{
  "path": "/advisors/ca/san-francisco/hourly",
  "url": "https://advisorcensus.com/advisors/ca/san-francisco/hourly/page/2",
  "page_type": "metro_fee",
  "title": "Hourly financial advisors in San Francisco, CA",
  "filters": {},
  "scope_total": 281,
  "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 281 investment advisory firms with a principal office in the San Francisco metro area that report hourly charges 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. Hourly financial advisors in San Francisco, CA: 281 firms from Form ADV filings as of October 2026.",
  "total_firms": 281,
  "page": 2,
  "total_pages": 6,
  "sort": "name",
  "registration_types": {
    "sec": 138,
    "state": 143,
    "exempt": 0
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 122
    },
    {
      "code": "percentage_of_aum",
      "count": 249
    },
    {
      "code": "hourly",
      "count": 281
    },
    {
      "code": "subscription",
      "count": 7
    },
    {
      "code": "fixed",
      "count": 226
    },
    {
      "code": "commissions",
      "count": 10
    },
    {
      "code": "performance_based",
      "count": 16
    },
    {
      "code": "other",
      "count": 27
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 65
    },
    {
      "code": "5_to_9",
      "count": 79
    },
    {
      "code": "10_to_19",
      "count": 65
    },
    {
      "code": "20_plus",
      "count": 70
    },
    {
      "code": "not_reported",
      "count": 2
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 40
    },
    {
      "code": "25m_100m",
      "count": 68
    },
    {
      "code": "100m_500m",
      "count": 81
    },
    {
      "code": "500m_1b",
      "count": 16
    },
    {
      "code": "1b_5b",
      "count": 24
    },
    {
      "code": "over_5b",
      "count": 11
    },
    {
      "code": "not_reported",
      "count": 41
    }
  ],
  "firms": [
    {
      "crd_number": 300080,
      "name": "Brightview Financial Solutions",
      "name_as_filed": "BRIGHTVIEW FINANCIAL SOLUTIONS",
      "url": "https://advisorcensus.com/firm/brightview-financial-solutions-redwood-city-ca-300080",
      "city": "Redwood City",
      "state": "CA",
      "years_registered": 7,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 289889,
      "name": "Brio Financial Group",
      "name_as_filed": "BRIO FINANCIAL GROUP",
      "url": "https://advisorcensus.com/firm/brio-financial-group-san-francisco-ca-289889",
      "city": "San Francisco",
      "state": "CA",
      "years_registered": 8,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 105437,
      "name": "Brooker Wealth Management",
      "name_as_filed": "BROOKER WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/brooker-wealth-management-oakland-ca-105437",
      "city": "Oakland",
      "state": "CA",
      "years_registered": 43,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 149434,
      "name": "Broomfield Advisory & Management",
      "name_as_filed": "BROOMFIELD ADVISORY & MANAGEMENT",
      "url": "https://advisorcensus.com/firm/broomfield-advisory-and-management-san-francisco-ca-149434",
      "city": "San Francisco",
      "state": "CA",
      "years_registered": 17,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "subscription",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 118376,
      "name": "Burton Enright Welch",
      "name_as_filed": "BURTON ENRIGHT WELCH",
      "url": "https://advisorcensus.com/firm/burton-enright-welch-walnut-creek-ca-118376",
      "city": "Walnut Creek",
      "state": "CA",
      "years_registered": 18,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 110152,
      "name": "California Financial Advisors",
      "name_as_filed": "CALIFORNIA FINANCIAL ADVISORS",
      "url": "https://advisorcensus.com/firm/california-financial-advisors-san-ramon-ca-110152",
      "city": "San Ramon",
      "state": "CA",
      "years_registered": 28,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 107687,
      "name": "Callan",
      "name_as_filed": "CALLAN",
      "url": "https://advisorcensus.com/firm/callan-san-francisco-ca-107687",
      "city": "San Francisco",
      "state": "CA",
      "years_registered": 53,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 128053,
      "name": "Camelotta Advisors",
      "name_as_filed": "CAMELOTTA ADVISORS",
      "url": "https://advisorcensus.com/firm/camelotta-advisors-san-francisco-ca-128053",
      "city": "San Francisco",
      "state": "CA",
      "years_registered": 9,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 288085,
      "name": "Campton Private Equity Advisors",
      "name_as_filed": "CAMPTON PRIVATE EQUITY ADVISORS",
      "url": "https://advisorcensus.com/firm/campton-private-equity-advisors-san-francisco-ca-288085",
      "city": "San Francisco",
      "state": "CA",
      "years_registered": 9,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 140959,
      "name": "Cannon Beach Financial Advisors",
      "name_as_filed": "CANNON BEACH FINANCIAL ADVISORS",
      "url": "https://advisorcensus.com/firm/cannon-beach-financial-advisors-san-ramon-ca-140959",
      "city": "San Ramon",
      "state": "CA",
      "years_registered": 20,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 304617,
      "name": "Capital Management Advisor Group, LLC",
      "name_as_filed": "CAPITAL MANAGEMENT ADVISOR GROUP, LLC",
      "url": "https://advisorcensus.com/firm/capital-management-advisor-group-llc-walnut-creek-ca-304617",
      "city": "Walnut Creek",
      "state": "CA",
      "years_registered": 7,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 315313,
      "name": "Caregen Wealth Management",
      "name_as_filed": "CAREGEN WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/caregen-wealth-management-san-mateo-ca-315313",
      "city": "San Mateo",
      "state": "CA",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 173885,
      "name": "Carey Wealth Management",
      "name_as_filed": "CAREY WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/carey-wealth-management-san-ramon-ca-173885",
      "city": "San Ramon",
      "state": "CA",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 339336,
      "name": "Catton Capital Partners, LLC",
      "name_as_filed": "CATTON CAPITAL PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/catton-capital-partners-llc-san-francisco-ca-339336",
      "city": "San Francisco",
      "state": "CA",
      "years_registered": 0,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 313243,
      "name": "Center Pillar Wealth Management LLC",
      "name_as_filed": "CENTER PILLAR WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/center-pillar-wealth-management-llc-newark-ca-313243",
      "city": "Newark",
      "state": "CA",
      "years_registered": 5,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 330482,
      "name": "Centoic",
      "name_as_filed": "CENTOIC",
      "url": "https://advisorcensus.com/firm/centoic-san-francisco-ca-330482",
      "city": "San Francisco",
      "state": "CA",
      "years_registered": 2,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 105364,
      "name": "Certified Planners, Inc.",
      "name_as_filed": "CERTIFIED PLANNERS, INC.",
      "url": "https://advisorcensus.com/firm/certified-planners-inc-san-ramon-ca-105364",
      "city": "San Ramon",
      "state": "CA",
      "years_registered": 37,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 133336,
      "name": "Chen Financial Group, LLC",
      "name_as_filed": "CHEN FINANCIAL GROUP, LLC",
      "url": "https://advisorcensus.com/firm/chen-financial-group-llc-san-mateo-ca-133336",
      "city": "San Mateo",
      "state": "CA",
      "years_registered": 17,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 175209,
      "name": "Chequers Financial Management LLC",
      "name_as_filed": "CHEQUERS FINANCIAL MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/chequers-financial-management-llc-san-francisco-ca-175209",
      "city": "San Francisco",
      "state": "CA",
      "years_registered": 10,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 311539,
      "name": "Chrome Advisors",
      "name_as_filed": "CHROME ADVISORS",
      "url": "https://advisorcensus.com/firm/chrome-advisors-san-francisco-ca-311539",
      "city": "San Francisco",
      "state": "CA",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 326813,
      "name": "Chrysadia Financial, LLC",
      "name_as_filed": "CHRYSADIA FINANCIAL, LLC",
      "url": "https://advisorcensus.com/firm/chrysadia-financial-llc-newark-ca-326813",
      "city": "Newark",
      "state": "CA",
      "years_registered": 3,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 111756,
      "name": "Clearpath Capital Partners LLC",
      "name_as_filed": "CLEARPATH CAPITAL PARTNERS LLC",
      "url": "https://advisorcensus.com/firm/clearpath-capital-partners-llc-menlo-park-ca-111756",
      "city": "Menlo Park",
      "state": "CA",
      "years_registered": 12,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 157708,
      "name": "Communitas Financial Planning PBC",
      "name_as_filed": "COMMUNITAS FINANCIAL PLANNING PBC",
      "url": "https://advisorcensus.com/firm/communitas-financial-planning-pbc-san-francisco-ca-157708",
      "city": "San Francisco",
      "state": "CA",
      "years_registered": 14,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 337757,
      "name": "Contango Wealth Management LLC",
      "name_as_filed": "CONTANGO WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/contango-wealth-management-llc-oakland-ca-337757",
      "city": "Oakland",
      "state": "CA",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 338818,
      "name": "Crest Wealth Management LLC",
      "name_as_filed": "CREST WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/crest-wealth-management-llc-san-francisco-ca-338818",
      "city": "San Francisco",
      "state": "CA",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 299116,
      "name": "Csuite Investment LLC",
      "name_as_filed": "CSUITE INVESTMENT LLC",
      "url": "https://advisorcensus.com/firm/csuite-investment-llc-san-rafael-ca-299116",
      "city": "San Rafael",
      "state": "CA",
      "years_registered": 7,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 149154,
      "name": "D.A. Flowers & Company, LLC",
      "name_as_filed": "D.A. FLOWERS & COMPANY, LLC",
      "url": "https://advisorcensus.com/firm/d-a-flowers-and-company-llc-berkeley-ca-149154",
      "city": "Berkeley",
      "state": "CA",
      "years_registered": null,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 312098,
      "name": "Dawson Investment Management",
      "name_as_filed": "DAWSON INVESTMENT MANAGEMENT",
      "url": "https://advisorcensus.com/firm/dawson-investment-management-walnut-creek-ca-312098",
      "city": "Walnut Creek",
      "state": "CA",
      "years_registered": 5,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 110365,
      "name": "Destination Wealth Management",
      "name_as_filed": "DESTINATION WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/destination-wealth-management-walnut-creek-ca-110365",
      "city": "Walnut Creek",
      "state": "CA",
      "years_registered": 29,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 302037,
      "name": "Dhamma Capital",
      "name_as_filed": "DHAMMA CAPITAL",
      "url": "https://advisorcensus.com/firm/dhamma-capital-walnut-creek-ca-302037",
      "city": "Walnut Creek",
      "state": "CA",
      "years_registered": 7,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 112229,
      "name": "Diversified Planning Concepts, Inc.",
      "name_as_filed": "DIVERSIFIED PLANNING CONCEPTS, INC.",
      "url": "https://advisorcensus.com/firm/diversified-planning-concepts-inc-corte-madera-ca-112229",
      "city": "Corte Madera",
      "state": "CA",
      "years_registered": 21,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 136373,
      "name": "Double Bay Management & Planning",
      "name_as_filed": "DOUBLE BAY MANAGEMENT & PLANNING",
      "url": "https://advisorcensus.com/firm/double-bay-management-and-planning-san-francisco-ca-136373",
      "city": "San Francisco",
      "state": "CA",
      "years_registered": 11,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 289213,
      "name": "Dunhill & Company, LLC",
      "name_as_filed": "DUNHILL & COMPANY, LLC",
      "url": "https://advisorcensus.com/firm/dunhill-and-company-llc-san-francisco-ca-289213",
      "city": "San Francisco",
      "state": "CA",
      "years_registered": 8,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 116281,
      "name": "E. Demmler and Associates",
      "name_as_filed": "E. DEMMLER AND ASSOCIATES",
      "url": "https://advisorcensus.com/firm/e-demmler-and-associates-castro-valley-ca-116281",
      "city": "Castro Valley",
      "state": "CA",
      "years_registered": 24,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 108052,
      "name": "Earned Wealth Advisors, LLC",
      "name_as_filed": "EARNED WEALTH ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/earned-wealth-advisors-llc-walnut-creek-ca-108052",
      "city": "Walnut Creek",
      "state": "CA",
      "years_registered": 26,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 147949,
      "name": "East Rock Financial Services, LLC",
      "name_as_filed": "EAST ROCK FINANCIAL SERVICES, LLC",
      "url": "https://advisorcensus.com/firm/east-rock-financial-services-llc-burlingame-ca-147949",
      "city": "Burlingame",
      "state": "CA",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 307265,
      "name": "ECHO45 Advisors LLC",
      "name_as_filed": "ECHO45 ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/echo45-advisors-llc-walnut-creek-ca-307265",
      "city": "Walnut Creek",
      "state": "CA",
      "years_registered": 6,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 153242,
      "name": "Edmd Financial Strategies, LLC",
      "name_as_filed": "EDMD FINANCIAL STRATEGIES, LLC",
      "url": "https://advisorcensus.com/firm/edmd-financial-strategies-llc-san-ramon-ca-153242",
      "city": "San Ramon",
      "state": "CA",
      "years_registered": 16,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 285744,
      "name": "Effective Assets",
      "name_as_filed": "EFFECTIVE ASSETS",
      "url": "https://advisorcensus.com/firm/effective-assets-berkeley-ca-285744",
      "city": "Berkeley",
      "state": "CA",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 307357,
      "name": "Ella Financial Advising",
      "name_as_filed": "ELLA FINANCIAL ADVISING",
      "url": "https://advisorcensus.com/firm/ella-financial-advising-oakland-ca-307357",
      "city": "Oakland",
      "state": "CA",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 165639,
      "name": "Elmwood Wealth Management",
      "name_as_filed": "ELMWOOD WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/elmwood-wealth-management-berkeley-ca-165639",
      "city": "Berkeley",
      "state": "CA",
      "years_registered": 9,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 140929,
      "name": "Embarcadero Financial Group",
      "name_as_filed": "EMBARCADERO FINANCIAL GROUP",
      "url": "https://advisorcensus.com/firm/embarcadero-financial-group-san-francisco-ca-140929",
      "city": "San Francisco",
      "state": "CA",
      "years_registered": 6,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "commissions"
      ],
      "enhanced": false
    },
    {
      "crd_number": 130032,
      "name": "Emerson Equity LLC",
      "name_as_filed": "EMERSON EQUITY LLC",
      "url": "https://advisorcensus.com/firm/emerson-equity-llc-san-mateo-ca-130032",
      "city": "San Mateo",
      "state": "CA",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 322382,
      "name": "Encompass More Asset Management LLC",
      "name_as_filed": "ENCOMPASS MORE ASSET MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/encompass-more-asset-management-llc-danville-ca-322382",
      "city": "Danville",
      "state": "CA",
      "years_registered": 4,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "subscription",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 136947,
      "name": "Evergreen Wealth Advisors, Inc.",
      "name_as_filed": "EVERGREEN WEALTH ADVISORS, INC.",
      "url": "https://advisorcensus.com/firm/evergreen-wealth-advisors-inc-walnut-creek-ca-136947",
      "city": "Walnut Creek",
      "state": "CA",
      "years_registered": 20,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 142038,
      "name": "Fairway Asset Management, Inc.",
      "name_as_filed": "FAIRWAY ASSET MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/fairway-asset-management-inc-san-ramon-ca-142038",
      "city": "San Ramon",
      "state": "CA",
      "years_registered": 19,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 314384,
      "name": "Farm Girl Capital LLC",
      "name_as_filed": "FARM GIRL CAPITAL LLC",
      "url": "https://advisorcensus.com/firm/farm-girl-capital-llc-albany-ca-314384",
      "city": "Albany",
      "state": "CA",
      "years_registered": 5,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 302050,
      "name": "Farther",
      "name_as_filed": "FARTHER",
      "url": "https://advisorcensus.com/firm/farther-san-francisco-ca-302050",
      "city": "San Francisco",
      "state": "CA",
      "years_registered": 7,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 135765,
      "name": "Fata Financial",
      "name_as_filed": "FATA FINANCIAL",
      "url": "https://advisorcensus.com/firm/fata-financial-tiburon-ca-135765",
      "city": "Tiburon",
      "state": "CA",
      "years_registered": 24,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 329391,
      "name": "Fiat Lux Financial Planning",
      "name_as_filed": "FIAT LUX FINANCIAL PLANNING",
      "url": "https://advisorcensus.com/firm/fiat-lux-financial-planning-san-francisco-ca-329391",
      "city": "San Francisco",
      "state": "CA",
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    }
  ],
  "states": [],
  "metros": [],
  "siblings": {
    "national": "/advisors",
    "state": {
      "path": "/advisors/ca",
      "label": "Financial advisors in California"
    },
    "metro": {
      "path": "/advisors/ca/san-francisco",
      "label": "Financial advisors in San Francisco, CA"
    },
    "city_pages": [
      {
        "path": "/advisors/ca/san-francisco/menlo-park",
        "label": "Financial advisors in Menlo Park, CA",
        "firm_count": 158
      },
      {
        "path": "/advisors/ca/san-francisco/san-mateo",
        "label": "Financial advisors in San Mateo, CA",
        "firm_count": 93
      },
      {
        "path": "/advisors/ca/san-francisco/walnut-creek",
        "label": "Financial advisors in Walnut Creek, CA",
        "firm_count": 62
      },
      {
        "path": "/advisors/ca/san-francisco/oakland",
        "label": "Financial advisors in Oakland, CA",
        "firm_count": 54
      },
      {
        "path": "/advisors/ca/san-francisco/mill-valley",
        "label": "Financial advisors in Mill Valley, CA",
        "firm_count": 44
      },
      {
        "path": "/advisors/ca/san-francisco/san-rafael",
        "label": "Financial advisors in San Rafael, CA",
        "firm_count": 44
      },
      {
        "path": "/advisors/ca/san-francisco/burlingame",
        "label": "Financial advisors in Burlingame, CA",
        "firm_count": 41
      },
      {
        "path": "/advisors/ca/san-francisco/berkeley",
        "label": "Financial advisors in Berkeley, CA",
        "firm_count": 32
      },
      {
        "path": "/advisors/ca/san-francisco/larkspur",
        "label": "Financial advisors in Larkspur, CA",
        "firm_count": 30
      },
      {
        "path": "/advisors/ca/san-francisco/lafayette",
        "label": "Financial advisors in Lafayette, CA",
        "firm_count": 29
      },
      {
        "path": "/advisors/ca/san-francisco/san-ramon",
        "label": "Financial advisors in San Ramon, CA",
        "firm_count": 29
      },
      {
        "path": "/advisors/ca/san-francisco/sausalito",
        "label": "Financial advisors in Sausalito, CA",
        "firm_count": 29
      }
    ],
    "fee_pages": [
      {
        "path": "/advisors/ca/san-francisco/fee-only",
        "label": "Fee-only financial advisors in San Francisco, CA",
        "firm_count": 320
      },
      {
        "path": "/advisors/ca/san-francisco/flat-fee",
        "label": "Flat-fee financial advisors in San Francisco, CA",
        "firm_count": 389
      }
    ],
    "niche_pages": [
      {
        "path": "/advisors/ca/san-francisco/dentists",
        "firm_count": 1,
        "label": "Financial advisors for dentists in San Francisco, CA"
      },
      {
        "path": "/advisors/ca/san-francisco/expats-and-americans-abroad",
        "firm_count": 1,
        "label": "Financial advisors for expats and Americans abroad in San Francisco, CA"
      },
      {
        "path": "/advisors/ca/san-francisco/financial-independence-and-early-retirement",
        "firm_count": 2,
        "label": "Financial advisors for financial independence and early retirement in San Francisco, CA"
      },
      {
        "path": "/advisors/ca/san-francisco/physicians",
        "firm_count": 1,
        "label": "Financial advisors for physicians in San Francisco, CA"
      },
      {
        "path": "/advisors/ca/san-francisco/sustainable-and-impact-investing",
        "firm_count": 1,
        "label": "Financial advisors for sustainable and impact investing in San Francisco, CA"
      }
    ],
    "state_fee": {
      "path": "/advisors/ca/hourly",
      "label": "Hourly financial advisors in California"
    }
  },
  "csv": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}