PlannerFees

SDM Advisors, LLC fees and pricing

Financial planner in San Francisco, California. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 24, 2026, SDM Advisors, LLC charges $200⁠-⁠$500 an hour, a quarterly fee of $1,000⁠-⁠$5,000, and an annual fee of $1,200⁠-⁠$10,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$200⁠-⁠$500/hr
“Fees range between $200 to $500 per hour or $2,500 to $10,000 based on the complexity of the client’s financial situation and the resources expended by SDMA.”
Quarterly fee
$1,000⁠-⁠$5,000/qtr
“Fixed fees range between $1,000 to $5,000 per quarter and are charged quarterly in advance.”
Annual fee
$1,200⁠-⁠$10,000/yr
“The annual subscription fees range from $1,200 to $10,000 based on the complexity of the client’s financial situation and the resources expended by SDMA and will be billed to the client in monthly or quarterly increments.”

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

How SDM Advisors, LLC bills

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

  • “In the event of termination, you will be obligated to compensate us on a prorated basis for all time and expenses incurred through the date of such termination.”
  • “Any unearned fees received by us will be refunded on a prorated basis.”
  • “All fees are negotiable at the discretion of SDMA and will be specifically documented in a written agreement to be executed with each client.”

How SDM Advisors, LLC’s fees compare

  • Its hourly rate of $200-$500 spans the California median of $300. 58% of the 932 other California planners that publish an hourly rate charge less.
  • 18 of the 35 other planners in San Francisco that publish an hourly rate charge less.
  • Its annual fee of $1,200-$10,000 spans the California median of $6,250. 43% of the 224 other California planners that publish an annual fee charge less.
  • 6 of the 11 other planners in San Francisco that publish an annual fee charge less.
  • It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About SDM Advisors, LLC

“We offer consulting and financial planning services to clients. Financial planning is a process that focuses on ascertaining a client's financial goals and then developing a plan to help achieve those goals.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Principal: Stephen D. Mayer
  • Firm size: 4 employees.
  • Registered as an adviser: 2014 (12 years).

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees
Charges a % of assets
No
Employees
4
Services reported to regulators
Financial planning, pension consulting, and selecting other advisers
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
170014
Website
sdmayer.com (opens in new tab)
Phone
(415) 691-4040

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