Fee-OnlyFinder

Hourly fees in San Francisco, CA

45 advisers in San Francisco offering hourly fees. Firms that report charging hourly fees (Item 5.E(2)) — useful if you want advice without handing over your assets.

All 45

Akram M. Omari, CPA870 Market St, Suite 1174 · San Francisco, CA 94102 · (415) 433-9191 · Hourly feesCRD 135499 · % of assets, Hourly charges · $87.0 million AUMState registeredNo commissions reportedAlpha Private Wealth Advisors LLC50 California Street, Suite 1500 · San Francisco, CA 94111 · (415) 704-8900 · Financial planningCRD 172724 · % of assets, Hourly charges, Fixed fees · $24.0 million AUMState registeredNo commissions reportedAmoretti Capital Management575 Market Street, 4th Floor · San Francisco, CA 94105 · (650) 491-4007 · Financial planningCRD 315111 · % of assets, Hourly charges, Fixed fees · $37.8 million AUMState registeredNo commissions reportedBaker Street Advisors, LLC575 Market Street, Suite 600 · San Francisco, CA 94105 · (415) 344-6180 · Financial planningCRD 128066 · % of assets, Hourly charges, Fixed fees · $20.8 billion AUMSEC registeredNo commissions reportedBenningfield Financial Advisors, LLC1160 Battery Street East, Suite 100 · San Francisco, CA 94111 · (415) 561-6688 · Financial planningCRD 134950 · % of assets, Hourly charges, Fixed fees · $284.3 million AUMSEC registeredNo commissions reportedBerkeley Investment Advisors315 Montgomery Street, Suite 900 · San Francisco, CA 94104 · (415) 831-9999 · Financial planningCRD 121223 · % of assets, Hourly charges, Fixed fees · $25.3 million AUMState registeredNo commissions reportedBpm Wealth Advisors, LLCOne California Street, Suite 2500 · San Francisco, CA 94111 · (415) 421-5757 · Financial planningCRD 325909 · % of assets, Hourly charges, Fixed fees · $268.3 million AUMSEC registeredNo commissions reportedBridgelane FinancialOne Sansome Street, Suite 3500 · San Francisco, CA 94104 · (415) 370-1710 · Financial planningCRD 299091 · % of assets, Hourly charges, Fixed fees · $2.3 million AUMState registeredNo commissions reportedBrio Financial Group19 Sutter Street · San Francisco, CA 94104 · (415) 623-2450 · Financial planningCRD 289889 · % of assets, Hourly charges, Fixed fees · $1.1 billion AUMSEC registeredNo commissions reportedCamelotta Advisors100 Bush St., Suite 511 · San Francisco, CA 94104 · (415) 806-3641 · Financial planningCRD 128053 · % of assets, Hourly charges, Fixed fees · $234.9 million AUMSEC registeredNo commissions reported
Campton Private Equity Advisors601 Montgomery Street, Suite 1210 · San Francisco, CA 94111 · (415) 480-4575 · Hourly feesCRD 288085 · Hourly charges, Fixed fees, OtherState registeredNo commissions reportedCatton Capital Partners, LLC555 California St., 29th Floor · San Francisco, CA 94104 · (415) 234-0470 · Financial planningCRD 339336 · % of assets, Hourly charges, Fixed fees · $39.6 million AUMState registeredNo commissions reportedChequers Financial Management LLC434 Jackson Street, Suite a · San Francisco, CA 94111 · (415) 964-5001 · Financial planningCRD 175209 · % of assets, Hourly charges, Fixed fees · $1.3 billion AUMSEC registeredNo commissions reportedChrome Advisors345 California Street, Suite 600 · San Francisco, CA 94104 · (415) 818-9005 · Financial planningCRD 311539 · % of assets, Hourly charges, Fixed fees · $152.0 million AUMSEC registeredNo commissions reportedDouble Bay Management & Planning50 California Street, Suite 1500 · San Francisco, CA 94111 · (800) 494-3267 · Financial planningCRD 136373 · % of assets, Hourly charges, Fixed fees · $127.0 million AUMSEC registeredNo commissions reportedDunhill & Company, LLC580 California Street, Suite 1226 · San Francisco, CA 94104 · (415) 755-6820 · Financial planningCRD 289213 · % of assets, Hourly charges, Other · $3.0 million AUMState registeredNo commissions reportedFarther345 California Street, Suite 600 · San Francisco, CA 94104 · (628) 246-8004 · Financial planningCRD 302050 · % of assets, Hourly charges, Fixed fees · $16.0 billion AUMSEC registeredNo commissions reportedHanke & Apolonio Wealth Advisors LLC177 Post Street, Suite 800 · San Francisco, CA 94108 · (415) 781-6300 · Financial planningCRD 285315 · % of assets, Hourly charges, Fixed fees · $167.3 million AUMSEC registeredNo commissions reportedHawk Advisory LLC1446a Rhode Island St · San Francisco, CA 94107 · (801) 916-6731 · Financial planningCRD 332571 · % of assets, Hourly charges, Fixed feesState registeredNo commissions reportedJordan Park Group LLC100 Pine Street, Suite 2600 · San Francisco, CA 94111 · (415) 417-3000 · Financial planningCRD 287755 · % of assets, Hourly charges, Fixed fees · $23.3 billion AUMSEC registeredNo commissions reportedJust Futures95 Third Street, 2nd Floor · San Francisco, CA 94103 · (302) 729-3419 · Hourly feesCRD 327226 · % of assets, Hourly charges, Other · $46.7 million AUMSEC registeredNo commissions reportedManey Wealth2193 Fillmore St., #63 · San Francisco, CA 94115 · (415) 423-1142 · Financial planningCRD 340078 · % of assets, Hourly charges, Fixed fees · $9.4 million AUMState registeredNo commissions reportedMidas Capital Management535 Mission Street, Floor 14 · San Francisco, CA 94105 · (916) 833-9559 · Financial planningCRD 334335 · % of assets, Hourly charges · $28.7 million AUMState registeredNo commissions reportedMission Creek Capital Partners, INC.101 Mission Street, Suite 1750 · San Francisco, CA 94105 · (415) 363-0400 · Financial planningCRD 151514 · % of assets, Hourly charges, Performance-based fees · $741.6 million AUMSEC registeredNo commissions reportedMontcalm Tcr LLC16 Funston Ave, Suite a · San Francisco, CA 94129 · (415) 326-7650 · Hourly feesCRD 164521 · % of assets, Hourly charges · $237.5 million AUMSEC registeredNo commissions reportedOptimo Capital2443 Fillmore St #380-1253 · San Francisco, CA 94115 · (415) 602-3127 · Financial planningCRD 288421 · % of assets, Hourly charges, Fixed feesState registeredNo commissions reportedParallel Advisors, LLC150 Spear Street, Suite 1600 · San Francisco, CA 94105 · (866) 627-6984 · Financial planningCRD 140800 · % of assets, Hourly charges, Fixed fees · $10.3 billion AUMSEC registeredNo commissions reportedPerigon Wealth Management, LLC201 Mission Street, Suite 1825 · San Francisco, CA 94105 · (877) 977-2555 · Financial planningCRD 131037 · % of assets, Hourly charges, Fixed fees · $11.3 billion AUMSEC registeredNo commissions reportedPillar6 Advisors, LLC1160 Battery Street, Suite 100, East Building · San Francisco, CA 94111 · (415) 630-5990 · Financial planningCRD 154097 · % of assets, Hourly charges, Fixed fees · $112.3 million AUMState registeredNo commissions reportedPortfolio Management Technology4630 Geary Blvd #304 · San Francisco, CA 94118 · (415) 752-6981 · Hourly feesCRD 106135 · Hourly charges, Fixed feesSEC registeredNo commissions reportedRapport Financial, LLC505 Montgomery Street Suite 1100 · San Francisco, CA 94111 · (310) 383-6204 · Financial planningCRD 286308 · % of assets, Hourly charges, Fixed fees · $51.2 million AUMState registeredNo commissions reportedRemedios Financial PlanningOne Embarcadero Center, Suite 1200 · San Francisco, CA 94111 · (415) 579-1521 · Financial planningCRD 269824 · Hourly charges, Fixed feesState registeredNo commissions reportedRobertson Stephens455 Market Street, Ste. 1450 · San Francisco, CA 94105 · (415) 500-6810 · Financial planningCRD 289977 · % of assets, Hourly charges, Fixed fees · $8.8 billion AUMSEC registeredNo commissions reportedRosenblum Silverman Sutton Sf INC1388 Sutter St Ste 725 · San Francisco, CA 94109 · (415) 771-4500 · Financial planningCRD 105774 · % of assets, Hourly charges, Fixed fees · $486.6 million AUMSEC registeredNo commissions reportedSas Financial Advisors, LLC.50 California Street, Suite 1500 · San Francisco, CA 94111 · (415) 277-5955 · Financial planningCRD 288015 · % of assets, Hourly charges, Fixed fees · $167.0 million AUMSEC registeredNo commissions reportedSkylark Wealth, LLC2443 Fillmore St #380-1492 · San Francisco, CA 94115 · (415) 881-7569 · Financial planningCRD 283522 · % of assets, Hourly charges, Fixed fees · $26.6 million AUMState registeredNo commissions reportedSterling Futures50 California Street, Suite 1500 · San Francisco, CA 94111 · (866) 231-6525 · Financial planningCRD 122436 · % of assets, Hourly charges, Fixed fees · $28.4 million AUMState registeredNo commissions reportedStrong Bridge Advisors LLC2193 Fillmore Street · San Francisco, CA 94115 · (847) 867-4590 · Financial planningCRD 315520 · % of assets, Hourly charges, Fixed fees · $63.5 million AUMState registeredNo commissions reportedSyon Capital LLC555 Montgomery St., Ste 1250 · San Francisco, CA 94111 · (415) 520-7966 · Hourly feesCRD 322776 · % of assets, Hourly charges, Fixed fees · $4.4 billion AUMSEC registeredNo commissions reportedUprise Advisers LLC548 Market Street, Pmb 48325 · San Francisco, CA 94104 · (415) 226-9347 · Financial planningCRD 322959 · Hourly charges, Fixed feesState registeredNo commissions reportedVelmark Capital Management LLC580 California Street, Suite 1200 · San Francisco, CA 94104 · (415) 986-9415 · Financial planningCRD 311441 · % of assets, Hourly charges, Fixed fees · $27.6 million AUMState registeredNo commissions reportedVernal Point Advisors, LLC235 Pine St, Suite 1225 · San Francisco, CA 94104 · (415) 237-3530 · Financial planningCRD 166587 · % of assets, Hourly charges, Fixed fees · $3.9 billion AUMSEC registeredNo commissions reportedVision Capital Investment Management, INC.3450 Geary Blvd #203 · San Francisco, CA 94118 · (415) 731-7270 · Financial planningCRD 136806 · % of assets, Hourly charges · $69.5 million AUMState registeredNo commissions reportedWe Financial Group447 Sutter St, Suite 506 - 1493 · San Francisco, CA 94108 · (415) 994-9767 · Financial planningCRD 298549 · % of assets, Hourly charges, Fixed fees · $127.4 million AUMSEC registeredNo commissions reportedWealthboost Advisors, LLC100 Pine Street, Suite 1250 · San Francisco, CA 94111 · (415) 935-0012 · Financial planningCRD 285273 · % of assets, Hourly charges, Fixed fees · $77.2 million AUMState registeredNo commissions reported