{
  "path": "/advisors/ca/san-francisco/flat-fee",
  "url": "https://advisorcensus.com/advisors/ca/san-francisco/flat-fee/page/3",
  "page_type": "metro_fee",
  "title": "Flat-fee financial advisors in San Francisco, CA",
  "filters": {},
  "scope_total": 389,
  "faq": [
    {
      "q": "How many financial advisory firms are there in San Francisco, CA?",
      "a": "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."
    },
    {
      "q": "How many fee-only financial advisors are in San Francisco, CA?",
      "a": "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."
    },
    {
      "q": "How many financial advisors in San Francisco, CA offer financial planning?",
      "a": "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."
    },
    {
      "q": "Are the financial advisors in San Francisco, CA fiduciaries?",
      "a": "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."
    },
    {
      "q": "How do I check whether a financial advisor has disciplinary disclosures?",
      "a": "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."
    },
    {
      "q": "Does AdvisorCensus rate, verify, or recommend these firms?",
      "a": "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."
    },
    {
      "q": "What does regulatory assets under management mean?",
      "a": "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."
    }
  ],
  "period": "2026-10-01",
  "answer_paragraph": "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.",
  "about_market": "San Francisco has 1,779 investment advisory firms with a principal office in the metro area as of October 2026: 688 SEC-registered, 294 state-registered, and 797 exempt reporting advisers. 320 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 263 report under $100 million in regulatory assets under management. The metro area has 1,744,070 households, 592,601 of them with income of $200,000 or more, or 333 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).",
  "citation": "AdvisorCensus. Flat-fee financial advisors in San Francisco, CA: 389 firms from Form ADV filings as of October 2026.",
  "total_firms": 389,
  "page": 3,
  "total_pages": 8,
  "sort": "name",
  "registration_types": {
    "sec": 239,
    "state": 150,
    "exempt": 0
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 175
    },
    {
      "code": "percentage_of_aum",
      "count": 340
    },
    {
      "code": "hourly",
      "count": 226
    },
    {
      "code": "subscription",
      "count": 6
    },
    {
      "code": "fixed",
      "count": 389
    },
    {
      "code": "commissions",
      "count": 8
    },
    {
      "code": "performance_based",
      "count": 52
    },
    {
      "code": "other",
      "count": 36
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 110
    },
    {
      "code": "5_to_9",
      "count": 101
    },
    {
      "code": "10_to_19",
      "count": 99
    },
    {
      "code": "20_plus",
      "count": 76
    },
    {
      "code": "not_reported",
      "count": 3
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 56
    },
    {
      "code": "25m_100m",
      "count": 66
    },
    {
      "code": "100m_500m",
      "count": 120
    },
    {
      "code": "500m_1b",
      "count": 32
    },
    {
      "code": "1b_5b",
      "count": 43
    },
    {
      "code": "over_5b",
      "count": 27
    },
    {
      "code": "not_reported",
      "count": 45
    }
  ],
  "firms": [
    {
      "crd_number": 156093,
      "name": "Core and Value Advisors, LLC",
      "name_as_filed": "CORE AND VALUE ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/core-and-value-advisors-llc-san-francisco-ca-156093",
      "city": "San Francisco",
      "state": "CA",
      "years_registered": 15,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 338818,
      "name": "Crest Wealth Management LLC",
      "name_as_filed": "CREST WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/crest-wealth-management-llc-san-francisco-ca-338818",
      "city": "San Francisco",
      "state": "CA",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 299116,
      "name": "Csuite Investment LLC",
      "name_as_filed": "CSUITE INVESTMENT LLC",
      "url": "https://advisorcensus.com/firm/csuite-investment-llc-san-rafael-ca-299116",
      "city": "San Rafael",
      "state": "CA",
      "years_registered": 7,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 316549,
      "name": "Cypress Point Investment Management LP",
      "name_as_filed": "CYPRESS POINT INVESTMENT MANAGEMENT LP",
      "url": "https://advisorcensus.com/firm/cypress-point-investment-management-lp-mill-valley-ca-316549",
      "city": "Mill Valley",
      "state": "CA",
      "years_registered": 1,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 149154,
      "name": "D.A. Flowers & Company, LLC",
      "name_as_filed": "D.A. FLOWERS & COMPANY, LLC",
      "url": "https://advisorcensus.com/firm/d-a-flowers-and-company-llc-berkeley-ca-149154",
      "city": "Berkeley",
      "state": "CA",
      "years_registered": null,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 168132,
      "name": "Dedicated Capital Advisors, LLC",
      "name_as_filed": "DEDICATED CAPITAL ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/dedicated-capital-advisors-llc-san-francisco-ca-168132",
      "city": "San Francisco",
      "state": "CA",
      "years_registered": 13,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 110365,
      "name": "Destination Wealth Management",
      "name_as_filed": "DESTINATION WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/destination-wealth-management-walnut-creek-ca-110365",
      "city": "Walnut Creek",
      "state": "CA",
      "years_registered": 29,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 302037,
      "name": "Dhamma Capital",
      "name_as_filed": "DHAMMA CAPITAL",
      "url": "https://advisorcensus.com/firm/dhamma-capital-walnut-creek-ca-302037",
      "city": "Walnut Creek",
      "state": "CA",
      "years_registered": 7,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 112229,
      "name": "Diversified Planning Concepts, Inc.",
      "name_as_filed": "DIVERSIFIED PLANNING CONCEPTS, INC.",
      "url": "https://advisorcensus.com/firm/diversified-planning-concepts-inc-corte-madera-ca-112229",
      "city": "Corte Madera",
      "state": "CA",
      "years_registered": 21,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 152317,
      "name": "Dolan Partners LLC",
      "name_as_filed": "DOLAN PARTNERS LLC",
      "url": "https://advisorcensus.com/firm/dolan-partners-llc-danville-ca-152317",
      "city": "Danville",
      "state": "CA",
      "years_registered": 16,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 136373,
      "name": "Double Bay Management & Planning",
      "name_as_filed": "DOUBLE BAY MANAGEMENT & PLANNING",
      "url": "https://advisorcensus.com/firm/double-bay-management-and-planning-san-francisco-ca-136373",
      "city": "San Francisco",
      "state": "CA",
      "years_registered": 11,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 116281,
      "name": "E. Demmler and Associates",
      "name_as_filed": "E. DEMMLER AND ASSOCIATES",
      "url": "https://advisorcensus.com/firm/e-demmler-and-associates-castro-valley-ca-116281",
      "city": "Castro Valley",
      "state": "CA",
      "years_registered": 24,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 108052,
      "name": "Earned Wealth Advisors, LLC",
      "name_as_filed": "EARNED WEALTH ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/earned-wealth-advisors-llc-walnut-creek-ca-108052",
      "city": "Walnut Creek",
      "state": "CA",
      "years_registered": 26,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 147949,
      "name": "East Rock Financial Services, LLC",
      "name_as_filed": "EAST ROCK FINANCIAL SERVICES, LLC",
      "url": "https://advisorcensus.com/firm/east-rock-financial-services-llc-burlingame-ca-147949",
      "city": "Burlingame",
      "state": "CA",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 307265,
      "name": "ECHO45 Advisors LLC",
      "name_as_filed": "ECHO45 ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/echo45-advisors-llc-walnut-creek-ca-307265",
      "city": "Walnut Creek",
      "state": "CA",
      "years_registered": 6,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 153242,
      "name": "Edmd Financial Strategies, LLC",
      "name_as_filed": "EDMD FINANCIAL STRATEGIES, LLC",
      "url": "https://advisorcensus.com/firm/edmd-financial-strategies-llc-san-ramon-ca-153242",
      "city": "San Ramon",
      "state": "CA",
      "years_registered": 16,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 285744,
      "name": "Effective Assets",
      "name_as_filed": "EFFECTIVE ASSETS",
      "url": "https://advisorcensus.com/firm/effective-assets-berkeley-ca-285744",
      "city": "Berkeley",
      "state": "CA",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 287511,
      "name": "Elevate Wealth Management, L.L.C.",
      "name_as_filed": "ELEVATE WEALTH MANAGEMENT, L.L.C.",
      "url": "https://advisorcensus.com/firm/elevate-wealth-management-l-l-c-san-francisco-ca-287511",
      "city": "San Francisco",
      "state": "CA",
      "years_registered": 9,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 307357,
      "name": "Ella Financial Advising",
      "name_as_filed": "ELLA FINANCIAL ADVISING",
      "url": "https://advisorcensus.com/firm/ella-financial-advising-oakland-ca-307357",
      "city": "Oakland",
      "state": "CA",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 165639,
      "name": "Elmwood Wealth Management",
      "name_as_filed": "ELMWOOD WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/elmwood-wealth-management-berkeley-ca-165639",
      "city": "Berkeley",
      "state": "CA",
      "years_registered": 9,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 140929,
      "name": "Embarcadero Financial Group",
      "name_as_filed": "EMBARCADERO FINANCIAL GROUP",
      "url": "https://advisorcensus.com/firm/embarcadero-financial-group-san-francisco-ca-140929",
      "city": "San Francisco",
      "state": "CA",
      "years_registered": 6,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "commissions"
      ],
      "enhanced": false
    },
    {
      "crd_number": 130032,
      "name": "Emerson Equity LLC",
      "name_as_filed": "EMERSON EQUITY LLC",
      "url": "https://advisorcensus.com/firm/emerson-equity-llc-san-mateo-ca-130032",
      "city": "San Mateo",
      "state": "CA",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 289866,
      "name": "Empowering Financial",
      "name_as_filed": "EMPOWERING FINANCIAL",
      "url": "https://advisorcensus.com/firm/empowering-financial-lafayette-ca-289866",
      "city": "Lafayette",
      "state": "CA",
      "years_registered": 7,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 293159,
      "name": "Empros Capital LLC",
      "name_as_filed": "EMPROS CAPITAL LLC",
      "url": "https://advisorcensus.com/firm/empros-capital-llc-san-francisco-ca-293159",
      "city": "San Francisco",
      "state": "CA",
      "years_registered": 4,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 322382,
      "name": "Encompass More Asset Management LLC",
      "name_as_filed": "ENCOMPASS MORE ASSET MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/encompass-more-asset-management-llc-danville-ca-322382",
      "city": "Danville",
      "state": "CA",
      "years_registered": 4,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "subscription",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 337784,
      "name": "Enrich Finance LLC",
      "name_as_filed": "ENRICH FINANCE LLC",
      "url": "https://advisorcensus.com/firm/enrich-finance-llc-san-francisco-ca-337784",
      "city": "San Francisco",
      "state": "CA",
      "years_registered": 1,
      "raum_band": "not_reported",
      "compensation_types": [
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 110263,
      "name": "Evart, Young & Hobbs Investment Management",
      "name_as_filed": "EVART, YOUNG & HOBBS INVESTMENT MANAGEMENT",
      "url": "https://advisorcensus.com/firm/evart-young-and-hobbs-investment-management-redwood-city-ca-110263",
      "city": "Redwood City",
      "state": "CA",
      "years_registered": 33,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 305352,
      "name": "Fairlight Advisors",
      "name_as_filed": "FAIRLIGHT ADVISORS",
      "url": "https://advisorcensus.com/firm/fairlight-advisors-san-francisco-ca-305352",
      "city": "San Francisco",
      "state": "CA",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 108102,
      "name": "Fairview Capital",
      "name_as_filed": "FAIRVIEW CAPITAL",
      "url": "https://advisorcensus.com/firm/fairview-capital-greenbrae-ca-108102",
      "city": "Greenbrae",
      "state": "CA",
      "years_registered": 28,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 142038,
      "name": "Fairway Asset Management, Inc.",
      "name_as_filed": "FAIRWAY ASSET MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/fairway-asset-management-inc-san-ramon-ca-142038",
      "city": "San Ramon",
      "state": "CA",
      "years_registered": 19,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 314384,
      "name": "Farm Girl Capital LLC",
      "name_as_filed": "FARM GIRL CAPITAL LLC",
      "url": "https://advisorcensus.com/firm/farm-girl-capital-llc-albany-ca-314384",
      "city": "Albany",
      "state": "CA",
      "years_registered": 5,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 302050,
      "name": "Farther",
      "name_as_filed": "FARTHER",
      "url": "https://advisorcensus.com/firm/farther-san-francisco-ca-302050",
      "city": "San Francisco",
      "state": "CA",
      "years_registered": 7,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 329391,
      "name": "Fiat Lux Financial Planning",
      "name_as_filed": "FIAT LUX FINANCIAL PLANNING",
      "url": "https://advisorcensus.com/firm/fiat-lux-financial-planning-san-francisco-ca-329391",
      "city": "San Francisco",
      "state": "CA",
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 285681,
      "name": "Fiduciary Financial Group, LLC",
      "name_as_filed": "FIDUCIARY FINANCIAL GROUP, LLC",
      "url": "https://advisorcensus.com/firm/fiduciary-financial-group-llc-san-rafael-ca-285681",
      "city": "San Rafael",
      "state": "CA",
      "years_registered": 5,
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  "csv": null,
  "source": {
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    "as_of": "2026-10-01",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
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}