# Flat-fee financial advisors in San Francisco, CA

> AdvisorCensus lists 389 investment advisory firms with a principal office in the San Francisco metro area that report fixed fees among their Form ADV Item 5.E compensation arrangements, 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/flat-fee

## At a glance

- Investment advisory firms: 389
- Registration: SEC-registered investment adviser: 239, State-registered investment adviser: 150
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 175 (45%); Percentage of assets 340 (87%); Hourly charges 226 (58%); Subscription fees (newsletter or periodical) 6 (2%); Fixed fees 389 (100%); Commissions 8 (2%); Performance-based fees 52 (13%); Other 36 (9%)
- Regulatory assets under management (Item 5.F): Under $25 million 56 (14%); $25 million to $100 million 66 (17%); $100 million to $500 million 120 (31%); $500 million to $1 billion 32 (8%); $1 billion to $5 billion 43 (11%); Over $5 billion 27 (7%); Not reported 45 (12%)
- Years registered: Under 5 years 110 (28%); 5 to 9 years 101 (26%); 10 to 19 years 99 (25%); 20 years or more 76 (20%); Not reported 3 (1%)

## Firms (page 1 of 8, 1 to 50 of 389, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Abramson Financial Planning, LLC](https://advisorcensus.com/firm/abramson-financial-planning-llc-burlingame-ca-321158) ([md](https://advisorcensus.com/firm/abramson-financial-planning-llc-burlingame-ca-321158.md)) | 321158 | Burlingame, CA | State-registered investment adviser | Not reported | 4 | Hourly, Fixed fee |
| [Abunda Financial, LLC](https://advisorcensus.com/firm/abunda-financial-llc-sausalito-ca-120177) ([md](https://advisorcensus.com/firm/abunda-financial-llc-sausalito-ca-120177.md)) | 120177 | Sausalito, CA | State-registered investment adviser | $100 million to $500 million | 14 | % of assets, Fixed fee |
| [Abundance Advisers](https://advisorcensus.com/firm/abundance-advisers-pleasanton-ca-310887) ([md](https://advisorcensus.com/firm/abundance-advisers-pleasanton-ca-310887.md)) | 310887 | Pleasanton, CA | State-registered investment adviser | Under $25 million | 5 | % of assets, Hourly, Fixed fee |
| [Acclaro Wealth Management](https://advisorcensus.com/firm/acclaro-wealth-management-walnut-creek-ca-183518) ([md](https://advisorcensus.com/firm/acclaro-wealth-management-walnut-creek-ca-183518.md)) | 183518 | Walnut Creek, CA | State-registered investment adviser | Under $25 million | 11 | % of assets, Hourly, Fixed fee |
| [Adap Tax Financial, Inc.](https://advisorcensus.com/firm/adap-tax-financial-inc-pleasanton-ca-293211) ([md](https://advisorcensus.com/firm/adap-tax-financial-inc-pleasanton-ca-293211.md)) | 293211 | Pleasanton, CA | State-registered investment adviser | $25 million to $100 million | 8 | % of assets, Hourly, Fixed fee |
| [Adasina Social Capital](https://advisorcensus.com/firm/adasina-social-capital-san-francisco-ca-151411) ([md](https://advisorcensus.com/firm/adasina-social-capital-san-francisco-ca-151411.md)) | 151411 | San Francisco, CA | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly, Fixed fee |
| [Affinity Capital Advisors LLC](https://advisorcensus.com/firm/affinity-capital-advisors-llc-berkeley-ca-166226) ([md](https://advisorcensus.com/firm/affinity-capital-advisors-llc-berkeley-ca-166226.md)) | 166226 | Berkeley, CA | SEC-registered investment adviser | $500 million to $1 billion | 11 | % of assets, Hourly, Fixed fee |
| [Aikapa](https://advisorcensus.com/firm/aikapa-corte-madera-ca-144517) ([md](https://advisorcensus.com/firm/aikapa-corte-madera-ca-144517.md)) | 144517 | Corte Madera, CA | State-registered investment adviser | $25 million to $100 million | 18 | % of assets, Hourly, Fixed fee |
| [Alan Biller and Associates](https://advisorcensus.com/firm/alan-biller-and-associates-menlo-park-ca-105283) ([md](https://advisorcensus.com/firm/alan-biller-and-associates-menlo-park-ca-105283.md)) | 105283 | Menlo Park, CA | SEC-registered investment adviser | Over $5 billion | 31 | % of assets, Hourly, Fixed fee, Other |
| [Albourne America LLC](https://advisorcensus.com/firm/albourne-america-llc-san-francisco-ca-126582) ([md](https://advisorcensus.com/firm/albourne-america-llc-san-francisco-ca-126582.md)) | 126582 | San Francisco, CA | SEC-registered investment adviser | Not reported | 20 | Fixed fee |
| [Alders Financial Solutions](https://advisorcensus.com/firm/alders-financial-solutions-novato-ca-308385) ([md](https://advisorcensus.com/firm/alders-financial-solutions-novato-ca-308385.md)) | 308385 | Novato, CA | State-registered investment adviser | Not reported | 6 | Hourly, Fixed fee |
| [ALE LLC](https://advisorcensus.com/firm/ale-llc-pleasant-hill-ca-281237) ([md](https://advisorcensus.com/firm/ale-llc-pleasant-hill-ca-281237.md)) | 281237 | Pleasant Hill, CA | State-registered investment adviser | Under $25 million | 10 | % of assets, Hourly, Fixed fee |
| [Alpha Private Wealth Advisors LLC](https://advisorcensus.com/firm/alpha-private-wealth-advisors-llc-san-francisco-ca-172724) ([md](https://advisorcensus.com/firm/alpha-private-wealth-advisors-llc-san-francisco-ca-172724.md)) | 172724 | San Francisco, CA | State-registered investment adviser | Under $25 million | 11 | % of assets, Hourly, Fixed fee |
| [Alpha Wealth Management and Planning LLC](https://advisorcensus.com/firm/alpha-wealth-management-and-planning-llc-novato-ca-163917) ([md](https://advisorcensus.com/firm/alpha-wealth-management-and-planning-llc-novato-ca-163917.md)) | 163917 | Novato, CA | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Hourly, Fixed fee |
| [Altamont Wealth Management, Inc.](https://advisorcensus.com/firm/altamont-wealth-management-inc-livermore-ca-136031) ([md](https://advisorcensus.com/firm/altamont-wealth-management-inc-livermore-ca-136031.md)) | 136031 | Livermore, CA | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly, Fixed fee |
| [Amara Financial, LLC](https://advisorcensus.com/firm/amara-financial-llc-san-francisco-ca-308290) ([md](https://advisorcensus.com/firm/amara-financial-llc-san-francisco-ca-308290.md)) | 308290 | San Francisco, CA | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Fixed fee |
| [American Investors Co](https://advisorcensus.com/firm/american-investors-co-san-ramon-ca-38) ([md](https://advisorcensus.com/firm/american-investors-co-san-ramon-ca-38.md)) | 38 | San Ramon, CA | SEC-registered investment adviser | $500 million to $1 billion | 26 | % of assets, Hourly, Fixed fee, Commissions |
| [Amoretti Capital Management](https://advisorcensus.com/firm/amoretti-capital-management-san-francisco-ca-315111) ([md](https://advisorcensus.com/firm/amoretti-capital-management-san-francisco-ca-315111.md)) | 315111 | San Francisco, CA | State-registered investment adviser | $25 million to $100 million | 5 | % of assets, Hourly, Fixed fee |
| [AMS Capital Management LLC](https://advisorcensus.com/firm/ams-capital-management-llc-san-mateo-ca-153540) ([md](https://advisorcensus.com/firm/ams-capital-management-llc-san-mateo-ca-153540.md)) | 153540 | San Mateo, CA | State-registered investment adviser | $25 million to $100 million | 15 | % of assets, Hourly, Fixed fee |
| [Aperio Group, LLC](https://advisorcensus.com/firm/aperio-group-llc-sausalito-ca-111616) ([md](https://advisorcensus.com/firm/aperio-group-llc-sausalito-ca-111616.md)) | 111616 | Sausalito, CA | SEC-registered investment adviser | Over $5 billion | 26 | % of assets, Fixed fee |
| [API Capital, LLC](https://advisorcensus.com/firm/api-capital-llc-concord-ca-334427) ([md](https://advisorcensus.com/firm/api-capital-llc-concord-ca-334427.md)) | 334427 | Concord, CA | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly, Fixed fee |
| [APP](https://advisorcensus.com/firm/app-san-mateo-ca-324537) ([md](https://advisorcensus.com/firm/app-san-mateo-ca-324537.md)) | 324537 | San Mateo, CA | State-registered investment adviser | Under $25 million | 3 | % of assets, Hourly, Fixed fee |
| [Applied Advisor](https://advisorcensus.com/firm/applied-advisor-san-francisco-ca-126725) ([md](https://advisorcensus.com/firm/applied-advisor-san-francisco-ca-126725.md)) | 126725 | San Francisco, CA | State-registered investment adviser | Not reported | 23 | Hourly, Fixed fee |
| [Archvest Wealth Advisors, Inc.](https://advisorcensus.com/firm/archvest-wealth-advisors-inc-concord-ca-172087) ([md](https://advisorcensus.com/firm/archvest-wealth-advisors-inc-concord-ca-172087.md)) | 172087 | Concord, CA | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Fixed fee, Performance fee |
| [Arsenio Capital Management LLC](https://advisorcensus.com/firm/arsenio-capital-management-llc-san-anselmo-ca-135923) ([md](https://advisorcensus.com/firm/arsenio-capital-management-llc-san-anselmo-ca-135923.md)) | 135923 | San Anselmo, CA | State-registered investment adviser | Not reported | 7 | Hourly, Subscription, Fixed fee |
| [Asage Financial LLC](https://advisorcensus.com/firm/asage-financial-llc-lafayette-ca-140805) ([md](https://advisorcensus.com/firm/asage-financial-llc-lafayette-ca-140805.md)) | 140805 | Lafayette, CA | State-registered investment adviser | $25 million to $100 million | 20 | % of assets, Hourly, Fixed fee |
| [Aspirean Wealth, LLC](https://advisorcensus.com/firm/aspirean-wealth-llc-mill-valley-ca-173138) ([md](https://advisorcensus.com/firm/aspirean-wealth-llc-mill-valley-ca-173138.md)) | 173138 | Mill Valley, CA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Assembly Wealth](https://advisorcensus.com/firm/assembly-wealth-mill-valley-ca-108834) ([md](https://advisorcensus.com/firm/assembly-wealth-mill-valley-ca-108834.md)) | 108834 | Mill Valley, CA | SEC-registered investment adviser | $100 million to $500 million | 26 | % of assets, Hourly, Fixed fee |
| [Assetmark, Inc.](https://advisorcensus.com/firm/assetmark-inc-concord-ca-109018) ([md](https://advisorcensus.com/firm/assetmark-inc-concord-ca-109018.md)) | 109018 | Concord, CA | SEC-registered investment adviser | Over $5 billion | 27 | % of assets, Fixed fee |
| [Asti Financial Management](https://advisorcensus.com/firm/asti-financial-management-novato-ca-137405) ([md](https://advisorcensus.com/firm/asti-financial-management-novato-ca-137405.md)) | 137405 | Novato, CA | State-registered investment adviser | Not reported | 20 | Hourly, Fixed fee |
| [Athena Investment Management](https://advisorcensus.com/firm/athena-investment-management-orinda-ca-106542) ([md](https://advisorcensus.com/firm/athena-investment-management-orinda-ca-106542.md)) | 106542 | Orinda, CA | SEC-registered investment adviser | $100 million to $500 million | 49 | % of assets, Hourly, Fixed fee |
| [Attune Financial Planning, LLC](https://advisorcensus.com/firm/attune-financial-planning-llc-san-rafael-ca-159395) ([md](https://advisorcensus.com/firm/attune-financial-planning-llc-san-rafael-ca-159395.md)) | 159395 | San Rafael, CA | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Fixed fee, Other |
| [Austin Creek Capital, LLC](https://advisorcensus.com/firm/austin-creek-capital-llc-mill-valley-ca-313554) ([md](https://advisorcensus.com/firm/austin-creek-capital-llc-mill-valley-ca-313554.md)) | 313554 | Mill Valley, CA | State-registered investment adviser | Under $25 million | 5 | % of assets, Fixed fee |
| [AWR Investment Management, LLC](https://advisorcensus.com/firm/awr-investment-management-llc-san-rafael-ca-118538) ([md](https://advisorcensus.com/firm/awr-investment-management-llc-san-rafael-ca-118538.md)) | 118538 | San Rafael, CA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Fixed fee |
| [Babylon Wealth Management LLC](https://advisorcensus.com/firm/babylon-wealth-management-llc-walnut-creek-ca-283309) ([md](https://advisorcensus.com/firm/babylon-wealth-management-llc-walnut-creek-ca-283309.md)) | 283309 | Walnut Creek, CA | State-registered investment adviser | $25 million to $100 million | 10 | % of assets, Hourly, Fixed fee |
| [Backer](https://advisorcensus.com/firm/backer-san-francisco-ca-281813) ([md](https://advisorcensus.com/firm/backer-san-francisco-ca-281813.md)) | 281813 | San Francisco, CA | SEC-registered investment adviser | $25 million to $100 million | 10 | Fixed fee |
| [Bailard, Inc.](https://advisorcensus.com/firm/bailard-inc-foster-city-ca-110550) ([md](https://advisorcensus.com/firm/bailard-inc-foster-city-ca-110550.md)) | 110550 | Foster City, CA | SEC-registered investment adviser | Over $5 billion | 54 | % of assets, Fixed fee, Performance fee |
| [Baker Street Advisors, LLC](https://advisorcensus.com/firm/baker-street-advisors-llc-san-francisco-ca-128066) ([md](https://advisorcensus.com/firm/baker-street-advisors-llc-san-francisco-ca-128066.md)) | 128066 | San Francisco, CA | SEC-registered investment adviser | Over $5 billion | 23 | % of assets, Hourly, Fixed fee |
| [Bakeravenue](https://advisorcensus.com/firm/bakeravenue-san-francisco-ca-132657) ([md](https://advisorcensus.com/firm/bakeravenue-san-francisco-ca-132657.md)) | 132657 | San Francisco, CA | SEC-registered investment adviser | Over $5 billion | 21 | % of assets, Fixed fee |
| [Balance Cash Management Inc.](https://advisorcensus.com/firm/balance-cash-management-inc-san-francisco-ca-333867) ([md](https://advisorcensus.com/firm/balance-cash-management-inc-san-francisco-ca-333867.md)) | 333867 | San Francisco, CA | SEC-registered investment adviser | Under $25 million | 1 | % of assets, Fixed fee |
| [Banneker Partners LLC](https://advisorcensus.com/firm/banneker-partners-llc-san-francisco-ca-296624) ([md](https://advisorcensus.com/firm/banneker-partners-llc-san-francisco-ca-296624.md)) | 296624 | San Francisco, CA | SEC-registered investment adviser | $1 billion to $5 billion | 6 | % of assets, Fixed fee, Performance fee |
| [Barentsen Advisory Services, LLC](https://advisorcensus.com/firm/barentsen-advisory-services-llc-walnut-creek-ca-285676) ([md](https://advisorcensus.com/firm/barentsen-advisory-services-llc-walnut-creek-ca-285676.md)) | 285676 | Walnut Creek, CA | State-registered investment adviser | Not reported | 9 | Hourly, Fixed fee |
| [Baybridge Capital Group, LLC](https://advisorcensus.com/firm/baybridge-capital-group-llc-livermore-ca-284867) ([md](https://advisorcensus.com/firm/baybridge-capital-group-llc-livermore-ca-284867.md)) | 284867 | Livermore, CA | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly, Fixed fee |
| [Bayleaf Financial Services](https://advisorcensus.com/firm/bayleaf-financial-services-dublin-ca-342400) ([md](https://advisorcensus.com/firm/bayleaf-financial-services-dublin-ca-342400.md)) | 342400 | Dublin, CA | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [BCN Financial, Inc.](https://advisorcensus.com/firm/bcn-financial-inc-alameda-ca-135655) ([md](https://advisorcensus.com/firm/bcn-financial-inc-alameda-ca-135655.md)) | 135655 | Alameda, CA | State-registered investment adviser | Under $25 million | 21 | % of assets, Fixed fee |
| [Bell Investment Advisors Inc](https://advisorcensus.com/firm/bell-investment-advisors-inc-orinda-ca-108383) ([md](https://advisorcensus.com/firm/bell-investment-advisors-inc-orinda-ca-108383.md)) | 108383 | Orinda, CA | SEC-registered investment adviser | $500 million to $1 billion | 27 | % of assets, Hourly, Fixed fee |
| [Benningfield Financial Advisors, LLC](https://advisorcensus.com/firm/benningfield-financial-advisors-llc-san-francisco-ca-134950) ([md](https://advisorcensus.com/firm/benningfield-financial-advisors-llc-san-francisco-ca-134950.md)) | 134950 | San Francisco, CA | SEC-registered investment adviser | $100 million to $500 million | 12 | % of assets, Hourly, Fixed fee |
| [Berkeley Investment Advisors](https://advisorcensus.com/firm/berkeley-investment-advisors-san-francisco-ca-121223) ([md](https://advisorcensus.com/firm/berkeley-investment-advisors-san-francisco-ca-121223.md)) | 121223 | San Francisco, CA | State-registered investment adviser | $25 million to $100 million | 24 | % of assets, Hourly, Fixed fee |
| [Berla Investment Consulting](https://advisorcensus.com/firm/berla-investment-consulting-alamo-ca-112847) ([md](https://advisorcensus.com/firm/berla-investment-consulting-alamo-ca-112847.md)) | 112847 | Alamo, CA | SEC-registered investment adviser | Not reported | 40 | Hourly, Fixed fee |
| [Beyond Financial Services](https://advisorcensus.com/firm/beyond-financial-services-fremont-ca-286350) ([md](https://advisorcensus.com/firm/beyond-financial-services-fremont-ca-286350.md)) | 286350 | Fremont, CA | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Hourly, Fixed fee |

- Next page: https://advisorcensus.com/advisors/ca/san-francisco/flat-fee/page/2.md

## 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 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. Flat-fee financial advisors in San Francisco, CA: 389 firms from Form ADV filings as of October 2026.