Slipstream Wealth Planning LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 3, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee

$3,000⁠-⁠$6,000/yr

“Clients who engage the Advisor for ongoing financial planning services, the Advisor charges a fixed annual fee ranging from $3,000 to $6,000, billed quarterly in arrears.”

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

How Slipstream Wealth Planning LLC bills

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

• “Fees may be negotiable based on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”
• “This fee is calculated based on the market value of assets under management as of the end of each calendar quarter and is billed quarterly in arrears, pursuant to the terms of the investment management agreement.”
• “The investment management fee in the first quarter of service is prorated from the inception date of the account[s] to the end of the first quarter.”

How Slipstream Wealth Planning LLC’s fees compare

• Its annual fee of $3,000-$6,000 is below the California median of $6,250. 32% of the 224 other California planners that publish an annual fee charge less.
• 5 of the 11 other planners in San Francisco that publish an annual fee charge less.

About Slipstream Wealth Planning LLC

• 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

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

3% a year

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

342729

Website

slipstreamwealthplanning.com (opens in new tab)

Phone

(314) 330-5808

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

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