Savi Finance fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 16, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$375/hr

“Hourly financial planning is available at a rate of $375 per hour.”

Monthly fee

$250⁠-⁠$1,000/mo

“The monthly fee ranges from $250 to $1,000 and is fixed at the outset of the engagement.”

Quarterly fee

$1,500/qtr

“A client paying $1,500 per quarter who terminates effective the 30th day of a 91-day quarter would receive a refund of $1,500 × 61/91, or $1,005.49.”

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

How Savi Finance bills

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

• “Fees may be negotiable in certain cases based on the complexity of a client’s situation and the scope of services provided.”
• “No increase in a client's fee, and no change in a client's service tier, takes effect without the client's written agreement; the Firm may reduce or waive a fee without further agreement, and any such reduction will be reflected in the client's invoice.”
• “The full fee is due upon delivery of the completed plan; the Firm does not collect any portion of the fixed fee in advance.”

How Savi Finance’s fees compare

• Its hourly rate of $375 is above the California median of $300. 70% of the 932 other California planners that publish an hourly rate charge less.
• 23 of the 35 other planners in San Francisco that publish an hourly rate charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Savi Finance

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2026.

Firm details from Form ADV

How the firm is paid

Hourly fees, subscription fees

Charges a % of assets

No

Minimum

No minimum stated in brochure

Employees

1

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

340202

Phone

(916) 505-5273

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
• BPM Wealth Advisors, LLCSan Francisco$250⁠-⁠$50,000
• Bridgelane FinancialSan Francisco$500/hr, $5,000⁠-⁠$20,000

Compare all 107 planners in San Francisco