# Hourly financial advisors in San Francisco, CA

> 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.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/ca/san-francisco/hourly/page/6

## At a glance

- Investment advisory firms: 281
- Registration: SEC-registered investment adviser: 138, State-registered investment adviser: 143
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 122 (43%); Percentage of assets 249 (89%); Hourly charges 281 (100%); Subscription fees (newsletter or periodical) 7 (2%); Fixed fees 226 (80%); Commissions 10 (4%); Performance-based fees 16 (6%); Other 27 (10%)
- Regulatory assets under management (Item 5.F): Under $25 million 40 (14%); $25 million to $100 million 68 (24%); $100 million to $500 million 81 (29%); $500 million to $1 billion 16 (6%); $1 billion to $5 billion 24 (9%); Over $5 billion 11 (4%); Not reported 41 (15%)
- Years registered: Under 5 years 65 (23%); 5 to 9 years 79 (28%); 10 to 19 years 65 (23%); 20 years or more 70 (25%); Not reported 2 (1%)

## Firms (page 6 of 6, 251 to 281 of 281, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Tessara Wealth](https://advisorcensus.com/firm/tessara-wealth-burlingame-ca-283295) ([md](https://advisorcensus.com/firm/tessara-wealth-burlingame-ca-283295.md)) | 283295 | Burlingame, CA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [The Pacific Center for Financial Services](https://advisorcensus.com/firm/the-pacific-center-for-financial-services-danville-ca-104557) ([md](https://advisorcensus.com/firm/the-pacific-center-for-financial-services-danville-ca-104557.md)) | 104557 | Danville, CA | SEC-registered investment adviser | $1 billion to $5 billion | 28 | % of assets, Hourly, Fixed fee |
| [The Putney Financial Group LLC](https://advisorcensus.com/firm/the-putney-financial-group-llc-san-rafael-ca-111639) ([md](https://advisorcensus.com/firm/the-putney-financial-group-llc-san-rafael-ca-111639.md)) | 111639 | San Rafael, CA | SEC-registered investment adviser | $100 million to $500 million | 22 | % of assets, Hourly, Fixed fee |
| [Think Different Financial Planning](https://advisorcensus.com/firm/think-different-financial-planning-menlo-park-ca-312539) ([md](https://advisorcensus.com/firm/think-different-financial-planning-menlo-park-ca-312539.md)) | 312539 | Menlo Park, CA | SEC-registered investment adviser | $100 million to $500 million | 0 | Hourly, Fixed fee |
| [Topel & Distasi Wealth Management, LLC](https://advisorcensus.com/firm/topel-and-distasi-wealth-management-llc-berkeley-ca-285538) ([md](https://advisorcensus.com/firm/topel-and-distasi-wealth-management-llc-berkeley-ca-285538.md)) | 285538 | Berkeley, CA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Uprise Advisers LLC](https://advisorcensus.com/firm/uprise-advisers-llc-san-francisco-ca-322959) ([md](https://advisorcensus.com/firm/uprise-advisers-llc-san-francisco-ca-322959.md)) | 322959 | San Francisco, CA | State-registered investment adviser | Not reported | 3 | Hourly, Fixed fee |
| [Vanguard Personalized Indexing Management](https://advisorcensus.com/firm/vanguard-personalized-indexing-management-oakland-ca-285366) ([md](https://advisorcensus.com/firm/vanguard-personalized-indexing-management-oakland-ca-285366.md)) | 285366 | Oakland, CA | SEC-registered investment adviser | Over $5 billion | 7 | % of assets, Hourly |
| [Vantage Wealth Management, LLC](https://advisorcensus.com/firm/vantage-wealth-management-llc-san-mateo-ca-152374) ([md](https://advisorcensus.com/firm/vantage-wealth-management-llc-san-mateo-ca-152374.md)) | 152374 | San Mateo, CA | SEC-registered investment adviser | $1 billion to $5 billion | 16 | % of assets, Hourly, Fixed fee |
| [Velmark Capital Management LLC](https://advisorcensus.com/firm/velmark-capital-management-llc-san-francisco-ca-311441) ([md](https://advisorcensus.com/firm/velmark-capital-management-llc-san-francisco-ca-311441.md)) | 311441 | San Francisco, CA | State-registered investment adviser | $25 million to $100 million | 1 | % of assets, Hourly, Fixed fee, Performance fee |
| [Veraz Advisors](https://advisorcensus.com/firm/veraz-advisors-san-ramon-ca-304619) ([md](https://advisorcensus.com/firm/veraz-advisors-san-ramon-ca-304619.md)) | 304619 | San Ramon, CA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee, Other |
| [Veris Wealth Partners, LLC](https://advisorcensus.com/firm/veris-wealth-partners-llc-oakland-ca-143588) ([md](https://advisorcensus.com/firm/veris-wealth-partners-llc-oakland-ca-143588.md)) | 143588 | Oakland, CA | SEC-registered investment adviser | $1 billion to $5 billion | 19 | % of assets, Hourly, Fixed fee |
| [Verity Wealth Advisors, LLC](https://advisorcensus.com/firm/verity-wealth-advisors-llc-sausalito-ca-126742) ([md](https://advisorcensus.com/firm/verity-wealth-advisors-llc-sausalito-ca-126742.md)) | 126742 | Sausalito, CA | SEC-registered investment adviser | $100 million to $500 million | 23 | % of assets, Hourly, Fixed fee |
| [Vernal Point Advisors, LLC](https://advisorcensus.com/firm/vernal-point-advisors-llc-san-francisco-ca-166587) ([md](https://advisorcensus.com/firm/vernal-point-advisors-llc-san-francisco-ca-166587.md)) | 166587 | San Francisco, CA | SEC-registered investment adviser | $1 billion to $5 billion | 11 | % of assets, Hourly, Fixed fee |
| [VG Financial Consulting, LLC](https://advisorcensus.com/firm/vg-financial-consulting-llc-lafayette-ca-287580) ([md](https://advisorcensus.com/firm/vg-financial-consulting-llc-lafayette-ca-287580.md)) | 287580 | Lafayette, CA | State-registered investment adviser | Not reported | 9 | Hourly, Fixed fee |
| [Vision Capital Investment Management, Inc.](https://advisorcensus.com/firm/vision-capital-investment-management-inc-san-francisco-ca-136806) ([md](https://advisorcensus.com/firm/vision-capital-investment-management-inc-san-francisco-ca-136806.md)) | 136806 | San Francisco, CA | State-registered investment adviser | $25 million to $100 million | 31 | % of assets, Hourly |
| [Vista Advisor Group, LLC](https://advisorcensus.com/firm/vista-advisor-group-llc-walnut-creek-ca-307268) ([md](https://advisorcensus.com/firm/vista-advisor-group-llc-walnut-creek-ca-307268.md)) | 307268 | Walnut Creek, CA | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Fixed fee |
| [Wahdy Capital](https://advisorcensus.com/firm/wahdy-capital-san-francisco-ca-175272) ([md](https://advisorcensus.com/firm/wahdy-capital-san-francisco-ca-175272.md)) | 175272 | San Francisco, CA | State-registered investment adviser | Under $25 million | Not reported | % of assets, Hourly, Subscription, Fixed fee, Performance fee |
| [We Financial Group](https://advisorcensus.com/firm/we-financial-group-san-francisco-ca-298549) ([md](https://advisorcensus.com/firm/we-financial-group-san-francisco-ca-298549.md)) | 298549 | San Francisco, CA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [Wealth & Tax Planners LLC](https://advisorcensus.com/firm/wealth-and-tax-planners-llc-walnut-creek-ca-136450) ([md](https://advisorcensus.com/firm/wealth-and-tax-planners-llc-walnut-creek-ca-136450.md)) | 136450 | Walnut Creek, CA | State-registered investment adviser | $25 million to $100 million | 23 | % of assets, Hourly, Fixed fee |
| [Wealthboost Advisors, LLC](https://advisorcensus.com/firm/wealthboost-advisors-llc-san-francisco-ca-285273) ([md](https://advisorcensus.com/firm/wealthboost-advisors-llc-san-francisco-ca-285273.md)) | 285273 | San Francisco, CA | State-registered investment adviser | $25 million to $100 million | 9 | % of assets, Hourly, Fixed fee |
| [Wealthvalues, LLC](https://advisorcensus.com/firm/wealthvalues-llc-redwood-city-ca-140004) ([md](https://advisorcensus.com/firm/wealthvalues-llc-redwood-city-ca-140004.md)) | 140004 | Redwood City, CA | SEC-registered investment adviser | $100 million to $500 million | 20 | % of assets, Hourly, Fixed fee |
| [WEN Capital Advisory Group, Inc.](https://advisorcensus.com/firm/wen-capital-advisory-group-inc-el-cerrito-ca-164701) ([md](https://advisorcensus.com/firm/wen-capital-advisory-group-inc-el-cerrito-ca-164701.md)) | 164701 | El Cerrito, CA | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Hourly, Subscription |
| [Wespac Advisors, LLC](https://advisorcensus.com/firm/wespac-advisors-llc-orinda-ca-148242) ([md](https://advisorcensus.com/firm/wespac-advisors-llc-orinda-ca-148242.md)) | 148242 | Orinda, CA | SEC-registered investment adviser | $1 billion to $5 billion | 18 | % of assets, Hourly |
| [Westhill Financial Advisors, Inc.](https://advisorcensus.com/firm/westhill-financial-advisors-inc-san-rafael-ca-152506) ([md](https://advisorcensus.com/firm/westhill-financial-advisors-inc-san-rafael-ca-152506.md)) | 152506 | San Rafael, CA | SEC-registered investment adviser | $500 million to $1 billion | 16 | % of assets, Hourly, Fixed fee |
| [Whiteswan Trading Corporation](https://advisorcensus.com/firm/whiteswan-trading-corporation-san-francisco-ca-300671) ([md](https://advisorcensus.com/firm/whiteswan-trading-corporation-san-francisco-ca-300671.md)) | 300671 | San Francisco, CA | State-registered investment adviser | Under $25 million | 6 | % of assets, Hourly, Commissions, Performance fee |
| [Willis Financial Services, Inc.](https://advisorcensus.com/firm/willis-financial-services-inc-clayton-ca-155501) ([md](https://advisorcensus.com/firm/willis-financial-services-inc-clayton-ca-155501.md)) | 155501 | Clayton, CA | State-registered investment adviser | $25 million to $100 million | 15 | % of assets, Hourly |
| [Willow Grove Advisors, LLC](https://advisorcensus.com/firm/willow-grove-advisors-llc-berkeley-ca-151993) ([md](https://advisorcensus.com/firm/willow-grove-advisors-llc-berkeley-ca-151993.md)) | 151993 | Berkeley, CA | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Hourly |
| [Wilson & Boucher Capital Management, LLC](https://advisorcensus.com/firm/wilson-and-boucher-capital-management-llc-moraga-ca-134076) ([md](https://advisorcensus.com/firm/wilson-and-boucher-capital-management-llc-moraga-ca-134076.md)) | 134076 | Moraga, CA | SEC-registered investment adviser | $100 million to $500 million | 11 | % of assets, Hourly, Fixed fee |
| [Wright Financial, LLC](https://advisorcensus.com/firm/wright-financial-llc-pleasant-hill-ca-114076) ([md](https://advisorcensus.com/firm/wright-financial-llc-pleasant-hill-ca-114076.md)) | 114076 | Pleasant Hill, CA | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Hourly, Fixed fee, Commissions |
| [Wulff, Hansen & Co.](https://advisorcensus.com/firm/wulff-hansen-and-co-san-rafael-ca-908) ([md](https://advisorcensus.com/firm/wulff-hansen-and-co-san-rafael-ca-908.md)) | 908 | San Rafael, CA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [Yoder Wealth Management](https://advisorcensus.com/firm/yoder-wealth-management-walnut-creek-ca-291826) ([md](https://advisorcensus.com/firm/yoder-wealth-management-walnut-creek-ca-291826.md)) | 291826 | Walnut Creek, CA | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Hourly, Fixed fee |

- Previous page: https://advisorcensus.com/advisors/ca/san-francisco/hourly/page/5.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.

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Cite as: AdvisorCensus. Hourly financial advisors in San Francisco, CA: 281 firms from Form ADV filings as of October 2026.