{
  "path": "/advisors/ca/san-francisco/hourly",
  "url": "https://advisorcensus.com/advisors/ca/san-francisco/hourly/page/3",
  "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": 3,
  "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": 136880,
      "name": "Financial Concepts Unlimited, Inc.",
      "name_as_filed": "FINANCIAL CONCEPTS UNLIMITED, INC.",
      "url": "https://advisorcensus.com/firm/financial-concepts-unlimited-inc-san-rafael-ca-136880",
      "city": "San Rafael",
      "state": "CA",
      "years_registered": 27,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 136169,
      "name": "Financial Security Planning Services, Inc.",
      "name_as_filed": "FINANCIAL SECURITY PLANNING SERVICES, INC.",
      "url": "https://advisorcensus.com/firm/financial-security-planning-services-inc-corte-madera-ca-136169",
      "city": "Corte Madera",
      "state": "CA",
      "years_registered": 26,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 135569,
      "name": "Financial Services Group",
      "name_as_filed": "FINANCIAL SERVICES GROUP",
      "url": "https://advisorcensus.com/firm/financial-services-group-san-francisco-ca-135569",
      "city": "San Francisco",
      "state": "CA",
      "years_registered": 26,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 156022,
      "name": "Financially Healthy, LLC",
      "name_as_filed": "FINANCIALLY HEALTHY, LLC",
      "url": "https://advisorcensus.com/firm/financially-healthy-llc-oakland-ca-156022",
      "city": "Oakland",
      "state": "CA",
      "years_registered": 15,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 330320,
      "name": "Fincop Financial Planning",
      "name_as_filed": "FINCOP FINANCIAL PLANNING",
      "url": "https://advisorcensus.com/firm/fincop-financial-planning-dublin-ca-330320",
      "city": "Dublin",
      "state": "CA",
      "years_registered": 2,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 298887,
      "name": "Fireside Finances, LLC",
      "name_as_filed": "FIRESIDE FINANCES, LLC",
      "url": "https://advisorcensus.com/firm/fireside-finances-llc-alameda-ca-298887",
      "city": "Alameda",
      "state": "CA",
      "years_registered": 7,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 134146,
      "name": "Fleming Financial Advising",
      "name_as_filed": "FLEMING FINANCIAL ADVISING",
      "url": "https://advisorcensus.com/firm/fleming-financial-advising-walnut-creek-ca-134146",
      "city": "Walnut Creek",
      "state": "CA",
      "years_registered": 26,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 130911,
      "name": "Focused Finances, LLC",
      "name_as_filed": "FOCUSED FINANCES, LLC",
      "url": "https://advisorcensus.com/firm/focused-finances-llc-oakland-ca-130911",
      "city": "Oakland",
      "state": "CA",
      "years_registered": 22,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 155690,
      "name": "Focusyou",
      "name_as_filed": "FOCUSYOU",
      "url": "https://advisorcensus.com/firm/focusyou-redwood-city-ca-155690",
      "city": "Redwood City",
      "state": "CA",
      "years_registered": 15,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 148880,
      "name": "Fullerton Advisors, LLC",
      "name_as_filed": "FULLERTON ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/fullerton-advisors-llc-danville-ca-148880",
      "city": "Danville",
      "state": "CA",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 142586,
      "name": "Galileo Planning Group, Inc",
      "name_as_filed": "GALILEO PLANNING GROUP, INC",
      "url": "https://advisorcensus.com/firm/galileo-planning-group-inc-menlo-park-ca-142586",
      "city": "Menlo Park",
      "state": "CA",
      "years_registered": 19,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 161266,
      "name": "Gallagher Wealth Management",
      "name_as_filed": "GALLAGHER WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/gallagher-wealth-management-danville-ca-161266",
      "city": "Danville",
      "state": "CA",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 131628,
      "name": "Garner Financial Management",
      "name_as_filed": "GARNER FINANCIAL MANAGEMENT",
      "url": "https://advisorcensus.com/firm/garner-financial-management-lafayette-ca-131628",
      "city": "Lafayette",
      "state": "CA",
      "years_registered": 12,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 143536,
      "name": "Gaskin Wealth Management",
      "name_as_filed": "GASKIN WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/gaskin-wealth-management-moraga-ca-143536",
      "city": "Moraga",
      "state": "CA",
      "years_registered": 9,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 142903,
      "name": "Gebhardt Group, Inc",
      "name_as_filed": "GEBHARDT GROUP, INC",
      "url": "https://advisorcensus.com/firm/gebhardt-group-inc-lafayette-ca-142903",
      "city": "Lafayette",
      "state": "CA",
      "years_registered": 11,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "commissions"
      ],
      "enhanced": false
    },
    {
      "crd_number": 269910,
      "name": "Gencap Portfolio Management",
      "name_as_filed": "GENCAP PORTFOLIO MANAGEMENT",
      "url": "https://advisorcensus.com/firm/gencap-portfolio-management-tiburon-ca-269910",
      "city": "Tiburon",
      "state": "CA",
      "years_registered": 11,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 327848,
      "name": "Generative Family Office LLC",
      "name_as_filed": "GENERATIVE FAMILY OFFICE LLC",
      "url": "https://advisorcensus.com/firm/generative-family-office-llc-moraga-ca-327848",
      "city": "Moraga",
      "state": "CA",
      "years_registered": 2,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 136249,
      "name": "Gilmore Financial Services, LLC",
      "name_as_filed": "GILMORE FINANCIAL SERVICES, LLC",
      "url": "https://advisorcensus.com/firm/gilmore-financial-services-llc-san-mateo-ca-136249",
      "city": "San Mateo",
      "state": "CA",
      "years_registered": 20,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 161151,
      "name": "Ginsberg Financial Strategies",
      "name_as_filed": "GINSBERG FINANCIAL STRATEGIES",
      "url": "https://advisorcensus.com/firm/ginsberg-financial-strategies-walnut-creek-ca-161151",
      "city": "Walnut Creek",
      "state": "CA",
      "years_registered": 14,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 312361,
      "name": "Giving Tree Wealth Advisors",
      "name_as_filed": "GIVING TREE WEALTH ADVISORS",
      "url": "https://advisorcensus.com/firm/giving-tree-wealth-advisors-san-ramon-ca-312361",
      "city": "San Ramon",
      "state": "CA",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 281316,
      "name": "Global Investment Company",
      "name_as_filed": "GLOBAL INVESTMENT COMPANY",
      "url": "https://advisorcensus.com/firm/global-investment-company-oakland-ca-281316",
      "city": "Oakland",
      "state": "CA",
      "years_registered": 9,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "subscription",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 172011,
      "name": "Global Retirement Partners LLC",
      "name_as_filed": "GLOBAL RETIREMENT PARTNERS LLC",
      "url": "https://advisorcensus.com/firm/global-retirement-partners-llc-san-rafael-ca-172011",
      "city": "San Rafael",
      "state": "CA",
      "years_registered": 12,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 287722,
      "name": "Globe & Anchor Wealth Management & Financial Planning, LLC",
      "name_as_filed": "GLOBE & ANCHOR WEALTH MANAGEMENT & FINANCIAL PLANNING, LLC",
      "url": "https://advisorcensus.com/firm/globe-and-anchor-wealth-management-and-financial-planning-llc-walnut-creek-ca-287722",
      "city": "Walnut Creek",
      "state": "CA",
      "years_registered": 9,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 152268,
      "name": "Gosho Financial Group",
      "name_as_filed": "GOSHO FINANCIAL GROUP",
      "url": "https://advisorcensus.com/firm/gosho-financial-group-san-mateo-ca-152268",
      "city": "San Mateo",
      "state": "CA",
      "years_registered": 10,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 292917,
      "name": "Grant Private Wealth Management",
      "name_as_filed": "GRANT PRIVATE WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/grant-private-wealth-management-pleasanton-ca-292917",
      "city": "Pleasanton",
      "state": "CA",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 299728,
      "name": "Grealish Investment Counseling LLC",
      "name_as_filed": "GREALISH INVESTMENT COUNSELING LLC",
      "url": "https://advisorcensus.com/firm/grealish-investment-counseling-llc-san-mateo-ca-299728",
      "city": "San Mateo",
      "state": "CA",
      "years_registered": 2,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 341212,
      "name": "Greenbook Financial",
      "name_as_filed": "GREENBOOK FINANCIAL",
      "url": "https://advisorcensus.com/firm/greenbook-financial-oakland-ca-341212",
      "city": "Oakland",
      "state": "CA",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 329018,
      "name": "Greykasell Wealth Strategies, Inc.",
      "name_as_filed": "GREYKASELL WEALTH STRATEGIES, INC.",
      "url": "https://advisorcensus.com/firm/greykasell-wealth-strategies-inc-danville-ca-329018",
      "city": "Danville",
      "state": "CA",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 134684,
      "name": "Griffin Black, LLC",
      "name_as_filed": "GRIFFIN BLACK, LLC",
      "url": "https://advisorcensus.com/firm/griffin-black-llc-redwood-city-ca-134684",
      "city": "Redwood City",
      "state": "CA",
      "years_registered": 6,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 292580,
      "name": "Hall Financial Services, Inc",
      "name_as_filed": "HALL FINANCIAL SERVICES, INC",
      "url": "https://advisorcensus.com/firm/hall-financial-services-inc-corte-madera-ca-292580",
      "city": "Corte Madera",
      "state": "CA",
      "years_registered": 8,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 285315,
      "name": "Hanke & Apolonio Wealth Advisors LLC",
      "name_as_filed": "HANKE & APOLONIO WEALTH ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/hanke-and-apolonio-wealth-advisors-llc-san-francisco-ca-285315",
      "city": "San Francisco",
      "state": "CA",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 285805,
      "name": "Harborlight Investments, LLC",
      "name_as_filed": "HARBORLIGHT INVESTMENTS, LLC",
      "url": "https://advisorcensus.com/firm/harborlight-investments-llc-el-cerrito-ca-285805",
      "city": "El Cerrito",
      "state": "CA",
      "years_registered": 9,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 332571,
      "name": "Hawk Advisory LLC",
      "name_as_filed": "HAWK ADVISORY LLC",
      "url": "https://advisorcensus.com/firm/hawk-advisory-llc-san-francisco-ca-332571",
      "city": "San Francisco",
      "state": "CA",
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 139335,
      "name": "Hawley Advisors",
      "name_as_filed": "HAWLEY ADVISORS",
      "url": "https://advisorcensus.com/firm/hawley-advisors-walnut-creek-ca-139335",
      "city": "Walnut Creek",
      "state": "CA",
      "years_registered": 27,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 106158,
      "name": "HCM Wealth",
      "name_as_filed": "HCM WEALTH",
      "url": "https://advisorcensus.com/firm/hcm-wealth-san-rafael-ca-106158",
      "city": "San Rafael",
      "state": "CA",
      "years_registered": 31,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 111947,
      "name": "Hearth Capital Management",
      "name_as_filed": "HEARTH CAPITAL MANAGEMENT",
      "url": "https://advisorcensus.com/firm/hearth-capital-management-mill-valley-ca-111947",
      "city": "Mill Valley",
      "state": "CA",
      "years_registered": 34,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 104649,
      "name": "Hoertkorn Richard Charles",
      "name_as_filed": "HOERTKORN RICHARD CHARLES",
      "url": "https://advisorcensus.com/firm/hoertkorn-richard-charles-kentfield-ca-104649",
      "city": "Kentfield",
      "state": "CA",
      "years_registered": 54,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 145096,
      "name": "Hutchinson & Ziegler Financial Advisors, Inc.",
      "name_as_filed": "HUTCHINSON & ZIEGLER FINANCIAL ADVISORS, INC.",
      "url": "https://advisorcensus.com/firm/hutchinson-and-ziegler-financial-advisors-inc-san-rafael-ca-145096",
      "city": "San Rafael",
      "state": "CA",
      "years_registered": 9,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 175155,
      "name": "Impactadvisor LLC",
      "name_as_filed": "IMPACTADVISOR LLC",
      "url": "https://advisorcensus.com/firm/impactadvisor-llc-sf-ca-175155",
      "city": "Sf",
      "state": "CA",
      "years_registered": 11,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 153249,
      "name": "In Touch Financial Services",
      "name_as_filed": "IN TOUCH FINANCIAL SERVICES",
      "url": "https://advisorcensus.com/firm/in-touch-financial-services-oakland-ca-153249",
      "city": "Oakland",
      "state": "CA",
      "years_registered": 10,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 304981,
      "name": "Infinity Financial Services Advisory",
      "name_as_filed": "INFINITY FINANCIAL SERVICES ADVISORY",
      "url": "https://advisorcensus.com/firm/infinity-financial-services-advisory-oakland-ca-304981",
      "city": "Oakland",
      "state": "CA",
      "years_registered": 6,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 293644,
      "name": "Insight Wealth Strategies, LLC",
      "name_as_filed": "INSIGHT WEALTH STRATEGIES, LLC",
      "url": "https://advisorcensus.com/firm/insight-wealth-strategies-llc-san-ramon-ca-293644",
      "city": "San Ramon",
      "state": "CA",
      "years_registered": 8,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 167314,
      "name": "Integrity Wealth Partners, LLC",
      "name_as_filed": "INTEGRITY WEALTH PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/integrity-wealth-partners-llc-walnut-creek-ca-167314",
      "city": "Walnut Creek",
      "state": "CA",
      "years_registered": 13,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 135120,
      "name": "Intelligent Investing",
      "name_as_filed": "INTELLIGENT INVESTING",
      "url": "https://advisorcensus.com/firm/intelligent-investing-clayton-ca-135120",
      "city": "Clayton",
      "state": "CA",
      "years_registered": 31,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 285260,
      "name": "Invision Capital Advisor, LLC",
      "name_as_filed": "INVISION CAPITAL ADVISOR, LLC",
      "url": "https://advisorcensus.com/firm/invision-capital-advisor-llc-san-francisco-ca-285260",
      "city": "San Francisco",
      "state": "CA",
      "years_registered": 9,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 323831,
      "name": "Jocelyn Investment Management, LLC",
      "name_as_filed": "JOCELYN INVESTMENT MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/jocelyn-investment-management-llc-san-rafael-ca-323831",
      "city": "San Rafael",
      "state": "CA",
      "years_registered": 3,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 128976,
      "name": "John Friedman Financial",
      "name_as_filed": "JOHN FRIEDMAN FINANCIAL",
      "url": "https://advisorcensus.com/firm/john-friedman-financial-san-francisco-ca-128976",
      "city": "San Francisco",
      "state": "CA",
      "years_registered": 22,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 287755,
      "name": "Jordan Park Group LLC",
      "name_as_filed": "JORDAN PARK GROUP LLC",
      "url": "https://advisorcensus.com/firm/jordan-park-group-llc-san-francisco-ca-287755",
      "city": "San Francisco",
      "state": "CA",
      "years_registered": 9,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 327226,
      "name": "Just Futures",
      "name_as_filed": "JUST FUTURES",
      "url": "https://advisorcensus.com/firm/just-futures-san-francisco-ca-327226",
      "city": "San Francisco",
      "state": "CA",
      "years_registered": 0,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 298248,
      "name": "Kaizen Financial Strategies, LLC",
      "name_as_filed": "KAIZEN FINANCIAL STRATEGIES, LLC",
      "url": "https://advisorcensus.com/firm/kaizen-financial-strategies-llc-pleasanton-ca-298248",
      "city": "Pleasanton",
      "state": "CA",
      "years_registered": 7,
      "raum_band": "100m_500m",
      "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
      }
    ],
    "answer_pages": [
      {
        "path": "/advisors/ca/san-francisco/for-high-net-worth-individuals",
        "firm_count": 524,
        "label": "Financial advisors for high-net-worth individuals in San Francisco, CA"
      },
      {
        "path": "/advisors/ca/san-francisco/for-retirement-plans",
        "firm_count": 228,
        "label": "Financial advisors for retirement plans in San Francisco, CA"
      },
      {
        "path": "/advisors/ca/san-francisco/for-businesses",
        "firm_count": 211,
        "label": "Financial advisors for businesses in San Francisco, CA"
      },
      {
        "path": "/advisors/ca/san-francisco/for-charities",
        "firm_count": 203,
        "label": "Financial advisors for charitable organizations in San Francisco, CA"
      },
      {
        "path": "/advisors/ca/san-francisco/no-account-minimum",
        "firm_count": 68,
        "label": "Financial advisors with no account minimum in San Francisco, CA"
      }
    ],
    "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"
  }
}