San Francisco Wealth Planning LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$66,297,362
Clients
40
53% high-net-worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
40
HighAverage account size
$1,657,434
About
San Francisco Wealth Planning LLC provides investment management and comprehensive financial planning to individuals and high-net-worth clients, managing roughly $66.3 million across about 40 client relationships. Services include tailored portfolio management (including SMAs and third‑party sub‑advisers), ongoing financial planning subscriptions, tax preparation coordination, equity compensation planning, and real estate investment analysis.
The firm builds individualized investment policies and uses a mix of fundamental and technical analysis alongside passive index strategies, with account supervision reviewed at least semi‑annually and client‑imposed restrictions accommodated. It also offers an ongoing wealth‑planning subscription model and hourly project work, delivering financial plans and coordinating implementation with custodians and sub‑advisers.
Notable distinctions include a very small client roster relative to assets under management—implying a high level of customization per client—and a lead advisor model with both CFP and Enrolled Agent credentials that supports in‑house tax planning and, at times, payment or coordination of tax preparation services. Other atypical features compared with peers are explicit equity‑compensation and pre‑IPO planning services, an upfront onboarding fee structure for ongoing planning, and a stated policy not to aggregate or “block” client trades.
Client services
Financial planning
Portfolio management
Expertise
Equity Recipients (RS/RSU, SOP, ESPP)
Retirement plans for business owners (SEP, solo 401k)
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Occupation focus
Founder/Business Owner
Demographic focus
Mid-Career Professionals
Fee options
Ongoing Financial Planning upfront fee between $1,000 and $5,000 for onboarding and data gathering.
$0 - $1,000,000: 1.00% annually $1,000,001 - $10,000,000: 0.50% annually $10,000,001+: 0.25% annually
$600 per hour for special projects and/or ongoing consulting on wealth planning issues, fees negotiable.
Ongoing Financial Planning billed monthly or quarterly in arrears, typically $9,000 to $20,000 annually.
Fee-only: Ongoing Financial Planning service fees typically range from $9,000 to $20,000 annually, billed monthly or quarterly in arrears; hourly consulting fees billed at $600 per hour, fees negotiable.
Main office location
San Francisco Wealth Planning LLC
Petaluma CA, United States
Number of offices
1
Most active in
San Francisco Wealth Planning LLC has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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