Fiduciary advisors in San Francisco, CA

San Francisco, California

Anthony M. Thomas - Financial Advisor at Farther is an investment advisory firm in San Francisco, California. Services include Financial Planning and Investment Management. The firm specializes in Estate Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

San Francisco, California

Burkland Associates is a San Francisco-based fractional CFO and startup finance firm offering accounting, tax compliance, payroll, HR, and strategic financial services to venture-backed companies. The firm serves startups across sectors including SaaS, AI, fintech, biotech, healthcare, and clean energy, and works with companies at all stages from pre-seed through growth. Burkland integrates with major accounting platforms and structures engagements using fixed or hourly pricing models. The firm assigns each client a dedicated account lead and client success manager, with communication tailored to the service package selected.

San Francisco, California

Christine Thibodeaux, CFP® - Financial Advisor at Farther is an investment advisory firm in San Francisco, California. Services include Financial Planning and Investment Management. The firm specializes in Estate Planning. Its advisors hold CFP credentials. The office has a wheelchair-accessible entrance. The office is open five days a week.

San Francisco, California

Darren Ting - Financial Advisor at Farther is an investment advisory firm in San Francisco, California. Services include Financial Planning and Investment Management. The firm specializes in Estate Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

San Francisco, California

Dogpatch Wealth is an investment advisory firm in San Francisco, California. Services include Estate Planning, Financial Planning, and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 23 Google reviews.

San Francisco, California

Haven Wealth Management is a fiduciary financial planning firm in San Francisco offering comprehensive financial planning, retirement income planning, education planning, estate planning, and business succession services. The firm structures its client engagements around a four-point process focused on competence, coaching, convenience, and continuity, and coordinates with estate attorneys, CPAs, and insurance professionals. Services encompass protection planning, Social Security optimization, workplace benefits planning, and access to investment products including mutual funds, ETFs, stocks, bonds, and annuities, though legal and tax advice are provided through partner referrals.

San Francisco, California

Keith Furuya - Financial Advisor at Farther is an investment advisory firm in San Francisco, California. Services include Financial Planning and Investment Management. The firm specializes in Estate Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

San Francisco, California

Kevin P. Roche, CFP® - Financial Advisor at Farther is an investment advisory firm in San Francisco, California. Services include Financial Planning and Investment Management. The firm specializes in Estate Planning. Its advisors hold CFP credentials. The office has a wheelchair-accessible entrance. The office is open five days a week.

San Francisco, California

Lengrand & Henri is a San Francisco-based estate planning firm serving high-net-worth families with at least $10 million in assets. Operating on a fee-only, fiduciary basis with no ties to financial institutions or product manufacturers, the firm coordinates cross-border wealth structures and coordinates with international legal and tax advisors. The team includes Founder & CEO Guillaume Decalf, Certified Financial Planner Lindsey Swanson, Financial Planner Smara Savoy (Series 65 licensed), and Financial Planner Nicolas Benit, each bringing decades of experience in wealth management and cross-border advisory work.

San Francisco, California

Merissa Benitez Jackson - Financial Advisor at Farther is an investment advisory firm in San Francisco, California. The firm specializes in Estate Planning. The office has a wheelchair-accessible entrance. The office is open daily.

San Francisco, California

NC Financial Group | San Francisco is an investment advisory firm in San Francisco, California. Services include Estate Planning, Financial Planning, Insurance Analysis, Investment Management, and Tax Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3.7-star rating from 6 Google reviews.

San Francisco, California

Perigon Wealth Management is an independent registered investment advisor based in San Francisco offering financial planning and investment management services. The firm works with executives, business owners, individuals, families, athletes, entertainers, and organizations, providing guidance on areas such as tax planning, concentrated stock positions, education funding, charitable giving, estate planning, and life transitions. As an RIA, the firm states it selects investments based on clients' best interests and values alignment rather than product affiliation. The firm employs a three-step client process: get acquainted, create a financial roadmap, and align the portfolio.

San Francisco, California

Raymond Gin - Financial Advisor with the Focus Team at Farther is an investment advisory firm in San Francisco, California. Services include Financial Planning and Investment Management. The firm specializes in Estate Planning. The office has a wheelchair-accessible entrance. The office is open daily.

San Francisco, California

Roy Satterthwaite - Financial Advisor at Farther is an investment advisory firm in San Francisco, California. Services include Financial Planning and Investment Management. The firm specializes in Estate Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

San Francisco, California

The Advisory Group of San Francisco is an investment advisory firm in San Francisco, California. Services include Financial Planning and Investment Management. The firm specializes in Small Business. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

San Francisco, California

Thomas Manning, Founder, Financial Adviser - Bay Rhode Financial And Insurance Solutions is an investment advisory firm in San Francisco, California. Services include Financial Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 2 Google reviews.

San Francisco, California

Tim McNeely, CFP®, CIMA®, CEPA® - Financial Advisor at Farther is an investment advisory firm in San Francisco, California. Services include Financial Planning and Investment Management. The firm specializes in Estate Planning. Its advisors hold CFP credentials. The office has a wheelchair-accessible entrance. The office is open daily.

San Francisco, California

Wealth Script Advisors is a fee-only, fiduciary financial advisory firm in San Francisco specializing in financial planning and investment management for technology professionals. The firm addresses complex financial situations including equity compensation, stock options, concentrated positions, and tax optimization, working with a network of affiliated tax and legal specialists. Led by Alex Caswell (CFA, CFP, EA, former UC Berkeley professor) and supported by Dorene Marquet, the firm combines personalized service with institutional-grade wealth management capabilities tailored to tech sector clients seeking clarity around compensation structures and wealth accumulation.

San Francisco, California

Wealthspire is an investment advisory firm in San Francisco, California. Services include Financial Planning and Investment Management. The office is open five days a week.