Find a Financial Planner in San Francisco, CA

 

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We did the hard work of finding trustworthy partners in San Francisco, CA.

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We Only Work With The Best San Francisco Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in San Francisco, CA


  • Financial Advisor Close to San Francisco, CA

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

 

How Can a CFP® in San Francisco Help You?

Wealth management is a type of financial planning that incorporates many other financial services. Catering to high-net-worth individuals in the San Francisco area, wealth managers seek to build comprehensive wealth for their clients through a variety of vehicles, including investments, retirement planning, estate planning, asset management, tax planning, and more.
Personal financial planning is a service in which a qualified financial planner provides advice, planning, and management services for their clients. The goal of these services in San Francisco is to help clients better understand finance, map out a plan for future financial success, and offer expert assistance where necessary.
18.8% of San Francisco's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the San Francisco area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning is a process by which a financial advisor and/or estate lawyer in the San Francisco area helps you create and codify legal documentation to distribute your estate upon your death. It is best to start estate planning early to ensure that everything is accounted for.
Business financial planning is a service focused on helping businesses map out steps to achieve a financial goal over a set time. Business financial planning in the San Francisco area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
Tax planning is a service offered by qualified tax planners, financial advisors, and other financial professionals in the San Francisco area who determine what breaks are available to you to minimize your tax payments. Tax planning strategies will differ depending on depending on where you live. California has unique laws defining which actions trigger a taxable event and has the 10th highest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse involves working with an attorney or financial advisor to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. In the San Francisco area, it typically includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation is a good way to make high-interest debts more manageable. Advisors in the San Francisco area can bundle high-interest loans together under more favorable financing terms. This often results in lower interest rates, or lower monthly payments.

 

The Value of Working With the Best Financial Planners in San Francisco, CA


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near San Francisco, CA

We evaluated over 13,000 RIA firms to bring you the best of the best San Francisco financial advisors.
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How Retirement-Friendly is San Francisco, CA?

  • Population: 874,961
  • % of Population 62 Years and Over: 18.8%
  • Average Home Value: $1118,200
  • Average Monthly Housing Cost: $2,081
  • Average Household Income: $160,396
  • California Total Tax Burden: 9.48% (10th Highest in U.S.)
  • California Property Tax: 2.64% (19th Lowest in U.S.)
  • California Individual Income Tax: 3.78% (4th Highest in U.S.)
  • California Sales and Excise Tax: 3.06% (17th Lowest in U.S.)


The Top Financial Advisor Firms in San Francisco, CA


ROOF, EIDAM & MAYCOCK, LLC

Website

(415) 788-4600

235 Pine St.
Suite 1200
San Francisco, CA 94104

SEC#: 801-53480
Years in Business: 24 years

CHARLES SCHWAB INVESTMENT MANAGEMENT, INC

Website

(415) 667-9200

211 Main Street

San Francisco, CA 94105

SEC#: 801-35905
Years in Business: 31 years

SNYDER CAPITAL MANAGEMENT LP

Website

(415) 392-3900

101 Mission Street
Suite 1400
San Francisco, CA 94105

SEC#: 801-54641
Years in Business: 23 years

GRAND JEAN CAPITAL MANAGEMENT INC.

Website

(415) 512-5430

One Market-Steuart Tower
Suite 1440
San Francisco, CA 94105

SEC#: 801-36610
Years in Business: 30 years

SVB ASSET MANAGEMENT

Website

(866) 719-9117

505 Howard Street
3rd Floor
San Francisco, CA 94105

SEC#: 801-61674
Years in Business: 18 years

RHS FINANCIAL, LLC

Website

(415) 495-2900

930 Montgomery Street
Suite 600
San Francisco, CA 94133

SEC#: 801-112686
Years in Business: 3 years

PENINSULA WEALTH, LLC

Website

(415) 678-5360

350 Townsend Street, Suite 411

San Francisco, CA 94107

SEC#: 801-71025
Years in Business: 11 years

CEREBELLUM CAPITAL

Website

(415) 963-4401

425 California Street
Suite 1350
San Francisco, CA 94104

SEC#: 801-76821
Years in Business: 8 years

ALPINE INVESTORS

Website

(415) 392-9100

One California Street, Suite 2900

San Francisco, CA 94111

SEC#: 801-73159
Years in Business: 9 years

ICONIQ CAPITAL, LLC

Website

(415) 967-7763

394 Pacific Avenue
2nd Floor
San Francisco, CA 94111

SEC#: 801-72878
Years in Business: 9 years