SAN Francisco Wealth Planning LLC

Overview

SAN Francisco Wealth Planning LLC is an independent registered investment adviser operating as a limited liability company and owned by an individual. The firm focuses on financial planning and portfolio management for individuals and small businesses, billing clients through percentage-of-AUM arrangements as well as hourly and fixed fees. The adviser identifies as an active ESG investor, indicating that environmental, social, and governance considerations factor into its investment approach. It is not a multi-state adviser, not a capital allocator, and does not act as a pension consultant or related adviser.

Assets & Accounts

Public Holdings

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Location & Offices