The Advisory Group of San Francisco, LLC fees
Financial planner in San Francisco, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 18, 2026, The Advisory Group of San Francisco, LLC (San Francisco, CA) charges a flat or project fee of $5,000-$20,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 18, 2026. Fees can change.
- Flat or project fee
- $5,000-
$20,000 Runs from below the San Francisco median of $6,250 to above it. Starts at the California median of $5,000 and runs above it.
“Our planning fees are negotiable, but generally range from $5,000 - $20,000 on a fixed fee basis, depending on the level and scope of the services required.”
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
- $100,000 in assets (stated in the brochure)
- Team size
- 9 employees
- Registered since
- 1999 (27 years)
How The Advisory Group of San Francisco, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “In the event Client terminates the Planning Agreement prior to completion of the financial planning services, we will promptly refund any unearned balance of our fee.”
- “Initial billing begins upon the date the rollover is deposited into the account and is prorated to take into consideration the number of days in the quarter.”
About The Advisory Group of San Francisco, LLC
Planning areas mentioned in the brochure
- Estate planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees and a percentage of assets under management
- Clients
- 116
- Works with
- Individuals, high net worth individuals, pooled investment vehicles, pension and profit sharing plans, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
- Assets managed
- $810 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of March 18, 2026
- CRD number
- 108110 (opens in new tab)
- Phone
- (415) 977-1200
Registered or notice filed in 13 states: California, Florida, Louisiana, Maryland, Massachusetts, Nevada, New Hampshire, New York, Ohio, Oregon, Texas, Virginia, Washington
Other planners in San Francisco that publish fees
- Garhwal, Chan & Williams Inc.San FranciscoFlat $2,500-$10,000
- Wata Capital LLCSan FranciscoFlat $1,000-$4,000
- Pixel Financial PlanningSan FranciscoHourly $300/hr, Flat up to $5,000
- Mission Creek Capital Partners, Inc.San FranciscoHourly $250-$350/hr
- Hawk Advisory LLCSan FranciscoHourly $250/hr, Flat $1,000-$10,000
- CentoicSan FranciscoHourly up to $500/hr
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.