{
  "path": "/advisors/ca/san-francisco/flat-fee",
  "url": "https://advisorcensus.com/advisors/ca/san-francisco/flat-fee/page/7",
  "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": "Find financial advisors in San Francisco, CA who charge a fixed fee. 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, as of October 2026. Firms are listed alphabetically. Sort by years registered or by assets under management, and see how this page is built below.",
  "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": 7,
  "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": 160859,
      "name": "Regis Metro Associates, Inc.",
      "name_as_filed": "REGIS METRO ASSOCIATES, INC.",
      "url": "https://advisorcensus.com/firm/regis-metro-associates-inc-san-francisco-ca-160859",
      "city": "San Francisco",
      "state": "CA",
      "years_registered": 14,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 269824,
      "name": "Remedios Financial Planning",
      "name_as_filed": "REMEDIOS FINANCIAL PLANNING",
      "url": "https://advisorcensus.com/firm/remedios-financial-planning-san-francisco-ca-269824",
      "city": "San Francisco",
      "state": "CA",
      "years_registered": 11,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 300326,
      "name": "Resolute Partners Group",
      "name_as_filed": "RESOLUTE PARTNERS GROUP",
      "url": "https://advisorcensus.com/firm/resolute-partners-group-san-francisco-ca-300326",
      "city": "San Francisco",
      "state": "CA",
      "years_registered": 7,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 311984,
      "name": "Ridgecrest Wealth Partners, LLC",
      "name_as_filed": "RIDGECREST WEALTH PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/ridgecrest-wealth-partners-llc-san-rafael-ca-311984",
      "city": "San Rafael",
      "state": "CA",
      "years_registered": 5,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 144735,
      "name": "Ridley Asset Management, LLC",
      "name_as_filed": "RIDLEY ASSET MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/ridley-asset-management-llc-mill-valley-ca-144735",
      "city": "Mill Valley",
      "state": "CA",
      "years_registered": 14,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 288714,
      "name": "Ring Mountain Capital, LLC",
      "name_as_filed": "RING MOUNTAIN CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/ring-mountain-capital-llc-tiburon-ca-288714",
      "city": "Tiburon",
      "state": "CA",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 107474,
      "name": "Ritter Wealth Counsel",
      "name_as_filed": "RITTER WEALTH COUNSEL",
      "url": "https://advisorcensus.com/firm/ritter-wealth-counsel-san-rafael-ca-107474",
      "city": "San Rafael",
      "state": "CA",
      "years_registered": 14,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 335232,
      "name": "RO2 Wealth",
      "name_as_filed": "RO2 WEALTH",
      "url": "https://advisorcensus.com/firm/ro2-wealth-berkeley-ca-335232",
      "city": "Berkeley",
      "state": "CA",
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 134128,
      "name": "Roach Investment Services",
      "name_as_filed": "ROACH INVESTMENT SERVICES",
      "url": "https://advisorcensus.com/firm/roach-investment-services-san-mateo-ca-134128",
      "city": "San Mateo",
      "state": "CA",
      "years_registered": 8,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 308827,
      "name": "Roberts Wealth Advisors, LLC",
      "name_as_filed": "ROBERTS WEALTH ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/roberts-wealth-advisors-llc-menlo-park-ca-308827",
      "city": "Menlo Park",
      "state": "CA",
      "years_registered": 6,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 289977,
      "name": "Robertson Stephens",
      "name_as_filed": "ROBERTSON STEPHENS",
      "url": "https://advisorcensus.com/firm/robertson-stephens-san-francisco-ca-289977",
      "city": "San Francisco",
      "state": "CA",
      "years_registered": 8,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 105774,
      "name": "Rosenblum Silverman Sutton SF Inc",
      "name_as_filed": "ROSENBLUM SILVERMAN SUTTON SF INC",
      "url": "https://advisorcensus.com/firm/rosenblum-silverman-sutton-sf-inc-san-francisco-ca-105774",
      "city": "San Francisco",
      "state": "CA",
      "years_registered": 42,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 294105,
      "name": "RPA Financial, LLC",
      "name_as_filed": "RPA FINANCIAL, LLC",
      "url": "https://advisorcensus.com/firm/rpa-financial-llc-san-rafael-ca-294105",
      "city": "San Rafael",
      "state": "CA",
      "years_registered": 8,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 172173,
      "name": "RPG Investment Advisory, LLC",
      "name_as_filed": "RPG INVESTMENT ADVISORY, LLC",
      "url": "https://advisorcensus.com/firm/rpg-investment-advisory-llc-pleasanton-ca-172173",
      "city": "Pleasanton",
      "state": "CA",
      "years_registered": 11,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 290148,
      "name": "Sage Rhino Capital LLC",
      "name_as_filed": "SAGE RHINO CAPITAL LLC",
      "url": "https://advisorcensus.com/firm/sage-rhino-capital-llc-menlo-park-ca-290148",
      "city": "Menlo Park",
      "state": "CA",
      "years_registered": 8,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 284277,
      "name": "Saranap Wealth Advisors",
      "name_as_filed": "SARANAP WEALTH ADVISORS",
      "url": "https://advisorcensus.com/firm/saranap-wealth-advisors-walnut-creek-ca-284277",
      "city": "Walnut Creek",
      "state": "CA",
      "years_registered": 10,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 288015,
      "name": "SAS Financial Advisors, LLC.",
      "name_as_filed": "SAS FINANCIAL ADVISORS, LLC.",
      "url": "https://advisorcensus.com/firm/sas-financial-advisors-llc-san-francisco-ca-288015",
      "city": "San Francisco",
      "state": "CA",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 293841,
      "name": "SBJ Capital",
      "name_as_filed": "SBJ CAPITAL",
      "url": "https://advisorcensus.com/firm/sbj-capital-walnut-creek-ca-293841",
      "city": "Walnut Creek",
      "state": "CA",
      "years_registered": 4,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 105702,
      "name": "Schmitz Capital Partners, LLC",
      "name_as_filed": "SCHMITZ CAPITAL PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/schmitz-capital-partners-llc-mill-valley-ca-105702",
      "city": "Mill Valley",
      "state": "CA",
      "years_registered": 37,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "commissions"
      ],
      "enhanced": false
    },
    {
      "crd_number": 170014,
      "name": "SDM Advisors, LLC",
      "name_as_filed": "SDM ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/sdm-advisors-llc-san-francisco-ca-170014",
      "city": "San Francisco",
      "state": "CA",
      "years_registered": 11,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 157435,
      "name": "Seven Post Investment Office LP",
      "name_as_filed": "SEVEN POST INVESTMENT OFFICE LP",
      "url": "https://advisorcensus.com/firm/seven-post-investment-office-lp-san-francisco-ca-157435",
      "city": "San Francisco",
      "state": "CA",
      "years_registered": 15,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 306021,
      "name": "Shepherd Street Advisors",
      "name_as_filed": "SHEPHERD STREET ADVISORS",
      "url": "https://advisorcensus.com/firm/shepherd-street-advisors-larkspur-ca-306021",
      "city": "Larkspur",
      "state": "CA",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 285426,
      "name": "Shum Financial Group, Inc.",
      "name_as_filed": "SHUM FINANCIAL GROUP, INC.",
      "url": "https://advisorcensus.com/firm/shum-financial-group-inc-alameda-ca-285426",
      "city": "Alameda",
      "state": "CA",
      "years_registered": 9,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 312031,
      "name": "Sidepocket Incorporated",
      "name_as_filed": "SIDEPOCKET INCORPORATED",
      "url": "https://advisorcensus.com/firm/sidepocket-incorporated-san-francisco-ca-312031",
      "city": "San Francisco",
      "state": "CA",
      "years_registered": 6,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 131738,
      "name": "Sierra Pacific Private Wealth, LLC",
      "name_as_filed": "SIERRA PACIFIC PRIVATE WEALTH, LLC",
      "url": "https://advisorcensus.com/firm/sierra-pacific-private-wealth-llc-pleasanton-ca-131738",
      "city": "Pleasanton",
      "state": "CA",
      "years_registered": 3,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 158823,
      "name": "Sigfig Wealth Management LLC",
      "name_as_filed": "SIGFIG WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/sigfig-wealth-management-llc-san-francisco-ca-158823",
      "city": "San Francisco",
      "state": "CA",
      "years_registered": 14,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 283522,
      "name": "Skylark Wealth, LLC",
      "name_as_filed": "SKYLARK WEALTH, LLC",
      "url": "https://advisorcensus.com/firm/skylark-wealth-llc-san-francisco-ca-283522",
      "city": "San Francisco",
      "state": "CA",
      "years_registered": 10,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 283020,
      "name": "Smart Path Wealth Management, LLC",
      "name_as_filed": "SMART PATH WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/smart-path-wealth-management-llc-pleasanton-ca-283020",
      "city": "Pleasanton",
      "state": "CA",
      "years_registered": 10,
      "raum_band": "not_reported",
      "compensation_types": [
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 335596,
      "name": "So LLC",
      "name_as_filed": "SO LLC",
      "url": "https://advisorcensus.com/firm/so-llc-san-francisco-ca-335596",
      "city": "San Francisco",
      "state": "CA",
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 288237,
      "name": "Sobora Capital",
      "name_as_filed": "SOBORA CAPITAL",
      "url": "https://advisorcensus.com/firm/sobora-capital-pleasanton-ca-288237",
      "city": "Pleasanton",
      "state": "CA",
      "years_registered": 9,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 159461,
      "name": "Sonen Capital LLC",
      "name_as_filed": "SONEN CAPITAL LLC",
      "url": "https://advisorcensus.com/firm/sonen-capital-llc-san-francisco-ca-159461",
      "city": "San Francisco",
      "state": "CA",
      "years_registered": 14,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 308547,
      "name": "Sonoma Private Wealth LLC",
      "name_as_filed": "SONOMA PRIVATE WEALTH LLC",
      "url": "https://advisorcensus.com/firm/sonoma-private-wealth-llc-novato-ca-308547",
      "city": "Novato",
      "state": "CA",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 334716,
      "name": "Southfork Investment Management",
      "name_as_filed": "SOUTHFORK INVESTMENT MANAGEMENT",
      "url": "https://advisorcensus.com/firm/southfork-investment-management-walnut-creek-ca-334716",
      "city": "Walnut Creek",
      "state": "CA",
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 127746,
      "name": "Spectrum Financial Management",
      "name_as_filed": "SPECTRUM FINANCIAL MANAGEMENT",
      "url": "https://advisorcensus.com/firm/spectrum-financial-management-san-rafael-ca-127746",
      "city": "San Rafael",
      "state": "CA",
      "years_registered": 23,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 115545,
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    "as_of": "2026-10-01",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
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}