BPM Wealth Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 28, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$250⁠-⁠$50,000

“Negotiated Flat Fee – BPMWA may charge a flat fee for its services typically ranging from $250 to $50,000 or more depending on the needs of the client and the complexity of the plan.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How BPM Wealth Advisors, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “You will incur a prorated charge based on our contracted rate for services rendered prior to the termination of the agreement.”
• “Fees are generally billed quarterly in advance based upon the aggregate market value of assets in the client's account.”
• “The initial fee will be prorated based on the number of days the account is open during the initial quarter.”

How BPM Wealth Advisors, LLC’s fees compare

• Its flat or project fee of $250-$50,000 spans the California median of $5,000. 93% of the 796 other California planners that publish a flat or project fee charge less.
• 32 of the 35 other planners in San Francisco that publish a flat or project fee charge less.

About BPM Wealth Advisors, LLC

• Firm size: 6 employees.
• Registered as an adviser: 2023 (3 years).

Planning areas mentioned in the brochure

• Retirement planning
• Charitable giving

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.75% a year

Clients

59

Employees

6

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, and other services

Assets managed

$268,325,995

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

325909

Website

bpm.com (opens in new tab)

Phone

(415) 421-5757

Can advise clients in 30 states: Arizona, California, Colorado, Florida, Georgia, Idaho, Illinois, Kansas, Louisiana, Massachusetts, Maryland, Maine, Michigan, Minnesota, North Carolina, Nebraska, New Hampshire, New Jersey, Nevada, New York, Ohio, Oregon, Pennsylvania, South Dakota, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin

Other planners in San Francisco that publish fees

• Amoretti Capital ManagementSan Francisco$450/hr
• Applied AdvisorSan Francisco$285/hr, $285
• Benningfield Financial Advisors, LLCSan Francisco$375/hr, $7,500/qtr
• Berkeley Investment AdvisorsSan Francisco$6,000/yr
• Bridgelane FinancialSan Francisco$500/hr, $5,000⁠-⁠$20,000
• Brio Financial GroupSan Francisco$25,000

Compare all 107 planners in San Francisco