# 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/5

## 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 5 of 8, 201 to 250 of 389, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [J.P. King Advisors, Inc.](https://advisorcensus.com/firm/j-p-king-advisors-inc-walnut-creek-ca-112109) ([md](https://advisorcensus.com/firm/j-p-king-advisors-inc-walnut-creek-ca-112109.md)) | 112109 | Walnut Creek, CA | SEC-registered investment adviser | $500 million to $1 billion | 25 | % of assets, Fixed fee |
| [Jane Financial, LLC](https://advisorcensus.com/firm/jane-financial-llc-oakland-ca-288419) ([md](https://advisorcensus.com/firm/jane-financial-llc-oakland-ca-288419.md)) | 288419 | Oakland, CA | State-registered investment adviser | Under $25 million | 9 | Fixed fee |
| [Jocelyn Investment Management, LLC](https://advisorcensus.com/firm/jocelyn-investment-management-llc-san-rafael-ca-323831) ([md](https://advisorcensus.com/firm/jocelyn-investment-management-llc-san-rafael-ca-323831.md)) | 323831 | San Rafael, CA | SEC-registered investment adviser | $1 billion to $5 billion | 3 | % of assets, Hourly, Fixed fee |
| [Jordan Park Group LLC](https://advisorcensus.com/firm/jordan-park-group-llc-san-francisco-ca-287755) ([md](https://advisorcensus.com/firm/jordan-park-group-llc-san-francisco-ca-287755.md)) | 287755 | San Francisco, CA | SEC-registered investment adviser | Over $5 billion | 9 | % of assets, Hourly, Fixed fee, Performance fee |
| [Kaizen Financial Strategies, LLC](https://advisorcensus.com/firm/kaizen-financial-strategies-llc-pleasanton-ca-298248) ([md](https://advisorcensus.com/firm/kaizen-financial-strategies-llc-pleasanton-ca-298248.md)) | 298248 | Pleasanton, CA | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Hourly, Fixed fee |
| [KB Financial Advisors LLC](https://advisorcensus.com/firm/kb-financial-advisors-llc-san-francisco-ca-134374) ([md](https://advisorcensus.com/firm/kb-financial-advisors-llc-san-francisco-ca-134374.md)) | 134374 | San Francisco, CA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee |
| [Ketron Financial LLC](https://advisorcensus.com/firm/ketron-financial-llc-novato-ca-330807) ([md](https://advisorcensus.com/firm/ketron-financial-llc-novato-ca-330807.md)) | 330807 | Novato, CA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Fixed fee |
| [Key Focus Wealth LLC](https://advisorcensus.com/firm/key-focus-wealth-llc-san-ramon-ca-311827) ([md](https://advisorcensus.com/firm/key-focus-wealth-llc-san-ramon-ca-311827.md)) | 311827 | San Ramon, CA | State-registered investment adviser | $25 million to $100 million | 5 | % of assets, Hourly, Fixed fee |
| [King Wealth Advisors, LLC](https://advisorcensus.com/firm/king-wealth-advisors-llc-san-mateo-ca-281798) ([md](https://advisorcensus.com/firm/king-wealth-advisors-llc-san-mateo-ca-281798.md)) | 281798 | San Mateo, CA | State-registered investment adviser | $25 million to $100 million | 10 | % of assets, Hourly, Fixed fee |
| [Koch Capital Management LLC](https://advisorcensus.com/firm/koch-capital-management-llc-alamo-ca-148575) ([md](https://advisorcensus.com/firm/koch-capital-management-llc-alamo-ca-148575.md)) | 148575 | Alamo, CA | State-registered investment adviser | $25 million to $100 million | 17 | % of assets, Fixed fee |
| [Lafayette Square Financial Advisors, Inc.](https://advisorcensus.com/firm/lafayette-square-financial-advisors-inc-walnut-creek-ca-343749) ([md](https://advisorcensus.com/firm/lafayette-square-financial-advisors-inc-walnut-creek-ca-343749.md)) | 343749 | Walnut Creek, CA | SEC-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee, Other |
| [Lanning Financial Inc.](https://advisorcensus.com/firm/lanning-financial-inc-san-fransisco-ca-150710) ([md](https://advisorcensus.com/firm/lanning-financial-inc-san-fransisco-ca-150710.md)) | 150710 | San Fransisco, CA | State-registered investment adviser | Not reported | 16 | Fixed fee, Other |
| [Lavelle Capital](https://advisorcensus.com/firm/lavelle-capital-san-francisco-ca-316754) ([md](https://advisorcensus.com/firm/lavelle-capital-san-francisco-ca-316754.md)) | 316754 | San Francisco, CA | SEC-registered investment adviser | $500 million to $1 billion | 4 | % of assets, Fixed fee, Performance fee |
| [Lewis Asset Management](https://advisorcensus.com/firm/lewis-asset-management-lafayette-ca-143409) ([md](https://advisorcensus.com/firm/lewis-asset-management-lafayette-ca-143409.md)) | 143409 | Lafayette, CA | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Fixed fee |
| [Liberty Wealth Management, LLC](https://advisorcensus.com/firm/liberty-wealth-management-llc-oakland-ca-286001) ([md](https://advisorcensus.com/firm/liberty-wealth-management-llc-oakland-ca-286001.md)) | 286001 | Oakland, CA | SEC-registered investment adviser | $1 billion to $5 billion | 8 | % of assets, Hourly, Fixed fee, Performance fee, Other |
| [Lloyd Tevis Investments, LLC](https://advisorcensus.com/firm/lloyd-tevis-investments-llc-lafayette-ca-323061) ([md](https://advisorcensus.com/firm/lloyd-tevis-investments-llc-lafayette-ca-323061.md)) | 323061 | Lafayette, CA | SEC-registered investment adviser | Under $25 million | 3 | % of assets, Hourly, Fixed fee |
| [Lodestar Private Asset Management LLC](https://advisorcensus.com/firm/lodestar-private-asset-management-llc-alamo-ca-107638) ([md](https://advisorcensus.com/firm/lodestar-private-asset-management-llc-alamo-ca-107638.md)) | 107638 | Alamo, CA | SEC-registered investment adviser | $1 billion to $5 billion | 35 | % of assets, Hourly, Fixed fee |
| [Luna Capital Management, LLC](https://advisorcensus.com/firm/luna-capital-management-llc-burlingame-ca-307687) ([md](https://advisorcensus.com/firm/luna-capital-management-llc-burlingame-ca-307687.md)) | 307687 | Burlingame, CA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [MA Private Wealth, LLC](https://advisorcensus.com/firm/ma-private-wealth-llc-san-carlos-ca-291366) ([md](https://advisorcensus.com/firm/ma-private-wealth-llc-san-carlos-ca-291366.md)) | 291366 | San Carlos, CA | SEC-registered investment adviser | $500 million to $1 billion | 8 | % of assets, Fixed fee |
| [Macroclimate LLC](https://advisorcensus.com/firm/macroclimate-llc-san-francisco-ca-130655) ([md](https://advisorcensus.com/firm/macroclimate-llc-san-francisco-ca-130655.md)) | 130655 | San Francisco, CA | SEC-registered investment adviser | $100 million to $500 million | 11 | % of assets, Hourly, Fixed fee, Other |
| [Madrone Investment Advisory, LLC](https://advisorcensus.com/firm/madrone-investment-advisory-llc-san-rafael-ca-149549) ([md](https://advisorcensus.com/firm/madrone-investment-advisory-llc-san-rafael-ca-149549.md)) | 149549 | San Rafael, CA | SEC-registered investment adviser | $100 million to $500 million | 5 | Fixed fee |
| [Main Management, LLC](https://advisorcensus.com/firm/main-management-llc-san-francisco-ca-120361) ([md](https://advisorcensus.com/firm/main-management-llc-san-francisco-ca-120361.md)) | 120361 | San Francisco, CA | SEC-registered investment adviser | $1 billion to $5 billion | 24 | % of assets, Fixed fee, Performance fee |
| [Malakoff Wealth](https://advisorcensus.com/firm/malakoff-wealth-danville-ca-132290) ([md](https://advisorcensus.com/firm/malakoff-wealth-danville-ca-132290.md)) | 132290 | Danville, CA | State-registered investment adviser | Not reported | 21 | Hourly, Fixed fee, Other |
| [Maney Wealth](https://advisorcensus.com/firm/maney-wealth-san-francisco-ca-340078) ([md](https://advisorcensus.com/firm/maney-wealth-san-francisco-ca-340078.md)) | 340078 | San Francisco, CA | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [Marathon Retirement Planning](https://advisorcensus.com/firm/marathon-retirement-planning-dublin-ca-319258) ([md](https://advisorcensus.com/firm/marathon-retirement-planning-dublin-ca-319258.md)) | 319258 | Dublin, CA | State-registered investment adviser | $25 million to $100 million | 4 | % of assets, Hourly, Fixed fee |
| [Marim Wealth Planning](https://advisorcensus.com/firm/marim-wealth-planning-san-mateo-ca-325684) ([md](https://advisorcensus.com/firm/marim-wealth-planning-san-mateo-ca-325684.md)) | 325684 | San Mateo, CA | State-registered investment adviser | $25 million to $100 million | 3 | % of assets, Hourly, Fixed fee |
| [Marin Wealth Advisors LLC](https://advisorcensus.com/firm/marin-wealth-advisors-llc-san-rafael-ca-123237) ([md](https://advisorcensus.com/firm/marin-wealth-advisors-llc-san-rafael-ca-123237.md)) | 123237 | San Rafael, CA | State-registered investment adviser | $25 million to $100 million | 0 | % of assets, Fixed fee |
| [MCM Advisers, LP](https://advisorcensus.com/firm/mcm-advisers-lp-orinda-ca-110656) ([md](https://advisorcensus.com/firm/mcm-advisers-lp-orinda-ca-110656.md)) | 110656 | Orinda, CA | SEC-registered investment adviser | $100 million to $500 million | 30 | % of assets, Fixed fee, Performance fee |
| [MCM Wealth](https://advisorcensus.com/firm/mcm-wealth-novato-ca-136075) ([md](https://advisorcensus.com/firm/mcm-wealth-novato-ca-136075.md)) | 136075 | Novato, CA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [Menlo Equities](https://advisorcensus.com/firm/menlo-equities-menlo-park-ca-162139) ([md](https://advisorcensus.com/firm/menlo-equities-menlo-park-ca-162139.md)) | 162139 | Menlo Park, CA | SEC-registered investment adviser | $1 billion to $5 billion | 14 | % of assets, Fixed fee, Performance fee, Other |
| [Meridian Investment Counsel, Inc.](https://advisorcensus.com/firm/meridian-investment-counsel-inc-lafayette-ca-131655) ([md](https://advisorcensus.com/firm/meridian-investment-counsel-inc-lafayette-ca-131655.md)) | 131655 | Lafayette, CA | SEC-registered investment adviser | $500 million to $1 billion | 22 | % of assets, Hourly, Fixed fee |
| [Meritas Wealth Management, LLC](https://advisorcensus.com/firm/meritas-wealth-management-llc-san-rafael-ca-148565) ([md](https://advisorcensus.com/firm/meritas-wealth-management-llc-san-rafael-ca-148565.md)) | 148565 | San Rafael, CA | SEC-registered investment adviser | $500 million to $1 billion | 17 | % of assets, Hourly, Fixed fee |
| [Mezzi](https://advisorcensus.com/firm/mezzi-menlo-park-ca-337818) ([md](https://advisorcensus.com/firm/mezzi-menlo-park-ca-337818.md)) | 337818 | Menlo Park, CA | SEC-registered investment adviser | Not reported | 1 | Fixed fee |
| [Miller Avenue Advisors LLC](https://advisorcensus.com/firm/miller-avenue-advisors-llc-mill-valley-ca-313523) ([md](https://advisorcensus.com/firm/miller-avenue-advisors-llc-mill-valley-ca-313523.md)) | 313523 | Mill Valley, CA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Fixed fee |
| [Mirador Capital Partners](https://advisorcensus.com/firm/mirador-capital-partners-pleasanton-ca-173764) ([md](https://advisorcensus.com/firm/mirador-capital-partners-pleasanton-ca-173764.md)) | 173764 | Pleasanton, CA | SEC-registered investment adviser | $1 billion to $5 billion | 11 | % of assets, Hourly, Fixed fee, Performance fee |
| [Moment Partners, LLC](https://advisorcensus.com/firm/moment-partners-llc-san-francisco-ca-332691) ([md](https://advisorcensus.com/firm/moment-partners-llc-san-francisco-ca-332691.md)) | 332691 | San Francisco, CA | SEC-registered investment adviser | $1 billion to $5 billion | 2 | % of assets, Fixed fee, Performance fee |
| [Monroe Wealth Management LLC](https://advisorcensus.com/firm/monroe-wealth-management-llc-san-francisco-ca-300513) ([md](https://advisorcensus.com/firm/monroe-wealth-management-llc-san-francisco-ca-300513.md)) | 300513 | San Francisco, CA | State-registered investment adviser | $25 million to $100 million | 7 | % of assets, Fixed fee |
| [Monvia Financial L.P.](https://advisorcensus.com/firm/monvia-financial-l-p-walnut-creek-ca-165932) ([md](https://advisorcensus.com/firm/monvia-financial-l-p-walnut-creek-ca-165932.md)) | 165932 | Walnut Creek, CA | State-registered investment adviser | $25 million to $100 million | 13 | % of assets, Fixed fee |
| [Morling Financial Advisors, LLC](https://advisorcensus.com/firm/morling-financial-advisors-llc-fremont-ca-111819) ([md](https://advisorcensus.com/firm/morling-financial-advisors-llc-fremont-ca-111819.md)) | 111819 | Fremont, CA | SEC-registered investment adviser | $1 billion to $5 billion | 11 | % of assets, Hourly, Fixed fee |
| [Mosher Financial Advisors LLC](https://advisorcensus.com/firm/mosher-financial-advisors-llc-lafayette-ca-291088) ([md](https://advisorcensus.com/firm/mosher-financial-advisors-llc-lafayette-ca-291088.md)) | 291088 | Lafayette, CA | State-registered investment adviser | Not reported | 8 | Hourly, Fixed fee |
| [Nancy K Weeks Associates, LLC](https://advisorcensus.com/firm/nancy-k-weeks-associates-llc-redwood-city-ca-135737) ([md](https://advisorcensus.com/firm/nancy-k-weeks-associates-llc-redwood-city-ca-135737.md)) | 135737 | Redwood City, CA | State-registered investment adviser | Not reported | 23 | Hourly, Fixed fee, Other |
| [Navigation Group LLC](https://advisorcensus.com/firm/navigation-group-llc-redwood-shores-ca-130982) ([md](https://advisorcensus.com/firm/navigation-group-llc-redwood-shores-ca-130982.md)) | 130982 | Redwood Shores, CA | SEC-registered investment adviser | $1 billion to $5 billion | 9 | % of assets, Hourly, Fixed fee |
| [NDH Opportunity LLC](https://advisorcensus.com/firm/ndh-opportunity-llc-san-francisco-ca-341426) ([md](https://advisorcensus.com/firm/ndh-opportunity-llc-san-francisco-ca-341426.md)) | 341426 | San Francisco, CA | SEC-registered investment adviser | $100 million to $500 million | 0 | Fixed fee, Performance fee |
| [New Forests Inc.](https://advisorcensus.com/firm/new-forests-inc-san-francisco-ca-165267) ([md](https://advisorcensus.com/firm/new-forests-inc-san-francisco-ca-165267.md)) | 165267 | San Francisco, CA | SEC-registered investment adviser | $500 million to $1 billion | 7 | % of assets, Fixed fee, Performance fee |
| [New Insight Wealth Advisors](https://advisorcensus.com/firm/new-insight-wealth-advisors-san-ramon-ca-318083) ([md](https://advisorcensus.com/firm/new-insight-wealth-advisors-san-ramon-ca-318083.md)) | 318083 | San Ramon, CA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [New Spring Financial Planning, LLC](https://advisorcensus.com/firm/new-spring-financial-planning-llc-san-ramon-ca-164647) ([md](https://advisorcensus.com/firm/new-spring-financial-planning-llc-san-ramon-ca-164647.md)) | 164647 | San Ramon, CA | State-registered investment adviser | $25 million to $100 million | 13 | % of assets, Hourly, Fixed fee |
| [Newfront Retirement Services, Inc.](https://advisorcensus.com/firm/newfront-retirement-services-inc-san-mateo-ca-167641) ([md](https://advisorcensus.com/firm/newfront-retirement-services-inc-san-mateo-ca-167641.md)) | 167641 | San Mateo, CA | SEC-registered investment adviser | $1 billion to $5 billion | 12 | % of assets, Fixed fee |
| [NIA Impact Capital](https://advisorcensus.com/firm/nia-impact-capital-oakland-ca-286587) ([md](https://advisorcensus.com/firm/nia-impact-capital-oakland-ca-286587.md)) | 286587 | Oakland, CA | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Hourly, Fixed fee |
| [Nine Pines Ventures, LLC](https://advisorcensus.com/firm/nine-pines-ventures-llc-san-ramon-ca-330532) ([md](https://advisorcensus.com/firm/nine-pines-ventures-llc-san-ramon-ca-330532.md)) | 330532 | San Ramon, CA | State-registered investment adviser | $25 million to $100 million | 2 | % of assets, Fixed fee |
| [North Berkeley Wealth Management, LLC](https://advisorcensus.com/firm/north-berkeley-wealth-management-llc-berkeley-ca-136431) ([md](https://advisorcensus.com/firm/north-berkeley-wealth-management-llc-berkeley-ca-136431.md)) | 136431 | Berkeley, CA | SEC-registered investment adviser | $500 million to $1 billion | 21 | % of assets, Hourly, 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.