# Fee-only financial advisors in San Francisco, CA

> AdvisorCensus lists 320 investment advisory firms with a principal office in the San Francisco metro area that meet AdvisorCensus's fee-only test: paid only by client fees on Form ADV Item 5.E, with no employee registered with a broker-dealer or licensed as an insurance agent, no brokerage, insurance, or real estate sales business or related company, and no referral fees from others, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below, and read the methodology block for how this page is derived.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/ca/san-francisco/fee-only/page/2

## At a glance

- Investment advisory firms: 320
- Registration: SEC-registered investment adviser: 184, State-registered investment adviser: 136
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 320 (100%); Percentage of assets 288 (90%); Hourly charges 122 (38%); Subscription fees (newsletter or periodical) 5 (2%); Fixed fees 175 (55%)
- Regulatory assets under management (Item 5.F): Under $25 million 57 (18%); $25 million to $100 million 71 (22%); $100 million to $500 million 102 (32%); $500 million to $1 billion 24 (8%); $1 billion to $5 billion 28 (9%); Over $5 billion 7 (2%); Not reported 31 (10%)
- Years registered: Under 5 years 104 (33%); 5 to 9 years 72 (23%); 10 to 19 years 62 (19%); 20 years or more 80 (25%); Not reported 2 (1%)

## Firms (page 2 of 7, 51 to 100 of 320, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Boltwood Capital Management](https://advisorcensus.com/firm/boltwood-capital-management-walnut-creek-ca-110293) ([md](https://advisorcensus.com/firm/boltwood-capital-management-walnut-creek-ca-110293.md)) | 110293 | Walnut Creek, CA | SEC-registered investment adviser | $500 million to $1 billion | 40 | % of assets, Fixed fee |
| [Branch & Bloom Financial Planning, LLC](https://advisorcensus.com/firm/branch-and-bloom-financial-planning-llc-menlo-park-ca-339754) ([md](https://advisorcensus.com/firm/branch-and-bloom-financial-planning-llc-menlo-park-ca-339754.md)) | 339754 | Menlo Park, CA | State-registered investment adviser | Not reported | 0 | Hourly, Fixed fee |
| [Bretton Capital Management](https://advisorcensus.com/firm/bretton-capital-management-san-francisco-ca-154344) ([md](https://advisorcensus.com/firm/bretton-capital-management-san-francisco-ca-154344.md)) | 154344 | San Francisco, CA | SEC-registered investment adviser | $100 million to $500 million | 16 | % of assets |
| [Bridgelane Financial](https://advisorcensus.com/firm/bridgelane-financial-san-francisco-ca-299091) ([md](https://advisorcensus.com/firm/bridgelane-financial-san-francisco-ca-299091.md)) | 299091 | San Francisco, CA | State-registered investment adviser | Under $25 million | 7 | % of assets, Hourly, Fixed fee |
| [Brightview Financial Solutions](https://advisorcensus.com/firm/brightview-financial-solutions-redwood-city-ca-300080) ([md](https://advisorcensus.com/firm/brightview-financial-solutions-redwood-city-ca-300080.md)) | 300080 | Redwood City, CA | State-registered investment adviser | $25 million to $100 million | 7 | % of assets, Hourly |
| [Broadwing Capital Advisors, Inc.](https://advisorcensus.com/firm/broadwing-capital-advisors-inc-larkspur-ca-127513) ([md](https://advisorcensus.com/firm/broadwing-capital-advisors-inc-larkspur-ca-127513.md)) | 127513 | Larkspur, CA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Fixed fee |
| [Bunker](https://advisorcensus.com/firm/bunker-san-francisco-ca-319690) ([md](https://advisorcensus.com/firm/bunker-san-francisco-ca-319690.md)) | 319690 | San Francisco, CA | SEC-registered investment adviser | $25 million to $100 million | 4 | % of assets, Fixed fee |
| [California Financial Advisors](https://advisorcensus.com/firm/california-financial-advisors-san-ramon-ca-110152) ([md](https://advisorcensus.com/firm/california-financial-advisors-san-ramon-ca-110152.md)) | 110152 | San Ramon, CA | SEC-registered investment adviser | $1 billion to $5 billion | 28 | % of assets, Hourly, Fixed fee |
| [Camelotta Advisors](https://advisorcensus.com/firm/camelotta-advisors-san-francisco-ca-128053) ([md](https://advisorcensus.com/firm/camelotta-advisors-san-francisco-ca-128053.md)) | 128053 | San Francisco, CA | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Hourly, Fixed fee |
| [Cannon Beach Financial Advisors](https://advisorcensus.com/firm/cannon-beach-financial-advisors-san-ramon-ca-140959) ([md](https://advisorcensus.com/firm/cannon-beach-financial-advisors-san-ramon-ca-140959.md)) | 140959 | San Ramon, CA | SEC-registered investment adviser | $100 million to $500 million | 20 | % of assets, Hourly, Fixed fee |
| [Capital Advantage, Inc.](https://advisorcensus.com/firm/capital-advantage-inc-walnut-creek-ca-108985) ([md](https://advisorcensus.com/firm/capital-advantage-inc-walnut-creek-ca-108985.md)) | 108985 | Walnut Creek, CA | SEC-registered investment adviser | $1 billion to $5 billion | 28 | % of assets |
| [Capital Trust Advisors](https://advisorcensus.com/firm/capital-trust-advisors-san-rafael-ca-134174) ([md](https://advisorcensus.com/firm/capital-trust-advisors-san-rafael-ca-134174.md)) | 134174 | San Rafael, CA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets |
| [Caregen Wealth Management](https://advisorcensus.com/firm/caregen-wealth-management-san-mateo-ca-315313) ([md](https://advisorcensus.com/firm/caregen-wealth-management-san-mateo-ca-315313.md)) | 315313 | San Mateo, CA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Casilio Leitch Investments](https://advisorcensus.com/firm/casilio-leitch-investments-walnut-creek-ca-173152) ([md](https://advisorcensus.com/firm/casilio-leitch-investments-walnut-creek-ca-173152.md)) | 173152 | Walnut Creek, CA | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets |
| [Catton Capital Partners, LLC](https://advisorcensus.com/firm/catton-capital-partners-llc-san-francisco-ca-339336) ([md](https://advisorcensus.com/firm/catton-capital-partners-llc-san-francisco-ca-339336.md)) | 339336 | San Francisco, CA | State-registered investment adviser | $25 million to $100 million | 0 | % of assets, Hourly, Fixed fee |
| [Cavu Wealth Advisors, LLC](https://advisorcensus.com/firm/cavu-wealth-advisors-llc-walnut-creek-ca-340677) ([md](https://advisorcensus.com/firm/cavu-wealth-advisors-llc-walnut-creek-ca-340677.md)) | 340677 | Walnut Creek, CA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee |
| [Chequers Financial Management LLC](https://advisorcensus.com/firm/chequers-financial-management-llc-san-francisco-ca-175209) ([md](https://advisorcensus.com/firm/chequers-financial-management-llc-san-francisco-ca-175209.md)) | 175209 | San Francisco, CA | SEC-registered investment adviser | $1 billion to $5 billion | 10 | % of assets, Hourly, Fixed fee |
| [Chrysadia Financial, LLC](https://advisorcensus.com/firm/chrysadia-financial-llc-newark-ca-326813) ([md](https://advisorcensus.com/firm/chrysadia-financial-llc-newark-ca-326813.md)) | 326813 | Newark, CA | State-registered investment adviser | Not reported | 3 | % of assets, Hourly, Fixed fee |
| [Circuit Wealth LLC](https://advisorcensus.com/firm/circuit-wealth-llc-burlingame-ca-335718) ([md](https://advisorcensus.com/firm/circuit-wealth-llc-burlingame-ca-335718.md)) | 335718 | Burlingame, CA | State-registered investment adviser | Under $25 million | 1 | % of assets, Fixed fee |
| [Clbi Investments Inc](https://advisorcensus.com/firm/clbi-investments-inc-walnut-creek-ca-105703) ([md](https://advisorcensus.com/firm/clbi-investments-inc-walnut-creek-ca-105703.md)) | 105703 | Walnut Creek, CA | State-registered investment adviser | Under $25 million | 14 | % of assets |
| [Clear Retirement Advice LLC](https://advisorcensus.com/firm/clear-retirement-advice-llc-san-mateo-ca-292667) ([md](https://advisorcensus.com/firm/clear-retirement-advice-llc-san-mateo-ca-292667.md)) | 292667 | San Mateo, CA | SEC-registered investment adviser | $100 million to $500 million | 1 | Fixed fee |
| [Coburn Barrett, LLC](https://advisorcensus.com/firm/coburn-barrett-llc-san-francisco-ca-166464) ([md](https://advisorcensus.com/firm/coburn-barrett-llc-san-francisco-ca-166464.md)) | 166464 | San Francisco, CA | SEC-registered investment adviser | $100 million to $500 million | 13 | % of assets |
| [Cogent Investment Advisors LLC](https://advisorcensus.com/firm/cogent-investment-advisors-llc-san-francisco-ca-287773) ([md](https://advisorcensus.com/firm/cogent-investment-advisors-llc-san-francisco-ca-287773.md)) | 287773 | San Francisco, CA | State-registered investment adviser | Under $25 million | 9 | % of assets, Fixed fee |
| [Collabria Capital, Inc](https://advisorcensus.com/firm/collabria-capital-inc-san-ramon-ca-159858) ([md](https://advisorcensus.com/firm/collabria-capital-inc-san-ramon-ca-159858.md)) | 159858 | San Ramon, CA | State-registered investment adviser | Under $25 million | 14 | % of assets, Fixed fee |
| [Communitas Financial Planning PBC](https://advisorcensus.com/firm/communitas-financial-planning-pbc-san-francisco-ca-157708) ([md](https://advisorcensus.com/firm/communitas-financial-planning-pbc-san-francisco-ca-157708.md)) | 157708 | San Francisco, CA | State-registered investment adviser | Not reported | 14 | % of assets, Hourly, Fixed fee |
| [Compass Rose Advisors, Inc.](https://advisorcensus.com/firm/compass-rose-advisors-inc-san-francisco-ca-135954) ([md](https://advisorcensus.com/firm/compass-rose-advisors-inc-san-francisco-ca-135954.md)) | 135954 | San Francisco, CA | State-registered investment adviser | Under $25 million | 32 | % of assets |
| [Compass Wealth Planning LLC](https://advisorcensus.com/firm/compass-wealth-planning-llc-pleasant-hill-ca-343333) ([md](https://advisorcensus.com/firm/compass-wealth-planning-llc-pleasant-hill-ca-343333.md)) | 343333 | Pleasant Hill, CA | State-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee |
| [Composed Capital LLC](https://advisorcensus.com/firm/composed-capital-llc-san-francisco-ca-340948) ([md](https://advisorcensus.com/firm/composed-capital-llc-san-francisco-ca-340948.md)) | 340948 | San Francisco, CA | State-registered investment adviser | Under $25 million | 0 | % of assets |
| [Concentric](https://advisorcensus.com/firm/concentric-walnut-creek-ca-321633) ([md](https://advisorcensus.com/firm/concentric-walnut-creek-ca-321633.md)) | 321633 | Walnut Creek, CA | SEC-registered investment adviser | Over $5 billion | 4 | % of assets |
| [Contango Wealth Management LLC](https://advisorcensus.com/firm/contango-wealth-management-llc-oakland-ca-337757) ([md](https://advisorcensus.com/firm/contango-wealth-management-llc-oakland-ca-337757.md)) | 337757 | Oakland, CA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [Core Asset Management Company](https://advisorcensus.com/firm/core-asset-management-company-sausalito-ca-110463) ([md](https://advisorcensus.com/firm/core-asset-management-company-sausalito-ca-110463.md)) | 110463 | Sausalito, CA | State-registered investment adviser | Under $25 million | 14 | % of assets |
| [Crosspoint Capital Management](https://advisorcensus.com/firm/crosspoint-capital-management-orinda-ca-150212) ([md](https://advisorcensus.com/firm/crosspoint-capital-management-orinda-ca-150212.md)) | 150212 | Orinda, CA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets |
| [Cypress Praxis, LLC](https://advisorcensus.com/firm/cypress-praxis-llc-san-rafael-ca-111716) ([md](https://advisorcensus.com/firm/cypress-praxis-llc-san-rafael-ca-111716.md)) | 111716 | San Rafael, CA | State-registered investment adviser | $25 million to $100 million | 15 | % of assets |
| [D.A. Flowers & Company, LLC](https://advisorcensus.com/firm/d-a-flowers-and-company-llc-berkeley-ca-149154) ([md](https://advisorcensus.com/firm/d-a-flowers-and-company-llc-berkeley-ca-149154.md)) | 149154 | Berkeley, CA | State-registered investment adviser | $25 million to $100 million | Not reported | % of assets, Hourly, Fixed fee |
| [DAI Advisors](https://advisorcensus.com/firm/dai-advisors-menlo-park-ca-300332) ([md](https://advisorcensus.com/firm/dai-advisors-menlo-park-ca-300332.md)) | 300332 | Menlo Park, CA | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets |
| [Dejarnatt, Paul E](https://advisorcensus.com/firm/dejarnatt-paul-e-pleasanton-ca-138820) ([md](https://advisorcensus.com/firm/dejarnatt-paul-e-pleasanton-ca-138820.md)) | 138820 | Pleasanton, CA | State-registered investment adviser | Under $25 million | 42 | % of assets |
| [Delta Capital Investments, LLC](https://advisorcensus.com/firm/delta-capital-investments-llc-burlingame-ca-316458) ([md](https://advisorcensus.com/firm/delta-capital-investments-llc-burlingame-ca-316458.md)) | 316458 | Burlingame, CA | State-registered investment adviser | Not reported | 4 | % of assets |
| [Destination Wealth Management](https://advisorcensus.com/firm/destination-wealth-management-walnut-creek-ca-110365) ([md](https://advisorcensus.com/firm/destination-wealth-management-walnut-creek-ca-110365.md)) | 110365 | Walnut Creek, CA | SEC-registered investment adviser | $1 billion to $5 billion | 29 | % of assets, Hourly, Fixed fee |
| [Dhamma Capital](https://advisorcensus.com/firm/dhamma-capital-walnut-creek-ca-302037) ([md](https://advisorcensus.com/firm/dhamma-capital-walnut-creek-ca-302037.md)) | 302037 | Walnut Creek, CA | State-registered investment adviser | $25 million to $100 million | 7 | % of assets, Hourly, Fixed fee |
| [Dolan Partners LLC](https://advisorcensus.com/firm/dolan-partners-llc-danville-ca-152317) ([md](https://advisorcensus.com/firm/dolan-partners-llc-danville-ca-152317.md)) | 152317 | Danville, CA | State-registered investment adviser | $25 million to $100 million | 16 | % of assets, Fixed fee |
| [Double Bay Management & Planning](https://advisorcensus.com/firm/double-bay-management-and-planning-san-francisco-ca-136373) ([md](https://advisorcensus.com/firm/double-bay-management-and-planning-san-francisco-ca-136373.md)) | 136373 | San Francisco, CA | SEC-registered investment adviser | $100 million to $500 million | 11 | % of assets, Hourly, Fixed fee |
| [East Rock Financial Services, LLC](https://advisorcensus.com/firm/east-rock-financial-services-llc-burlingame-ca-147949) ([md](https://advisorcensus.com/firm/east-rock-financial-services-llc-burlingame-ca-147949.md)) | 147949 | Burlingame, CA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [East Shore Investment Management LLC](https://advisorcensus.com/firm/east-shore-investment-management-llc-san-francisco-ca-328008) ([md](https://advisorcensus.com/firm/east-shore-investment-management-llc-san-francisco-ca-328008.md)) | 328008 | San Francisco, CA | State-registered investment adviser | Under $25 million | 2 | % of assets |
| [ECHO45 Advisors LLC](https://advisorcensus.com/firm/echo45-advisors-llc-walnut-creek-ca-307265) ([md](https://advisorcensus.com/firm/echo45-advisors-llc-walnut-creek-ca-307265.md)) | 307265 | Walnut Creek, CA | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Fixed fee |
| [Elevate Wealth Management, L.L.C.](https://advisorcensus.com/firm/elevate-wealth-management-l-l-c-san-francisco-ca-287511) ([md](https://advisorcensus.com/firm/elevate-wealth-management-l-l-c-san-francisco-ca-287511.md)) | 287511 | San Francisco, CA | State-registered investment adviser | Under $25 million | 9 | % of assets, Fixed fee |
| [Elevation Wealth Partners, LLC](https://advisorcensus.com/firm/elevation-wealth-partners-llc-walnut-creek-ca-123971) ([md](https://advisorcensus.com/firm/elevation-wealth-partners-llc-walnut-creek-ca-123971.md)) | 123971 | Walnut Creek, CA | SEC-registered investment adviser | $500 million to $1 billion | 11 | % of assets |
| [Ella Financial Advising](https://advisorcensus.com/firm/ella-financial-advising-oakland-ca-307357) ([md](https://advisorcensus.com/firm/ella-financial-advising-oakland-ca-307357.md)) | 307357 | Oakland, CA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Elmwood Wealth Management](https://advisorcensus.com/firm/elmwood-wealth-management-berkeley-ca-165639) ([md](https://advisorcensus.com/firm/elmwood-wealth-management-berkeley-ca-165639.md)) | 165639 | Berkeley, CA | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Hourly, Fixed fee |
| [Enrich Finance LLC](https://advisorcensus.com/firm/enrich-finance-llc-san-francisco-ca-337784) ([md](https://advisorcensus.com/firm/enrich-finance-llc-san-francisco-ca-337784.md)) | 337784 | San Francisco, CA | SEC-registered investment adviser | Not reported | 1 | Fixed fee |
| [ETZ Advisory LLC](https://advisorcensus.com/firm/etz-advisory-llc-san-francisco-ca-334861) ([md](https://advisorcensus.com/firm/etz-advisory-llc-san-francisco-ca-334861.md)) | 334861 | San Francisco, CA | SEC-registered investment adviser | $1 billion to $5 billion | 1 | % of assets |

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## Questions people ask

**How many financial advisory firms are there in San Francisco, CA?**
AdvisorCensus lists 1,779 investment advisory firms with a principal office in the San Francisco metro area, from Form ADV filings as of October 2026: 688 SEC-registered, 294 state-registered, and 797 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV.

**How many fee-only financial advisors are in San Francisco, CA?**
320 of the 1,779 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed.

**How many financial advisors in San Francisco, CA offer financial planning?**
438 of the 982 firms in San Francisco, CA that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports.

**Are the financial advisors in San Francisco, CA fiduciaries?**
Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 320 firms that meet AdvisorCensus's fee-only test report none of those sales ties.

**How do I check whether a financial advisor has disciplinary disclosures?**
Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck.

**Does AdvisorCensus rate, verify, or recommend these firms?**
No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content.

**What does regulatory assets under management mean?**
Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality.

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- [Financial advisors in Lafayette, CA](https://advisorcensus.com/advisors/ca/san-francisco/lafayette) (https://advisorcensus.com/advisors/ca/san-francisco/lafayette.md)
- [Financial advisors in San Ramon, CA](https://advisorcensus.com/advisors/ca/san-francisco/san-ramon) (https://advisorcensus.com/advisors/ca/san-francisco/san-ramon.md)
- [Financial advisors in Sausalito, CA](https://advisorcensus.com/advisors/ca/san-francisco/sausalito) (https://advisorcensus.com/advisors/ca/san-francisco/sausalito.md)
- [Financial advisors in Los Angeles](https://advisorcensus.com/advisors/ca/los-angeles) (https://advisorcensus.com/advisors/ca/los-angeles.md)
- [Financial advisors in San Jose](https://advisorcensus.com/advisors/ca/san-jose) (https://advisorcensus.com/advisors/ca/san-jose.md)
- [Financial advisors in San Diego](https://advisorcensus.com/advisors/ca/san-diego) (https://advisorcensus.com/advisors/ca/san-diego.md)
- [Financial advisors in Sacramento](https://advisorcensus.com/advisors/ca/sacramento) (https://advisorcensus.com/advisors/ca/sacramento.md)
- [Financial advisors in Oxnard](https://advisorcensus.com/advisors/ca/oxnard) (https://advisorcensus.com/advisors/ca/oxnard.md)
- [Financial advisors in Riverside](https://advisorcensus.com/advisors/ca/riverside) (https://advisorcensus.com/advisors/ca/riverside.md)
- [Financial advisors in Santa Maria](https://advisorcensus.com/advisors/ca/santa-maria) (https://advisorcensus.com/advisors/ca/santa-maria.md)
- [Financial advisors in Santa Rosa](https://advisorcensus.com/advisors/ca/santa-rosa) (https://advisorcensus.com/advisors/ca/santa-rosa.md)

Cite as: AdvisorCensus. Fee-only financial advisors in San Francisco, CA: 320 firms from Form ADV filings as of October 2026.