# Flat-fee financial advisors in San Francisco, CA > 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. Updated October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/ca/san-francisco/flat-fee/page/7 ## 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 7 of 8, 301 to 350 of 389, sorted by name) | Firm | CRD | City | Registration | Assets band | Years registered | Compensation | | --- | --- | --- | --- | --- | --- | --- | | [Regis Metro Associates, Inc.](https://advisorcensus.com/firm/regis-metro-associates-inc-san-francisco-ca-160859) ([md](https://advisorcensus.com/firm/regis-metro-associates-inc-san-francisco-ca-160859.md)) | 160859 | San Francisco, CA | SEC-registered investment adviser | $500 million to $1 billion | 14 | % of assets, Fixed fee, Performance fee | | [Remedios Financial Planning](https://advisorcensus.com/firm/remedios-financial-planning-san-francisco-ca-269824) ([md](https://advisorcensus.com/firm/remedios-financial-planning-san-francisco-ca-269824.md)) | 269824 | San Francisco, CA | State-registered investment adviser | Not reported | 11 | Hourly, Fixed fee | | [Resolute Partners Group](https://advisorcensus.com/firm/resolute-partners-group-san-francisco-ca-300326) ([md](https://advisorcensus.com/firm/resolute-partners-group-san-francisco-ca-300326.md)) | 300326 | San Francisco, CA | SEC-registered investment adviser | $1 billion to $5 billion | 7 | % of assets, Fixed fee, Performance fee | | [Ridgecrest Wealth Partners, LLC](https://advisorcensus.com/firm/ridgecrest-wealth-partners-llc-san-rafael-ca-311984) ([md](https://advisorcensus.com/firm/ridgecrest-wealth-partners-llc-san-rafael-ca-311984.md)) | 311984 | San Rafael, CA | SEC-registered investment adviser | $500 million to $1 billion | 5 | % of assets, Fixed fee | | [Ridley Asset Management, LLC](https://advisorcensus.com/firm/ridley-asset-management-llc-mill-valley-ca-144735) ([md](https://advisorcensus.com/firm/ridley-asset-management-llc-mill-valley-ca-144735.md)) | 144735 | Mill Valley, CA | State-registered investment adviser | Under $25 million | 14 | % of assets, Hourly, Fixed fee | | [Ring Mountain Capital, LLC](https://advisorcensus.com/firm/ring-mountain-capital-llc-tiburon-ca-288714) ([md](https://advisorcensus.com/firm/ring-mountain-capital-llc-tiburon-ca-288714.md)) | 288714 | Tiburon, CA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Fixed fee | | [Ritter Wealth Counsel](https://advisorcensus.com/firm/ritter-wealth-counsel-san-rafael-ca-107474) ([md](https://advisorcensus.com/firm/ritter-wealth-counsel-san-rafael-ca-107474.md)) | 107474 | San Rafael, CA | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Hourly, Fixed fee | | [RO2 Wealth](https://advisorcensus.com/firm/ro2-wealth-berkeley-ca-335232) ([md](https://advisorcensus.com/firm/ro2-wealth-berkeley-ca-335232.md)) | 335232 | Berkeley, CA | State-registered investment adviser | Under $25 million | 1 | Hourly, Fixed fee | | [Roach Investment Services](https://advisorcensus.com/firm/roach-investment-services-san-mateo-ca-134128) ([md](https://advisorcensus.com/firm/roach-investment-services-san-mateo-ca-134128.md)) | 134128 | San Mateo, CA | State-registered investment adviser | $25 million to $100 million | 8 | % of assets, Hourly, Fixed fee | | [Roberts Wealth Advisors, LLC](https://advisorcensus.com/firm/roberts-wealth-advisors-llc-menlo-park-ca-308827) ([md](https://advisorcensus.com/firm/roberts-wealth-advisors-llc-menlo-park-ca-308827.md)) | 308827 | Menlo Park, CA | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Fixed fee | | [Robertson Stephens](https://advisorcensus.com/firm/robertson-stephens-san-francisco-ca-289977) ([md](https://advisorcensus.com/firm/robertson-stephens-san-francisco-ca-289977.md)) | 289977 | San Francisco, CA | SEC-registered investment adviser | Over $5 billion | 8 | % of assets, Hourly, Fixed fee | | [Rosenblum Silverman Sutton SF Inc](https://advisorcensus.com/firm/rosenblum-silverman-sutton-sf-inc-san-francisco-ca-105774) ([md](https://advisorcensus.com/firm/rosenblum-silverman-sutton-sf-inc-san-francisco-ca-105774.md)) | 105774 | San Francisco, CA | SEC-registered investment adviser | $100 million to $500 million | 42 | % of assets, Hourly, Fixed fee | | [RPA Financial, LLC](https://advisorcensus.com/firm/rpa-financial-llc-san-rafael-ca-294105) ([md](https://advisorcensus.com/firm/rpa-financial-llc-san-rafael-ca-294105.md)) | 294105 | San Rafael, CA | SEC-registered investment adviser | Over $5 billion | 8 | % of assets, Hourly, Fixed fee | | [RPG Investment Advisory, LLC](https://advisorcensus.com/firm/rpg-investment-advisory-llc-pleasanton-ca-172173) ([md](https://advisorcensus.com/firm/rpg-investment-advisory-llc-pleasanton-ca-172173.md)) | 172173 | Pleasanton, CA | SEC-registered investment adviser | $1 billion to $5 billion | 11 | % of assets, Hourly, Fixed fee | | [Sage Rhino Capital LLC](https://advisorcensus.com/firm/sage-rhino-capital-llc-menlo-park-ca-290148) ([md](https://advisorcensus.com/firm/sage-rhino-capital-llc-menlo-park-ca-290148.md)) | 290148 | Menlo Park, CA | SEC-registered investment adviser | $500 million to $1 billion | 8 | % of assets, Hourly, Fixed fee | | [Saranap Wealth Advisors](https://advisorcensus.com/firm/saranap-wealth-advisors-walnut-creek-ca-284277) ([md](https://advisorcensus.com/firm/saranap-wealth-advisors-walnut-creek-ca-284277.md)) | 284277 | Walnut Creek, CA | State-registered investment adviser | $25 million to $100 million | 10 | % of assets, Fixed fee | | [SAS Financial Advisors, LLC.](https://advisorcensus.com/firm/sas-financial-advisors-llc-san-francisco-ca-288015) ([md](https://advisorcensus.com/firm/sas-financial-advisors-llc-san-francisco-ca-288015.md)) | 288015 | San Francisco, CA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee | | [SBJ Capital](https://advisorcensus.com/firm/sbj-capital-walnut-creek-ca-293841) ([md](https://advisorcensus.com/firm/sbj-capital-walnut-creek-ca-293841.md)) | 293841 | Walnut Creek, CA | SEC-registered investment adviser | $500 million to $1 billion | 4 | % of assets, Fixed fee, Performance fee | | [Schmitz Capital Partners, LLC](https://advisorcensus.com/firm/schmitz-capital-partners-llc-mill-valley-ca-105702) ([md](https://advisorcensus.com/firm/schmitz-capital-partners-llc-mill-valley-ca-105702.md)) | 105702 | Mill Valley, CA | SEC-registered investment adviser | $100 million to $500 million | 37 | % of assets, Hourly, Fixed fee, Commissions | | [SDM Advisors, LLC](https://advisorcensus.com/firm/sdm-advisors-llc-san-francisco-ca-170014) ([md](https://advisorcensus.com/firm/sdm-advisors-llc-san-francisco-ca-170014.md)) | 170014 | San Francisco, CA | State-registered investment adviser | Not reported | 11 | Hourly, Fixed fee, Other | | [Seven Post Investment Office LP](https://advisorcensus.com/firm/seven-post-investment-office-lp-san-francisco-ca-157435) ([md](https://advisorcensus.com/firm/seven-post-investment-office-lp-san-francisco-ca-157435.md)) | 157435 | San Francisco, CA | SEC-registered investment adviser | Over $5 billion | 15 | % of assets, Fixed fee, Performance fee | | [Shepherd Street Advisors](https://advisorcensus.com/firm/shepherd-street-advisors-larkspur-ca-306021) ([md](https://advisorcensus.com/firm/shepherd-street-advisors-larkspur-ca-306021.md)) | 306021 | Larkspur, CA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee | | [Shum Financial Group, Inc.](https://advisorcensus.com/firm/shum-financial-group-inc-alameda-ca-285426) ([md](https://advisorcensus.com/firm/shum-financial-group-inc-alameda-ca-285426.md)) | 285426 | Alameda, CA | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Hourly, Fixed fee | | [Sidepocket Incorporated](https://advisorcensus.com/firm/sidepocket-incorporated-san-francisco-ca-312031) ([md](https://advisorcensus.com/firm/sidepocket-incorporated-san-francisco-ca-312031.md)) | 312031 | San Francisco, CA | SEC-registered investment adviser | Under $25 million | 6 | % of assets, Fixed fee | | [Sierra Pacific Private Wealth, LLC](https://advisorcensus.com/firm/sierra-pacific-private-wealth-llc-pleasanton-ca-131738) ([md](https://advisorcensus.com/firm/sierra-pacific-private-wealth-llc-pleasanton-ca-131738.md)) | 131738 | Pleasanton, CA | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Hourly, Fixed fee | | [Sigfig Wealth Management LLC](https://advisorcensus.com/firm/sigfig-wealth-management-llc-san-francisco-ca-158823) ([md](https://advisorcensus.com/firm/sigfig-wealth-management-llc-san-francisco-ca-158823.md)) | 158823 | San Francisco, CA | SEC-registered investment adviser | $1 billion to $5 billion | 14 | % of assets, Fixed fee | | [Skylark Wealth, LLC](https://advisorcensus.com/firm/skylark-wealth-llc-san-francisco-ca-283522) ([md](https://advisorcensus.com/firm/skylark-wealth-llc-san-francisco-ca-283522.md)) | 283522 | San Francisco, CA | State-registered investment adviser | $25 million to $100 million | 10 | % of assets, Hourly, Fixed fee | | [Smart Path Wealth Management, LLC](https://advisorcensus.com/firm/smart-path-wealth-management-llc-pleasanton-ca-283020) ([md](https://advisorcensus.com/firm/smart-path-wealth-management-llc-pleasanton-ca-283020.md)) | 283020 | Pleasanton, CA | State-registered investment adviser | Not reported | 10 | Fixed fee | | [So LLC](https://advisorcensus.com/firm/so-llc-san-francisco-ca-335596) ([md](https://advisorcensus.com/firm/so-llc-san-francisco-ca-335596.md)) | 335596 | San Francisco, CA | State-registered investment adviser | Under $25 million | 1 | % of assets, Fixed fee | | [Sobora Capital](https://advisorcensus.com/firm/sobora-capital-pleasanton-ca-288237) ([md](https://advisorcensus.com/firm/sobora-capital-pleasanton-ca-288237.md)) | 288237 | Pleasanton, CA | State-registered investment adviser | Not reported | 9 | % of assets, Hourly, Fixed fee, Other | | [Sonen Capital LLC](https://advisorcensus.com/firm/sonen-capital-llc-san-francisco-ca-159461) ([md](https://advisorcensus.com/firm/sonen-capital-llc-san-francisco-ca-159461.md)) | 159461 | San Francisco, CA | SEC-registered investment adviser | $1 billion to $5 billion | 14 | % of assets, Fixed fee, Performance fee | | [Sonoma Private Wealth LLC](https://advisorcensus.com/firm/sonoma-private-wealth-llc-novato-ca-308547) ([md](https://advisorcensus.com/firm/sonoma-private-wealth-llc-novato-ca-308547.md)) | 308547 | Novato, CA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee | | [Southfork Investment Management](https://advisorcensus.com/firm/southfork-investment-management-walnut-creek-ca-334716) ([md](https://advisorcensus.com/firm/southfork-investment-management-walnut-creek-ca-334716.md)) | 334716 | Walnut Creek, CA | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly, Fixed fee | | [Spectrum Financial Management](https://advisorcensus.com/firm/spectrum-financial-management-san-rafael-ca-127746) ([md](https://advisorcensus.com/firm/spectrum-financial-management-san-rafael-ca-127746.md)) | 127746 | San Rafael, CA | SEC-registered investment adviser | $100 million to $500 million | 23 | % of assets, Fixed fee | | [Steinmetz Financial Planning](https://advisorcensus.com/firm/steinmetz-financial-planning-redwood-city-ca-115545) ([md](https://advisorcensus.com/firm/steinmetz-financial-planning-redwood-city-ca-115545.md)) | 115545 | Redwood City, CA | State-registered investment adviser | $25 million to $100 million | 35 | % of assets, Hourly, Fixed fee | | [Stellar Financial Planning](https://advisorcensus.com/firm/stellar-financial-planning-fremont-ca-120284) ([md](https://advisorcensus.com/firm/stellar-financial-planning-fremont-ca-120284.md)) | 120284 | Fremont, CA | State-registered investment adviser | Under $25 million | 30 | % of assets, Hourly, Fixed fee | | [Sterling Futures](https://advisorcensus.com/firm/sterling-futures-san-francisco-ca-122436) ([md](https://advisorcensus.com/firm/sterling-futures-san-francisco-ca-122436.md)) | 122436 | San Francisco, CA | State-registered investment adviser | $25 million to $100 million | 20 | % of assets, Hourly, Fixed fee | | [Stewart Wealth Management, Inc.](https://advisorcensus.com/firm/stewart-wealth-management-inc-san-rafael-ca-143425) ([md](https://advisorcensus.com/firm/stewart-wealth-management-inc-san-rafael-ca-143425.md)) | 143425 | San Rafael, CA | SEC-registered investment adviser | $500 million to $1 billion | 9 | % of assets, Fixed fee | | [Stockbridge Capital Group, LLC](https://advisorcensus.com/firm/stockbridge-capital-group-llc-san-francisco-ca-149002) ([md](https://advisorcensus.com/firm/stockbridge-capital-group-llc-san-francisco-ca-149002.md)) | 149002 | San Francisco, CA | SEC-registered investment adviser | Over $5 billion | 17 | % of assets, Fixed fee, Performance fee, Other | | [Stonebridge Financial Group](https://advisorcensus.com/firm/stonebridge-financial-group-san-rafael-ca-340200) ([md](https://advisorcensus.com/firm/stonebridge-financial-group-san-rafael-ca-340200.md)) | 340200 | San Rafael, CA | SEC-registered investment adviser | $500 million to $1 billion | 0 | % of assets, Fixed fee | | [Strategic Wealth Capital](https://advisorcensus.com/firm/strategic-wealth-capital-san-francisco-ca-326299) ([md](https://advisorcensus.com/firm/strategic-wealth-capital-san-francisco-ca-326299.md)) | 326299 | San Francisco, CA | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Fixed fee | | [Strong Bridge Advisors LLC](https://advisorcensus.com/firm/strong-bridge-advisors-llc-san-francisco-ca-315520) ([md](https://advisorcensus.com/firm/strong-bridge-advisors-llc-san-francisco-ca-315520.md)) | 315520 | San Francisco, CA | State-registered investment adviser | $25 million to $100 million | 5 | % of assets, Hourly, Fixed fee, Performance fee | | [STW Associates](https://advisorcensus.com/firm/stw-associates-ross-ca-106196) ([md](https://advisorcensus.com/firm/stw-associates-ross-ca-106196.md)) | 106196 | Ross, CA | SEC-registered investment adviser | $100 million to $500 million | 35 | Fixed fee | | [Summitry, LLC](https://advisorcensus.com/firm/summitry-llc-foster-city-ca-128586) ([md](https://advisorcensus.com/firm/summitry-llc-foster-city-ca-128586.md)) | 128586 | Foster City, CA | SEC-registered investment adviser | $1 billion to $5 billion | 23 | % of assets, Fixed fee | | [Synergy FG](https://advisorcensus.com/firm/synergy-fg-san-ramon-ca-309961) ([md](https://advisorcensus.com/firm/synergy-fg-san-ramon-ca-309961.md)) | 309961 | San Ramon, CA | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Fixed fee | | [Syntheticfi LLC](https://advisorcensus.com/firm/syntheticfi-llc-san-francisco-ca-330200) ([md](https://advisorcensus.com/firm/syntheticfi-llc-san-francisco-ca-330200.md)) | 330200 | San Francisco, CA | SEC-registered investment adviser | $500 million to $1 billion | 2 | % of assets, Fixed fee | | [Syon Capital LLC](https://advisorcensus.com/firm/syon-capital-llc-san-francisco-ca-322776) ([md](https://advisorcensus.com/firm/syon-capital-llc-san-francisco-ca-322776.md)) | 322776 | San Francisco, CA | SEC-registered investment adviser | $1 billion to $5 billion | 4 | % of assets, Hourly, Fixed fee, Performance fee | | [Tamarind Financial Planning](https://advisorcensus.com/firm/tamarind-financial-planning-san-mateo-ca-155651) ([md](https://advisorcensus.com/firm/tamarind-financial-planning-san-mateo-ca-155651.md)) | 155651 | San Mateo, CA | State-registered investment adviser | Not reported | 15 | % of assets, Hourly, Fixed fee | | [Team Hewins, LLC](https://advisorcensus.com/firm/team-hewins-llc-foster-city-ca-291194) ([md](https://advisorcensus.com/firm/team-hewins-llc-foster-city-ca-291194.md)) | 291194 | Foster City, CA | SEC-registered investment adviser | $1 billion to $5 billion | 8 | % of assets, Hourly, Fixed fee | | [Tepper Capital Management](https://advisorcensus.com/firm/tepper-capital-management-san-francisco-ca-129534) ([md](https://advisorcensus.com/firm/tepper-capital-management-san-francisco-ca-129534.md)) | 129534 | San Francisco, CA | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Fixed fee | - Previous page: https://advisorcensus.com/advisors/ca/san-francisco/flat-fee/page/6.md - Next page: https://advisorcensus.com/advisors/ca/san-francisco/flat-fee/page/8.md ## 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. ## Related pages - [Financial advisors in California](https://advisorcensus.com/advisors/ca) (https://advisorcensus.com/advisors/ca.md) - [Financial advisors in San Francisco, CA](https://advisorcensus.com/advisors/ca/san-francisco) (https://advisorcensus.com/advisors/ca/san-francisco.md) - [Flat-fee financial advisors in California](https://advisorcensus.com/advisors/ca/flat-fee) (https://advisorcensus.com/advisors/ca/flat-fee.md) - [Fee-only financial advisors in San Francisco, CA](https://advisorcensus.com/advisors/ca/san-francisco/fee-only) (https://advisorcensus.com/advisors/ca/san-francisco/fee-only.md) - [Hourly financial advisors in San Francisco, CA](https://advisorcensus.com/advisors/ca/san-francisco/hourly) (https://advisorcensus.com/advisors/ca/san-francisco/hourly.md) - [Financial advisors for dentists in San Francisco, CA](https://advisorcensus.com/advisors/ca/san-francisco/dentists) (https://advisorcensus.com/advisors/ca/san-francisco/dentists.md) - [Financial advisors for expats and Americans abroad in San Francisco, CA](https://advisorcensus.com/advisors/ca/san-francisco/expats-and-americans-abroad) (https://advisorcensus.com/advisors/ca/san-francisco/expats-and-americans-abroad.md) - [Financial advisors for financial independence and early retirement in San Francisco, CA](https://advisorcensus.com/advisors/ca/san-francisco/financial-independence-and-early-retirement) (https://advisorcensus.com/advisors/ca/san-francisco/financial-independence-and-early-retirement.md) - [Financial advisors for physicians in San Francisco, CA](https://advisorcensus.com/advisors/ca/san-francisco/physicians) (https://advisorcensus.com/advisors/ca/san-francisco/physicians.md) - [Financial advisors for sustainable and impact investing in San Francisco, CA](https://advisorcensus.com/advisors/ca/san-francisco/sustainable-and-impact-investing) (https://advisorcensus.com/advisors/ca/san-francisco/sustainable-and-impact-investing.md) - [Financial advisors in Menlo Park, CA](https://advisorcensus.com/advisors/ca/san-francisco/menlo-park) (https://advisorcensus.com/advisors/ca/san-francisco/menlo-park.md) - [Financial advisors in San Mateo, CA](https://advisorcensus.com/advisors/ca/san-francisco/san-mateo) (https://advisorcensus.com/advisors/ca/san-francisco/san-mateo.md) - [Financial advisors in Walnut Creek, CA](https://advisorcensus.com/advisors/ca/san-francisco/walnut-creek) (https://advisorcensus.com/advisors/ca/san-francisco/walnut-creek.md) - [Financial advisors in Oakland, CA](https://advisorcensus.com/advisors/ca/san-francisco/oakland) (https://advisorcensus.com/advisors/ca/san-francisco/oakland.md) - [Financial advisors in Mill Valley, CA](https://advisorcensus.com/advisors/ca/san-francisco/mill-valley) (https://advisorcensus.com/advisors/ca/san-francisco/mill-valley.md) - [Financial advisors in San Rafael, CA](https://advisorcensus.com/advisors/ca/san-francisco/san-rafael) (https://advisorcensus.com/advisors/ca/san-francisco/san-rafael.md) - [Financial advisors in Burlingame, CA](https://advisorcensus.com/advisors/ca/san-francisco/burlingame) (https://advisorcensus.com/advisors/ca/san-francisco/burlingame.md) - [Financial advisors in Berkeley, CA](https://advisorcensus.com/advisors/ca/san-francisco/berkeley) (https://advisorcensus.com/advisors/ca/san-francisco/berkeley.md) - [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.