{
  "path": "/advisors/ca/san-francisco/flat-fee",
  "url": "https://advisorcensus.com/advisors/ca/san-francisco/flat-fee/page/6",
  "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": 6,
  "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": 124186,
      "name": "NWK Group",
      "name_as_filed": "NWK  GROUP",
      "url": "https://advisorcensus.com/firm/nwk-group-san-francisco-ca-124186",
      "city": "San Francisco",
      "state": "CA",
      "years_registered": 23,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 172520,
      "name": "O'Donnell Financial Services, LLC",
      "name_as_filed": "O'DONNELL FINANCIAL SERVICES, LLC",
      "url": "https://advisorcensus.com/firm/o-donnell-financial-services-llc-san-rafael-ca-172520",
      "city": "San Rafael",
      "state": "CA",
      "years_registered": 9,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 226668,
      "name": "Oak Peak Financial",
      "name_as_filed": "OAK PEAK FINANCIAL",
      "url": "https://advisorcensus.com/firm/oak-peak-financial-menlo-park-ca-226668",
      "city": "Menlo Park",
      "state": "CA",
      "years_registered": 11,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 155640,
      "name": "Obel Financial Advisors",
      "name_as_filed": "OBEL FINANCIAL ADVISORS",
      "url": "https://advisorcensus.com/firm/obel-financial-advisors-san-mateo-ca-155640",
      "city": "San Mateo",
      "state": "CA",
      "years_registered": 15,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 170975,
      "name": "Octavewealth",
      "name_as_filed": "OCTAVEWEALTH",
      "url": "https://advisorcensus.com/firm/octavewealth-san-francisco-ca-170975",
      "city": "San Francisco",
      "state": "CA",
      "years_registered": 12,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 158515,
      "name": "Ohana Advisors",
      "name_as_filed": "OHANA ADVISORS",
      "url": "https://advisorcensus.com/firm/ohana-advisors-san-rafael-ca-158515",
      "city": "San Rafael",
      "state": "CA",
      "years_registered": 14,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 170910,
      "name": "One Wealth Advisors, LLC",
      "name_as_filed": "ONE WEALTH ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/one-wealth-advisors-llc-san-francisco-ca-170910",
      "city": "San Francisco",
      "state": "CA",
      "years_registered": 12,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 288421,
      "name": "Optimo Capital",
      "name_as_filed": "OPTIMO CAPITAL",
      "url": "https://advisorcensus.com/firm/optimo-capital-san-francisco-ca-288421",
      "city": "San Francisco",
      "state": "CA",
      "years_registered": 9,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 175424,
      "name": "Optura Advisors, Inc.",
      "name_as_filed": "OPTURA ADVISORS, INC.",
      "url": "https://advisorcensus.com/firm/optura-advisors-inc-burlingame-ca-175424",
      "city": "Burlingame",
      "state": "CA",
      "years_registered": 11,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 306511,
      "name": "Orderly Finance",
      "name_as_filed": "ORDERLY FINANCE",
      "url": "https://advisorcensus.com/firm/orderly-finance-walnut-creek-ca-306511",
      "city": "Walnut Creek",
      "state": "CA",
      "years_registered": 6,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 105421,
      "name": "Osterweis Capital Management",
      "name_as_filed": "OSTERWEIS CAPITAL MANAGEMENT",
      "url": "https://advisorcensus.com/firm/osterweis-capital-management-san-francisco-ca-105421",
      "city": "San Francisco",
      "state": "CA",
      "years_registered": 43,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 109580,
      "name": "Osterweis Capital Management",
      "name_as_filed": "OSTERWEIS CAPITAL MANAGEMENT",
      "url": "https://advisorcensus.com/firm/osterweis-capital-management-san-francisco-ca-109580",
      "city": "San Francisco",
      "state": "CA",
      "years_registered": 29,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 283734,
      "name": "Owl and ORE Wealth Planning",
      "name_as_filed": "OWL AND ORE WEALTH PLANNING",
      "url": "https://advisorcensus.com/firm/owl-and-ore-wealth-planning-pleasant-hill-ca-283734",
      "city": "Pleasant Hill",
      "state": "CA",
      "years_registered": 10,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 172356,
      "name": "Pacific Excel Wealth Advisors, Inc.",
      "name_as_filed": "PACIFIC EXCEL WEALTH ADVISORS, INC.",
      "url": "https://advisorcensus.com/firm/pacific-excel-wealth-advisors-inc-walnut-creek-ca-172356",
      "city": "Walnut Creek",
      "state": "CA",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 110091,
      "name": "Pantheon",
      "name_as_filed": "PANTHEON",
      "url": "https://advisorcensus.com/firm/pantheon-san-francisco-ca-110091",
      "city": "San Francisco",
      "state": "CA",
      "years_registered": 37,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 153425,
      "name": "Pantheon",
      "name_as_filed": "PANTHEON",
      "url": "https://advisorcensus.com/firm/pantheon-san-francisco-ca-153425",
      "city": "San Francisco",
      "state": "CA",
      "years_registered": 16,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 299210,
      "name": "Paradigm Operations LP",
      "name_as_filed": "PARADIGM OPERATIONS LP",
      "url": "https://advisorcensus.com/firm/paradigm-operations-lp-san-francisco-ca-299210",
      "city": "San Francisco",
      "state": "CA",
      "years_registered": 7,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 140800,
      "name": "Parallel Advisors, LLC",
      "name_as_filed": "PARALLEL ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/parallel-advisors-llc-san-francisco-ca-140800",
      "city": "San Francisco",
      "state": "CA",
      "years_registered": 19,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 142745,
      "name": "Park Place Wealth Advisors, Inc",
      "name_as_filed": "PARK PLACE WEALTH ADVISORS, INC",
      "url": "https://advisorcensus.com/firm/park-place-wealth-advisors-inc-orinda-ca-142745",
      "city": "Orinda",
      "state": "CA",
      "years_registered": 19,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "commissions"
      ],
      "enhanced": false
    },
    {
      "crd_number": 174215,
      "name": "Pathwise",
      "name_as_filed": "PATHWISE",
      "url": "https://advisorcensus.com/firm/pathwise-walnut-creek-ca-174215",
      "city": "Walnut Creek",
      "state": "CA",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 305663,
      "name": "Peakview Capital",
      "name_as_filed": "PEAKVIEW CAPITAL",
      "url": "https://advisorcensus.com/firm/peakview-capital-menlo-park-ca-305663",
      "city": "Menlo Park",
      "state": "CA",
      "years_registered": 3,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 159042,
      "name": "Penserra Capital Management LLC",
      "name_as_filed": "PENSERRA CAPITAL MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/penserra-capital-management-llc-orinda-ca-159042",
      "city": "Orinda",
      "state": "CA",
      "years_registered": 11,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 333218,
      "name": "Penserra Wealth Management",
      "name_as_filed": "PENSERRA WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/penserra-wealth-management-orinda-ca-333218",
      "city": "Orinda",
      "state": "CA",
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 131037,
      "name": "Perigon Wealth Management, LLC",
      "name_as_filed": "PERIGON WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/perigon-wealth-management-llc-san-francisco-ca-131037",
      "city": "San Francisco",
      "state": "CA",
      "years_registered": 22,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 140015,
      "name": "PF Wealth Management Group, LLC",
      "name_as_filed": "PF WEALTH MANAGEMENT GROUP, LLC",
      "url": "https://advisorcensus.com/firm/pf-wealth-management-group-llc-oakland-ca-140015",
      "city": "Oakland",
      "state": "CA",
      "years_registered": 20,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 299731,
      "name": "Phoenix Investment",
      "name_as_filed": "PHOENIX INVESTMENT",
      "url": "https://advisorcensus.com/firm/phoenix-investment-san-ramon-ca-299731",
      "city": "San Ramon",
      "state": "CA",
      "years_registered": 7,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 169316,
      "name": "Pier 88 Investment Partners, LLC",
      "name_as_filed": "PIER 88 INVESTMENT PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/pier-88-investment-partners-llc-san-francisco-ca-169316",
      "city": "San Francisco",
      "state": "CA",
      "years_registered": 10,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 154097,
      "name": "PILLAR6 Advisors, LLC",
      "name_as_filed": "PILLAR6 ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/pillar6-advisors-llc-san-francisco-ca-154097",
      "city": "San Francisco",
      "state": "CA",
      "years_registered": 16,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 326747,
      "name": "Pinegrove Venture Partners, LLC",
      "name_as_filed": "PINEGROVE VENTURE PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/pinegrove-venture-partners-llc-menlo-park-ca-326747",
      "city": "Menlo Park",
      "state": "CA",
      "years_registered": 3,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 136331,
      "name": "Pinnacle Retirement & Financial Planning",
      "name_as_filed": "PINNACLE RETIREMENT & FINANCIAL PLANNING",
      "url": "https://advisorcensus.com/firm/pinnacle-retirement-and-financial-planning-san-rafael-ca-136331",
      "city": "San Rafael",
      "state": "CA",
      "years_registered": 28,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 329764,
      "name": "Plutus Wealth Management",
      "name_as_filed": "PLUTUS WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/plutus-wealth-management-burlington-ca-329764",
      "city": "Burlington",
      "state": "CA",
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 137495,
      "name": "PMB Advisors",
      "name_as_filed": "PMB ADVISORS",
      "url": "https://advisorcensus.com/firm/pmb-advisors-larkspur-ca-137495",
      "city": "Larkspur",
      "state": "CA",
      "years_registered": 6,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "commissions"
      ],
      "enhanced": false
    },
    {
      "crd_number": 165532,
      "name": "Poplar Global Wealth Management LLC",
      "name_as_filed": "POPLAR GLOBAL WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/poplar-global-wealth-management-llc-daly-city-ca-165532",
      "city": "Daly City",
      "state": "CA",
      "years_registered": 13,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 106135,
      "name": "Portfolio Management Technology",
      "name_as_filed": "PORTFOLIO MANAGEMENT TECHNOLOGY",
      "url": "https://advisorcensus.com/firm/portfolio-management-technology-san-francisco-ca-106135",
      "city": "San Francisco",
      "state": "CA",
      "years_registered": 30,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 342386,
      "name": "Portfolio POV",
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    "license": "https://creativecommons.org/licenses/by/4.0/",
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