Wealthboost Advisors, LLC

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Client assets under management

$69,181,818

Clients

84% high-net-worth

Advisors

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Low

Average account size

$1,820,574

About

WealthBoost Advisors, LLC provides discretionary portfolio management, financial planning, retirement plan consulting, and specialized investment advisory services for charitable organizations. The firm serves individual clients (including high‑net‑worth clients), small business retirement plans, and 501(c)(3) foundations.

The firm builds client portfolios using a tailored, goals‑based process that collects clients’ objectives and risk tolerances, then allocates primarily to mutual funds and ETFs, model portfolios or selected sub‑advisers; ongoing monitoring, rebalancing, and periodic reviews are part of its standard operating approach. Its written disclosures emphasize Modern Portfolio Theory and allow for both long‑ and short‑term strategies, while noting that tax efficiency is not a primary management objective and clients are encouraged to consult tax professionals.

What is distinctive about the firm is that its principals maintain law licenses and the ADV explicitly discloses that legal qualifications exist but that WealthBoost does not provide legal advice through the adviser — a characteristic that is uncommon among peers. The firm also highlights specialized charitable foundation services with explicit UPMIFA considerations, held‑away 529 account advisory capabilities, and the ability to act as a 3(38) fiduciary for small business retirement plans, which together differentiate its service mix from many similarly sized advisers.

Client services

Financial planning Portfolio management

Expertise

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy

Occupation focus

Founder/Business Owner

Fee options

Fixed

Financial planning services fixed fee typically ranges from $1,000 to $10,000, negotiable.

Percentage

$0 - $2,000,000: 0.80% $2,000,001 - $5,000,000: 0.60% $5,000,001+: 0.40%

Project-based

Not specifically stated, but SEC Part 1 reports hourly charges; brochure states fees for financial planning are fixed fees, no hourly rate explicitly stated.

Other

Account minimum: $1,250,000

Main office location

Wealthboost Advisors, LLC

100 Pine Street, Suite 1250

San Francisco CA 94111, United States

Number of offices

Most active in

California

Disclosures

Business activities & affiliations

Is active or affiliated with:

Lawyer

They provide legal services, typically billed separately.

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.

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.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 415-935-0012

Advisors at this firm

Suzy H

Series 65

San Francisco, CA

Wealthboost Advisors, LLC

Suzy Hong is a financial advisor at WealthBoost Advisors, LLC with three years of industry experience. She holds a Series 65 designation and previously worked at Goodin, MacBride, Squeri & Day, LLP for eight years, as well as for the City & County of San Francisco. WealthBoost Advisors, LLC provides discretionary portfolio management, financial planning, retirement plan consulting, and specialized investment advisory services primarily for individual clients, small business retirement plans, and charitable organizations. The firm uses a tailored, goals-based process focusing on mutual funds, ETFs, model portfolios, and selected sub-advisers, with an emphasis on Modern Portfolio Theory and specialized services including legal qualifications and charitable foundation advisory.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner

Anthony W

CFA®, Series 66

San Francisco, CA

Wealthboost Advisors, LLC

Anthony Wan is a CFA® charterholder with 14 years of industry experience. He has been with Wealthboost Advisors, LLC since 2016 and previously worked at The AYCO Company, L.P./Mercer Allied. Wan serves on the Board of Directors for Asian Americans Advancing Justice - Asian Law Caucus, an organization focused on legal and civil rights for Asian and Pacific Islander communities. Wealthboost Advisors, LLC provides discretionary portfolio management, financial planning, retirement plan consulting, and specialized advisory services for individuals, small business retirement plans, and charitable organizations. The firm employs a tailored, goals-based investment process and offers unique services such as legal qualifications among its principals and specialized support for charitable foundations and small business plans.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner

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