Double Bay Management & Planning fees
Financial planner in San Francisco, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 30, 2026, Double Bay Management & Planning (San Francisco, CA) charges $200 an hour and a flat or project fee of $4,000-$50,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change.
- Hourly rate
- $200/hr
Below the San Francisco median of $300; 1 of the 27 other planners in San Francisco that publish an hourly rate charges less. Below the California median of $300; 8% of the 524 other planners in California charge less.
“Follow-on implementation work is billed separately at the rate of $200 per hour.”
- Flat or project fee
- $4,000-
$50,000 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.
“Alternatively, a flat fee may be charged and will range from $4,000 to $50,000.”
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
- Credentials held at the firm
- CFA
- Team size
- Solo practice (one employee)
How Double Bay Management & Planning bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our firm charges this fee on a quarterly basis in arrears.”
- “The client must consent in advance to direct debiting of their investment account.”
- “The minimum annual fee is $9,000 and is not negotiable.”
About Double Bay Management & Planning
“Double Bay Management & Planning provides personalized confidential financial planning and investment management to individuals, pension and profit sharing plans, trusts, estates, charitable organizations and small businesses.”
- Founded: 1998 (28 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- Business owners
- Insurance analysis
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 32
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting, and selecting other advisers
- Assets managed
- $127 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of March 30, 2026
- CRD number
- 136373 (opens in new tab)
- Phone
- (800) 494-3267
Other planners in San Francisco that publish fees
- True Root FinancialSan FranciscoHourly $100-$500/hr, Flat $1,000-$6,000
- Hawk Advisory LLCSan FranciscoHourly $250/hr, Flat $1,000-$10,000
- Velmark Capital Management LLCSan FranciscoHourly $350/hr, Annual $3,500/yr
- Leppla Capital Management LLCSan FranciscoHourly $250-$450/hr, Flat $3,000-$10,000
- Hanke & Apolonio Wealth Advisors LLCSan FranciscoHourly $350/hr, Flat $1,500-$6,000
- Sutro AdvisorsSan FranciscoHourly $200/hr, Monthly $100/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.