# 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/page/2

## 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 2 of 8, 51 to 100 of 389, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Beyond Wealth Advisory LLC](https://advisorcensus.com/firm/beyond-wealth-advisory-llc-south-san-francisco-ca-326675) ([md](https://advisorcensus.com/firm/beyond-wealth-advisory-llc-south-san-francisco-ca-326675.md)) | 326675 | South San Francisco, CA | State-registered investment adviser | $25 million to $100 million | 2 | % of assets, Hourly, Fixed fee |
| [Blossom Wealth Management, LLC](https://advisorcensus.com/firm/blossom-wealth-management-llc-alamo-ca-150402) ([md](https://advisorcensus.com/firm/blossom-wealth-management-llc-alamo-ca-150402.md)) | 150402 | Alamo, CA | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Fixed fee |
| [Blume Capital Management, Inc.](https://advisorcensus.com/firm/blume-capital-management-inc-berkeley-ca-111768) ([md](https://advisorcensus.com/firm/blume-capital-management-inc-berkeley-ca-111768.md)) | 111768 | Berkeley, CA | SEC-registered investment adviser | $500 million to $1 billion | 28 | % of assets, Hourly, Fixed fee |
| [Boldin Advisors](https://advisorcensus.com/firm/boldin-advisors-mill-valley-ca-294881) ([md](https://advisorcensus.com/firm/boldin-advisors-mill-valley-ca-294881.md)) | 294881 | Mill Valley, CA | SEC-registered investment adviser | Not reported | 1 | Hourly, Fixed fee |
| [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 |
| [BPM Wealth Advisors, LLC](https://advisorcensus.com/firm/bpm-wealth-advisors-llc-san-francisco-ca-325909) ([md](https://advisorcensus.com/firm/bpm-wealth-advisors-llc-san-francisco-ca-325909.md)) | 325909 | San Francisco, CA | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Hourly, Fixed fee |
| [Bradley & Company Private Wealth Management, LLC](https://advisorcensus.com/firm/bradley-and-company-private-wealth-management-llc-san-francisco-ca-296931) ([md](https://advisorcensus.com/firm/bradley-and-company-private-wealth-management-llc-san-francisco-ca-296931.md)) | 296931 | San Francisco, CA | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly, 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 |
| [Bridgebay Financial, Inc.](https://advisorcensus.com/firm/bridgebay-financial-inc-san-ramon-ca-130279) ([md](https://advisorcensus.com/firm/bridgebay-financial-inc-san-ramon-ca-130279.md)) | 130279 | San Ramon, CA | SEC-registered investment adviser | Not reported | 10 | Hourly, Fixed fee, Other |
| [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 |
| [Brio Financial Group](https://advisorcensus.com/firm/brio-financial-group-san-francisco-ca-289889) ([md](https://advisorcensus.com/firm/brio-financial-group-san-francisco-ca-289889.md)) | 289889 | San Francisco, CA | SEC-registered investment adviser | $1 billion to $5 billion | 8 | % of assets, Hourly, Fixed fee |
| [Bristol Group Inc](https://advisorcensus.com/firm/bristol-group-inc-san-francisco-ca-105087) ([md](https://advisorcensus.com/firm/bristol-group-inc-san-francisco-ca-105087.md)) | 105087 | San Francisco, CA | SEC-registered investment adviser | $1 billion to $5 billion | 45 | Fixed fee, Performance fee, Other |
| [Broadside Wealth](https://advisorcensus.com/firm/broadside-wealth-san-francisco-ca-342220) ([md](https://advisorcensus.com/firm/broadside-wealth-san-francisco-ca-342220.md)) | 342220 | San Francisco, CA | SEC-registered investment adviser | $500 million to $1 billion | 0 | Fixed fee, Other |
| [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 |
| [Broomfield Advisory & Management](https://advisorcensus.com/firm/broomfield-advisory-and-management-san-francisco-ca-149434) ([md](https://advisorcensus.com/firm/broomfield-advisory-and-management-san-francisco-ca-149434.md)) | 149434 | San Francisco, CA | State-registered investment adviser | Not reported | 17 | % of assets, Hourly, Subscription, Fixed fee, Other |
| [Bucher Wealth Advisors](https://advisorcensus.com/firm/bucher-wealth-advisors-san-mateo-ca-154878) ([md](https://advisorcensus.com/firm/bucher-wealth-advisors-san-mateo-ca-154878.md)) | 154878 | San Mateo, CA | SEC-registered investment adviser | $100 million to $500 million | 4 | % 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 |
| [Burton Enright Welch](https://advisorcensus.com/firm/burton-enright-welch-walnut-creek-ca-118376) ([md](https://advisorcensus.com/firm/burton-enright-welch-walnut-creek-ca-118376.md)) | 118376 | Walnut Creek, CA | SEC-registered investment adviser | $1 billion to $5 billion | 18 | % of assets, Hourly, 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 |
| [Callan](https://advisorcensus.com/firm/callan-san-francisco-ca-107687) ([md](https://advisorcensus.com/firm/callan-san-francisco-ca-107687.md)) | 107687 | San Francisco, CA | SEC-registered investment adviser | Over $5 billion | 53 | % of assets, Hourly, Fixed fee, Other |
| [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 |
| [Campton Private Equity Advisors](https://advisorcensus.com/firm/campton-private-equity-advisors-san-francisco-ca-288085) ([md](https://advisorcensus.com/firm/campton-private-equity-advisors-san-francisco-ca-288085.md)) | 288085 | San Francisco, CA | State-registered investment adviser | Not reported | 9 | Hourly, Fixed fee, Other |
| [Candide Group](https://advisorcensus.com/firm/candide-group-oakland-ca-286086) ([md](https://advisorcensus.com/firm/candide-group-oakland-ca-286086.md)) | 286086 | Oakland, CA | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Fixed fee, Performance 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 Management Advisor Group, LLC](https://advisorcensus.com/firm/capital-management-advisor-group-llc-walnut-creek-ca-304617) ([md](https://advisorcensus.com/firm/capital-management-advisor-group-llc-walnut-creek-ca-304617.md)) | 304617 | Walnut Creek, CA | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Hourly, Fixed fee |
| [Carbon Collective Investing, LLC](https://advisorcensus.com/firm/carbon-collective-investing-llc-oakland-ca-310129) ([md](https://advisorcensus.com/firm/carbon-collective-investing-llc-oakland-ca-310129.md)) | 310129 | Oakland, CA | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Fixed fee |
| [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 |
| [Carey Wealth Management](https://advisorcensus.com/firm/carey-wealth-management-san-ramon-ca-173885) ([md](https://advisorcensus.com/firm/carey-wealth-management-san-ramon-ca-173885.md)) | 173885 | San Ramon, CA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [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 |
| [Cayman Capital Management, Inc.](https://advisorcensus.com/firm/cayman-capital-management-inc-san-rafael-ca-299894) ([md](https://advisorcensus.com/firm/cayman-capital-management-inc-san-rafael-ca-299894.md)) | 299894 | San Rafael, CA | State-registered investment adviser | Not reported | 7 | Fixed fee |
| [Cendana Capital](https://advisorcensus.com/firm/cendana-capital-san-francisco-ca-165555) ([md](https://advisorcensus.com/firm/cendana-capital-san-francisco-ca-165555.md)) | 165555 | San Francisco, CA | SEC-registered investment adviser | $1 billion to $5 billion | 11 | % of assets, Fixed fee, Performance fee |
| [Center Pillar Wealth Management LLC](https://advisorcensus.com/firm/center-pillar-wealth-management-llc-newark-ca-313243) ([md](https://advisorcensus.com/firm/center-pillar-wealth-management-llc-newark-ca-313243.md)) | 313243 | Newark, CA | State-registered investment adviser | $25 million to $100 million | 5 | % of assets, Hourly, Fixed fee |
| [Charles Schwab & Co., Inc.](https://advisorcensus.com/firm/charles-schwab-and-co-inc-san-francisco-ca-5393) ([md](https://advisorcensus.com/firm/charles-schwab-and-co-inc-san-francisco-ca-5393.md)) | 5393 | San Francisco, CA | SEC-registered investment adviser | Not reported | 39 | Fixed fee, Other |
| [Charles Schwab Investment Management, Inc](https://advisorcensus.com/firm/charles-schwab-investment-management-inc-san-francisco-ca-106753) ([md](https://advisorcensus.com/firm/charles-schwab-investment-management-inc-san-francisco-ca-106753.md)) | 106753 | San Francisco, CA | SEC-registered investment adviser | Over $5 billion | 36 | % of assets, Fixed fee, Performance fee, Other |
| [Chen Financial Group, LLC](https://advisorcensus.com/firm/chen-financial-group-llc-san-mateo-ca-133336) ([md](https://advisorcensus.com/firm/chen-financial-group-llc-san-mateo-ca-133336.md)) | 133336 | San Mateo, CA | State-registered investment adviser | Not reported | 17 | Hourly, 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 |
| [Chrome Advisors](https://advisorcensus.com/firm/chrome-advisors-san-francisco-ca-311539) ([md](https://advisorcensus.com/firm/chrome-advisors-san-francisco-ca-311539.md)) | 311539 | San Francisco, CA | SEC-registered investment adviser | $100 million to $500 million | 2 | % 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 |
| [Citrine Capital](https://advisorcensus.com/firm/citrine-capital-san-francisco-ca-171735) ([md](https://advisorcensus.com/firm/citrine-capital-san-francisco-ca-171735.md)) | 171735 | San Francisco, CA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Fixed fee, Other |
| [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 |
| [Clearpath Capital Partners LLC](https://advisorcensus.com/firm/clearpath-capital-partners-llc-menlo-park-ca-111756) ([md](https://advisorcensus.com/firm/clearpath-capital-partners-llc-menlo-park-ca-111756.md)) | 111756 | Menlo Park, CA | SEC-registered investment adviser | $100 million to $500 million | 12 | % of assets, Hourly, Fixed fee, Performance fee |
| [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 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 |
| [Conquis Financial LLC](https://advisorcensus.com/firm/conquis-financial-llc-millbrae-ca-319579) ([md](https://advisorcensus.com/firm/conquis-financial-llc-millbrae-ca-319579.md)) | 319579 | Millbrae, CA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Fixed fee, Other |
| [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 |
| [Contrary Legacy LLC](https://advisorcensus.com/firm/contrary-legacy-llc-san-francisco-ca-325014) ([md](https://advisorcensus.com/firm/contrary-legacy-llc-san-francisco-ca-325014.md)) | 325014 | San Francisco, CA | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Fixed fee |

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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 Larkspur, CA](https://advisorcensus.com/advisors/ca/san-francisco/larkspur) (https://advisorcensus.com/advisors/ca/san-francisco/larkspur.md)
- [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. Flat-fee financial advisors in San Francisco, CA: 389 firms from Form ADV filings as of October 2026.