Sutro Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 10, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“Since fees are paid in arrears, no rebate will be needed upon termination of the agreement. 7 Financial Planning Hourly Fee Financial Planning fee is an hourly rate of $200 per hour.”

Monthly fee

$100/mo

“Since fees are paid in arrears, no rebate will be needed upon termination of the account Comprehensive Financial Planning Comprehensive Financial Planning consists of an annual fee of $1,200 that is paid monthly, in arrears at the rate of $100 per month.”

Annual fee

$1,200/yr

From the same sentence as above.

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

How Sutro Advisors bills

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

• “An account may be terminated with written notice at least 30 calendar days in advance.”
• “The fee may be negotiable in certain cases.”
• “Fees for this service may be paid by electronic funds transfer or check.”

How Sutro Advisors’ fees compare

• Its hourly rate of $200 is below the California median of $300. 9% of the 932 other California planners that publish an hourly rate charge less.
• 2 of the 35 other planners in San Francisco that publish an hourly rate charge less.
• Its annual fee of $1,200 is below the California median of $6,250. 10% of the 224 other California planners that publish an annual fee charge less.
• 1 of the 11 other planners in San Francisco that publish an annual fee charge less.

About Sutro Advisors

• Principal: Stephen Miles
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2018 (8 years).

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

0.7% a year

Clients

72

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions

Assets managed

$48,463,565

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

297856

Website

sutroadvisors.com (opens in new tab)

Phone

(415) 610-4156

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