Best Financial Planners in San Francisco, CA
Find and compare 75 financial planners in San Francisco, CA. Every listing below shows contact info and reviews so you can shortlist the right financial planner for your needs.
Top Financial Planners in San Francisco
Kb Financial Advisors Unclaimed
Kkr Financial Advisors Llc Unclaimed
First Financial Planners Inc Unclaimed
Aln Financial Planners Unclaimed
Planning And Financial Advisors Unclaimed
Open Advisors Unclaimed
LWA - UBS Financial Services Inc. Unclaimed
Merrill Lynch Financial Advisor Douglas N. Howe Unclaimed
Merrill Lynch Financial Advisor Charles R Lewis Unclaimed
Merrill Lynch Financial Advisor Catherine V Blake Unclaimed
Bill Marshall - RBC Wealth Management Financial Advisor Unclaimed
Jeanette Ellen Strother - Financial Advisor, Ameriprise Financial Services, LLC Unclaimed
How to choose a financial planner in San Francisco
- Prefer a fee-only fiduciary who must act in your interest.
- Confirm CFP certification and a clean regulatory record.
- Ask exactly how they're compensated.
- Make sure their specialty matches your goals.
Typical financial planner costs in San Francisco
In San Francisco, CA, financial planners typically charge 1% of assets per year, or $150–$400 per hour / $1,000–$3,000 flat. Actual pricing depends on the scope of your job, so always request a written quote.
Frequently asked questions
How many financial planners are there in San Francisco, CA?
1Network currently lists 75 financial planners in San Francisco, CA. You can compare their reviews, contact details, and services on this page.
How much does a financial planner cost in San Francisco?
Financial planners in San Francisco, CA typically charge about 1% of assets annually, $150–$400 per hour, or $1,000–$3,000 for a flat-fee plan.
What is a fiduciary financial planner?
A fiduciary is legally required to put your interests first. Look for fee-only CFP professionals in San Francisco to avoid commission conflicts.
How do I choose a financial planner in San Francisco?
Verify CFP credentials, confirm fee-only status, and check reviews. 1Network lists 75 financial planners in San Francisco, CA.