”
- Flat or project fee
- $2,000-
$10,000 Runs from below the San Francisco median of $6,250 to above it. Runs from below the California median of $5,000 to above it.
From the same sentence as above.
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- 66 employees
- Registered since
- 2004 (22 years)
How BakerAvenue bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fees and compensation payable to BakerAvenue are negotiable and vary among its Clients.”
- “General Information on Advisory Services and Fees In most cases fees are paid quarterly, in advance, using the value of the last day of the previous quarter, unless otherwise agreed upon with BakerAvenue.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 1,099
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, selecting other advisers, newsletters and publications, and educational seminars and workshops
- Assets managed
- $7.7 billion
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of October 30, 2026
- CRD number
- 132657 (opens in new tab)
- Phone
- (415) 986-1110
Registered or notice filed in 29 states: Arizona, California, Colorado, Connecticut, Florida, Georgia, Idaho, Illinois, Indiana, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington
Other planners in San Francisco that publish fees
- NWK GroupSan FranciscoFlat $500-$2,500
- Citrine CapitalSan FranciscoFlat $7,000-$90,000
- NAV Financial, LLCSan FranciscoHourly up to $250/hr
- Fire Capital Management, LLCSan FranciscoFlat $250
- Garhwal, Chan & Williams Inc.San FranciscoFlat $2,500-$10,000
- Bridgelane FinancialSan FranciscoHourly $500/hr, Monthly $400-$2,000/mo
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.